The Pedowitz Group

INVESTMENT MANAGEMENT

Colony Bank and Ameriprise Financial | August 20, 2022

Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial as its broker-dealer. Following an extensive search, Colony selected the Ameriprise Financial Institutions Group to provide digitally-enabled, personalized financial advice and investment solutions to its customers. With 37 locations throughout Georgia, the bank will operate its wealth management program under the brand Colony Financial Advisors. “We were drawn...

FINANCIAL MANAGEMENT

KPMG Spark | August 10, 2021

Bill.com, a largest supplier of cloud-based software that simplifies, digitises, and automates intricate back-office financial operations for small and medium-sized businesses (SMBs), confirmed recently that KPMG Spark has chosen Bill.com as their preferred partner to provide computerised bill pay to their clients. KPMG Spark, a KPMG business unit, is a managed accounting system that pairs small and medium-sized enterprises with a professional KPMG bookkeeper to deliver real-time online bookkeep...

FINTECH

Envestnet | June 19, 2021

Envestnet | Yodlee, a leading data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, today unveiled an enriched developer experience. The new offering builds off Envestnet | Yodlee's popular platform to advance the embedded finance ecosystem by accelerating the ability for developers to create hyper-personalized and actionable financial wellness experiences. The new Developer Portal comes on the heels of 1500% growth ov...

Provident Financial Services | March 12, 2020

Provident Financial Services, Inc. (NYSE: PFS), the parent company of Provident Bank, and SB One Bancorp (NASDAQ: SBBX), the parent company of SB One Bank, today announced that they have entered into a definitive merger agreement under which Provident will acquire SB One. The combined organization will have approximately $12 billion in assets and will rank as the 3rd largest bank headquartered in New Jersey. The merger brings together two high-performing companies with complementary geogra...