Terminus

Digital Banking

Bankjoy | September 13, 2023

Bankjoy, a prominent provider of digital banking services, has officially announced its collaboration with Panacea Financial, a specialized digital financial services firm tailored to medical professionals' banking requirements. With this collaboration, Panacea Financial will enhance the capabilities of its growing clientele, which includes dentists, physicians, and veterinarians, by integrating Ban...

Investment Management

LoanPro | July 09, 2021

LoanPro, a major SaaS-based loan management, servicing, and collections platform for alternative, fintech, and traditional lenders, announced today a $100 million growth equity investment from FTV Capital, a sector-focused growth equity investor in innovative enterprise technology and services, financial services, and payments and transaction processing firms. LoanPro will use the funds raised to improve the functionality of its platform, expand into new loan sectors, and engage in client-centri...

Hightower Advisors | August 25, 2020

Hightower today announced it has made a strategic investment in Stearns Financial Group, a $1.3 billion wealth management firm based in North Carolina with clients nationwide. Established in 1991, Stearns Financial Group (SFG) will leverage Hightower’s operational infrastructure, business owner planning, marketing support, family office and investment management resources to enhance service to new and existing clients. SFG is Hightower’s 6th transaction in 2020. Including this transa...

Investments

Wealthbox | March 10, 2022

Wealthbox, a leading CRM software platform for financial advisors, announced today that Frontier Growth, a growth equity firm focused on fast-growing software businesses, has taken a minority stake in the company with a $31M equity investment. Founded by serial entrepreneurs John Rourke and Dan Ferranti, Wealthbox is a purpose-built CRM technology for financial advisors at wealth management firms and broker-dealers to track client relationships, collaborate as a team, and streamli...