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Sowell Launches Visionary Allocation Strategies with Goldman Sachs

Sowell Management, a leading Registered Investment Advisor (RIA), has announced the launch of its Visionary Allocation Strategies, created in partnership with Goldman Sachs Asset Management. This suite of investment solutions is designed exclusively for Sowell-affiliated advisors to meet the complex needs of high-net-worth (HNW) clients through personalized, tax-sensitive portfolios—offered with no strategist fee.

Sowell Launches Visionary Allocation Strategies with Goldman Sachs

SavvyMoney Acquires CreditSnap to Revolutionize Digital Loan and Deposit Solutions

SavvyMoney, a leader in financial wellness tools and personalized loan offerings, has announced its acquisition of CreditSnap, a fintech company specializing in intelligent integrations for digital loan, deposit, and account onboarding solutions. This strategic acquisition is a major step in SavvyMoney’s mission to build a unified, flexible platform that improves every stage of the consumer financial journey. CreditSnap’s technology will enhance SavvyMoney’s ability to seamlessly integrate with existing loan origination systems (LOS) and account opening systems, bringing even greater value to both financial institutions and their consumers.

SavvyMoney Acquires CreditSnap to Revolutionize Digital Loan and Deposit Solutions

Stash Secures $146 Million in Series H Funding to Transform Personal Finance with AI

Stash, the innovative platform helping millions build financial futures, has successfully raised $146 million in an oversubscribed Series H funding round. Led by Goodwater Capital, with participation from investors such as Union Square Ventures, StepStone Group, Serengeti, and the University of Illinois Foundation, this new capital will help propel Stash’s mission to make financial guidance accessible to all. The company plans to deepen its investment in AI technology to enhance its financial advice capabilities.

Stash Secures $146 Million in Series H Funding to Transform Personal Finance with AI