by Rosie | Oct 11, 2021 | Press Releases
September 14, 2021 − Summit, N.J – Simplicity Group (“Simplicity”) today announced the acquisition of Minneapolis-based Sawtooth Solutions, LLC (“Sawtooth”). Sawtooth is a leading provider of unified managed account investment solutions to independent...
by Sawtooth Solutions | Jul 14, 2017 | Press Releases
July 17, 2017 − Minneapolis, MN – Sawtooth Solutions (“Sawtooth”), a comprehensive and flexible platform for overseeing the entire wealth management process, today announced a strategic relationship with Mercer Investments, a global leader in institutional investment...
by Sawtooth Solutions | Feb 28, 2017 | Press Releases
Sawtooth Solutions, LLC (Sawtooth) announced this week the addition of Rich Conley and Thomas J. Rozman to its Executive Team. Rich Conley joins as Executive Vice President and Head of Sales, while Thomas J. Rozman, CFA, will serve as Chief Investment Officer. Rich...
by Sawtooth Solutions | Jul 14, 2016 | Press Releases
BizEquity, the world’s leading provider of cloud based business valuation and performance big data, today announces that it has signed a strategic partnership with Sawtooth Solutions (Sawtooth), a technology-focused wealth management platform. The agreement will see...
by Sawtooth Solutions | Apr 6, 2016 | Press Releases
Topeka, Kansas, April 5, 2016 — Leading insurance marketing organization Advisors Excel has partnered with Sawtooth Solutions, a technology-focused company concentrating on wealth management platforms, to help support the launch of Advisors Excel’s newest division, AE...
