Adviser Product Partnership

Kashable, SecureSave Partner to Deliver Financial Benefits to Employers

Kashable LLC and SecureSave’s announced a collaboration intended to provide working Americans access to affordable credit, emergency savings funds and financial wellness resources.

“Working with SecureSave, we’re offering employers and their employees comprehensive financial wellness benefit programs during a time when so many employees could use a little help,” Einat Steklov, co-CEO and co-founder of Kashable, said in a statement.

Under the new partnership, participating employers can offer SecureSave’s emergency savings accounts and Kashable’s low-cost loans all under one dashboard.

“Kashable is a forward-thinking company delivering financial solutions to employees and we are proud to partner with them to expand their innovative offerings to include emergency savings solutions,” Devin Miller, CEO and co-founder of SecureSave, said in a statement. 

Vistria, Kohlberg Announce Strategic Partnership with USRBP

Vistria Group LP and Kohlberg & Co. LLC announced a strategic partnership with U.S. Retirement & Benefit Partners. Kohlberg will remain a minority investor and partner with Vistria to further accelerate the growth of USRBP.

“Combining the knowledge and track record of Kohlberg with The Vistria Group’s strong relationships in the K-12 segment, we can leverage these connections to maximize impact in better serving school districts and government entities,” said Megan Schneider, USRBP’s CEO, in a statement. “Our partnership with The Vistria Group brings substantial value to USRBP’s growth strategy across the public, non-profit and private sectors.”

Viu by Hub Partners with Unison to Simply Personal Insurance for Homeowners

Viu by Hub announced a partnership with Unison, a home equity sharing company, allowing homeowners to compare insurance coverage quotes across carriers while also receiving advice.

“By merging technology and human expertise, VIU helps homeowners manage their insurance policies easily so they can be more aware of their needs and confident the right coverage is always in place,” Bryan Davis, executive vice president of Hub International and head of Viu, said in a statement.

“Making insurance simpler to understand, compare and shop for provides homeowners with more security and peace of mind as they navigate the changing housing market,” Thomas Sponholtz, Unison’s CEO, said in a statement.

StreetWise Partners, Global Atlantic Partner to Benefit Underrepresented Talent

The Global Atlantic Financial Group will make a $1 million commitment in support of StreetWise Partners, a nonprofit organization. The partnership aims to promote economic equity by connecting underrepresented talent with career opportunities.

“We are driven to equip underrepresented talent with the skills, industry knowledge, and social capital needed to launch their careers and achieve upward mobility,” Shari Krull, CEO of StreetWise Partners, said in a statement. “Global Atlantic Financial Group’s generous investment bolsters our mission and underlines their confidence in our cause.”

“The talent coming out of StreetWise is impressive, and their enthusiasm for learning is unparalleled,” Dan O’Shea, managing director of and chief administrative officer at Global Atlantic, said in a statement.