GeoWealth

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 ...

Core Banking

MidFirst Bank | January 08, 2024

MidFirst Bank, the largest privately held bank in the nation, recently announced its expansion into the Southern Nevada market. This effort is led by Michael Pizzi, who will serve as Senior Vice President and Nevada Market Executive, and a team of bankers from Bank of Nevada who have extensive area expertise, deep regional relationships and a proven track record of delivering exceptional support to their customers and the communities they serve. This expansion extends MidFirst’s grow...

Fintech, Investments

KSL Capital Partners | December 15, 2023

KSL Capital Partners, LLC ("KSL"), a leading investor in travel and leisure businesses, today announced its 2024 promotions, including the addition of four individuals to the firm's partnership. The following individuals have been promoted to Partner effective January 1, 2024. Kirk Adamson Martin Edsinger Kevin Rohnstock Tina Yu "Our people are our single most important asset, and we...

Financial Management

Priority | December 11, 2023

Priority Technology Holdings, Inc. a leading provider of unified commerce solutions to businesses that accelerate cash flow and optimize working capital, has announced a strategic partnership with Treasure Financial Inc., a leading financial technology innovator in treasury management technology. Priority’s integration with Treasure Financial’s cutting-edge embedded yield API wil...