Facet Unveils Financial Wellness Score, the New Nationwide Barometer for Personal Financial Health
01 nov. 2023 09h00 HE
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Facet
BALTIMORE, Nov. 01, 2023 (GLOBE NEWSWIRE) -- Facet, the consumer subscription fintech company that is building the future of financial planning, today announced the launch of the Financial Wellness...
Rising Complexity in Financial Management Drives Global Financial Planning Software Market's Robust Growth
27 oct. 2023 07h08 HE
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Research and Markets
Dublin, Oct. 27, 2023 (GLOBE NEWSWIRE) -- The "Global Financial Planning Software Market 2023-2027" report has been added to ResearchAndMarkets.com's offering. The global financial planning...
CLA Wealth Advisors Named to Barron’s 2023 Top 100 RIA Firms List
12 oct. 2023 17h02 HE
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CLA (CliftonLarsonAllen)
New York, New York, Oct. 12, 2023 (GLOBE NEWSWIRE) -- CLA (CliftonLarsonAllen LLP), the eighth largest accounting firm in the United States, announced today Barron’s recently named CLA Wealth...
Fintech Startup Origin Acquires MyAdvocate Assets to Expand Financial Wellness Platform, Make Estate Planning Easy and Affordable
04 oct. 2023 09h00 HE
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Origin
Financial wellness startup Origin announced that it has acquired NYC-based MyAdvocate, which provides an online estate planning tool.
Origin Rolls Out Major Updates to its B2B Financial Wellness Platform for Employees
06 sept. 2023 09h42 HE
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Origin
BOSTON, Sept. 06, 2023 (GLOBE NEWSWIRE) -- Origin, the startup reimagining financial wellness in the workplace, announced today a major upgrade to its B2B platform for employers. Origin is an...
Financial Solutions Joins Pensionmark as a World Insurance Associates LLC Company
29 août 2023 09h32 HE
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Pensionmark A World Company
SANTA BARBARA, CA, Aug. 29, 2023 (GLOBE NEWSWIRE) -- World Insurance Associates, LLC (World) announced today that it has entered into an agreement to purchase Financial Solutions, an independent...
Financial Harvest Adds Financial Advisory for Athletes
18 juil. 2023 07h59 HE
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Financial Harvest Wealth Advisors
WINTER PARK, Fla., July 18, 2023 (GLOBE NEWSWIRE) -- Financial Harvest Wealth Advisors announces the expansion of its personalized financial services, adding wealth management and financial planning...
Retirement Platform Guideline Grows Alongside Customers, Launches Mobile App and Enterprise Tier
12 juil. 2023 12h00 HE
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Guideline
SAN FRANCISCO, July 12, 2023 (GLOBE NEWSWIRE) -- Guideline—the seamless, scalable retirement platform trusted by 40,000+ businesses and hundreds of thousands of savers—is growing at rates that fly...
Ex Uber Leaders Join Fintech Startup Origin to Reimagine Financial Wellness
22 juin 2023 09h04 HE
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Origin
BOSTON, June 22, 2023 (GLOBE NEWSWIRE) -- Origin, the startup reimagining financial wellness in the workplace, announced today that two ex-Uber leaders have joined to company: Atul Kakkar, former...
Origin acquires Finny to Fill a Critical Gap in Workplace Financial Education
05 juin 2023 09h06 HE
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Origin
BOSTON, June 05, 2023 (GLOBE NEWSWIRE) -- Origin, the startup reimagining financial wellness in the workplace, announced today it has acquired Finny, a financial health startup. Origin will...