Soltis Investment Advisors Named to 2026 TOP Retirement Plan Advisers List by PLANADVISER
Soltis Investment Advisors announced today that it has been named to the 2026 PLANADVISER Top Retirement Plan Advisers list, a recognition that reflects the strength of our Institutional & Retirement team and its standing among the top firms by Total Retirement Plan Assets Under Advisement. “We are honored to [...]
Estancia Capital Management, LLC Announces Final Close of Estancia Capital Partners Fund III, LP, its Largest Fund to Date
SCOTTSDALE, Ariz. & PHILADELPHIA -- Estancia Capital Management (“Estancia”), a specialist private equity firm investing in lower middle-market financial services companies, today announced the successful final closing for its third buyout fund, Estancia Capital Partners Fund III, L.P. and its affiliated investment vehicles (“ECP III”). ECP III secured $367 million [...]
Soltis Investment Advisors Ranked No. 1 Top Utah-Based Financial Advisor by Utah Business
St. George, Utah, June 5, 2026 – Soltis Investment Advisors has been ranked No. 1 on the Utah Business 2026 Book of Lists Top Utah-Based Financial Advisors by assets managed. The publication listed Soltis with $8.352 billion in assets managed, 36 advisors, and a founding year of 1993. The annual Book of [...]
Soltis Investment Advisors Grows Midwest Team with Addition of Ohio-Based Artifex Financial Group
ST. GEORGE, Utah and DAYTON, Ohio – June 3, 2026 – Soltis Investment Advisors, LLC (“Soltis”), a Registered Investment Adviser (“RIA”) with approximately $14 billion of client assets, announced today the acquisition of Artifex Financial Group, a financial planning and wealth management firm based in Dayton, Ohio. Founded in 2007 by Doug Kinsey and Darren Harp, [...]
WestStar Credit Union Taps StrategyCorps’ BaZing(R) to Power Radiant Star Checking
BRENTWOOD, Tenn., May 7, 2026 - StrategyCorps, the leading provider of retail checking solutions for financial institutions, today announced that WestStar Credit Union (Las Vegas, NV) has launched Radiant Star Checking powered by BaZing®- StrategyCorps' award-winning, mobile-first benefits platform. The new account gives WestStar's 19,000+ members access to a [...]
Flagstone launches AI compliance partnership with Adclear
Savings platform Flagstone has partnered with fintech compliance firm Adclear to speed up marketing processes using artificial intelligence. Flagstone said partnering with Adclear has enabled it to reduce its marketing compliance approval process from two days to eight hours, while increasing first-time approval rates to 77.5 per cent. Marc [...]