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wealth management
L to R: Cory Calvert, head of capital transformation at Leon Capital Group; and Dan Vene, managing director, co-founder, and co-head of iCapital Solutions [Photos: PR Newswire/iCapital]
Overseeing $10B in Private Assets, Dallas’ Leon Capital Expands Access with iCapital Partners
by Lance Murray | Aug 6, 2024
Leon—a single-family office—said the collaboration marks a significant milestone for the firm, which until recently primarily utilized its balance sheet and only allowed co-investment from fellow single-family offices.
by Dallas Innovates | Staff Report |
Jul 12, 2024
In her expanded role, Connie Rogers will lead a team of advisors providing custom-tailored investment services and financial guidance across key Texas markets, including Dallas, Fort Worth, Austin, and Houston.
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by Lance Murray |
Jun 19, 2024
An insurtech industry leader, Integrity operates from its HQ in downtown Dallas, where it leases six floors of the iconic Fountain Place tower. With an extensive network of wealth advisers across all 50 states, Integrity Wealth launches as an already "strong and respected leader" in the industry, the company says.
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by Lance Murray |
May 10, 2024
Rob Kaplan will be based in Dallas and will engage clients around the world, working closely with teams across Goldman's Global Banking & Markets and Asset & Wealth Management to offer strategic advice, Goldman Sachs said.
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As founder and CEO of The Rudin Group, April Rudin leads a national team of industry communications experts who design marketing campaigns for some of the world’s leading wealth-management firms, fintechs, and family offices, First Rate said.
Arlington’s First Rate Adds Veteran Marketing Strategist to Board of Advisors
by Lance Murray | Mar 22, 2024
As founder and CEO of The Rudin Group, April Rudin leads a national team of industry communications experts who design marketing campaigns for some of the world’s leading wealth-management firms, fintechs, and family offices, First Rate said.
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by Lance Murray |
Mar 8, 2024
Northern Trust, a Chicago-based financial services company, has appointed Dotti Reeder as market president of Dallas-Fort Worth, where she will lead the wealth management business serving high-net-worth individuals and families....
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by Glenn Hunter |
Nov 9, 2023
Christine Leong Connors, a former leader at J.P. Morgan’s Private Bank in Northern California, says EPIQ now has more people in Dallas than at its San Francisco headquarters.
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by Lance Murray |
Sep 15, 2023
Dallas-based Integrity Marketing Group LLC announced that industry veteran Tess Grace will become president of Integrity’s life insurance division called Integrity Life.
Integrity is a leading distributor of life and health insurance and provides wealth management and retirement planning solutions....
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VRGL co-founders Josh Smith (left) and Josh Zimmerman
Wealth Management Tech Startup VRGL Raises $15M to Help Firms Acquire Clients, Manage Proposals
by Dallas Innovates | Staff Report | Sep 1, 2022
Founded in 2021, Dallas-based VRGL is an automated data and analytics platform for wealth management firms. Aimed at streamlining time to revenue and increasing initial check sizes, the platform can present a "complete and transparent view" of a prospect's entire portfolio within minutes—serving a need that's "ripe for innovation and disruption," one investor said.
“The VRGL team quickly took a one-firm product and turned it into a platform every advisor can use,” two other investors added in a joint statement.
“The VRGL team quickly took a one-firm product and turned it into a platform every advisor can use,” two other investors added in a joint statement.
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