Capital Wealth Planning, LLC

Investment Management

Altera | July 27, 2022

Altera1, an Atlanta-based investment firm focused exclusively on the lower middle private markets, today announced the completion of a growth capital round. This investment provides Altera with balance sheet capital to further enhance its firmwide capabilities and growth initiatives. David Fershteyn, co-founder and CEO of Altera said, “We are pleased to close this strategic growth round and look forward to continuing to provide high net worth investors differen...

Goldman | March 11, 2020

David Kostin just made a bold call: The 11-year-old bull market in U.S. stocks is about to become history. The chief strategist for U.S. equities at Goldman Sachs Group Inc. cut his year-end forecast for the S&P 500 while trimming his profit estimates for a second time in a month. Earnings will drop at least 12% in each of the next two quarters as plunging oil prices and the spread of the coronavirus hurt businesses, he said. With profits poised to collapse and sentiment to worsen, Kostin no...

Payments

Paymentology | December 07, 2021

In a move upending the hottest part of the fintech market, two of the world’s leading issuer processors – Paymentology and Tutuka – are merging to create a new payments and card processing powerhouse. Operating under the Paymentology name, the merger creates a new force in payment solutions; giving banks and fintechs the technology, team and experience to issue and process Mastercard, Visa and UnionPay cards, across 49 countries. The move brings to...

Financial Management, Fintech

Globenewswire | May 29, 2023

nCino, Inc. (NASDAQ: NCNO), a pioneer in cloud banking for the global financial services industry, today announced a strategic partnership with Zest AI, the leader in automating underwriting with more accurate and inclusive lending insights, to build an integration into nCino’s Consumer Banking Solution. The integration will enable lenders with streamlined access to cutting-edge consumer credit lending insights to help make efficient, accurate decisions about borrower risk. ...