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Pontera raises another $60 million
Latest funding round for fintech platform allowing advisors to manage clients’ held-away assets is led by Iconiq.
Savant boosts advisors’ 401(k) management with Pontera partnership
RIA hails 'significant operation improvements' from fintech platform.
Savant invests $3 million to help Australian fintech expand into US wealth market
Australian fintech Lumiant provides a digital client portal and engagement technology for advisers, and RIA Savant will be its first US customer.
Savant sells minority stake to Kelso & Co.
The Rockford, Illinois-based RIA says the infusion of capital from the private investment firm will bolster its acquisitions and growth strategy.
Savant to acquire $321 million RIA firm
The principals at Indiana-based Treybourne Wealth Planners will become Savant member owners.
Savant targeting acquisitions after attracting $50M to buy out co-founder
RIA anticipates growing to $50B in assets with seed money from the likes of Ron Carson, Charlie Johnston and others.
