Wheels, Inc.

PAYMENTS

Alacriti, Glia | November 10, 2020

Alacriti, a fintech organization spend significant time in installments, today declared that it has collaborated with Glia, a main supplier of Digital Customer Service. The association empowers budgetary organizations to use Alacriti's installments centered AI chatbot, Ella, inside Glia's Digital Customer Service stage to support clients and individuals explore the advanced installments experience. “Innovative bill payment experiences in emerging channels are becomin...

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...

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 ...

CORE BANKING

NBT Bank | June 16, 2022

NBT Bank and CEI-Boulos Capital Management announce the launch of the NBT CEI-Boulos Impact Fund, a $10 million real estate equity investment fund with NBT Bank as the sole investor. The fund is designed to support individuals and communities with low- and moderate income through investments in high-impact, community supported, commercial real estate projects located within the bank's Community Reinvestment Act (CRA) assessment areas in New York. As a com...