Diamond Head Financial Advisors

Financial Management

REPAY | October 28, 2021

Repay Holdings Corporation, a leading provider of vertically-integrated payment solutions, today announced its expanded partnership with Inovatec Systems Corp., a provider of industry-leading, cloud-based lending solutions for all financial institutions. The extended integration between REPAY and Inovatec will streamline the funding process for lenders on the Inovatec system, which will be configured to enable them to instantly fund loans from the same interface they use today. Wi...

Investment Management

GeoWealth | September 29, 2022

GeoWealth, a modern turnkey asset management platform (TAMP) built for registered investment advisors (RIAs), today announced several upgrades focused on providing RIAs with more personalization and choice in their investment management programs – including investment guidance, due diligence, service and support. To best serve their clients, contemporary advisors demand greater control, flexibility and customization when managing client portfolios. GeoWealth has responded by expanding its ...

Fiserv | March 03, 2020

Fiserv has acquired MerchantPro Express as part of the fintech giant's strategy to build up its merchant services business. Financial terms of the deal were not disclosed. A Fiserv distribution partner since 2009, MerchantPro Express provides processing services, POS equipment and merchant cash advances to firms across the US. Fiserv says the acquisition will boost its merchant services business and partner-based distribution, complementing its CoPilot, CardPointe and Clover payment technolo...

Monroe Capital | July 16, 2020

Monroe Capital LLC today announced an increase in the credit facility to ATTOM Data Solutions (“ATTOM”) to support the acquisition of Home Junction, Inc. ATTOM is an existing portfolio company of Lovell Minnick Partners. Based in San Diego, CA, Home Junction Inc. is a real estate data technology company that specializes in building high quality geographic boundary datasets for neighborhoods, school attendance zones, subdivisions and more. ATTOM manages a comprehensive data pla...