Tag: Wealth management

Simplicity Group, a provider of wealth accumulation and financial protection products, has acquired Benefit Planning (BPI), a Chicago-based insurance agency specialising in high-net-worth and ultra-high-net-worth client protection, with BPI founder Bob Muzikowski joining as the firm's newest Partner.

Hexure, a leader in AI-powered sales automation for the insurance and financial services industry, has launched what it describes as the first fully digital,...

Erie Strategic Ventures, the venture capital arm of Erie Insurance, has announced investments in two technology-driven startups, Atomic and Feathery. The fund, launched in 2022,...

Acrisure, the global FinTech firm offering AI-driven financial services, has secured $2.1bn through a new capital raise backed by several major investors, bolstering its plans to grow internationally and enhance its platform.

MarshBerry, a global M&A advisory firm for insurance brokers, has revealed that it has acquired IMAS Corporate Finance LLP (IMAS).