Asset Allocation & Financial Planning
AAFP-3Q2024 Download
July 21, 2023Press Releases
July 18, 2023Press Releases
July 18, 2023Press Releases
July 18, 2023Press Releases
Asset Allocation & Financial Planning
ramtin2023-07-21T21:19:38+00:00Asset Allocation & Financial Planning
July 18, 2023Press Releases
July 17, 2023Press Releases
Arrowroot Advisors is pleased to have served as the exclusive M&A advisor to ViaPeople on its recent sale to Solen Ventures.
ramtin2023-07-05T15:12:28+00:00ViaPeople recent sale to Solen Ventures. ViaPeople specializes in people management software and is an influential leader in the human resource software industry. The company provides performance management software, succession planning, and 360-degree feedback solutions that elevate the expectations of clients with unparalleled quality of service. Founders Leah Groehler, Ph.D., and...
April 19, 2023Press Releases
Five Star Wealth Manager Award.
ramtin2023-04-19T20:30:17+00:00Warren resident Diane Young AIF®, one of the top experienced and knowledgeable partners at the Arrowroot Family Office team, has been named a Five Star Wealth Manager in the state of Michigan. Diane Young AIF® has earned this distinguished award for the 5th year, representing Arrowroot Family Office as a...
April 19, 2023Press Releases
Merger between Lagunitas Asset Management and Arrowroot Family Office.
ramtin2022-08-16T21:06:51+00:00Arrowroot Family Office continues its strategic expansion and is thrilled to announce the merger between Lagunitas Asset Management and Arrowroot Family Office.
August 15, 2022Press Releases, Strategic expansion