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AUSTIN, Texas--(BUSINESS WIRE)--Bluespring Wealth Partners (Bluespring), a leading acquirer of independent RIAs and hybrid wealth management firms, today announced the acquisition of Halcyon Wealth Advisors (Halcyon), a firm affiliated with Kestra Financial whose financial professionals oversee $364 million in assets under management. This acquisition is part of a broader consolidation strategy and includes the merger of Halcyon into existing Bluespring firm LifeBridge Financial Group (LifeBrid

WINDSOR, Conn.--(BUSINESS WIRE)--SS&C GlobeOp Forward Redemption Indicator: July notifications 1.56%

ARLINGTON, Va.--(BUSINESS WIRE)--Penzance, a leading owner, operator and developer in the Mid-Atlantic region for over two decades, has received approval from Arlington County for its proposed redevelopment of Ballston One at 4601 N. Fairfax Drive. The approved plan will convert the existing office building into a vibrant new residential community, adding another milestone in the company's ongoing transformation of the Rosslyn-Ballston Corridor. Project renderings can be found here. The new pro

HOUSTON--(BUSINESS WIRE)--Uncle Sharkii Poke Bar, a leading fast-casual poke and boba franchise rooted in Hawaiian tradition, has partnered with Square to power operations and accelerate franchise expansion across the U.S. Offering customizable poke bowls, boba milk teas, and more, Uncle Sharkii is scaling quickly in malls and high-traffic retail hubs. By adopting Square’s all-in-one restaurant platform, the brand is creating a digital-first franchise model that simplifies operations, empowers

PHOENIX--(BUSINESS WIRE)--The acquisition deepens Kinective's API integration technology, further eliminating connectivity barriers between core banking and fintech ecosystems.

DALLAS--(BUSINESS WIRE)--Rising Phoenix Royalties announced the closing of a strategic divestiture in the DJ Basin

SAN MATEO, Calif.--(BUSINESS WIRE)--Folloze announces New AI agents to enable hyper-personalization at scale and deliver more powerful and effective buyer experiences.

BROOMFIELD, Colo. & AUSTIN, Texas--(BUSINESS WIRE)--Recurly, a leading subscription management platform for global brands, today announced the appointment of Eric Steele as Chief Financial Officer (CFO), reinforcing the company’s commitment to building a world-class leadership team as it accelerates growth and expands its platform capabilities. Steele brings a proven track record of financial leadership with growth-stage technology companies. Most recently, he served as CFO at Paytronix, where

SANTA CLARA, Calif.--(BUSINESS WIRE)--ValGenesis® Inc., the global leader in digital validation lifecycle management and backed by investment funds managed by Morgan Stanley Expansion Capital, today announced it has secured strategic financing of up to $16 million from the Innovation Banking Group at Bridge Bank®, a division of Western Alliance Bank, Member FDIC. The Innovation Banking Group specializes in serving high-growth life sciences, technology, and innovation companies. This financing w

PASADENA, Calif.--(BUSINESS WIRE)-- #MetropolitanWaterDistrict--Tetra Tech, Inc. (NASDAQ: TTEK), a leading provider of high-end consulting and engineering services in water, environment, and sustainable infrastructure, announced today that California’s West Basin Municipal Water District (MWD) selected Tetra Tech to modernize its process control system used by water treatment facilities that serve nearly one million people across 17 cities in Los Angeles County, California. Under this $10 million contract, Tetra Tech will

NEW YORK--(BUSINESS WIRE)--Blackstone (NYSE: BX) announced today that Blackstone Growth (BXG) and affiliated funds (collectively “Blackstone”) have entered into a definitive agreement to make a majority growth investment in NetBrain Technologies, a market-leading Network Automation and AI platform. The investment, which values NetBrain at $750 million, is intended to enable the company to accelerate innovation, expand its global footprint, and scale its AI-powered platform to meet the rising de

NEW YORK--(BUSINESS WIRE)--Yieldstreet, a leading private markets investment platform, today announced that it raised $77 million in new capital from a combination of new and existing investors. The investment was led by Tarsadia Investments, with participation from Mayfair Equity Partners, Edison Partners, Cordoba Advisory Partners (CAP), and Kingfisher Investment Advisors, alongside new investor RedBird Capital Partners. The new funding will support the expansion of Yieldstreet's platform cap

ATLANTA--(BUSINESS WIRE)--Homrich Berg Wealth Management (HB), a leading fee-only wealth advisor with $25B AUM, launched a new firmwide program to foster a culture of ownership throughout the firm. The initiative provides equity participation to all non-shareholder employees, reinforcing HB’s belief that team members who contribute to the firm’s long-term success should also share in its rewards. The Equity Participation Program is designed to offer meaningful incentives to attract and retain t

SEATTLE--(BUSINESS WIRE)--PitchBook, the premier data provider for the private and public equity markets, today announced new partnerships with Anthropic, Perplexity, Rogo and Hebbia – leading large language model (LLM) and AI-powered platforms. These integrations will embed PitchBook’s comprehensive private capital market data directly into AI-driven workflows used by professionals across finance and strategy. These partnerships represent a broader effort by PitchBook to meet users where they

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment advisor (RIA), has announced a strategic partnership with Chicago-based Rappaport Reiches Capital Management (“RRCM”), strengthening its presence in the Midwest. The addition brings over $1.2 billion in assets under management (AUM) to EP Wealth’s existing Chicago operations. “We grow with purpose—balancing entrepreneurial drive, attention to detail, and a genuine energy that fuels ever

DANVERS, Mass.--(BUSINESS WIRE)--The KMWorld AI 100 list names CCC among other vendors that are in the vanguard of innovation in AI-powered knowledge management.

BOSTON--(BUSINESS WIRE)--A new survey from Hometap, the Boston-based financial technology company pioneering home equity financing solutions, finds that more than half of homeowners are feeling financially stressed, driven by rising homeownership costs that are outpacing income and delaying long-term goals. Yet despite the pressure, many remain committed to holding onto their homes and the long-term value they represent. The financial realities of homeownership have shifted in recent years. Inc

ATLANTA--(BUSINESS WIRE)--Sovos, the always-on tax compliance company, today announced Sovos Intelligence, the world's first AI-powered tax compliance intelligence solution. It empowers companies to get real-time insights on transactions and tax data. Built on the Sovos Tax Compliance Cloud and powered by Sovi™ AI, Sovos Intelligence introduces true Mirror Visibility™ for tax and finance leaders, arming businesses with the same level of insight that tax authorities gain from Continuous Transact

BOSTON--(BUSINESS WIRE)-- #boardgovernance--International Data Corporation, the trusted technology intelligence leader, appoints David D’Alessandro as Chairman of its Board of Directors.

AUSTIN, Texas--(BUSINESS WIRE)-- #CommercialLending--Vine Financial announced that Triad Bank is using its commercial lending technology to streamline workflows and better serve local businesses.