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Financial Services

  Oak Harvest Financial Group has spent over 15 years helping pre-retirees and retirees plan their futures with full-service retirement planning, portfolio management, and tax strategies. Since its early days with around 10 employees, the…

Thrive
June 26, 2025 3 Min Read

When it comes to private equity, speed and certainty are everything. But amid the push to close deals quickly, many firms risk overlooking c...

Kevin Ellis, EVP, Private Equity Sales
June 19, 2025 2 Min Read

As portfolio companies harness digital technologies to drive growth and innovation, they become increasingly reliant on cloud computing and ...

Thrive
August 30, 2024 < 1 Min Read
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Thrive is continuously monitoring changes in the regulatory environment to ensure we are prepared to help our clients achieve and maintain compliance. The U.S. Securities and Exchange Commission (SEC) adopted updates to Regulation S-P (Reg…

Alexander Byrne, Director of Compliance
May 24, 2024 7 Min Read

While the performance in 2024 has been moderately positive year-to-date, the hedge fund industry faces the challenge of safeguarding these gains against a multitude of domestic and international factors that remain at play for both…

Jim Nekos, Managing Partner, Financial Services Practice
May 24, 2024 2 Min Read

As portfolio companies harness digital technologies to drive growth and innovation, they become increasingly reliant on cloud computing and interconnected systems to streamline operations and enhance productivity. However, with these opportunities come inherent risks, including…

Thrive
April 16, 2024 < 1 Min Read

When it comes to a portfolio company’s operational efficiency, the right technology decisions and investments can lead to long-term su...

Kevin Ellis, VP of Sales, Thrive
January 26, 2024 3 Min Read

Safeguarding member data within credit unions transcends a mere legal obligation; it’s an essential cornerstone of building trust. Mem...

Scot Guido, Managing Partner, Financial Services, Thrive
November 17, 2023 2 Min Read

In today’s changing digital landscape, cybersecurity has become a pivotal aspect of due diligence in private equity (PE) transactions. Wit...

Kevin Landt, VP of Product, Cybersecurity
November 10, 2023 2 Min Read

In the agile landscape of finance, a new breed of financial institutions are at the helm—digital-only banks. Digital-only banks operate exclusively online, leveraging advanced technologies and the cloud to deliver a seamless, efficient, and convenient…

Scot Guido, Managing Partner, Financial Services
October 23, 2023 2 Min Read

Optimizing and managing an agile portfolio strategy should be top of mind for hedge fund managers. Ensuring that your company’s IT infrastructure keeps you in compliance with the various regulations that hedge funds face is…

Scot Guido, Managing Partner, Financial Services
September 25, 2023 2 Min Read