wealth management

Talent, Innovation Spur North Texas Expansion of Ultra-High-Net-Worth Wealth Manager EPIQ Capital

by | 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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Dallas-Based Integrity Marketing Group Names New President of Integrity Life
by | 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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Integrity Hits $40B in Assets Under Management and Advisement with Acquisition of Gladstone Wealth Partners
by | Jan 11, 2023
Dallas-based Integrity Marketing said the acquisition is one of the largest transactions in its history, and will accelerate its strategy by strengthening its holistic offerings for financial planning and amplifying its wealth management expertise. The $40 billion figure is double what Integrity had under management and advisement just two years ago.
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Wealth Management Tech Startup VRGL Raises $15M to Help Firms Acquire Clients, Manage Proposals
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.
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