Wheels, Inc.

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...

FINANCIAL MANAGEMENT

PolySign | April 18, 2022

PolySign Inc. announced signing an agreement to acquire MG Stover for a combination of cash and PolySign stock. The acquisition is a part of its ongoing efforts to improve the quality and breadth of digital asset infrastructure available to institutional investors. MG Stover is the industry trendsetter in digital fund administration, with an impressive client base record of more than $40 billion in digital assets under administration. By doing this, it has become the world's largest industry...

PAYMENTS

Allied Payment Network, Movencorp | February 17, 2021

Fort Wayne, Ind.-based Allied Payment Network (Allied) is an industry-leading provider of emerging bill pay technologies to financial institutions. It announced that it will join Moven's collaborative ecosystem of banks, credit unions, and fintech organizations to help financial institutions capitalize on the $3.9 trillion bill pay market. Moven is also a leading technology provider of intelligent banking solutions. It is mainly designed to improve consumer financial wellness. ...

CORE BANKING

CIBC | March 10, 2022

CIBC Innovation Banking is excited to announce that it will finance Dublin-based Phorest Salon Software (“Phorest with $12 million) to accelerate business growth. Phorest Salon Software is a leading online booking and management software provider for salon owners. Phorest will expand its market position and accelerate its strategic products with the help of capital. CIBC Innovation Banking has provided incredible support to our team at Phorest over the ...