News, Comment & Analysis results for Mirador
Summary Of North American M&A In Wealth Management – April, May And June 2024
A summary of M&A moves in the second quarter of 2024.
iCapital Agrees To Buy Mirador, Raises Data, Reporting Game
Having established itself for more than a decade as a fintech platform focused on alternative
Hidden Cash In Portfolio Hampers Returns: What Clients Are Doing – Part 2
"Hidden cash" can be a problem – for example money market funds held inside investment accounts.
Summary Of North American Wealth Management M&A – February 2023
A number of M&A deals were consummated or started in February. One significant deal was the private
Hidden Cash In Portfolio Hampers Returns: Where Do You Find It? – Part 1
"Hidden cash" can be a problem – for example money market funds held inside investment accounts.
Mirador Completes Fusion Financial Partners Acquisition
The announcement adds to a number of acquisitions that have been completed early this year.
UBS Rolls Out New UHNW Consolidated Assets, Liabilities View
The bank, working with Addepar and Mirador, has launched a way for UHNW clients to see assets and
US Wealth Business Buys Connecticut-based Johnson Brunetti
The story also points to continuing M&A in Connecticut, also part of a busy trend of such
Mirador Expands Connecticut Presence
The firm, which has offices in Darien, Connecticut, Chicago, Illinois, Jacksonville, Florida, Salt
Comment & Analysis results for Mirador
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