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Threadline Wealth Launches as Independent RIA Following Moss Adams Wealth Advisors Transition to Deliver Integrated Wealth, Tax, and Investment Advisory Services
SEATTLE — March 23, 2026 Executive Summary Moss Adams Wealth Advisors (MAWA) has formally transitioned to an independent firm and rebranded as Threadline Wealth, marking a...
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Sunwest Bank Enters Definitive Agreement to Acquire MidWestOne and Bank of Denver Branches to Expand Colorado Market Presence, Client Base, and Entrepreneur-Focused Banking Services
SANDY, Utah and DENVER — April 21, 2026 Executive Summary Sunwest...
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Castine Launches AI-Powered Tools Across Commission Management Platform to Transform Broker Reviews, Research Workflows, and Payment Processing Efficiency
RIDGEWOOD, N.J. — April 21, 2026 Executive Summary Castine Consulting LLC...
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Expensify Partners With IOCP to Expand Access to Modern Spend Management Through BYOC Integration Across Existing Commercial Card Programs
SAN FRANCISCO — April 21, 2026 Executive Summary Expensify, Inc. has...
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JIM.com Launches Booking Feature to Reduce No-Shows, Enable Upfront Payments, and Streamline Scheduling for Small Businesses
SUNNYVALE, California — April 21, 2026 Executive Summary JIM.com, the real-time...
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EQT Raises USD 15.6 Billion BPEA IX Fund to Lead Asia Pacific Private Equity Expansion, Investor Participation, and Long-Term Growth Strategy
STOCKHOLM — April 21, 2026 Executive Summary EQT has announced the...
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