Omnichannel financial services platform Airpay on Wednesday announced it has acquired personal finance management startup Finmapp. Incorporated in September 2020 by Finfinity Technologies, Finmapp offers a range of tools and services, including financial planning, tax planning, debt management, risk and age-based advisory and recommendations, and assessment to help users understand their spending, saving, borrowing, investment,…
Tag: Acquires
Edelman Financial Engines Acquires PRW Wealth Management
Edelman Financial Engines LLC on Thursday announced the acquisition of PRW Wealth Management LLC, a registered investment adviser headquartered in Quincy, Massachusetts. PRW manages more than $500 million in assets under management for approximately 200 clients, including individuals, families, endowments and foundations, and business owners. The firm provides a range of wealth management capabilities, focusing…
Creative Planning Acquires Mesirow’s Retirement Services Business
Creative Planning, the Kansas City, Kan.–based independent registered investment advisor run by founder and CEO Peter Mallouk, has acquired Mesirow’s corporate retirement advisory services business, adding over 350 retirement plans and about $13 billion in assets under advisement and management to the RIA’s existing retirement business. Mesirow’s team is led by David Dermenjian, Chris Pohlman,…
Creative Planning Acquires Mesirow’s Retirement Advisory Business
Creative Planning LLC, the registered investment advisory and retirement plan services firm, announced Tuesday it has acquired Mesirow Financial Inc.’s retirement plan advisory division. The firms did not disclose terms of the deal. The deal will bring to Creative Planning more than 350 retirement plans and $13 billion in assets under advisement and management, according…
GFH Partners Acquires $150 Mln Assets in Saudi Arabia, UAE
GFH Partners completed the acquisition of a diversified logistics and industrial portfolio worth $150 million in Saudi Arabia and the UAE. The portfolio comprises income-generating assets and opportunities for real estate development, in the logistics and industrial zones strategically located in Riyadh and Dubai. It encompasses various facilities such as light industrial and cold storage…