Aztec Acquires Financial Training Provider FFG
Also, business valuation tech provider Capitaliz hires a new president and TIFIN acquires The Giving Place.
Source: wealthmanagement.com
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Capitaliz Launches Features to Make Client Business Valuations Easier
Capitaliz, which may be new to many US financial advisors, has rolled out a new set of valuation features.
Source: wealthmanagement.com
Capitaliz Unveils Dynamic Revaluation Feature to Help Business Owners and Their Advisors Maximize Business Value
Denver, Dec. 13, 2023 (GLOBE NEWSWIRE) -- Capitaliz, a leading digital platform for exit planners to deliver scalable business valuation, succession, and exit…
Source: biztoc.com