Ducera Partners LLC, a leading investment bank, is pleased to announce the appointment of Joseph Leone as Managing Director. Mr. Leone, based in the firm’s New York office, will focus on advising clients on their private capital financing efforts across a wide range of industries.
Curated Wealth Partners, a leading multi-family office and investment management firm catering to ultra-high-net-worth clients, has announced the appointment of Nellie Keyhani as its new Director of Client Advisory. With nearly two decades of experience, Ms. Keyhani brings valuable expertise in wealth management, estate planning, and family governance to the firm.
Expansion Capital Group (ECG) has been named one of the Best Places to Work in Fintech for the fourth time, continuing to solidify its position as a leading employer in the financial technology sector. The annual awards program, launched by Arizent and Best Companies Group, celebrates companies that excel in creating outstanding workplace cultures. ECG’s repeated recognition underscores the company’s dedication to fostering an environment where employees feel valued, empowered, and supported.
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.
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.
Variant Investments, LLC, an SEC-registered alternative credit investment manager, has announced that Ryan Leach, a seasoned industry professional, has joined the firm as vice president of investor relations. With nearly $3 billion in assets under management, Variant continues to strengthen its presence in the institutional market, and Leach’s addition marks a key step in expanding its institutional relationships across the Midwest and Southeast.
At Finovate, Covet.Life made waves by introducing its cutting-edge platform, designed to address the critical challenges of estate asset management. With its AI-powered technology, Covet offers Registered Investment Advisors (RIAs) a revolutionary way to not only retain but grow their Assets Under Management (AUM) by proactively engaging with clients’ heirs and providing a comprehensive, transparent view of their estate.
Black Dragon Capital, a multi-phased investment firm, has announced its strategic partnership with AltaOne Federal Credit Union. This collaboration aims to address challenges arising from the ongoing digitization of financial services while empowering credit unions to thrive in a competitive digital landscape.
Sumitomo Mitsui Banking Corporation (SMBC) announced that Greg Keeley has joined the bank as Chief Operating Officer of its Americas Division. Based in New York, Keeley will lead technology, cyber, and operational functions, driving the bank’s transformation initiatives in the region.
AgriBank, based in St. Paul, MN, announced its financial results for the first quarter of 2025, reporting strong profitability, credit quality, and liquidity. With a net income of $242.6 million and a solid return on assets (ROA) of 51 basis points, AgriBank continues to perform strongly, meeting and exceeding its financial targets.
