intelliflo creates a new global leader in financial advice technology. INVENT announced the appointment of Larry Roth as a Strategic Advisor. Hub International acquires the assets of Ohio-based Benefit Strategies Agency, LLC and Affiliate. FutureFuel.io announced a $10 million Series A1 round, bringing its total Series A funding to $21.6M. One announces two additions to Board of Directors: Barbara Yastine, Former Chair & CEO of Ally, and Jay Shah, President of Personal Capital. Betterview announced a partnership with Joyn Insurance. Citadel Hires Zachariah Barratt, Apollo’s Head of Corporate Credit Trading. Northern Trust partners Two Sigma to provide quantitative analytics tech to clients. Sales Pistons LLC announced the launch of its new consulting firm. additiv announces a partnership with Clarity AI.
intelliflo Creates a New Global Leader in Financial Advice Technology.
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INVENT, an innovative cloud technology platform and consulting firm for the financial services sector, announced the commencement of the next stage of the company’s ongoing growth vision, with the appointment of wealth management industry leader Larry Roth as a Strategic Advisor. In this role, Mr. Roth will align his expertise in investment banking and growth planning with his network of strategic relationships to further fuel INVENT’s ongoing success.
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Hub International Acquires the Assets of Ohio-based Benefit Strategies Agency, LLC and Affiliate.
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FutureFuel.io, a student loan repayment platform that helps borrowers pay down debt quickly and efficiently, announced a $10 million Series A1 round, bringing its total Series A funding to $21.6M.
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One, a Digital Banking Service, Announces Two Additions to Board of Directors: Barbara Yastine, Former Chair & CEO of Ally, and Jay Shah, President of Personal Capital.
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Betterview, the remote property intelligence platform that aims to empower and inform every stage of the policy life-cycle, has announced a partnership with Joyn Insurance, a newly-formed InsurTech company focusing on the US small and mid-sized commercial market.
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Citadel hires Zachariah Barratt, Apollo’s Head of Corporate Credit Trading.
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Northern Trust partners Two Sigma to provide quantitative analytics tech to clients.
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Sales Pistons LLC announced the launch of its new consulting firm dedicated to helping fintech CEOs and their PE firms unblock stalled revenue for long-term sustainable growth.
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additiv, a leading SaaS provider to the wealth management industry, announces a partnership with Clarity AI, a global sustainability and data science tech platform, that brings wealth managers sustainability insights to build smarter portfolios, provide client support and comply easily with regulation.
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