The new tech platform sets aside the typical financial auction process for matchmaking in favor of an AI algorithm that narrows the pool by measuring the compatibility between buyers and sellers.
Houston-based Americana, a Dynasty firm fresh off a capital infusion from Lovell Minnick, adds its first team outside of Texas with an Los Angeles-area firm focused on the UHNW market.
Andrew Crofton, formerly a managing director at an RIA, took about one year to bring together his full-service, multi-family office, Five Eleven Partners, targeting wealthy families.
About a year and a half ago, Trent Leyda and his team broke away from Morgan Stanley to create SpirePoint Private Client, with Goldman Sachs as its primary custodian. Here’s how it’s going.
To ensure uninterrupted delivery of this critical eNewsletter alert be sure to add WealthManagement.com and the reply address to your list of safe sender contacts.
