Farther Secures $72 Million from CapitalG and Viewpoint Ventures
October 14, 20245 min
Farther's AUM Surges 5x Year-Over-Year, Surpassing $5B
intelliflo included in Worldâs Most Innovative WealthTech Companies
April 5, 20243 min
intelliflo has been included on the WealthTech100 list by Fintech Global, an annual ranking of the worldâs most innovative WealthTech companies. intelliflo has been recognized for its robust, API-based financial advisory platform that allows advisors to personalize and digitize financial advice at scale. intelliflo helps simplify the complex digital landscape for financial advisors, enabling them to grow and compete. The companyâs technology supports over 30,000 advisors worldwide, representing over three million end-investors, with over $1 trillion...
BGL Announces New Partnership Between Utitec and Cadence
February 22, 20233 min
Brown Gibbons Lang & Company (BGL), a leading investment banking and financial advisory firm, is pleased to announce a new partnership between Utitec, Inc. (Utitec), a manufacturer specializing in miniature, deep drawn medical device and commercial components, and Cadence, Inc. (Cadence), a leading contract manufacturer of medical and drug delivery devices and specialty commercial products. BGL’s Healthcare investment banking team initiated the transaction and acted as the exclusive financial advisor to Utitec. The specific terms of the transaction...
Wassim Al-Khatib Joins Lazard as CEO, MENA Investment Banking
January 23, 20234 min
Lazard Ltd (NYSE: LAZ) today announced the appointment of Wassim Al-Khatib as Chief Executive Officer (CEO) of the firmâs Financial Advisory business in the Middle East and North Africa (MENA), and CEO of Lazard Saudi Arabia, subject to regulatory approval. Wassim Al-Khatib will be based in the Riyadh office, which will serve as Lazardâs regional MENA Investment Banking hub. “We are pleased to have Wassim join us as CEO of our MENA Investment Banking business,”...
Docupace integrates with Axos Advisor Services
June 30, 20225 min
Strategic integration provides digitally-enhanced new account opening to joint customers