Wealth Enhancement Group acquires Piermont Wealth Management
Established in 2000, Piermont Wealth Management handles more than $226m in client assets
Established in 2000, Piermont Wealth Management handles more than $226m in client assets
Through the partnership, both companies aim to integrate Glyue’s Customer360 module and customer experience workflows with Plaid's verification solution
The acquisition has been facilitated through Fintel’s technology and knowledge platform Fintel IQ
Through the collaboration, the bank will utilise Baker Hill NextGen commercial loan origination system’s preconfigured version Baker Hill NextGen Accelerate
By leveraging ICE’s portfolio analytics application for derivatives, Kasikorn Securities will analyse holdings at single security and portfolio level, with…
The financing round was led by Key1 Capital and new investors including Euclidean Capital and funds overseen by Hamilton Lane
Lichen AI Robot will serve as the Company's virtual financial and tax advisor in the future, providing tailored financial and tax…
The Australian bank’s investment is part of the regtech company’s $47m Series A2 capital raising