GeoWealth acquires First Ascent to offer full-service TAMP platform
Following the acquisition, First Ascent will migrate to the GeoWealth platform and utilise the latter's purpose-built, fully-integrated technology platform
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Optasia-powered micro-lending offerings in DR Congo through Vodacash and Access Bank
Users will benefit from the service to obtain an instant overdraft and top up their balance to carry out a…
CountPlus acquires Affinia Financial Advisers from TAL
With the acquisition, CountPlus anticipates to benefit from the deep risk advice capability, which will enable the growth of its…
Empower introduces digital-first Personal Wealth division
With the launch of its Personal Wealth division, the financial planning, investing, and advice firm intends to expand its consumer…
CD&R to take Focus Financial Partners private in $7bn deal
As per the terms of the agreement, stockholders of the US-based publicly-listed firm will be paid $53 per share in…
FYG Planners unveils revolutionary WealthEye CRM built on Dynamics 365
The innovative WealthEye CRM revolutionizes the way advisers manage client relationships, making it easier than ever to streamline advice, marketing,…
Dynasty Financial taps BridgeFT’s WealthTech API as primary custodial data partner
With the cloud-native, API-first wealth infrastructure software company, Dynasty Financial Partners expects to bolster the integrated wealth technology offerings across…
Sequoia Financial Group to acquire Zeke Capital Advisors, forming wealth manager with $15bn in client assets
Akron, Ohio-based Sequoia provides asset management and financial planning services across the wealth spectrum—from individuals to family offices