StreetCred PR
@StreetCred_PR
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Financial Services meets Credibility Marketing. #PR is a contact sport - raise your communications game by adding our talents to your team and play to win.
Los Angeles
Joined September 2020
✨NEWS: REBRAND✨. Bleakley Financial Group has announced its official rebrand to OnePoint BFG Wealth Partners. The new name reflects a bold new chapter for the firm – one grounded in unity, clarity and long-term growth.
businesswire.com
Bleakley Financial Group (“Bleakley”), a dynamic wealth advisory and financial planning firm, today announced its official rebrand to OnePoint BFG Wealth Par...
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🎉NEWS: MILESTONE🎉. Congratulations to @orionwealthtech on the announcement of two major growth milestones! The firm has surpassed both $5 trillion in assets under administration and $100 billion in wealth management platform assets.
businesswire.com
Orion surpassed $5.2T AUA in 2025 as clients grew 10% faster than peers, using more tech, driving 75% of M&A activity by assets in wealth management.
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🔥 In this episode of PRess Play: The @StreetCred_PR Podcast, @michaelbatnick of @RitholtzWealth joins the show to regale us with stories from his early days in financial services to his rise as a leading industry voice. 🎧 Listen and subscribe here:
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🤝NEWS: PARTNERSHIP🤝. Arch and Masttro have announced a strategic partnership, streamlining workflows and automating processes for tracking, managing and reporting on alternative investments. @gotk1s.
businesswire.com
Masttro partners with Arch to route real-time alternatives data, enabling wealth visualization across liquid and illiquid assets in one dashboard.
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🤝NEWS: PARTNERSHIP🤝. @JumpAdvisorAI has announced a new partnership with @wifsnational, bringing cutting-edge technology directly to WIFS members and supporting the organization's mission to empower women in an underrepresented industry.
businesswire.com
Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partn...
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RT @AlarisACQ: Alaris is a finalist in 3 #Wealthies2025 categories!. 🏆 Disruptors > Tech. 🏆 M&A Deal Support. 🏆 Innovation – New Applicatio….
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RT @Integrated4FAs: Some first-time home buyers are tapping retirement savings for a down payment — but Sam Diarbakerly of Generation Capit….
finance.yahoo.com
Withdrawing money from an IRA for a home purchase is a viable option, but there are trade-offs. Find out if using an IRA to buy a house is the right move.
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⛵ In this episode of PRess Play: The @StreetCred-PR Podcast, we are joined by Tim White of @WeAreWealth. Tim shares his trademark energy and humor in this lively conversation, covering everything from his days working on a yacht to the innovative ways his team is transforming
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📽️ According to WordStream, video content generates 1200% more social shares than text and images combined. For financial brands, that makes video podcasts and dynamic digital content some of the most powerful tools for connection and engagement. In @StreetCred_PR’s latest blog,
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✨NEWS: PEOPLE MOVES✨. @Solomon_Edwards has appointed George Kelly as managing partner. This strategic move underscores the firm’s commitment to enhancing its Office of the CFO (OCFO) capabilities and scaling a high-impact delivery model nationwide.
businesswire.com
SolomonEdwards, a national professional services firm focused on solving critical business challenges for companies undergoing growth, change or compliance-d...
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🔥NEWS🔥. @osaic_inc has added Daniel Leugers to its network of financial advisors. A 25+ year wealth management veteran, Daniel has launched BlueHaven Wealth Management, a Hudson, Ohio-based firm overseeing more than $400 million in AUA.
businesswire.com
Osaic, Inc. (“Osaic”), one of the nation’s largest providers of wealth management strategies, announced the addition of Daniel Leugers to its network of fina...
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🤝NEWS: PARTNERSHIP🤝. @optoinvest and Fi3 Financial Advisors have announced a strategic partnership. Opto will enhance Fi3’s longstanding private markets program by simplifying private investment workflows, centralizing performance data for end-client reporting and helping.
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RT @WeAreWealth: Taxes don't retire when your clients do. Are you ready to guide them through it?. 📅 Join us on July 17th at 10am PT / 1pm….
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RT @CitywireRIA: Modern Wealth adds third California firm of 2025:
citywire.com
Jason Gordo, the Monterey, Calif.-based RIA's president, told Citywire $8.5bn Modern Wealth is eyeing cities like Sacramento, San Francisco and San Diego for future deals.
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RT @RFGAdvisory: In honor of Independence Day, @investmentnews is spotlighting Advisors and their bold “independence stories.” Dany's advic….
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RT @osaic_inc: On a new episode of #WeeklyMarketImpact, @PhilBlancato shares how markets finished in Q2, the effects of the Big Beautiful B….
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RT @GeoWealthTech: GeoWealth’s Brendan Falls On Alternative Investment Model Portfolios In A TAMP via @riachannel.
riachannel.com
Brendan Falls, EVP and Chief Growth Officer for GeoWealth, joined Julie Cooling, Founder and CEO of RIA Channel, to discuss the firm’s flexible TAMP solution specifically built for RIAs.
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💥NEWS💥. Modern Wealth Management has announced an asset purchase agreement of El Segundo, California-based Kaye Capital Management (KCM), a fee-only RIA with over $700 million in AUM and an additional $300 million in AUA.
businesswire.com
Modern Wealth bolsters its corporate retirement planning capabilities and establishes a third office in California with its 17th acquisition to date
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