Union Square Advisors Forecasts Continued Deal Momentum in 2025
Investment bank releases eighth annual Outlook Report with predictions for dealmaking within traditional and emerging technology
Investment bank releases eighth annual Outlook Report with predictions for dealmaking within traditional and emerging technology
Wealthcare Capital Management (Wealthcare), a technology-enabled RIA that supports independent financial advisors and a NewSpring Holding platform company, is thrilled to announce significant growth and milestones achieved in 2024. Celebrating its 25th anniversary, Wealthcare’s sustained momentum underscores its commitment to empowering advisors, driving growth, and providing unparalleled service to clients. Key Highlights of Wealthcare’s Remarkable 2024 Achievements: Continued Growth Across Affiliation Channels: In 2024, 15 new advisors joined Wealthcare, expanding the firm’s national presence to 29 states....
First-of-its-kind collaboration will enhance and streamline investment management inclusive of clients' 401(k) accounts
Investment will position New York-based RIA with capital and expertise to expand presence
KKR, a leading global investment firm, today announced the appointment of Guy Metcalfe as Senior Advisor. In his role, Mr. Metcalfe will leverage his extensive real estate and capital markets expertise and relationship network around the world to support KKR’s global real estate investment activity, platform growth, and other strategic initiatives. Mr. Metcalfe previously served as Managing Director at Morgan Stanley and led its real estate investment banking business for over two decades before retiring...
Arax Investment Partners (“Arax”), a premier wealth and asset management platform company backed by RedBird Capital Partners (“RedBird”), today announced that it has acquired Cedrus Financial (“Cedrus”), an established RIA headquartered in Littleton, Colorado, managing around $1 billion in assets under management. Financial terms of the transaction were not disclosed. The acquisition marks the latest addition to Arax’s expanding platform, which partners with leading boutique wealth management firms and financial advisors to unlock strategic business...
AI Unlimited Group Inc. (OTCQB: AIUG) is pleased to announce the strategic rebranding of its subsidiary, BeyondTrade Securities Inc., to Nest Egg Securities, Inc. This transformation represents a significant step forward in the company’s progression into the brokerage and self-directed investment landscape, underscoring its commitment to equipping individuals with sophisticated, accessible tools to secure long-term financial stability. A Reimagined Identity for an Evolving Mission The rebranding to Nest Egg Securities underscores the company’s dedication to delivering seamless, innovative...
Newly created role will facilitate user engagement and partnership growth
This partnership marks Wealth Enhancement's first location in Maine and brings the firm's total client assets to more than $103.2 billion.
Star Mountain Capital, a rapidly growing employee-owned specialized investment firm with over $4 billion AUM, focused on delivering systematic alpha and low market correlated returns from making private loans and private equity investments and purchasing secondary LP interests and assets in the large, fragmented and resource intensive lower middle-market, announced that Sara Mathew has joined as Senior Advisor.