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Partners Haven Capital Invests in TMC to Boost Microsoft Cloud Innovation

Partners Haven Capital Invests in TMC to Boost Microsoft Cloud Innovation Technology Management Concepts (TMC), a leading Microsoft partner specializing in the full Microsoft technology stack—including Dynamics 365, Office 365, Azure, and the Power Platform—has announced a significant growth investment…

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Wealth Partners Capital Group and HGGC Form Strategic Partnership with The Wealth Alliance

Wealth Partners Capital Group and HGGC Form Strategic Partnership with The Wealth Alliance The Wealth Alliance, LLC (“The Wealth Alliance” or “WA”), a New York-based registered investment adviser (RIA), has announced a strategic partnership with Wealth Partners Capital Group (“WPCG”),…

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WeFi Technology

Partnerships Drive Expansion of Parametric’s Custom Active Platform with 35+ New Strategies

Partnerships Drive Expansion of Parametric’s Custom Active Platform with 35+ New Strategies Parametric Portfolio Associates LLC (Parametric), a division of Morgan Stanley Investment Management (MSIM), has announced substantial growth for its Custom Active solution, thanks to several new partnerships with…

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Focus Network Welcomes Two Firms to SCS Financial and Focus Partners’ Family Office and OCIO Services

Focus Financial Partners Inc., a prominent interdependent partnership of wealth management, business management, and related financial services firms, has announced a significant expansion. Two of its network firms, Lake Street Advisors Group, LLC and Edge Capital Group, LLC, have entered…

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Regions Bank Partners with Axway to Boost Open Banking and Empower Customers with Financial Data Control

Regions Bank has announced its partnership with Axway, a leading data integration company, to implement Axway’s Amplify Open Banking solution. This initiative aims to enhance open banking capabilities for Regions’ Consumer Banking, Corporate Banking, and Wealth Management clients. Open banking…

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Future Capital Collaborates with AssuredPartners Investment Advisors to Strengthen Retirement Plan Management

Future Capital, a tech-enabled registered investment advisor specializing in personalized retirement solutions, has announced a partnership with AssuredPartners Investment Advisors (APIA) to enhance retirement plan management for APIA’s financial professionals. APIA, an affiliate of AssuredPartners, brings national expertise in retirement…

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Village Capital Expands Partnership with Standard Chartered to Empower Women-Led Tech Innovations in the US

Village Capital and Standard Chartered Launch US Women in Tech Accelerator to Empower Women-Led Startups Village Capital, in collaboration with Standard Chartered US, proudly announces the launch of the US Women in Tech Accelerator—a transformative three-year initiative designed to address…

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Frontline Managed Services Secures Investment from Broad Sky Partners to Drive Global Growth in Legal IT Solutions

Frontline Managed Services Secures Investment from Broad Sky Partners to Accelerate Growth in Legal IT Solutions Frontline Managed Services, a global leader in outsourced IT solutions for the legal and professional services sectors, has announced a strategic investment by Broad…

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Snowden Lane Partners Unveils New Practice Continuation Plan for Advisor Retirement Planning

Snowden Lane Partners Launches Practice Continuation Plan to Support Retiring Advisors and Ensure Business Continuity Snowden Lane Partners, an independent, advisor-owned wealth management firm known for its client-focused approach and values-driven culture, has announced the launch of its Practice Continuation…

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