Tag: Wealth
Dornick Wealth Management: Elevating Financial Planning through Personalized Strategies by Levi Pettit
Levi Pettit, a financial professional with a CFA® and CFP® designation, has recently launched Dornick Wealth Management, a…
Secure Investments: How Diligent Vault Purchases Can Safeguard Your Wealth
Summary: Diligent, an AI-powered company specializing in governance, risk, and compliance solutions, has acquired Vault, an AI-powered ethics…
Great Hill Partners Makes Strategic Investment in Mission Wealth
Mission Wealth Receives Investment from Great Hill Partners Mission Wealth, based in Santa Barbara, CA, has recently secured…
Maridea Wealth Management Receives Investment from 119th Street Capital
Maridea Wealth Management Secures Investment from 119th Street Capital and Pelican Capital A leading independent wealth management firm…