Truist strengthens middle market banking team in New Jersey

Truist announced today the hiring of veteran commercial banking executive Gino Di Saverio, who leads a growing middle market banking team in New Jersey that includes three other recent hires. “Gino’s sterling reputation for generating new client relationships and building high-performing teams will greatly benefit Truist,” said Travis Rhodes, Truist’s regional president for New Jersey and Pennsylvania. “His experience and leadership will help Truist grow its presence in the market and deepen relationships with existing clients.” Truist’s middle market banking team...

LPL Financial Welcomes Four Advisors to Carnegie Private Wealth

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...

Plata Completes Its Series A Round with a USD 1.5B Valuation

Less than two years after launch in April 2023, Plata’s valuation reached USD 1.5B after receiving its banking license authorization in December 2024, surpassing one million active customers in early 2025. The USD 160 million Series A equity round brings the total investment that Plata has made into the Mexican economy since its launch to over USD 750 million. Series A, which positions Plata as one of Mexico’s most valuable Digital Banks*, was led by Kora. Plata, the Mexican digital bank that received its banking license...

Vantage Bank & Prelim Team Up to Enhance Digital Onboarding

Prelim, a Silicon Valley-based fintech leader renowned for its award-winning omnichannel onboarding solutions, has announced a strategic partnership with Vantage Bank, a $4.4 billion Texas-based community bank. Through this collaboration, Vantage Bank will implement Prelim’s cutting-edge onboarding platform, streamlining the account opening process for consumers, small businesses, and commercial clients. This digital-first solution will replace the bank’s legacy in-branch systems while significantly enhancing its online capabilities. “This partnership underscores our commitment to delivering a best-in-class...

I Squared Capital Appoints Two New Managing Directors

I Squared Capital, a leading independent global infrastructure investment firm, today announced two senior appointments to its investment and asset management teams in London. Philippe Lenoble will join the investment team as Managing Director, reporting to Mohamed El Gazzar, Senior Partner. Bogdan Ciobotaru will join the asset management team as Managing Director reporting to Maxime Jacqz, Managing Director, who leads asset management in Europe. The demands for new and improved infrastructure requires investors to balance...

Fintel Connect Launches First CPA Benchmark Guide for Financial Services

Fintel Connect, the leading affiliate marketing solution specialized for fintech and banking, has unveiled its latest industry resource: The 2025 Cost-Per-Acquisition Benchmarking Guide for Financial Services. With ever-changing market conditions in fintech and banking, this report reviews key factors influencing acquisition costs for financial brands across North America and offers actionable insights to optimize budgets and growth planning. Understanding your acquisition costs is the foundation of any successful marketing strategy, especially in financial services where...

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