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Mercer Advisors acquires MDK Private Wealth Management

PRNewswireMarch 6, 20246 min
Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), announced the acquisition of MDK Private Wealth Management, LLC (hereinafter “MDK”). MDK is a comprehensive wealth management firm located in Seattle, Washington. MDK, founded in 2020 by Co-Founders Paul Meyer, Jaimi Dennehy, and Chris Kalafatis and complemented by a highly qualified team of professionals, serves its Ultra High Net Worth (“UHNW”) clientele with assets under supervision of over $2.5 billion. MDK offers a full range of family...

StratCap expands management team with two key hires

BusinessWireFebruary 27, 20244 min
StratCap, a global alternative investment management platform, is proud to announce that it has expanded its executive leadership team with the addition of two key professionals in Katie Peterson as Vice President of National Accounts and Andre Hatibi as Vice President of Internal Sales. These additions will support the ongoing growth of the StratCap distribution team as the company continues to scale its digital infrastructure investing activities, highlighted by the company’s recent closing of nearly...

iCapital® expands wealth management industry’s access to Architect

BusinessWireFebruary 15, 20245 min
iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announces its groundbreaking portfolio construction tool, Architect, is available on iCapital Marketplace. With the launch, more than 350,000 US financial advisors can access Architect – which combines a user-friendly interface with sophisticated analytics – to evaluate alternatives and structured investments alongside traditional assets and seamlessly design portfolios that align with their clients’ return objectives and risk profiles. Architect’s advanced...

Snapsheet’s 2023 Results and Strategic Vision for Claims Management

PRNewswireFebruary 13, 20244 min
Reflecting on 2023, Snapsheet, the leading global provider of insurance claims management solutions, stands at the threshold of a transformative year. This review on the past serves not just as a celebration of Snapsheet’s exceptional milestones, but as an affirmation of its unwavering commitment to delivering unparalleled value and steering a positive course for profitable growth. In an industry where opportunities for progress are extensive, Snapsheet’s achievement of profitability stands as a validation of its resilience...
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