Tag: Wealth management
Carson Group acquires wealth management firm Northface Capital Holdings
Nebraska-based Carson Group has acquired Northface Capital Holdings, a financial planning and wealth management firm, for an undisclosed price. Based in Massachusetts, Northface Capital Holdings ... Read More
Envestnet taps TCS to scale Bangalore-based data and analytics business
Envestnet, a US-based provider of intelligent systems for wealth management and financial wellness, has entered into a partnership with Tata Consultancy Services (TCS) to increase ... Read More
Citigroup Q2 2022 net income down by 27% to $4.5bn
Citigroup Q2 2022 results : Citigroup has reported a net income of $4.5 billion for the second quarter of 2022 (Q2 2022), a decrease of ... Read More
HUB International acquires Pennsylvania-based Heritage Wealth Management
HUB International said that it has acquired the assets of Heritage Wealth Management Group, a Pennsylvania-based financial services provider, for an undisclosed price. Heritage Wealth ... Read More
Clime Investment Management acquires MTIS Wealth Management and ISAS
Clime Investment Management Limited (CIW), an Australian investment advice company, said that its board has reached an agreement with the principals of MTIS Wealth Management ... Read More
HCL Technologies to acquire Switzerland-based Confinale for $54m
HCL Technologies said that its fully-owned subsidiary — HCL Technologies UK Limited, has agreed to acquire Confinale AG, a Swiss digital banking and wealth management ... Read More
Wealth management firm FNZ raises $1.4bn from CPP and Motive Partners
FNZ, a New Zealand-based wealth management platform, has raised $1.4 billion in new equity funding from Canada Pension Plan Investment Board (CPP Investments) and Motive ... Read More
Bluespring Wealth buys wealth management firm Security Financial Management
Bluespring Wealth Partners, a subsidiary of Kestra Holdings, has acquired Security Financial Management, a wealth management advisor in Florida and Minnesota, for an undisclosed price. ... Read More
Canadian wealthtech company PureFacts Financial raises $29m
PureFacts Financial Solutions, a Canada-based wealthtech solutions provider, has secured CAD 37 million ($28.69 million) in a funding round that saw the participation of Canadian ... Read More
SIMON Markets raises $100m for digital wealth management platform
SIMON Markets, a US-based fintech company that was spun out by Goldman Sachs in late 2018, has raised $100 million in a Series B funding ... Read More