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Sequoia Financial Group Acquires Family Asset Management

November 7, 20245 min

Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $21.5 billion in assets under management as of Sept. 30, 2024, and Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm, announced that Sequoia Financial has acquired FAM. Financial terms were not disclosed. Founded in 2004, FAM is an SEC-registered investment advisor with more than $300 million in assets under management as of Sept. 30, 2024. FAM provides financial planning and investment management services to high net worth clients,...

by PRNewswire

Investments

Piper Sandler and BC Partners Credit Announce Strategic Alliance

November 4, 20246 min

Piper Sandler Companies, a leading investment bank, and BC Partners Credit, the $8 billion credit arm of international investment firm BC Partners, announced a strategic alliance. The alliance, which leverages the expertise and broad networks of Piper Sandler’s Financial Services Debt Capital Markets team and BC Partners Credit, paves the way for Piper Sandler’s clients across the financial services sector to best access the debt capital markets with customized structures and financing solutions as they grow...

by GlobeNewswire

Investments

MONECO Advisors Named to Forbes’ America’s Top RIA Firms 2024

November 4, 20243 min

MONECO Advisors, LLC announces its inclusion in the Forbes’ America’s Top RIA Firms 2024 ranking. Dedicated to driving conscious growth, the firm’s Managing Partner, Charlie Rocco, JD/MBA, CFP®, CIMA® comments that: “While others may chase Wall Street profits, we find fulfillment in developing client relationships and providing financial plans that help our clients pursue their milestones and goals. This top industry ranking from Forbes confirms we are on the right track with this approach as we...

by PRNewswire

Investments

Evoke Advisors Acquires Crescent Bay Advisors

October 31, 20244 min

Evoke Advisors (“Evoke”), a $25.3 billion† registered investment advisory firm, announced the strategic acquisition of the business of Crescent Bay Advisors (CBA), a multi-family office. The acquisition will enhance Evoke’s current service offerings and allow the firm to provide a full range of family office services to their clients, which include ultra-high net worth families and individuals. The combined firm is headquartered in Los Angeles with additional office locations in Orange County, California, and West Palm Beach, Florida. Evoke’s Co-Founder and...

by BusinessWire

Investments

Waverly Advisors Acquires Mueller Financial Solutions

October 30, 20243 min

Waverly acquires its second RIA in Colorado

by PRNewswire

Investments

Mission Wealth Announces Merger with JLFranklin Wealth Planning

October 29, 20244 min

Mission Wealth Management, LP announced a merger with JLFranklin Wealth Planning, a premier financial advisory firm founded by Joyce L. Franklin with over $235 million in assets under management. This merger marks the third partnership for Mission Wealth in 2024 and further solidifies its presence in the San Francisco Bay Area. Mission Wealth is thrilled to add Joyce as the firm’s 39th equity partner, welcoming her extensive experience and passion for client service. JLFranklin Wealth Planning was founded in 1999...

by BusinessWire

Investments

Anzu Partners Welcomes Joey Clark as Principal & SVP of Capital Solutions

October 28, 20244 min

Clark brings expertise supporting the growth of early-stage startups at J.P. Morgan and the U.S. Department of Defense.

by BusinessWire

Investments

Wellesley Hills Financial Expands Capabilities with New Exec Advisors

October 25, 20244 min

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

by PRNewswire

Investments

Fintech Sector Investment Remains Muted While 2024 Opportunity Persists

October 24, 20245 min

2024 report highlights Fintech founders diligently improving bottom line in 2024 despite investments dropping 91% since peak in 2021

by PRNewswire

Investments

Primestone Partners Appoints Jon Beyman to Technology Advisory Board

October 24, 20244 min

Primestone Partners, a New York-based management company focused on strategic technology investments, announced the appointment of Jon Beyman to its Technology Advisory Board. Beyman is an independent senior advisor with more than 40 years of experience in financial services, technology, and operations. Beyman has held senior leadership positions at several prominent bulge-bracket banks, including Citibank, Credit Suisse, and Lehman Brothers. At Citibank, he served as the Global Head of Operations and Technology for the Institutional Client Group....

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