financial resources - FinTecBuzz

First Financial Resources’ 2020 Strategy Taps Mike Bell & Mike Babikian for Executive Leadership Team

PRNewswireMarch 17, 20206 min

First Financial Resources (FFR) kicks off 2020 on the heels of a record sales and growth year. Ending 2019 with over $150 million in sales and increasing membership by 20%, the Irvine-based organization turns its focus to a new strategy for the decade. FFR is known for its closely-knit, club-like culture. So, as an organization grows, how do you maintain the more intimate culture and still grow? FFR CEO, Jud Imhoff has turned that challenge into a strategy for...

Investments

Sequoia Financial Group Acquires Family Asset Management

PRNewswireNovember 7, 20245 min

Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $21.5 billion in assets under management as of Sept. 30, 2024, and Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm, today announced that Sequoia Financial has acquired FAM. Financial terms were not disclosed. Founded in 2004, FAM is an SEC-registered investment advisor with more than $300 million in assets under management as of Sept. 30, 2024. FAM provides financial planning and investment management services to high net worth...

Investments

Waverly Advisors Acquires Mueller Financial Solutions

BusinessWireOctober 30, 20243 min

Waverly acquires its second RIA in Colorado

Payments

The ai Corporation appoints Mark Wheelhouse as Chief Financial Officer

The ai CorporationOctober 15, 20245 min

Experienced CFO joins The ai Corporation to bolster ambitious growth strategy, as business continues to grow its global footprint providing end-to-end payment solutions, specialising in retail fuel and mobility payments, fraud management, and business intelligence to more than 100 banks, over three million multi-channel merchants and over 300 million consumer cardholders across the globe.

Investments

Agora Data Unveils Financial Institutions Group

PRNewswireOctober 8, 20244 min

Agora Data, Inc., a leading consumer fintech company providing innovative technology, capital solutions, and advanced loan performance analytics, has announced the formation of its new Financial Institutions Group. This new division is tailored to serve finance companies that specialize in addressing the needs of the subprime to non-prime market. More specifically, the division supports independent consumer finance companies, banks, credit unions, investment firms, insurance companies, and other entities by offering these institutions the capital necessary for...

Insurance

Title Resources Group Acquires Doma and Receives Investment from Lennar

PRNewswireSeptember 30, 20244 min

Title Resources Group (TRG), one of the nation’s leading title insurance underwriters, announced the acquisition of Doma Holdings, Inc. Additionally, LENX, the strategic investment arm of Lennar, one of the nation’s leading homebuilders, has made an investment to become a minority owner of TRG. Doma’s underwriting division, Doma Title Insurance, Inc. (“DTI”), is now a wholly owned subsidiary of TRG. Doma’s technology division, renamed Doma Technology LLC (“Doma TechCo”), will operate on a separately capitalized...

Investments

LPL Financial Kicks Off Focus 2024

GlobeNewswireAugust 12, 20246 min

Almost 9,000 attendees convene in San Diego for LPL’s flagship conference, an annual groundswell of collaboration and connection to help advisors best serve the American investor and run thriving businesses

Payments

One Inc Names Michael Ellis as Chief Financial Officer

BusinessWireAugust 9, 20245 min

Industry Veteran Strengthens Leadership Team to Drive Growth & Scale

Interview

FinTech Interview with Arthur Mueller, Vice President of Financial Crime at WorkFusion

FTB News DeskAugust 6, 202427 min

Investments

Priority Financial Group Achieves Significant Milestones

BusinessWireJuly 22, 20244 min

Priority Financial Group (PFG), a leading Independent Registered Investment Advisor (RIA), proudly announces the achievement of several key milestones, demonstrating its continued growth and commitment to excellence in financial advisory services. In June 2024, Priority Financial Group surpassed $5 billion in assets under management (AUM), a testament to the trust and confidence their clients place in the financial expertise of their dedicated team of advisors. This significant achievement underscores PFG’s dedication to providing exceptional service and...

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