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.
Snap Finance LLC has earned a Bronze Stevie® Award in the “Achievement in Corporate Social Responsibility” category at the 23rd Annual American Business Awards®. This recognition honors the company’s outstanding commitment to community empowerment through its Snap Cares initiative an ambitious corporate social responsibility (CSR) program focused on long-term impact.
