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  2. Evelyn Partners - Wikipedia

    en.wikipedia.org/wiki/Evelyn_Partners

    Evelyn Partners is a financial services and professional services company based in the United Kingdom. It is formerly known as Tilney Smith & Williamson, [2] [3] which was the result of a 2020 merger [4] between Tilney and Smith & Williamson. The group also operates the online investment service Bestinvest. [5]

  3. Category : Financial services companies established in 2020

    en.wikipedia.org/wiki/Category:Financial...

    This page was last edited on 7 November 2023, at 22:56 (UTC).; Text is available under the Creative Commons Attribution-ShareAlike 4.0 License; additional terms may apply.

  4. Max Group - Wikipedia

    en.wikipedia.org/wiki/Max_Group

    Max Financial Services Max Estates Max Group is an Indian conglomerate headquartered in New Delhi , operating in the fields of Life Insurance , Real estate and independent senior living . [ 4 ]

  5. Current (financial services company) - Wikipedia

    en.wikipedia.org/wiki/Current_(financial...

    It provides mobile banking services through its partner bank, Choice Financial Group. Current was founded by Stuart Sopp at June 2015. [2] In 2020, the Wall Street Journal reported a valuation of $750 million, and reported that Current "is the latest beneficiary of this trend [toward mobile consumer banking]". [3] Current has no physical branches.

  6. Motilal Oswal Financial Services - Wikipedia

    en.wikipedia.org/wiki/Motilal_Oswal_Financial...

    In 2013, the company established Aspire Home Finance Corporation Limited (AHFCL). [5] The company offers loans for home, construction, composite, improvement and extension in India. [11] In February 2024, Motilal Oswal Financial Services faced a cyberattack by the ransomware group LockBit, which claimed to have accessed confidential data. This ...

  7. MFS Investment Management - Wikipedia

    en.wikipedia.org/wiki/MFS_Investment_Management

    MFS Investment Management (MFS) is an American-based global investment manager, formerly known as Massachusetts Financial Services. Founded in 1924, MFS is one of the oldest asset management companies in the world and has been credited with pioneering the mutual fund.

  8. Focus Financial Partners - Wikipedia

    en.wikipedia.org/wiki/Focus_Financial_Partners

    Focus Financial Partners Inc. is an American company that invests in independent, fiduciary wealth management firms, being listed on the Nasdaq under the ticker symbol FOCS. Headquartered in New York City , it was incorporated in 2004 by Ruediger (Rudy) Adolf , Rajini Kodialam and Leonard (Lenny) Chang.

  9. AmTrust Financial Services - Wikipedia

    en.wikipedia.org/wiki/AmTrust_Financial_Services

    On June 17, 2020, the U.S. Securities and Exchange Commission filed a complaint against AmTrust Financial Services, Inc. and its former CFO Ronald E. Pipoly, which alleged that the Company’s disclosures through the end of 2015 of its actuarial process for estimating loss reserves failed to disclose the Company’s process for reporting its ...