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  • Zest AI Named to American Banker’s Best Fintechs to Work For List
    May 20, 2026May 20, 2026

    Zest AI Earns Spot on American Banker’s 2026 Best Fintechs to Work For List

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    Accordion Names New Leaders for Operational & Technical Accounting and Finance Transformation

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  • News
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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Merit Financial Advisors Acquires Safeguard Wealth Management
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Trending News

News
Zest AI Earns Spot on American Banker’s 2026 Best Fintechs to Work For List 01
May 20, 2026May 20, 2026
02
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Accordion Names New Leaders for Operational & Technical Accounting and Finance Transformation
03
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AI Identity Management in Finance: EMA Study Shows Cautious Adoption, Rising IAM Gaps
04
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