DACFP Supports SEC Approval of Spot Ethereum ETFs
May 27, 20245 min
DACFP's Ric Edelman: "Bitcoin and Ethereum are the Coke and Pepsi of crypto. These ETFs are a Landmark Moment for Investors."
Agora Secures $34M Series B Funding
May 17, 20246 min
Agora, a leading innovator in real estate investment management solutions, announced the successful completion of its $34 million Series B funding round, led by Israel-based growth fund Qumra Capital, along with Insight Partners and Aleph. The investment will enable Agora to accelerate its expansion efforts and further enhance its innovative product offerings. “We are thrilled to secure this significant investment, which is a testament to the strength of our platform and the promise it holds for reinvigorating...
Park Avenue Securities launches new Private Client Group
May 16, 20244 min
New Private Client Group enhances firm's high-net-worth offerings with new premium products and services, providing an elevated wealth management experience.
Expands presence in Pacific Northwest and increases planner network; broadens firm’s financial planning capabilities
Dechert LLP announced today the addition of Neel Maitra as a partner in its financial services practice group, bolstering the firm’s capabilities in fintech, cryptocurrency, broker-dealer and securities regulatory compliance. Mr. Maitra will join the firm’s Washington D.C. office. “The arrival of Neel is testament to the growth and innovation of our financial services practice and the firm at large,” said Dave Forti, co-chair of Dechert. “Providing the full spectrum of services for asset managers and financial institutions is...
BIP Wealth acquires the Money Advisor Group
May 2, 20246 min
The strategic partnership opens new private investment opportunities for investors in the Columbus, Georgia market
Fortis Capital Advisors acquires ClearPath Financial, LLC
April 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...
Experienced Investment Management Leader to Identify Growth Opportunities for Advisors, Stratos Investment Management
Pathstone to acquire Crestone Capital LLC
February 19, 20245 min
The acquisition continues to strengthen Pathstone's position as the largest independent Registered Investment Advisor ("RIA") focused on serving ultra-high net worth ("UHNW") families
Clearwater Analytics named Keith Viverito as Managing Director, EMEA
February 7, 20244 min
New Managing Director to Drive Clearwater Growth in Europe & APAC