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Within Investment Firms
Hannah Burchell Promoted
S.E.E.D. Planning Group proudly announces that Hannah Burchell, a Senior Financial Planner who joined the firm in 2020, has been promoted to Senior Wealth Manager. “This promotion is well-deserved and a testament to Hannah’s exceptional growth, relentless dedication, and commitment... - June 18, 2025 - S.E.E.D. Planning Group
Lumen Global Investments Launches R4A, an Investment Platform Built for Precision, Performance, and the Realities of Modern Markets
R4A, an innovative investment platform, is redefining portfolio construction by abandoning outdated industry norms in favor of a rigorously engineered, fundamentally-based, goal-aligned, and market-aware approach. At the heart of R4A’s methodology are two foundational pillars that reshape how... - June 05, 2025 - Lumen Global Investments
Social AI Launches Soc-AI: A Crowdsourced AI Portal Built in the U.S.
Social AI today announced the official rollout of its Soc-AI generative AI portal, a platform built through crowdsourcing and designed to democratize access to advanced artificial intelligence. - May 30, 2025 - Social AI
Dan Kain Named Manager of Financial Planning
S.E.E.D. Planning Group is proud to announce that Dan Kain, a Senior Wealth Manager, has been named Manager of Financial Planning Education. In this role, Dan oversees the development and delivery of internal financial planning curricula and training programs. He leads the firm’s monthly... - May 21, 2025 - S.E.E.D. Planning Group
S.E.E.D. Hires Financial Planner
S.E.E.D. Planning Group is pleased to announce the addition of Alex Ierardi to its Financial Planning Team as a Financial Planner. As a 2023 graduate of SUNY Geneseo, Alex holds a Bachelor of Science in Finance and brings a strong academic background, a passion for personal finance, and a genuine... - May 21, 2025 - S.E.E.D. Planning Group
XRP Mining Becomes a New Option for Bitcoin Holders
Bitcoin rebounded strongly on May 8, with a daily increase of nearly 6%, successfully breaking through the $100,000 mark, setting a new high since February, driving a collective surge in the cryptocurrency market. XRP Mining is a new option for Bitcoin holders. - May 12, 2025 - XRP Mining
Fidelfolio’s ML-Powered Rule-Based Investing Framework Disrupts Traditional Active Fund Management
Fidelfolio, an investment management firm leveraging machine learning, has unveiled its rule-based investing framework designed to address longstanding inefficiencies in active fund management. By directly targeting key issues such as human bias, limited analytical capacity, and error-prone... - May 01, 2025 - Fidelfolio
CJ Gettelfinger Promoted
S.E.E.D. Planning Group is pleased to announce that CJ Gettelfinger, an Investment Associate, has been promoted to Investment Planner. He joined the firm in 2023. In this role, CJ will assist in overseeing the delivery of investment management services to S.E.E.D.’s diverse client base while... - April 30, 2025 - S.E.E.D. Planning Group
Tyler Sherven Joins S.E.E.D. Planning Group Leadership Team
S.E.E.D. Planning Group proudly announces that Tyler Sherven, Manager of Instituional Services and Senior Investment Planner has joined the firm's leadership team. S.E.E.D.’s Leadership Team was formed to acknowledge team members who exemplify the company’s values and have... - April 30, 2025 - S.E.E.D. Planning Group
Meridian Pacific Properties Launches Free Trip Program to Help Real Estate Investors Explore Memphis Market
Meridian Pacific Properties announces a new Investor Exploration Program that offers qualified investors a complimentary trip to Memphis to tour newly built rental homes. The program includes airfare, lodging, and expert guidance to help investors explore one of the country’s top real estate markets. - April 15, 2025 - Meridian Pacific Properties
Dalwadi Hospitality Management Promotes New Vice President of Operations
Dalwadi Hospitality Management Promotes Hospitality Industry Leader Tonyia Felts to Vice President of Operations Dalwadi Hospitality Management, a premier hotel management company, is pleased to announce the promotion of Tonyia Felts from Director of Operations to Vice President of Operations. In... - April 12, 2025 - Dalwadi Hospitality Management LLC
Brad Eaton Joins S.E.E.D.'s Leadership Team
S.E.E.D. Planning Group proudly announces that Brad Eaton, Senior Vice President, Investment Services, has joined the firm's leadership team. S.E.E.D.’s Leadership Team was formed to acknowledge team members who exemplify the company’s values and have personally and professionally... - April 12, 2025 - S.E.E.D. Planning Group
Jamie Shelton Joins S.E.E.D.'s Leadership Team
S.E.E.D. Planning Group proudly announces that Jamie Shelton, Senior Wealth Manager, has joined the firm's leadership team. S.E.E.D.’s Leadership Team was formed to acknowledge team members who exemplify our company’s values and have personally and professionally dedicated... - April 12, 2025 - S.E.E.D. Planning Group
S.E.E.D. Planning Group Launches Adopt a Charity Program
S.E.E.D. Planning Group’s Adopt a Charity program selects Roberson Museum for 2025. Through the Adopt a Charity campaign, S.E.E.D. identifies and supports outstanding organizations that demonstrate strong leadership, financial responsibility, and a commitment to improving the... - April 03, 2025 - S.E.E.D. Planning Group
Rogers Healy to Host New Spin-Off Series, "Entrepreneur Elevator Pitch: On the Street"
Rogers Healy, a seasoned entrepreneur and 7x founder, is thrilled to announce his latest venture as host of Entrepreneur Media's newest spin-off series, "Entrepreneur Elevator Pitch: On the Street." Known for his sharp investment acumen, Healy was a panel investor on seasons 11 and 12 of... - March 19, 2025 - Morrison Seger Venture Capital Partners
Tyler Sherven Named Manager of Institutional Services for S.E.E.D. Planning Group
S.E.E.D. Planning Group proudly announces Tyler Sherven, Senior Investment Planner, has been promoted to Manager of Institutional Services. Tyler has been with the firm since 2021. In this new role, Tyler will focus his efforts on coordinating the services provided to S.E.E.D.’s... - March 15, 2025 - S.E.E.D. Planning Group
Ruhi Ventures BV Announces Spin-Off of Advisory Division Into RVC Ventures LLC - FZE
RuhiVC will operate as an independent advisory firm, expanding its investment consultancy and financial structuring services globally. - March 13, 2025 - Ruhi Ventures Capital Partners
Jessica Blake Joins S.E.E.D.’s Leadership Team
S.E.E.D. Planning Group proudly announces that Jessica Blake, Senior Wealth Manager and Certified Trust and Fiduciary Advisor (CTFA), has joined the firm's leadership team. S.E.E.D.’s Leadership Team was formed to acknowledge team members who exemplify the company’s values and have... - March 11, 2025 - S.E.E.D. Planning Group
Beta University Expands Incubation Program to Support the Next Generation of Startups
Beta University, a leading pre-accelerator for early-stage startups, has announced the expansion of its incubation program, aimed at supporting top founders before they enter renowned accelerators like Y Combinator. With a proven track record of incubating over 232 companies in the past year alone,... - March 06, 2025 - Beta University
Mae Tichenor Joins S.E.E.D.’s Leadership Team
S.E.E.D. Planning Group proudly announces that Mae Tichenor, Senior Administrative Coordinator, has joined the firms leadership team. S.E.E.D.’s Leadership Team was formed to acknowledge team members who exemplify the company’s values and have personally and professionally dedicated... - March 01, 2025 - S.E.E.D. Planning Group
Matt Goliber Promoted
S.E.E.D. Planning Group is pleased to announce that Matt Goliber, an Operations Specialist, is being promoted to Manager, Financial Planning Operations, a new position within the firm’s Financial Planning division. This position has been designed to streamline operational tasks, allowing S.E. - March 01, 2025 - S.E.E.D. Planning Group
S.E.E.D. Hires Operational Specialist
S.E.E.D. Planning Group is proud to announce that Tylar Polovchak has joined the firm as an Operations Specialist in their Binghamton office. Before joining S.E.E.D., Tylar worked as a Recruitment Specialist with CrossAmerica Partners. In her role, she connects with clients as she prepares... - March 01, 2025 - S.E.E.D. Planning Group
Recursive Ventures Closes a $30M Solo Capitalist Fund, an Outlier in the Increasingly Challenging Fundraising Environment for Emerging Solo Venture Capitalists
Recursive Ventures is thrilled to announce the launch of its third fund, Recursive Ventures III. The firm will be leading Pre-Seed and Seed stage investments in mainly US and Israeli startups leveraging Data and AI to disrupt outdated businesses. Recursive Ventures is led by Solo Capitalist Itamar... - February 26, 2025 - Recursive Ventures
Dan Kain Joins Leadership Team
Dan Kain, Senior Wealth Manager at S.E.E.D. Planning Group has joined their leadership team. - February 26, 2025 - S.E.E.D. Planning Group
Sunflower ACO Approved for the Medicare Shared Savings Program for 2025
New Membership in MSSP Reflects Commitment to Improving Patient Outcomes and Enhancing Cost Efficiency. - February 19, 2025 - Sunflower Health Advisors
Prism Tax & Accounting Services Welcomes Samuel Scoville as Senior Staff Accountant
Prism Tax & Accounting Services is pleased to announce the addition of Samuel Scoville as its new Senior Staff Accountant. Sam brings a wealth of experience in tax preparation, auditing, and client engagement, further strengthening Prism's commitment to delivering top-tier financial services. - February 12, 2025 - Prism Tax and Accounting Services, LLC
Spirulina Source Releases New Series of Reports on the Microalgae Investment Landscape Today
This new series of reports for the global investment community will help investors and entrepreneurs navigate thus microalgae landscape. Opportunities in 12 industry sectors: applications, companies, their products, investors, and funding. Investor funded companies by global region. - February 10, 2025 - Spirulina Source
American Heritage Financial Welcomes Captain Terrence M. Shashaty as New President
American Heritage Financial (AHF) is excited to announce the appointment of Captain Terrence M. Shashaty as its new President, effective January 1, 2025. Capt. Shashaty will take on the role formerly held by founder Craig Jernigan, who will retain his duties as CEO. Jernigan established AHF in 2013... - February 06, 2025 - American Heritage Financial
KingsCrowd Acquires Leading IR Platform Lustro
KingsCrowd Inc. has acquired Lustro, the leading equity crowdfunding investor relations platform built for founders. - January 28, 2025 - KingsCrowd
Strata SFR Facilitates $6.4M Sale of 16 Single-Family Rental Properties in Charlotte, NC, and Atlanta, GA Markets
Strata SFR, a premier brokerage specializing in investment real estate, has successfully closed the sale of 16 single-family rental (SFR) properties spanning the Charlotte, NC, and Atlanta, GA markets. The $6.4 million transaction was structured as a 721 exchange, enabling the seller, a... - January 27, 2025 - Strata SFR
LCAB Holdings Acquires Wormley Brothers Enterprises, Expanding National Footprint, Adding Commercial Roofing to Its Portfolio of Services
LCAB Holdings, Inc., a Veteran-owned holding company based in Smyrna, GA, proudly announces the acquisition of Wormley Brothers Enterprises, Inc., a leading roofing contractor with a national presence extending across the eastern United States. This strategic acquisition marks another step in... - January 23, 2025 - LCAB Holdings, Inc.
Symphony Risk Solutions is Pleased to Announce Its Support of the Carve-Out of NewCo Risk, LLC
NewCo Risk, led by former Symphony executives Andy Harbut and Joshua Richman, will focus on its founders passion for providing insurance and employee benefits for operator-led investment firms, acquisition entrepreneurs and SMB’s. Its long-term goal is to create a nationally recognized brand... - January 22, 2025 - NewCo Risk, LLC
Strata SFR Facilitates $7M Sale of 29 Single-Family Rental Properties in Atlanta, GA
Strata SFR, a leading brokerage specializing in investment real estate, announced the successful sale of 29 single-family rental (SFR) properties in the Atlanta market. The $7.14 million transaction was the final phase of an exit strategy for a private investor, who had previously worked with... - January 21, 2025 - Strata SFR
Pan Ocean Capital Empowers Entrepreneurs to Shape the Future
Pan Ocean Capital has launched an initiative to support 101 innovative ideas with the potential to transform industries. The initiative aims to provide entrepreneurs with the funding, mentorship, and resources necessary to bring their ideas to life and drive growth. - January 14, 2025 - Pan Ocean Capital
BKM Wealth Management Adds Tax Services
BKM Wealth Management Welcomes Matthew Kabitzke, CPA, as Director of Tax Planning. - January 11, 2025 - BKM Wealth Management
How to Start CrytocoinMiner with ETH to Earn Passive Income
For beginners who are looking for an alternative option to achieve a stable food income with minimal effort, cloud mining offers an alternative. - January 10, 2025 - CrytocoinMiner
Strata SFR Announces the Sale of New 159-Lot Residential Development in Charlotte, NC
Strata SFR, a leading real estate brokerage specializing in investment properties and residential development, proudly announces its latest completed transaction: a 159-lot residential development located in the thriving Charlotte market. The transaction between private developer, BH Land and... - January 08, 2025 - Strata SFR
Physicians Research Group and bioaccess® Join Forces to Expand Clinical Trial Opportunities in South America
Physicians Research Group (PRG), a leading clinical trial site network and bioaccess®, Latin America’s premier contract research organization (CRO), are proud to announce a strategic collaboration aimed at advancing clinical research and increasing access to innovative treatments across South America. - January 07, 2025 - Physicians Research Group
Career Highways Achieves SOC 2 Type II Compliance, Meeting Highest Bar for Customer Data Security
Career Highways Implements Security and Privacy Best Practices for Service Providers Tasked with Handling Customer Data. - January 07, 2025 - Career Highways
Solaris Partners Eyes Acquisition and Investment Targets Across Key Global Markets
US private investment firm Solaris Partners is actively pursuing investment and acquisition targets in North America, Australia, Western Europe, Central Europe and South America. The firm is eyeing corporate divestitures, special situations, private sales, time-sensitive or complex opportunities and distressed assets seeking recapitalization or restructuring. - January 06, 2025 - Solaris Partners
The PeterSan Group Merges with TalentoHC
The PeterSan Group and PeterSan Legal Staffing are thrilled to announce their merger with Talento Human Capital (TalentoHC), a global leader in human capital services and a minority business enterprise recognized on the Inc. 5000 list of fastest-growing companies. This strategic partnership brings together PeterSan’s 30 years of expertise in legal recruitment with TalentoHC’s innovative customer experience model and expansive offerings across executive search, RPO, and human capital consulting. - December 20, 2024 - TalentoHC
Crosstown Ventures Welcomes Rob Pulliam as Partner and Chief Financial Officer to Drive Growth and Value Creation
Crosstown Ventures, a Columbus-based investment firm, proudly announces Rob Pulliam as Partner and Chief Financial Officer. With decades of financial leadership experience, Pulliam will oversee the firm's investment portfolio and drive growth across platform companies. His expertise aligns with Crosstown's mission to create value and operational excellence. - December 14, 2024 - Crosstown Ventures, LLC
Jacobson Equities Acquires Oxbow 49, Premier Waterfront Multifamily Community in Portland
Jacobson Equities is pleased to announce the acquisition of Oxbow 49, a 166-unit Class A apartment community located in Portland’s highly desirable John’s Landing waterfront neighborhood. This acquisition underscores Jacobson Equities’ commitment to unlocking value in premier... - December 13, 2024 - Jacobson Equities
Bristol PMG (Bristol Property Management Group) Ushers in New Era of London Property Development
Bristol PMG is redefining London’s property landscape with sustainable, community-focused developments. With over 20 years of expertise and a £500M+ portfolio, they deliver innovative projects across residential, commercial, and retail sectors. Prioritising ESG benchmarks, energy-efficient designs, and long-term value, Bristol PMG creates adaptable spaces that enhance urban living. Explore their vision for London’s future today. - December 06, 2024 - Bristol PMG
Skylark AI Launches Purpose-Built AI Engine to Revolutionize Private Investment Analysis and Enterprise AI Deployment
Skylark AI launches its revolutionary PyTorch Engine and Enterprise AI Platform, transforming private investment analysis and enterprise AI deployment. With 100% data ingestion, 100% recall, and 95% accuracy, it enables AI-powered agents to deploy in days, not months. Powered by 50+ pre-built integrations with sources like Cap IQ and FinHub, it creates a unified system of records, reducing due diligence timelines by 40% and cutting operational costs by 80%. - November 20, 2024 - Skylark AI Inc.
Big Blue Ceiling Unveils AuRA: an AI-Powered Revolution in Medical Research Reporting and More
Big Blue Ceiling, a leader in cutting-edge AI and autonomous research technology, is excited to announce AuRA (Autonomous Research Assistant), a groundbreaking AI-powered application set to transform medical research reporting. Built on IntellectCascade, Big Blue Ceiling’s Multiagentic and Multimodal AI framework, AuRA is poised to empower healthcare providers with real-time insights, reshaping patient engagement and advancing evidence-based medicine. - November 07, 2024 - Big Blue Ceiling
Bowtie Announces Public Release of DDQ AI: Advanced DDQ Automation
Streamlining Operational Due Diligence with Unmatched Precision and Speed for Asset Managers - October 24, 2024 - Bowtie
LCAB Holdings Acquires Holt & Holt Drywall, Expanding Commercial Construction Services Across the Southeast
LCAB Holdings, Inc., a commercial construction holding company based in Smyrna, GA, announces the acquisition of Holt & Holt, Inc., a leading drywall contractor in the greater Atlanta metro area and Southeast region. Holt & Holt has over 40 years of experience delivering top-quality... - October 04, 2024 - LCAB Holdings, Inc.
Nicole Slavitt Joins KOIOS as Executive Board Advisor
KOIOS, a leader in Financial Intelligence solutions, is pleased to announce that Nicole Slavitt has joined the company as an Executive Board Advisor. Nicole Slavitt brings over 30 years of experience in digital innovation, financial data and news to KOIOS. She has been in leading management roles... - September 24, 2024 - KOIOS
Spanish House Prices Outperform Major Foreign Markets – a Secure and Lucrative Investment Opportunity, Says Leading Costa del Sol Real Estate Agency, First Choice
First Choice Spain Real Estate proudly announces that Spanish house prices are outpacing those in the UK, Germany, and France, offering international investors a prime opportunity to secure profitable returns. Over the last decade, Spain has emerged as a leading performer in the European real... - September 22, 2024 - First Choice Spain Estate Agency