intelliflo redblack, a leading provider of trade and rebalance technology solutions, today announced that Focus Financial Partners Inc. has extended its use of the platform across its network of wealth management firms. This strategic partnership enhances Focus Financial Partners’ ability to support its firms with advanced wealth-technology-stack options, fueling their growth and success.
Edelman Financial Engines (EFE), the nation’s leading independent wealth planning and workplace investment advisory firm, has announced its first acquisition of 2025: Cahill Wealth Management, a Michigan-based RIA managing approximately $426 million in client assets.
Financial Software and Systems (FSS), a global leader in payments technology, hosted the Dubai edition of its flagship event, Simply Payments 2025, under the theme “Reimagining Payments in the AI Era.” The event brought together top minds in Fintech, Government Payments, and Artificial Intelligence (AI), addressing the growing importance of AI in transforming the financial services industry, particularly in the UAE.
Affirm, a leading payment network that enables consumers to purchase what they want with flexibility and helps drive merchant growth, has announced a major global long-term partnership with UATP, a network owned and operated by a consortium of airlines worldwide. This collaboration will integrate Affirm’s flexible and transparent installment payment options directly into UATP’s network, which includes thousands of major airlines, rail carriers, and travel agencies.
Cross River Bank, a leading technology infrastructure provider offering embedded financial solutions, has announced the launch of its International Payments platform, aimed at simplifying and accelerating cross-border transactions for fintechs and small to medium-sized businesses (SMBs). In partnership with Aion, a modern business finance platform, Cross River leverages its proprietary banking core, flexible API stack, and robust compliance infrastructure to streamline international payments through multiple rails, making global financial operations more accessible, secure, and efficient.
JPMorganChase has announced $14.5 million in philanthropic commitments to drive innovation in public and workplace benefits systems, aiming to improve financial health outcomes for millions of low- to moderate-income (LMI) Americans. The firm’s latest initiative expands its efforts to bridge the gap between wages and long-term wealth building, enabling broader access to critical support systems such as retirement plans, emergency savings, and education benefits. This funding reinforces JPMorganChase’s broader goal of advancing inclusive economic opportunity and financial resilience across the U.S.
Focus Financial Partners, a leading partnership of independent fiduciary wealth management firms, has announced the elevation of two key executives: Adam Birenbaum as President and Justin Ferri as Chief Operating Officer. Both appointments underscore the company’s continued evolution toward an integrated, client-first business model. With over $450 billion in client assets across more than 60…
Argo Infrastructure Partners, a premier North American mid-market asset manager founded by Jason Zibarras, has announced the successful recap of a series of strategic financings across its expansive portfolio. With a focus on essential infrastructure—including utilities, renewable energy, and digital infrastructure—Argo has raised approximately $2 billion over the past 12 months. These transactions strengthen the capital structures of its 18 portfolio companies, supporting investment, growth, and long-term value creation.
EP Wealth Advisors, a leading fee-only registered investment adviser (RIA), has formed a strategic partnership with NBS Financial Services, a Conejo Valley-based firm with a legacy of more than 40 years. The partnership enhances EP Wealth’s presence in Westlake Village, California, and adds over $230 million in assets under management (AUM) to its portfolio. This move supports EP Wealth’s broader mission of delivering client-first, community-rooted financial planning services nationwide.
Access Finance has introduced the Juzt Credit Card, a new unsecured digital card designed to serve Americans with limited or poor credit histories. This fintech innovation aims to address the growing inaccessibility of traditional credit products and offer consumers a supportive pathway toward financial inclusion and credit health.
