.jpg){kind=avatar}
New York City based AI powered 401k platform for financial advisors raised $17.5m in Seed funding led by Bain Capital Ventures.
"We built Aboon because we saw how hard it was for advisors to offer retirement plans, and how many businesses were left behind as a...…
The average savings rate in 401(k) plans rose to a record high 14.3% of income in the first three months of this year, according to a...
Basic Capital offers a 401(k) and IRA platform with a unique financing strategy involving term financing, leverage, and private credit....
Through this collaboration, advisors at Savvy's RIA affiliate, Savvy Advisors, can now offer expanded support for business-owning clients...
During the meeting attended by Blackstone Inc., UBS Group AG, Neuberger Berman and others, participants assembled a manifesto...
As a free user, you can like posts.
To repost this post to your own Passle blog, you will need to upgrade your account.
For plans and pricing, please contact our sales team at sales@passle.net