Logic Capital Management, a premier financial advisory firm in Houston, Texas, managing over $400M of assets, has merged with Mission Wealth Management, LP, as announced on the firm's website. This ...

California-based registered investment advisor (RIA) Mission Wealth has announced a merger with Logic Capital Management, a financial advisory firm based in Houston, Texas. The merger, which marks ...

Mission Wealth is strengthening its presence in the Lone Star state as it kicks off its 2025 deal calendar. The fim has announced a merger with Houston-based Logic Capital Management, a financial ...

HOUSTON, Jan. 28, 2025 /PRNewswire/ -- Logic Capital Management, a premier financial advisory firm in Houston, Texas, managing over $400M of assets, has merged with Mission Wealth Management ...

Logic Capital Management manages over $400m in assets, providing tailored financial planning and investment management.

and Mission Wealth. According to Jump, a recent user survey found that advisors using the platform save an average of one hour per workday, with some reporting multiple hours saved. An 84 percent ...

A year in, RIA firms using Jump include plenty of solo practitioners but also Integrated Partners, Mission Wealth, and Sanctuary Wealth. The AI provider is also part of LPL Financial’s vendor ...

Kenyan-born Joy Wanjiru Machugu-Zenz is on a mission to empower African women across Europe and the diaspora. As the founder ...

MOIQ Digital is more than just a technological upgrade—it’s a statement of intent. By challenging outdated industry norms and ...

Orlando Ashford has been named Interim CEO of the National Black MBA Association, bringing over 30 years of leadership to the ...