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Sequoia Financial Group (Sequoia) was honored yesterday by Schwab Advisor Services with the 2019 Best-in-Business IMPACT Award™. Sequoia provides passionate, fee-based services to clients seeking comprehensive planning – with an eye for detail and a flair for the inventive. Sequoia’s ability to innovate across operations and grow while determined to provide exceptional client value earned it the Best-in-Business IMPACT Award™. Today, Sequoia has offices in Ohio, Michigan, and Florida and has doubled its AUM in...

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Schwab Advisor Services™ announced the recipients of the 14th annual IMPACT Awards® for independent investment advisor firms. Four firms are being recognized today at Schwab IMPACT®, the largest and longest-running annual gathering of independent advisors in the nation. The winning firms for 2019 are: Sequoia Financial Group, LLC; AdvicePeriod, LLC; Moisand Fitzgerald Tamayo, LLC; and PCS Retirement, LLC. The IMPACT Awards are given each year to firms that have advanced the industry through their demonstrated...

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Motive Partners today announced the final close of its inaugural fund, Motive Capital Fund I (MCFI), of more than $473 million. MCFI is managed by Motive Partners and is the firm’s debut private equity fund focusing on growth and buyout opportunities in financial and business services technology companies. Capital commitments came from public pension plans, sovereign wealth funds, alternative asset managers, family offices, endowments and foundations across North America, Europe, the Middle East and Australasia. The Fund has already invested in...

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HighTower will provide the $1 billion San Francisco-based investment counsel with business growth consulting, operational support and capital HighTower today announced a strategic investment in Schultz Collins, a $1 billion advisory group with offices in San Francisco, Washington, D.C. and Towson, Md., serving individuals and families, institutional investors and retirement plan sponsors. HighTower’s business consulting, capital, and middle- and back-office support will enable Schultz Collins to expand its wealth management services for new and existing clients. Schultz Collins was founded in 1995...

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Fund Earmarked for Series A and Series B Financing of Market-Disrupting B2B SaaS and Tech-Enabled Services Companies BIP Capital, one of the most active venture capital firms in the southeastern United States, announced today the successful close of BIP Capital Venture Fund IV, surpassing its target of $100 million. Venture Fund IV will provide Series A and Series B financing for market-disrupting B2B SaaS and tech-enabled services companies focused on Enterprise SaaS, Healthcare IT, Digital Media, Dev Tools, and MarTech....

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Enfusion, the leading provider of cloud-based investment management software, outsourced middle & back-office services, and data analytics, today shares the advancement of their global business with its hire of Steven Bachert as Chief Revenue Officer. Bachert, Enfusion’s first CRO, joins with a history of developing large, distributed teams through recruiting, building, coaching and leading over his 20+ year enterprise software career. Prior to joining Enfusion, he successfully served on executive leadership teams, including CRO at FourKites, Inc.,...

Fintech has redefined the banking and financial services to the next level. With the regular emerging trends surrounding the fintech arena, it gets difficult for CFO’s and tech-finance people to keep a hold onto the latest trends along with the added complexity of deciding what helps and what not. This is where we emerged for a solution. We are one of the world’s leading Fintech-based media publication with our content strategized and synthesized to fit right into the expanding ecosystem of Finance professionals. Be it our press releases, tech articles from Fintech evangelists or interviews from top leaders from global fintech firms, we give the best slice of knowledge topped up with the most apt trends. Our sole mission is to help tech and finance professionals step up with the rapidly emerging Fintech civilization and gain better insights to emerge victorious in every possible way.

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