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WealthStack Roundup: GeoWealth, Pontera, American Century, Marstone

With Pontera integration TAMP GeoWealth gets 401(k) management boost, another asset manager goes retail digital and Advisor360 improves Beneficiaries.

United statesKayne partners fundSsc advent custodial data networkCarson groupFranklin templetonPriority financial groupGoldman sachsMorningstar officeCommonwealth financial networkDynamic advisor solutionsSageview advisory groupCharles river developmentLightspeed ventureFounders kitchenHanaco venturesHyperwise ventures

PFG Helps Credit Unions Accelerate RIA and Advisory Services

/PRNewswire/ Priority Financial Group (PFG) is helping credit unions exceed industry benchmarks in advisory revenue growth, advisory AUM growth, and.

United statesJackie waltherRon neumannBoregon community credit unionSenior communications coordinatorPriority financial groupSecurities america incCredit unionCommunity creditFinancial group

FeeX rebrands as Pontera, lands $80M in funding rounds

FeeX, a fintech company managing client retirement accounts, has landed a new funding round and rebranded as Pontera.

Yoav zurelExchange commissionDynamic advisor solutionsOrion advisor solutionsCarson groupPriority financial groupDynamic advisorEdelman financial enginesAon hewittLightspeed venture partnersFounders kitchenHanaco venturesHyperwise venturesBlumberg capital

Pontera Secures $80M in Funding

FinSMEs is the financial news site dedicated to covering venture capital, private equity, and merger and acquisition deals in real time!

Yoav zurelDynamic advisor solutionsOrion advisor solutionsCarson groupPriority financial groupLightspeed venture partnersFounders kitchenHanaco venturesHyperwise venturesBlumberg capital

FeeX Renames Itself To Pontera, Focusing On Advisors

Once strictly a direct-to-consumer fee comparison tool, FeeX is renaming itself as Pontera after raising $80 million and finding a new business line.

United statesRon carsonYoav zurelAdvisors at carson groupDynamic advisor solutionsCarson groupPriority financial groupSageview advisory groupTd ameritradeDepartment of laborLightspeed venture partnersFounders kitchenHanaco venturesHyperwise ventures

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