Deals & Transactions

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Stratos Wealth Enterprises makes strategic investment in Summit Wealth

Stratos Wealth Enterprises makes strategic investment in Summit Wealth

Stratos Wealth Enterprises (Stratos), part of Stratos Wealth Holdings, a family of wealth management firms on a mission to support the development of growth-minded financial advisors across the country, has made a strategic investment in Summit Wealth Partners (Summit), an SEC-registered investment adviser firm that oversees USD600 million in client assets.

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Fintuity raises USD3m in development funds

Fintuity raises USD3m in development funds

Fintuity, a UK digital Independent Financial Adviser (IFA) has raised over three million USD of private and institutional investment over the past year to further develop solutions to extend expert financial advice and support those looking to ensure that their financial portfolio is working for them during these difficult times.