Tagged: bizequity

August 2, 2019 @ 6:58 am By Samantha Hurst  |  

UBS Financial Services Inc. announced on Thursday it has formed a partnership with BizEquity, an online provider of estimated business valuations. According to UBS, the new collaboration will allow a select group of UBS financial advisors in the US arm of its Global Wealth Management… Read More

July 18, 2019 @ 8:42 am By Samantha Hurst  |  

U.S. fintech and online provider of business valuation big data BizEquity announced on Thursday its new application, Enterprise RIO Guarantee, for financial service firms and their advisors. It was revealed: “BizEquity is committed to democratizing business valuation knowledge for the business owner, and to that end,… Read More

February 25, 2019 @ 10:40 am By Samantha Hurst  |  

U.S. fintech and online provider of business valuation big data BizEquity announced on Monday the launch of its new patent-pending artificial intelligence (AI) engine and lead service, Franklin. BizEquity reported that with Frankin it is launching a new lead generation and intelligent routing service to prospect and engage… Read More

February 6, 2019 @ 8:11 am By Samantha Hurst  |  

U.S. fintech and online provider of business valuation big data BizEquity announced on Wednesday it has formed a partnership with Orion Advisor Services, LLC (Orion), a portfolio management solution provider for registered investment advisors, to increase the service and support that advisors may offer to small business owners,… Read More

June 27, 2018 @ 9:37 am By Samantha Hurst  |  

TD Bank announced on Tuesday it has formed a new partnership with BizEquity to provide its small and mid-size business customers and prospects from Maine to Florida a no-cost comprehensive business valuation through a cutting-edge digital application. The bank revealed that through its relationship with the Philadelphia-based fintech it now offers… Read More

December 8, 2017 @ 10:42 am By Samantha Hurst  |  

On Friday, U.S. fintech and online provider of business valuation big data BizEquity announced it has formed a partnership with Envestnet,  a wealth technology platform for advisors, to offer its patented cloud-based service and product to Envestnet’s 60,000 wealth advisors through the Env 2 platform. The… Read More