investments - FinTecBuzz

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 BusinessWire

Crypto Currencies

Kraken Appoints Arjun Sethi as Co-CEO

October 31, 20244 min

Kraken, one of the longest-standing and most secure cryptocurrency platforms, announced that Arjun Sethi has been appointed as co-CEO, serving alongside David Ripley, who will become co-CEO. Sethi also serves as Co-Founder and Chairman of Tribe Capital and is widely recognized as one of the top early-stage venture investors in Silicon Valley. Notable investments include xAI, Rippling, Applied Intuition, Slack, Gusto, Swarm, and Carta. Sethi is also a successful two-time founder who joined Yahoo’s executive...

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 PRNewswire

Banking

Associated Bank Announces Trier and Warsek to Join Executive Leadership

October 31, 20248 min

Associated Banc-Corp(“Associated”) announced the appointment of Phillip Trier and Gregory Warsek to its Executive Leadership Team (ELT), effective November 1, 2024. Phillip Trier, 46, will be executive vice president, head of Corporate and Commercial Banking, reporting directly to President and CEO Andy Harmening. Trier joined the company in December 2023 to accelerate core Commercial Middle Market business development across the company’s major metropolitan markets and lead its equipment finance and leasing vertical, and commercial deposit and treasury management sales and service strategies. In...

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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