07/22/2021
Verdence currently oversees approximately $3 billion in assets under management (AUM) for high-net-worth families, business owners, executives, and professional athletes and entertainers.
07/21/2021
Agrees to Acquire Mercatus, Inc. to Offer Fully Integrated Platform For Growing Private Market Segments Including Infrastructure, Private Equity, Real Estate, Private Debt and Fund of Funds
07/21/2021
“Vestwell’s modern, automated, and user-friendly platform uniquely positions them to help small businesses provide workplace savings programs to more people. We’re excited to lead this investment and support Vestwell’s continued gr
07/20/2021
Our strong financial trajectory, coupled with our 'Do it Right' culture, represent a powerful combination as we continue to serve our customers, employees and communities.
07/14/2021
The loans stay on balance sheet, but the bank can then claim capital relief against the portfolio, as the investor bears any unexpected losses.