Fundz
Free weekly newsletter

Get the free weekly contract digest

The new new contracts, who’s behind them, and what they mean — delivered to your inbox every week. No credit card, unsubscribe anytime.

Weekly Digest

New new contracts, summarized for you

Straight to Inbox

No login, no app to check — it comes to you

Contract Trends

See who's moving and how much in your market

No credit card required Weekly contract digest

Ameriprise Financial Partners with Financial Advisor Steve Salmon from LPL with $110 Million in Assets

Nov 21, 2024over 1 year ago

Contract Type

partnership

MinneapolisFinancial ServicesFinanceLendingBanking

Description

Ameriprise Financial, Inc. announced a partnership with financial advisor Steve Salmon, MBA, who recently joined the firm’s independent channel from LPL Financial with $110 million in assets. The partnership aims to provide an excellent client experience and support the growth of Salmon's practice.

Company Information

Company

Ameriprise Financial

Location

Minneapolis, Minnesota, United States

About

Ameriprise Financial Inc. is a financial services company with a nationwide network of approximately 10,000 financial advisors, providing extensive investment advice, asset management, and insurance capabilities to serve the full range of individual and institutional investors' financial needs.

Related People

Suggested for you

Choose your plan to reveal verified contacts

Choose your plan to reveal verified contacts

Predictive Intelligence
Strategic

ML-powered predictions for Ameriprise Financial's next move

Learn about Strategic plan

Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.