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 Strengthens In-House Tax Capabilities with Addition of GDM Private Financial Solutions
Partnership expands Soltis’ accounting and tax capabilities for both clients and firms seeking broader solutions. ST. GEORGE, Utah--(BUSINESS WIRE)--Soltis Investment Advisors, LLC (“Soltis”), a Registered Investment Adviser (“RIA”) with approximately $13 billion of client assets, announced today the addition of GDM Private Financial Solutions, LLC led by Alan Dance. The addition enables Soltis [...]
InvestorCOM Wins 2026 FinTech Breakthrough RegTech Innovation Award for Second Consecutive Year
Toronto, March 19, 2026 – InvestorCOM, a leading provider of compliance technology for the wealth and retirement industry, has once again been recognized as a winner in the 2026 FinTech Breakthrough Awards, earning the prestigious “RegTech Innovation Award” for the second consecutive year, and the fourth time in five years. This back-to-back recognition [...]
Snowden Lane Partners Adds MSCI Wealth as Integration Partner to Elevate Portfolio Management and Advisor Workflow Capabilities
NEW YORK--(BUSINESS WIRE)--Snowden Lane Partners, an independent, advisor-owned, wealth advisory firm dedicated to providing client-focused advice in a values-driven culture, today announced it will integrate MSCI Wealth Manager – an advanced portfolio management technology platform for public and private asset analytics, tax aware optimization, and modern proposal generation capabilities – into [...]
Flagstone’s first Cash ISA
24 February 2026 Flagstone, the UK’s largest savings platform* managing over £19 billion of UK savers’ cash, has launched the Flagstone Cash ISA - a single tax-wrapper within which a saver can open and maintain multiple tax-free accounts in one ISA wrapper. The Flagstone Cash ISA offers a hassle-free, [...]
Estancia Capital Partners Announces Sale of North Square Investments, LLC to Azimut
January 12, 2026 -- Estancia Capital Partners closes successful sale of North Square Investments, LLC to Azimut. Please see Azimut's shareholder release on January 11, 2026, specifically the section Global expansion and growth through M&A on page 1 of Azimut's press release, linked here, and the original July 22, 2025 transaction announcement linked [...]