Jeff Blumenthal
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Berwyn FinTech Company Expects More Growth in 2023
Berwyn’s Fiduciary Exchange partners (FIDx) is planning on going big in 2023. Last year, the fintech company doubled their assets, writes Jeff Blumenthal for the…
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California-Based Firm Acquires Exton’s Warren Financial Services
A California firm is putting a stake in Chester County. EP Wealth Advisors acquired Exton’s investment advisory firm Warren Financial Services & Associates, closing the…
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Malvern Fintech Company Makes $41 Million Acquisition in Effort to Go Global
A Malvern-based fintech company is looking to expand its presence overseas. Cantaloupe recently acquired Wisconsin-based Three Square Market (32M), which has offices in the U.K.…
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