Daniel Bryant, who founded Sheridan Road Financial, a $24 billion registered investment advisor sold to Hub…
Tag: consulting
Mariner to Acquire $5B Institutional Consulting Firm
Mariner Institutional, a new division seeded last year when the RIA acquired two firms with that…
Cresset Merges with $124B Institutional Consulting Firm
Cresset, a $72 billion registered investment advisor based in Chicago, announced plans to merge with Monticello…
SEIA Hires Finance, Consulting and Accounting Vet as CFO
Signature Estate & Investment Advisors, a $30 billion hybrid registered investment advisor based in Los Angeles,…
Andy Kalbaugh Joins The Wealth Consulting Group as President
The Wealth Consulting Group, a Las Vegas-based hybrid registered investment advisor and wealth management platform with…
Surge Ventures Acquires MGL Consulting
Compliance, data, and cybersecurity technology provider Surge Ventures has made its third acquisition, adding the compliance…
Gruve.ai promises software-like margins for AI tech consulting, disrupting decades-old Industry
Companies of all sizes are recognizing the game-changing possibilities of AI. Despite the excitement about the…