Forbes List

Kenges Rakishev and Aselle Tasmagambetova Invest in New Venture Firm BYB Capital, aim to boost Kazakhstan's Tech Startups

Retrieved on: 
Thursday, February 29, 2024

ALMATY, Kazakhstan, Feb. 29, 2024 (GLOBE NEWSWIRE) -- Entrepreneurs Kenges Rakishev and Aselle Tasmagambetova will be the first investors in new venture capital firm BYB Capital, whose goal is to boost technology startups in Kazakhstan and support its growth and international expansion.

Key Points: 
  • ALMATY, Kazakhstan, Feb. 29, 2024 (GLOBE NEWSWIRE) -- Entrepreneurs Kenges Rakishev and Aselle Tasmagambetova will be the first investors in new venture capital firm BYB Capital, whose goal is to boost technology startups in Kazakhstan and support its growth and international expansion.
  • The new corporation has been introduced today at Fincraft Group's auditorium in Almaty, with over 100 guests in attendance.
  • BYB will support early-stage B2B software enterprise companies focusing on Central Asia and the Caucasus and trans-border and U.S. market expansion.
  • Creating a venture fund is a well-considered decision we have worked on for several years," explained Tasmagambetova.

Emerge Recognized for Fourth Consecutive Year on Forbes List of America's Best Startup Employers

Retrieved on: 
Tuesday, March 5, 2024

Emerge, a leading provider of freight procurement solutions, is thrilled to announce its fourth consecutive inclusion in Forbes' prestigious ranking of America's Best Startup Employers for the year 2024.

Key Points: 
  • Emerge, a leading provider of freight procurement solutions, is thrilled to announce its fourth consecutive inclusion in Forbes' prestigious ranking of America's Best Startup Employers for the year 2024.
  • View the full release here: https://www.businesswire.com/news/home/20240305935733/en/
    Emerge Freight Procurement Platform Recognized for Fourth Consecutive Year on Forbes List of America's Best Startup Employers (Photo: Business Wire)
    The America's Best Startup Employers 2024 ranking meticulously evaluates thousands of companies across the United States, considering various key performance indicators (KPIs) to identify the top employers.
  • Emerge has consistently demonstrated its commitment to creating an exceptional workplace culture, empowering its employees, and driving growth within the industry.
  • "We are honored to be recognized once again by Forbes as one of America's Best Startup Employers," said Michael Leto, President at Emerge.

Merge Named to Forbes List of America’s Best Startup Employers 2024 For Second Consecutive Year

Retrieved on: 
Tuesday, March 5, 2024

Merge , a product integration platform that offers a suite of unified APIs to empower B2B SaaS organizations to seamlessly add hundreds of integrations to their product, has been named to the Forbes list of America’s Best Startup Employers for 2024, marking the company’s second consecutive appearance.

Key Points: 
  • Merge , a product integration platform that offers a suite of unified APIs to empower B2B SaaS organizations to seamlessly add hundreds of integrations to their product, has been named to the Forbes list of America’s Best Startup Employers for 2024, marking the company’s second consecutive appearance.
  • This recognition comes weeks after Merge reported momentous company growth, most notably having grown its entire employee headcount by 57% in 2023.
  • Only companies headquartered in the U.S., founded between the years 2014 and 2021, employing at least 50 employees, and exhibiting a startup structure were considered for the evaluation.
  • Merge’s inclusion in the Forbes List of America's Best Startup Employers for two consecutive years is a reflection of the company's unwavering commitment to nurturing talent, investing in employee development, and maintaining a strong sense of employee satisfaction.

Kenges Rakishev and Aselle Tasmagambetova to grant full scholarships to all Shoqan School students admitted to the world's top ten universities

Retrieved on: 
Monday, February 12, 2024

The Shoqan Walikhanov School, based in Almaty, is considered one of Central Asia's leading education institutions.

Key Points: 
  • The Shoqan Walikhanov School, based in Almaty, is considered one of Central Asia's leading education institutions.
  • It was founded in 2020 as a non-profit and combines traditional academic methods with modern infrastructure and contemporary teaching techniques.
  • We want to motivate a new generation of young Kazakhs to become leading members of the international community," stated Rakishev.
  • "We want to bring the best of the best universities in the world back to Kazakhstan," Aselle Tasmagambetova, who heads the Saby Charitable Foundation, added.

Good360 Ranked #2 on Forbes Annual List of America’s Top 100 Charities

Retrieved on: 
Tuesday, December 12, 2023

Alexandria, VA, Dec. 12, 2023 (GLOBE NEWSWIRE) -- Good360 , the global leader in product philanthropy and purposeful giving, announced today that the organization came in at #2 on the Forbes List of America’s Top 100 Charities , up from last year’s ranking of #6.

Key Points: 
  • Alexandria, VA, Dec. 12, 2023 (GLOBE NEWSWIRE) -- Good360 , the global leader in product philanthropy and purposeful giving, announced today that the organization came in at #2 on the Forbes List of America’s Top 100 Charities , up from last year’s ranking of #6.
  • The list, which is based solely on private contributions, reflects the most recently reported fiscal year for every organization.
  • For Good360, that year is 2022, showing $2.669 billion in private support, which is significantly comprised of in-kind donations of essential goods like clothing, personal care, housewares, furniture, toys, and more.
  • In 2022, Good360 positively impacted 20 million people in need, the highest number in the organization’s 40-year history, through their massive network of 400 donors and 100,000 vetted nonprofits.

Latimer Wealth Management Joins Steward Partners

Retrieved on: 
Friday, August 18, 2023

NEW YORK, Aug. 18, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Latimer Wealth Management, based in Winter Park, FL, formerly known as The Latimer Group at Merrill Lynch. The team comprises Partner, Managing Director, Wealth Manager Theodore (Ted) Latimer, CRPC®, and Denise E. Hoffman, Senior Registered Client Administrative Manager, and manages approximately $175 million in client assets.

Key Points: 
  • Former Merrill Team Launches Steward Partners' Second Location in Florida, with Plans for Expansion
    NEW YORK, Aug. 18, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Latimer Wealth Management, based in Winter Park, FL, formerly known as The Latimer Group at Merrill Lynch.
  • Latimer Wealth Management specializes in working with high-net-worth individuals, families, and business owners to achieve their goals through customized solutions including trust and estate planning services, risk management solutions, wealth management and retirement planning, business planning solutions, and more.
  • "After conducting thorough due diligence, what attracted me to Steward Partners was the collaborative and inclusive culture of partnership, where everyone is a shareholder and sings from the same sheet of music," shared Ted Latimer, CRPC®, Partner, Managing Director, Wealth Manager, Latimer Wealth Management.
  • Steward Partners also had 15 of its partners named to the Forbes List of Best-In-State Wealth Advisors and three advisors on Forbes America's Top Women Wealth Advisors Best-In-State List in 2022 as well as two advisors in 2023, and an advisor named to Forbes Top Next-Gen Wealth Advisors Best-In-State in 2023, all of which are prepared by SHOOK Research.

Steward Partners' Matt Price, CFP®, CIMA® Named to Forbes Top Next-Gen Wealth Advisors Best-In-State List

Retrieved on: 
Friday, August 18, 2023

NEW YORK, Aug. 18, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, applauds Matt Price, CFP®, CIMA®, Partner, Director, Wealth Manager, The Price Group at Steward Partners, who has been named to the Forbes 2023 List of Top Next-Gen Wealth Advisors Best-In-State for Texas.

Key Points: 
  • NEW YORK, Aug. 18, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, applauds Matt Price, CFP®, CIMA®, Partner, Director, Wealth Manager, The Price Group at Steward Partners, who has been named to the Forbes 2023 List of Top Next-Gen Wealth Advisors Best-In-State for Texas.
  • "This honor is well-deserved and on behalf of the management team and all our partners, I offer Matt our heartfelt congratulations."
  • The sixth annual Forbes Top Next-Gen Wealth Advisors Best-In-State features over 1,400 advisors, collectively managing assets of nearly $2.5 trillion.
  • Steward Partners also had 16 of its partners named to the Forbes List of Best-In-State Wealth Advisors for 2023 and three advisors on Forbes America's Top Women Wealth Advisors Best-In-State List in 2022 as well as two advisors in 2023, and an advisor named to Forbes Top Next-Gen Wealth Advisors Best-In-State list in 2023, all of which are prepared by SHOOK Research.

Steward Partners Welcomes Oswego Crest Financial Group

Retrieved on: 
Wednesday, August 2, 2023

NEW YORK, Aug. 2, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial. The four-person team is made up of Partners and Wealth Managers Patricia "Pat" Sturr, CFP®, CRPC®; Peter Miller, CRPC®, AIF®; Tom Daniels, as well as Partner, Client Administrative Manager Peggy Maxwell. Collectively the team manages approximately $230 million in client assets.

Key Points: 
  • NEW YORK, Aug. 2, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial.
  • "The team at Oswego Crest Financial Group has built an outstanding practice and is well positioned for exciting growth going forward," said Eric Field, CFP®, CIMA®, Partner, Western Divisional President, Steward Partners.
  • Teamwork is key to our success and that's what really attracted us to Steward Partners," explained Patricia "Pat" Sturr, CFP®, CRPC®, Partner, Wealth Manager, Oswego Crest Financial Group.
  • That same year together with her partners, she founded Oswego Crest Financial Group where she served as President.

Steward Partners Welcomes Vantage Point Private Wealth

Retrieved on: 
Wednesday, July 26, 2023

NEW YORK, July 26, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes its newest partner as Vantage Point Private Wealth joins the firm. Led by veteran Wealth Managers Mark Morasky, CPWA®, CPFA®, CRPC®, AAMS®, MBA; Erik Clay, CPFA®, CFP®, CRPC®; and Chris Figaro, CEPA, CFP®, the four-person team managing approximately $450 million in client assets has offices in Walnut Creek, California and Madison, Wisconsin.

Key Points: 
  • NEW YORK, July 26, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes its newest partner as Vantage Point Private Wealth joins the firm.
  • "With clients spread across the country, Vantage Point Private Wealth makes an excellent addition to the Steward Partners network, and we warmly welcome them on board," said Chris Barton, Managing Director, Senior Divisional President (Central), Steward Partners.
  • "We chose to join Steward Partners because as a partner, we will have the freedom to make our own business decisions and a much wider range of available solutions," added Erik Clay, Founder & Wealth Manager, Vantage Point Private Wealth.
  • "We are especially excited about having access to the open architecture on the Steward Partners platform because now we will be able to choose the solutions that best match each client's needs," explained Chris Figaro, Founder & Wealth Manager, Vantage Point Private Wealth.

Paul Sullivan Joins Steward Partners as Managing Director, Head of Internal Sourcing

Retrieved on: 
Monday, July 10, 2023

NEW YORK, July 10, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Paul Sullivan who joins the firm as Partner and Managing Director, Head of Internal Sourcing. In this newly created position, his core focus will be to educate and advise wirehouse financial advisors on the benefits of independence, especially as it relates to Steward Partners' partnership models and choice of custodians.

Key Points: 
  • NEW YORK, July 10, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Paul Sullivan who joins the firm as Partner and Managing Director, Head of Internal Sourcing.
  • "We are delighted to have Paul Sullivan join our partnership as a Managing Director.
  • His more than 30 years in the wirehouse world with Merrill Lynch and experience in the independent space with Sanctuary Wealth will be extremely valuable as Steward Partners continues its explosive growth," said Jim Gold, CEO and Co-Founder of Steward Partners.
  • And it starts from day one," explained Paul Sullivan, Partner, Managing Director, Head of Internal Sourcing, Steward Partners.