PR Newswire

Modera Ranked #2 on USA TODAY’s 2025 Best Advisory Firms List

Modera Wealth Management, a fee-only RIA firm serving individuals, families, business owners, and non-profits, has achieved a major milestone being ranked second on USA TODAY’s 2025 Best Financial Advisory Firms list for firms managing over $5 billion in assets. This honor marks Modera’s highest placement to date and underscores its commitment to fiduciary excellence and client-centered service.

Modera Ranked #2 on USA TODAY's 2025 Best Advisory Firms List

YäRKEN Secures Funding to Transform IT Financial Management with AI

YäRKEN, the first AI-native IT Financial Management (ITFM) platform for enterprise clients, has successfully secured a fundraising round led by 1982 Ventures. The funding will allow YäRKEN to further develop its AI capabilities and expand its customer base across North America, providing businesses with advanced tools to manage and forecast complex IT expenditures more effectively.

YäRKEN Secures Funding to Transform IT Financial Management with AI

Nicole Lapin Partners with Desert Financial Credit Union to Promote Financial Well-being

Nicole Lapin, a New York Times Bestselling Author and renowned personal finance expert, has partnered with Desert Financial Credit Union to promote financial well-being and empower Arizonans to take control of their financial futures. Lapin is well-known for her approachable financial advice, and this collaboration seeks to make financial literacy accessible to all, particularly through practical social media tips and guidance.

Nicole Lapin Partners with Desert Financial Credit Union to Promote Financial Well-being

California Credit Union Partners with Black Dragon Capital℠ for Fintech Growth

Black Dragon Capital℠ , a strategic investment firm founded by fintech and credit union industry veterans, has officially partnered with California Credit Union, a leading credit union recognized by Forbes as a Best-In-State Credit Union for 2024. This collaboration aims to accelerate innovation and support the transformation of credit unions through scalable financial technologies.

California Credit Union Partners with Black Dragon Capital℠ for Fintech Growth