Financial Synergies, a renowned wealth management firm, has successfully completed the final phase of its transition strategy, ensuring long-term independence, leadership continuity, and cultural alignment. As part of this transition, the firm has named eight new Partners to its ownership team, reinforcing its deep commitment to its clients and expanding employee ownership.
Mesirow, an independent, employee-owned financial services firm, has announced the addition of Bob Lockwood as Managing Director in its Investment Banking group. Based in Boston, Bob will focus on expanding Mesirow’s coverage in the Technology & Services sector, with a particular emphasis on digital marketing, advertising, and media & information technology. He will work alongside Shane McDaniel to co-lead the sector’s coverage.
Proximo Capital is proud to announce its support for Silverleaf Wealth Management’s ambitious growth strategy through a major acquisition deal. The $60M debt facility will accelerate Silverleaf’s expansion, allowing them to strengthen their position in the wealth management industry.
Tonik, the leading neobank in the Philippines, continues to set new standards in digital banking with rapid growth, operational efficiency, and cutting-edge customer experience enhancements. Powered by Finastra’s Essence core banking solution, Tonik is driving financial inclusion in Southeast Asia while expanding its offerings and optimizing operations.
Okoora, a company transforming the global foreign exchange infrastructure, has earned two prestigious industry awards: a first-place win in the Fintech category at the Atlas Awards and the Best SaaS for Fintech at the Fintech Awards. These accolades recognize Okoora’s innovative approach to redefining FX solutions and its impact on global financial services.
Eventus, a leading provider of trade surveillance and financial risk solutions, has announced Wealthsimple as a new client using its Validus platform for trade surveillance across various asset classes. Wealthsimple, one of Canada’s fastest-growing financial services platforms, manages over $50 billion in assets, catering to more than three million clients.
Richard S. Brown, CEO and Chairman of JNBA Financial Advisors, has been named the top advisor in Minnesota for the second consecutive year in the Forbes Best-in-State Top Wealth Advisors High Net Worth list. This prestigious recognition highlights his leadership in providing expert wealth management services and the firm’s impressive client retention.
In Alabama, businesses are increasingly adopting Accounts Receivable (AR) automation to streamline invoicing, boost cash flow, and enhance financial control. This shift represents a broader trend toward automating essential financial tasks to meet modern business demands, reduce manual errors, and increase efficiency.
Binah Capital Group, Inc., a leading financial services enterprise, announced that Bleakley Financial Group, an RIA managing over $10 billion in assets, has chosen PKS Investments as its friendly broker-dealer. This collaboration aims to support Bleakley’s hybrid business model while providing essential resources for sustained growth and independence.
Bregal Investments, a leading private equity investment firm, has announced the appointment of Neil Syers as its new Chief Financial Officer. Based in London, Syers will lead Bregal’s global finance operations, supporting the firm’s strategic growth across investment strategies and geographies.
