Author Archive

April 30, 2025

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by: creative@fullyvested.com

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Categories: News

Partner Matt Alfieri spoke with Melinda Huspen of American Banker about the challenges fintechs face when becoming banks, noting that higher capital requirements, regulatory complexity, and the need for operational scale are potential hurdles companies must navigate to succeed. To read the full article, click here> ← Back to Insights

March 12, 2025

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by: creative@fullyvested.com

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Categories: News

Clearwater Analytics has announced that they will acquire Centana portfolio company Beacon, as part of two strategic acquisitions to deliver private market investment intelligence. To read the full announcement, click here> ← Back to Insights

February 19, 2025

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by: creative@fullyvested.com

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Categories: Blog

Author: Ben Cukier | Co-Authors: Jack Babbush, Avantika Bagri Acquiring clients has become the greatest challenge for financial advisors in today’s competitive landscape. With over $114 trillion in advised assets across the U.S., even modest improvements in client acquisition can translate to substantial revenue growth1. As client expectations evolve, advisors who limit their focus to [...]

January 30, 2025

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by: creative@fullyvested.com

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Categories: Blog

Author: Eric Byunn | Co-Authors: Devi Malhotra, Marshall Cao Getting old is hard. As we age, tasks that once seemed effortless can become increasingly challenging. The simple joys of daily life - preparing a nutritious meal, maintaining a tidy home, or even taking a leisurely stroll around the neighborhood - can transform into daunting obstacles. [...]

January 28, 2025

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by: creative@fullyvested.com

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Categories: News

Axios reporter Aaron Weitzman sat down with Eric Byunn and Dr. Char Hu, founder and CEO of The Helper Bees, to discuss the company’s $35 million Series C announcement in an exclusive interview. The conversation delved into The Helper Bees’ offerings, the broader impact of their mission to redefine long-term care for older adults, and [...]

January 16, 2025

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by: creative@fullyvested.com

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Categories: Blog

Author: Matt Alfieri | Co-Authors: Jay Lee, Jake Madnick and Christopher Chen Trade Promotion Management (TPM) – The Hidden Workflows Critical to the Success of Global Brands As consumers, we all love a good discount as we reach for that second chocolate bar, but have you ever thought about what goes on behind the scenes? [...]

January 14, 2025

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by: creative@fullyvested.com

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Categories: News

San Francisco, CA – January 14, 2025 – Vividly, the leading trade promotion management (TPM) platform for consumer packaged goods (CPG) brands, today announced the close of its $30 million Series B funding round, led by Centana Growth Partners, a specialized growth equity firm that invests in the evolving financial services ecosystem. The Series B [...]