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April 30, 2025

Rate Launches Flexible Mortgage Suite for Modern Borrowers

Rate, a leading provider of fintech mortgage solutions, has introduced Rate Portfolio, a new suite of tailored mortgage products aimed at serving the needs of today’s diverse borrower base. Designed for self-employed individuals, freelancers, small business owners, and property investors, the Rate Portfolio suite addresses modern financing challenges with flexibility and common-sense underwriting, moving beyond the limits of traditional lending models.

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GlobeNewswire04 mins
Rate Launches Flexible Mortgage Suite for Modern Borrowers
April 30, 2025

EP Wealth Partners with NBS Financial, Expands Westlake Village Presence

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.

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Businesswire04 mins
EP Wealth Partners with NBS Financial, Expands Westlake Village Presence
April 30, 2025

Snap Finance Wins Stevie Award for Corporate Social Responsibility

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.

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Businesswire03 mins
Snap Finance Wins Stevie Award for Corporate Social Responsibility
April 30, 2025

Ov Finance Launches Intelligent Investment & Lending Tools

Ov Finance has unveiled a significant upgrade to its financial technology platform, introducing intelligent investment tools and integrated digital lending capabilities. This update represents a strategic move to empower digital-native users with smarter, faster, and more personalized financial decision-making tools.

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PRWeb03 mins
Ov Finance Launches Intelligent Investment & Lending Tools
April 30, 2025

Merit Financial Advisors Acquires Safeguard Wealth Management

Merit Financial Advisors, a Georgia-based financial advisory firm, has announced the acquisition of Safeguard Wealth Management. This strategic move enhances Merit’s digital marketing capabilities, particularly through Safeguard’s successful YouTube platform, and adds $597 million in assets to Merit’s portfolio.

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PR Newswire02 mins
Merit Financial Advisors Acquires Safeguard Wealth Management
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