Corsair received strong support from new and existing limited partners to back portfolio of leading European financial services assets
Surfin Meta Raises $26.5M in Round Led by Global Investors
April 25, 20258 min
Surfin Meta Digital Technologies, Singapore-headquartered financial technology solutions provider for the underserved, announced the successful completion of its oversubscribed funding round on April 23 2025. Woori Venture Partners, Washington University in St. Louis, and Phillip Private Equity participated in this round, bringing total funding to USD 26.5 million. This is a remarkable achievement and milestone from the initial investment of USD 12.5 million that was led by Insignia Ventures Partners in October 2024. It is also a reflection of continued investor confidence in Surfin’s business...
AdvizorPro Unveils TrafficIQ for Real-Time RIA Interest Data
April 8, 20254 min
Purpose-built tool connects web traffic to financial advisor intelligence, enabling asset managers to target RIAs more effectively
LPL Financial Welcomes Four Advisors to Carnegie Private Wealth
March 13, 20258 min
LPL Financial LLC announced today that financial advisors James Larsen, CFP®, Lucas Decker, CFP®, Kevin Lewis, CFP®, CEPA®, and Seth Miller, CFP®, CEPA®, have joined LPL Financial’s broker-dealer, Registered Investment Advisor (RIA) and custodial platforms, aligned with Carnegie Private Wealth, an existing firm supported by LPL Strategic Wealth. The advisors reported serving approximately $475 million in advisory, brokerage and retirement assets.* Larsen joins LPL from Wells Fargo Advisors, and Decker, Lewis and Miller join from Edward Jones. Carnegie...
Redding Ridge to Acquire Irradiant Partners, Expanding AUM
February 24, 20257 min
RRAM, an Affiliate of Apollo, to add ~$11 billion of CLO assets bringing total AUM to ~$38 billion Irradiant’s John Eanes Named Incoming CIO of RRAM US
Eyenovia Announces Debt Restructuring to Boost Cash Runway
February 24, 20254 min
Amendment provides financial flexibility to the Company by deferring all interest as well as principal redemption payments through September 2025, while reducing near-term cash needs
Financial Advisors: Prevent Tax Fraud with Fintech Solutions
February 6, 202519 min
Financial advisors can combat tax-related identity theft using fintech tools, proactive strategies, and security measures. Protect clients from growing fraud risks.
Nationwide to Acquire Allstate Employer Stop Loss Business for $1.25 bn
January 31, 20254 min
The acquisition will strengthen and diversify Nationwide's portfolio, meeting more of the financial services needs of small businesses
Wealthcare Celebrates Significant Growth and Milestones in 2024
January 30, 20255 min
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....
Financial Advisor Team Joins UBS Private Wealth Management in Miami
November 26, 20246 min
UBS Private Wealth Management today announced that financial advisor team AMD Wealth Partners has joined the firm. The team is led by Financial Advisors Ary Velasco, Michael von Borsig and David Cardenas. They join the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the downtown Miami office. Together, the Private Wealth Management team was responsible for managing over $1.4 billion in client assets. “On behalf of the entire...