FinClear chosen by Crestone
Australian financial services technology firm FinClear has been appointed by Crestone Wealth Management to provide execution services.
The company’s appointment by Crestone was confirmed by FinClear chief executive, David Ferrall.
“Crestone is a premium name in the Australian market and well known for being exacting about who they choose to work with,” he said. “I am extremely pleased that they have chosen FinClear and the team and I are excited to work closely with them.”
Crestone chief executive, Michael Chisolm, said FinClear had impressed his firm with its capabilities, technological innovation and commitment to security.
Established in 2015, FinClear acquired Pershing Australia in June 2021 and counts among its investors Magellan Financial Group and leading VC firm King River Capital.
So there are another 700 cases with similar growth profiles to the lead generation induced explosion of funds that Shield…
Interesting they didn't name the worse offenders, which means it is the union funds.
In my 30+ year experience, the 'laggards' seem to consistently be ISF's in handling death benefit claims. The RSF's that…
Lead generation is either acceptable or unacceptable. Whilst I have a personal view in relation to lead generation I don't…
Yeh CALI, dodgy lead generators for Life Insurance (that is often linked to Superannuation) funnelling into dodgy direct life policies…