| Date | Title | Description |
| 12.03.2026 | PEAK6 Trials: $100,000 Founder Residency Program Launches To Build Fintech Startups In Austin | PEAK6, the Austin-based fintech operating company behind multiple billion-dollar businesses, has launched a new founder residency program designed to help entrepreneurs build fintech companies from the ground up.
Called PEAK6 Trials, the on... |
| 23.02.2026 | Jump Secures $80 Million, Accelerating AI Transformation in Financial Advisory | Jump, a pioneering AI platform for financial advisors, has successfully closed an $80 million Series B funding round, elevating its total capital to $105 million. This substantial investment will accelerate the development of its AI-native ... |
| 22.02.2026 | Jump: $80 Million Series B Secured For Expanding Advisor Intelligence Engine | Jump, an AI platform built for financial advisors and other financial services professionals, announced it has closed an $80 million Series B funding round led by Insight Partners. The round included participation from new investors F-Prime... |
| 17.02.2026 | Uptiq Secures $25M to Fuel Financial AI Expansion | Uptiq, a Dallas-based AI platform purpose-built for financial services, raised $25 million in Series B funding. Curql led the round. The capital targets operational expansion and development efforts. A key focus: scaling the India research ... |
| 15.02.2026 | Uptiq: $25 Million Series B Raised To Scale Industry-Ready Solutions And Launch Qore For Builders | Uptiq, an AI platform purpose-built for financial services, announced it has raised $25 million in Series B funding to accelerate the rollout of its industry-ready AI applications and expand its Qore orchestration platform for developers an... |
| 12.02.2026 | Uptiq Raises $25M in Series B Funding | Uptiq, a Dallas, TX-based AI platform purpose-built for financial services, raised $25m in Series B funding.
The round was led by Curql, with participation from Silverton Partners, 645 Ventures, Broadridge, Green Visor Capital, Live Oak Ven... |
| 27.10.2025 | Bridge Closes $5.1M Seed Financing | Bridge, a NYC-based AI-native operating system purpose-built for private markets allocators, raised $5.1m in seed funding.
The company intends to use the funds to expand its team and accelerate its product rollout.
The round was led by Thic... |
| 08.07.2025 | Savvy Wealth Fuels Future of Finance with $72 Million Boost | Savvy Wealth clinched $72 million in Series B funding. This propels its total capital past $100 million. Industry Ventures spearheaded the investment round. The digital platform now nears $2 billion in managed assets. Funds drive aggressive... |
| 02.07.2025 | Savvy Wealth raises $72 million | Wealth management startup Savvy Wealth Savvy Wealth
Founded: 2021
Headquarters: New York, New York, United States
Total Funding: $33.8M
See full company profile "> announced $72 million in Series B funding led by Industry Ventures, ... |
| 31.08.2023 | Clayton, Dubilier & Rice Completes Acquisition of Focus Financial Partners | Focus Financial Partners Inc. ("Focus" or the "Company"), a leading partnership of independent, fiduciary wealth management firms, Clayton, Dubilier & Rice, LLC ("CD&R"), and Stone Point Capital LLC (&q... |
| 18.05.2023 | Strategic Wealth Partners Celebrates 15th Anniversary; the firm continues to pursue its vision of managing complexity and delivering simplicity | “We founded Strategic Wealth Partners 15 years ago because we saw an opportunity to redefine the client experience,” said Neal Price, Principal and Co-Founder of Strategic Wealth Partners.
DEERFIELD, Ill. (PRWEB) May 18, 2023
Strategic Weal... |
| 27.02.2023 | Focus Financial Partners to be Acquired by CD&R | Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus" or the "Company"), a leading partnership of independent, fiduciary wealth management firms, Clayton, Dubilier & Rice, LLC ("CD&R") and Stone Point Ca... |
| 21.02.2023 | Ruben Rivas Joins Strategic Wealth Partners in Milwaukee | Rivas joins Strategic Wealth Partners from U.S. Bancorp Investments, where he worked as a Wealth Management Advisor.
MILWAUKEE (PRWEB) February 21, 2023
Strategic Wealth Partners Group, LLC, an independent wealth management firm with office... |
| 15.02.2023 | Michael Tuber Joins Strategic Wealth Partners Group, LLC | Mike shares our passion for managing complexity and delivering simplicity while always putting clients’ interests first, and his commitment to building strong, lasting client relationships makes him a fantastic addition to our team.
DEERFIE... |
| 10.01.2023 | Ben Bremen, CPA, CFP® Joins Strategic Wealth Partners Group, LLC | Ben has more than a decade of experience helping clients manage the financial milestones that are part of a life well-lived, and his commitment to his clients’ wealth management needs makes him the ideal fit for our team.
DEERFIELD, Ill. (P... |
| 12.05.2022 | Focus Financial Partners Announces $200 Million Share Repurchase Authorization | Reinforces Confidence of Management and Board of Directors in Focus' Business Model and Long-Term Growth Opportunities
NEW YORK, NY / ACCESSWIRE / May 12, 2022 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus" or the "Co... |
| 17.02.2022 | Jessica Pickens Named Principal at Strategic Wealth Partners | Jessica Pickens
DEERFIELD, Ill. (PRWEB) February 17, 2022
Strategic Wealth Partners Group, LLC, an independent wealth management firm with offices in Chicago and Milwaukee, announced today that Chief Operating Officer Jessica Pickens has be... |
| 10.02.2022 | Focus Financial Partners : Partners With CAIS to Provide a Customized Alternative Investments Platform to all Firms in the Partnership | Back to News
Download PDF Focus Partners With CAIS to Provide a Customized Alternative Investments Platform to all Firms in the Focus Partnership February 10, 2022
NEW YORK, NY / ACCESSWIRE / February 10, 2022 /Focus Financial Partners Inc.... |
| 04.02.2022 | Focus Financial Partners : Donald Harris, Kristina Saunders, and Brian Leach Join Focus Partner Firm The Colony Group, Further Expanding Colony's Presence in the Washington, D.C. Metro Area | Back to News
Download PDF Donald Harris, Kristina Saunders, and Brian Leach Join Focus Partner Firm The Colony Group, Further Expanding Colony's Presence in the Washington, D.C. Metro Area February 4, 2022
NEW YORK, NY / ACCESSWIRE / Februa... |
| 01.02.2022 | Focus Financial Partners : Robert Smith of Scottsdale Financial Group Joins Focus Partner Firm TMD Wealth Management LLC, Expanding TMD's Presence in the Growing Scottsdale Wealth Management Market | Back to News
Download PDF Robert Smith of Scottsdale Financial Group Joins Focus Partner Firm TMD Wealth Management LLC, Expanding TMD's Presence in the Growing Scottsdale Wealth Management Market February 1, 2022
NEW YORK, NY / ACCESSWIRE ... |
| 01.02.2022 | Focus Financial Partners : Richard Welling Joins Focus Partner Firm NKSFB, Enhancing NKSFB's Family Office and Strategic Tax Planning Expertise | Back to News
Download PDF Richard Welling Joins Focus Partner Firm NKSFB, Enhancing NKSFB's Family Office and Strategic Tax Planning Expertise February 1, 2022
NEW YORK, NY / ACCESSWIRE / February 1, 2022 / Focus Financial Partners Inc. (NA... |
| 19.01.2022 | Pinnacle Financial Partners, Inc. announces an Equity Buyback for $125 million worth of its shares. | Pinnacle Financial Partners, Inc. (NasdaqGS:PNFP) announces a share repurchase program. Under the program, the company will repurchase up to $125 million worth of its shares. The repurchase program will continue through March 31, 2023, unle... |
| 02.01.2022 | Focus Financial Partners : Provident Financial Management and London & Co., both Multi-Family Office and Business Management Firms, to Join Focus Together as a Newly Created Partner Firm | Back to News
Download PDF Provident Financial Management and London & Co., both Multi-Family Office and Business Management Firms, to Join Focus Together as a Newly Created Partner Firm December 31, 2021
NEW YORK, NY / ACCESSWIRE / Dece... |
| 16.12.2021 | Focus Financial Partners : Announces Launch of Offering of Class A Common Stock | Back to News
Download PDF Focus Financial Partners Announces Launch of Offering of Class A Common Stock December 15, 2021
NEW YORK, NY / ACCESSWIRE / December 15, 2021 /Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus") announc... |
| 02.12.2021 | Focus Financial Partners : Announces Further Details for Second Investor Day on December 9 | Back to News
Download PDF Focus Financial Partners Announces Further Details for Second Investor Day on December 9 December 1, 2021
NEW YORK, NY / ACCESSWIRE / December 1, 2021 /Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"... |
| 30.11.2021 | Focus Financial Partners : Alley Company, a Premier Midwest Investment Management and Advisory Firm, to Join Focus as a New Partner Firm | NEW YORK, NY / ACCESSWIRE / November 30, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Alley Company, LLC ("Alley C... |
| 22.11.2021 | Susan Buda of Brady & Associates Wins Prestigious Gwen Fletcher Memorial Award | SYDNEY, AUSTRALIA – EQS Newswire – 23 November 2021 – Connectus Wealth Advisers, a partner firm of Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”), a leading partnership of fiduciary wealth management firms, announced today that Susa... |
| 08.11.2021 | Mosaic Family Wealth, a Leading Independent Wealth Manager in Missouri, to Join Focus as a New Partner Firm, Further Expanding Focus' Midwest Presence | NEW YORK, NY / ACCESSWIRE / November 8, 2021 / Focus Financial Partners Inc.(NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that Mosaic Family Wealth, LLC ("Mo... |
| 04.11.2021 | Focus Financial Partners Reports Third Quarter Results | M&A Momentum Drives Sustained High Growth and Strong Financial Performance
NEW YORK, NY / ACCESSWIRE / November 4, 2021 /Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus Inc.", "Focus", the "Company", &q... |
| 01.11.2021 | Rebecca Deaton To Join Focus Partner Firm Relative Value Partners, Enhancing Its Wealth Management Capabilities And Growing Its Presence in Chicago | NEW YORK, NY / ACCESSWIRE / November 1, 2021 /Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive ag... |
| 29.10.2021 | Capital Advisors to Join Focus Partner Firm The Colony Group, Further Enhancing Colony's New England Presence | NEW YORK, NY / ACCESSWIRE / October 29, 2021 /Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive ag... |
| 21.10.2021 | Michael Garrison, CFA®, CFP® Joins Strategic Wealth Partners as Director of Investments | Mike’s extensive and wide-ranging industry experience will be invaluable as we continue to improve our existing investment processes to meet the evolving needs of our clients
DEERFIELD, Ill. (PRWEB) October 21, 2021
Strategic Wealth Partner... |
| 08.10.2021 | Focus Financial Partners : Harrison, McCarthy To Join Focus Partner Firm The Colony Group, Further Enhancing Colony's Tax Planning and Preparation Services | NEW YORK, NY / ACCESSWIRE / October 8, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ("Focus"), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive ag... |
| 14.09.2021 | Focus Financial Partners : NorthCoast Asset Management to Join Focus Partner Firm Connectus Wealth Advisers, Further Expanding Connectus' U.S. Footprint | NEW YORK, NY / ACCESSWIRE / September 14, 2021 /Focus Financial Partners Inc. (NASDAQ:FOCS) ('Focus'), a leading partnership of independent, fiduciary wealth management firms, announced today that Connectus Wealth Advisers ('Connectus') has... |
| 23.08.2021 | Focus Financial Partners : Wechter Feldman Wealth Management To Join Focus Partner Firm GYL Financial Synergies Transaction Will Increase GYL's Scale and Enhance Its East Coast Presence | NEW YORK, NY / ACCESSWIRE / August 23, 2021 /Focus Financial Partners Inc. (NASDAQ:FOCS) ('Focus'), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement und... |
| 23.08.2021 | Focus Financial Partners : Siena Investments Will Join Focus Partner Firm Buckingham Strategic Wealth, Establishing Buckingham's Presence in Michigan | NEW YORK, NY / ACCESSWIRE / August 23, 2021 /Focus Financial Partners Inc. (NASDAQ:FOCS) ('Focus'), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement und... |
| 23.07.2021 | GAVIN Hockey Wealth Specialists to Join Connectus, Establishing Connectus’ Presence in the Canadian Wealth Management and North American Athlete Markets | NEW YORK, US – EQS Newswire – 23 July 2021 – Focus Financial Partners Inc. (NASDAQ:FOCS) (“Focus”), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement und... |
| 23.07.2021 | Focus Financial Partners : Partner Firm Connectus Wealth Advisers Expands Into Canada | GAVIN Hockey Wealth Specialists to Join Connectus, Establishing Connectus' Presence in the Canadian Wealth Management and North American Athlete Markets
NEW YORK, NY / ACCESSWIRE / July 23, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS)... |
| 02.07.2021 | Focus Financial Partners : Collins Investment Group to Join Focus Partner Firm XML Financial Group, Expanding XML's Presence in the Washington DC Metro-Area | NEW YORK, NY / ACCESSWIRE / July 1, 2021 /Focus Financial Partners Inc. (NASDAQ:FOCS) ('Focus'), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under ... |
| 01.07.2021 | Focus Financial Partners : New Providence Asset Management to Join Focus Partner Firm The Colony Group, Further Enhancing Colony's Institutional Investment Team | NEW YORK, NY / ACCESSWIRE / July 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ('Focus'), a leading partnership of independent, fiduciary wealth management firms, announced today that it has entered into a definitive agreement under... |
| 01.07.2021 | Focus Financial Partners : Closes New 7-Year Term Loan Tranche, Raising $800 Million in a Heavily Oversubscribed Transaction With a Substantial Increase in Participation by New Lenders | NEW YORK, NY / ACCESSWIRE / July 1, 2021 /Focus Financial Partners Inc. (NASDAQ:FOCS) ('Focus'), a leading partnership of fiduciary wealth management firms, announced today that it has closed the transaction to add a 7-year, $800 million tr... |
| 30.06.2021 | Focus Financial Partners : Announces Second Investor Day | NEW YORK, NY / ACCESSWIRE / June 30, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ('Focus'), a leading partnership of independent, fiduciary wealth management firms, announced today that it will hold its second Investor Day for the in... |
| 21.06.2021 | FOCUS FINANCIAL PARTNERS INC.
Focus Financial Partners : Announces Launch of Secondary Offering of Class A Common Stock | NEW YORK, NY / ACCESSWIRE / June 21, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ('Focus') announced today that it has launched an underwritten secondary offering of 7,419,939 shares of its Class A common stock. This amount consists ... |
| 17.06.2021 | FOCUS FINANCIAL PARTNERS INC.
Focus Financial Partners : Announces Launch of New 7-Year Term Loan Tranche in Anticipation of Record Acquisition Volume | Reaffirms 3.5x to 4.5x Net Leverage Ratio Target
NEW YORK, NY / ACCESSWIRE / June 17, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ('Focus'), a leading partnership of independent, fiduciary wealth management firms, announced today tha... |
| 29.04.2021 | Jessica Pickens Joins Strategic Wealth Partners as Chief Operating Officer | Our vision for the firm includes ambitious growth objectives and a continued focus on providing excellent service to our clients
DEERFIELD, Ill. (PRWEB) April 29, 2021
Strategic Wealth Partners Group, LLC, an independent wealth management f... |
| 28.04.2021 | Aspiri Financial Services To Join Focus Partner Connectus Wealth Advisors, Further Expanding Connectus’ Australian Footprint | NEW YORK, NY – EQS Newswire – 27 April 2021 – Focus Financial Partners Inc. (NASDAQ:FOCS) (“Focus”), a leading partnership of fiduciary wealth management firms, announced today that Connectus Wealth Advisers (“Connectus”) has entered into a... |
| 26.04.2021 | Aspiri Financial Services To Join Focus Partner Connectus Wealth Advisors, Further Expanding Connectus’ Australian Footprint | NEW YORK, NY – EQS Newswire – 27 April 2021 – Focus Financial Partners Inc. (NASDAQ:FOCS) (“Focus”), a leading partnership of fiduciary wealth management firms, announced today that Connectus Wealth Advisers (“Connectus”) has entered into a... |
| 02.03.2021 | Focus Financial Partners : Rollins Financial to Join Focus as a Partner Firm, Expanding Focus' Presence in the Southeast | NEW YORK, NY / ACCESSWIRE / March 1, 2021 / Focus Financial Partners Inc. (NASDAQ:FOCS) ('Focus'), a leading partnership of independent, fiduciary wealth management firms, announced today that Rollins Financial, Inc. ('Rollins Financial'), ... |
| 03.07.2020 | Five Advisors With Focus Partner Firm Escala Partners Named to Australia’s Top 100 Financial Advisers 2020 List | NEW
YORK, USA – EQS Newswire –
3 July 2020 – Focus Financial Partners Inc. (NASDAQ: FOCS) (“Focus”),
a leading partnership of fiduciary wealth management firms, announced today
that five advisors with Melbourne-based Escala Partners Limited... |
| 13.08.2019 | Aging Wealth Managers Head For Exits As Sale Prices Soar | By Xinyi Jiang, with analytics by Lana Vilner |
| 21.04.2017 | Focus Financial Partners Receives Majority Investment from Stone Point Capital and KKR | Focus Financial Partners, a NYC-based international partnership of independent, fiduciary wealth management firms, received a majority investment of undisclosed amount.
The closing of the transaction is subject to customary approvals and ex... |
| 19.04.2017 | Term Sheet — Wednesday, April 19 | M&A ACTION
Mega M&A: Verizon hasn’t exactly been on the sidelines when it comes to splashy M&A (Yahoo, AOL, Vessel, Fleetmatics…), but CEO Lowell McAdam may still be itching for something more. (Perhaps he hasn’t won enough awar... |
| 16.11.2009 | Focus Financial Partners Receives $50M in Growth Capital | Polaris Venture Partners and Summit Partners have invested $50m growth capital in Focus Financial Partners, LLC, the international partnership of independent, fiduciary wealth management firms.
Polaris contributed $35m and Summit Partners, ... |
