Osaic Welcomes $464 Million Gardner Wallace Financial Solutions Through Advisory Resource Group Osaic, Inc. one of the nation’s largest providers of wealth management strategies, today announced that Gardner Wallace Financial Solutions (“Gardner Wallace”) has joined the firm through Kurt Jonson’s Advisory Resource Group (“ARG”), an…
CFES Announces Qualified Assessor Program to Advance Fintech Certifications The Coalition for Financial Ecosystem Standards (CFES), an industry-led organization for banks, fintechs, and other companies that sets audit-ready standards that promote safety and soundness, today announced the launch of its Qualified Assessor…
Carta Launches CRM with Acquisition of ListAlpha Carta, the world’s first fully interconnected system for private capital, today announced it has acquired ListAlpha, the AI-powered CRM and relationship intelligence platform. The acquisition marks the launch of Carta CRM, a major…
Generational Capital Markets Advises B & B Airparts in Its Sale to Spartan Aerospace Group, a Portfolio Company of The Edgewater Funds Generational Capital Markets (GCM), a member of FINRA/SIPC and a leading mergers and acquisitions consultant for privately held…
Incode First to Achieve iBeta’s Highest Level of Independent Identity Security Testing on Both iOS and Android With 0% Error Rate Incode Technologies, Inc., the global leader in identity security and fraud prevention, today announced that iBeta PAD testing confirmed…
CrossCountry Consulting Expands National Platform with Acquisition of CNM LLP CrossCountry Consulting, a leading business advisory and technology solutions firm, has announced the acquisition of CNM LLP, a premier Office of the CFO advisory firm headquartered in Southern California, marking…
TNS Appoints Levent Mehmet as Managing Director, Asia Pacific, to Accelerate Financial Markets Growth Across the Region Transaction Network Services (TNS), a global leader in connectivity and infrastructure solutions for financial markets, has announced the appointment of Levent Mehmet as…
Majority of Women Now Serve as the Financial Decision-Makers in Their Households, New Study Shows A growing number of women across the United States are stepping into the role of primary financial decision-maker in their households, according to the latest…
Visa Strengthens Payment Innovation and Financial Infrastructure in Argentina Why is Argentina’s payments ecosystem ripe for transformation? Visa a global leader in digital payments, has completed its acquisition of Prisma Medios de Pago S.A.U. (“Prisma”) and Newpay S.A.U. (“Newpay”). This…
Occupational Health Leader Sees Revenue and EBITDA Growth, Expands Facility Network Why are occupational health services more critical than ever in today’s workforce? Concentra Group Holdings Parent, Inc. the nation’s largest provider of occupational health services by number of locations,…
Specialty Insurance Platform Sees Significant Growth in Revenue and Premiums What does the future hold for specialty insurance platforms in a rapidly evolving market? Accelerant Holdings a data-driven company modernizing specialty insurance through the Accelerant Risk Exchange, has announced preliminary…
Real-Time Identity Intelligence Solution Strengthens Fraud Detection for Payment Providers Is the rapid evolution of payments fraud outpacing traditional controls? Fideo Intelligence, the leading AI-driven identity intelligence engine, is addressing this critical issue with the launch of Verify for Payments.…
