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UST | May 09, 2022
FINCuro Solutions, a UST company, and leading digital transformation solutions provider specializing in financial services, today announced the launch of the arc@PEAS platform. This advanced digital ecosystem designed to meet the emerging global needs of financial institutions will enable users to collaboratively build and deliver modern, state-of-the-art experiences. arc@PEAS will put users in control with its extensively integrated ecosystem, including its digital experience and onboarding sol...
PR Newswire | July 31, 2020
OCM Capital Partners LLC ("OCP"), a subsidiary of CI Financial Corp. (TSX: CIX) ("CI") of Toronto, announced today that it has reached an agreement to acquire Thousand Oaks Financial Corporation, a registered investment advisor firm based in Thousand Oaks, California operating under the name Professional Planning. Professional Planning offers financial planning and wealth management services and has approximately US$440 million in assets under management (as at June 30, 2020)...
Brian France | February 17, 2020
Brian France today announced the launch of Silver Falcon Capital, Inc. Silver Falcon Capital is a direct investment company and brand incubator that partners with extraordinary entrepreneurs to globally scale emerging consumer and sports entertainment businesses. Silver Falcon Capital will provide capital investment to help companies in specific categories to design, develop and market brands and products to grow and scale at faster rates. With offices and operations in New York City, Charlotte,...
INVESTMENT MANAGEMENT, WEALTH MANAGEMENT
Bench Accounting | February 24, 2023
On February 23, 2023, Bench (bench.co), the industry's top bookkeeping and tax-advising fintech platform, informed that it partnered with Wealth Factory, a premier supplier of complete personal financial education and implementation programs for entrepreneurs and small business owners.
Nevertheless, more than 25,000 business owners can access this partnership's real-time financial insights.
JP Durrios, CEO of Bench, stated, "Wealth Factory customers now h...
FINANCIAL MANAGEMENT, INVESTMENT MANAGEMENT
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