financial advisors - FinTecBuzz

FMG Suite Ranked #1 Marketing Platform for Financial Advisors for Second Year

PRNewswireMarch 26, 20204 min

FMG Suite, LLC, a private San Diego-based company delivering the leading cloud-based marketing automation platform for financial service professionals, today announced that it once again ranked first place for market share in the Digital Marketing Tools & Services category in the T3/Inside Information Advisor Software Survey. Now in its fourth year, the survey conducted by Joel Bruckenstein and Bob Veres seeks to help advisory firms evaluate advisor technology offerings across 20 different industry categories. Each...

Analytics/BI

Twenty Over Ten Partners with Riskalyze to Maximize Lead Generation for Financial Advisors

PRNewswireMarch 2, 20204 min

Software Companies Collaborate To Create Seamless Experience, Allowing Advisors to Deliver Hyper-Specific Content Based on Clients' and Prospects' Risk Numbers

Financial Software

Waddell & Reed, Inc. Adds Five Financial Advisors

BusinessWireJanuary 31, 20204 min

Waddell & Reed, Inc. recently added five independent financial advisors, with assets totaling nearly $250 million, to its national network. These associations reflect the firm’s ongoing strategy to grow its team of experienced advisors and expand coverage nationwide. Ron Galen brings a trailing 12-month total gross revenue exceeding $359,000. He has been an advisor for 27 years, most recently affiliated with J.W. Cole Financial, Inc. Galen works in the Los Angeles, California, area. Jim Summers...

Asset Management

Oranj Launches Real-Time Notifications on Its Wealth Management Platform for Financial Advisors

PRNewswireSeptember 26, 20197 min

Summer interns supervised by tenured software engineers show how new, emerging talent can be applied to financial technology applications

Business Tools Financial Software

Bitcoin IRA Launches Turnkey White-Label Solution For Financial Advisors And Enterprise Businesses

FTB News DeskJanuary 7, 20197 min

BitcoinIRA.com, the world’s largest and most secure cryptocurrency platform that allows customers to purchase Bitcoins and other cryptocurrencies for their retirement accounts, has launched a turnkey, white-label solution for enterprise businesses to enable them to invest their customers into a Bitcoin IRA. The first and only of its kind in the world, this new enterprise solution is designed to specifically cater to financial advisors, registered investment advisors (RIAs), wealth managers and other licensed money managers...

Investments

Waverly Advisors Acquires Mueller Financial Solutions

BusinessWireOctober 30, 20243 min

Waverly acquires its second RIA in Colorado

Investments

Wellesley Hills Financial Expands Capabilities with New Exec Advisors

BusinessWireOctober 25, 20244 min

Announces addition of two recognized fintech and payments leaders to the team

Investments

Fortis Capital Advisors acquires ClearPath Financial, LLC

PRNewswireApril 10, 20243 min

Fortis Capital Advisors, a rapidly growing RIA based in the Kansas City area, announced that it continues to expand its national footprint with the acquisition of Chicago, Illinois based firm ClearPath Financial, LLC. As a native of the suburbs of Chicago, I couldn’t be more excited about the acquisition of ClearPath,” said Fortis Capital CEO, Rob Hagg. “Stan Nieminski built an amazing business that continues to grow with his daughter Jessica. The companies’ philosophies align with an emphasis on strong...

Investments

Lido Advisors to Partner with Colorado Financial Management

BusinessWireJanuary 11, 20235 min

Culturally Aligned Team Expands Mountain West Region and Family Office Offering

Investments

Mercer Advisors Acquires Vintage Financial Services, LLC

PRNewswireDecember 7, 20226 min

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Vintage Financial Services, LLC (hereinafter “Vintage”). Vintage is a comprehensive wealth management firm located in Ann Arbor Michigan focusing on serving the financial needs of its clients. Frank Moore (“Frank”), MS, CFP® founded Vintage in 1985 and together with partner Jack McCloskey, MS, CFP® and their team of professionals, built a leading RIA serving over 500 clients with assets under management (“AUM”) exceeding $850...

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