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Choreo Makes M&A Debut With Acquisition of Enso Wealth Management
This represents Choreo's first M&A deal since becoming a standalone company earlier this year.
Jim decota
Steve lockshin adviceperiod
Apex or goldman sachs advisor solutions
Parthenon capital
Enso wealth management
Larry miles
Steve lockshin
Goldman sachs advisor
Private Equity Shop Parthenon Acquires RSM s Wealth Business
Parthenon has tapped Larry Miles, former CEO of Freestone and former principal at AdvicePeriod, to lead RSM's wealth management business.
Dave scudder
Steve lockshin adviceperiod
David english
Millennium trust company
Periscope holdings
Edgeco holdings
Parthenon capital
Allworth financial
Larry miles
Freestone capital management
Steve lockshin
Riskalyze Fintech Report Card: October 2021
Riskalyze CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Michael jordan
Steve lockshin adviceperiod
Blake henry
Steve lockshin
Silver management group
Research to startup fintech app
Apex acquires silver management group
Apex fintech solutions
Capital adds crypto access
Axio financial
Goes public
Motive capital
Apex clearing
Bill capuzzi
Partners adds its manager research
Startup fintech
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