StrategyCorps Acquires Quantuma, an AI-Native Relationship Solution for Commercial Banking
Every relationship manager gets a dedicated AI partner to identify and qualify commercial banking opportunities before the competition does NASHVILLE, TN, September 17, 2026: For community and regional banks and credit unions, the next wave of growth lives in their commercial and business relationships. StrategyCorps today announced its acquisition of Quantuma, [...]
Soltis Recognized Among Consistent Top-Growth RIAs
Soltis Investment Advisors, an Estancia platform portfolio company, continues to earn industry recognition for its strong growth trajectory. In a recent Citywire RIA article, Soltis was highlighted as one of a select group of firms that has consistently appeared in Citywire RIA's prestigious 50 Growers Across America report, which [...]
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, [...]