Trinity Financial Partners, a Pennsylvania-based female-owned firm with $603 million in managed assets, is merging with the $12 billion Merit...
Firm
Accion and Nuveen are among backers for FlexiLoans, which is helping to support millions of India’s small businesses currently excluded...
AKRON, Ohio and FARGO, N.D., Aug. 28, 2024 /PRNewswire/ -- Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager...
A local San Diego company dubbed HUB Analytics launched a new accounting and...
Kovitz Investment Group Partners, one of a handful of “hub” firms into which Focus Financial is moving to consolidate the remaining partners...