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Silver Oak Securities Welcomes Pathway Financial Design to Expand Midwest Presence
Dec 04, 2024•over 1 year ago
Contract Type
partnership
MichiganDescription
Pathway Financial Design, a prominent Michigan-based financial planning firm, has joined Silver Oak Securities, Inc.'s growing network of financial professionals. The addition brings $155 million in assets under management and strengthens Silver Oak's presence in the Midwest region.
Agreement Insights
Based on industry dataStrategic 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