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WealthBar acquires financial-planning software firm
Global Capital Markets & SPAC Activity – H1 2021
Essential Government & Regulatory Insights July 2021
Essential Government & Regulatory Insights June 2021
Over 150 state-level energy-related measures enacted during Q2'21
WealthBar Financial Services Inc. acquired Snap Projections Inc., which provides financial-planning software for wealth advisers.
WealthBar plans to make additional investments in Snap Projections, which will remain a separate company under its existing management team.
Financial terms of the deal were not disclosed.
WealthBar, a wealth management platform, is a subsidiary of asset manager CI Financial Corp.