Pickleball Chain Files Chapter 11 following Rapid Expansion into Arizona

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The Picklr announced it has filed for a court-supervised restructuring under Chapter 11 to strengthen its financial foundation. In an October 10 statement, the indoor pickleball franchisor said its clubs remain open, members continue to play and franchise partners are operating their independently owned clubs as usual. The company has secured a $4.5 million financing … [More]

The Rise of the Points Millionaire

by Kipp Lassetter

For years, becoming a "points millionaire" meant spending an extraordinary amount of time on airplanes, cycling through credit cards or mastering the small print of airline loyalty programs. That is changing. Consumers are beginning to realize that one of the biggest financial transactions they will ever make can also be an extraordinary opportunity to earn rewards. Buying … [More]

How Digital Wallets Are Modernizing Business Payments

by Lanie Sedlacek

Digital wallets have changed how consumers pay for goods and services, and similar technology is now moving into business payments. For finance and accounts payable (AP) teams, the appeal is clear: digital wallets can make commercial card tools easier to issue and use while helping reduce manual work, improve controls and support faster, safer payments. In a business … [More]

BOK Financial Lands Global Ranking ahead of Major Arizona Office Consolidation

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BOK Financial has earned a place on Forbes’ inaugural list of the World’s Top Performing Banks, ranking No. 25 globally and No. 6 among U.S. banks in the Upper Mid-Size Banks category. It was also the top-ranked bank in Oklahoma. The list included 500 banks from 89 countries. The recognition comes as BOK Financial prepares to relocate its Arizona headquarters from Scottsdale … [More]

$300B Banking Giant Completes Arizona Integration following Comerica Merger

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Fifth Third Bancorp announced it has completed the technical conversion of approximately 600,000 customers’ accounts and 293 banking centers across Arizona, California, Florida, Michigan and Texas from the Comerica franchise. Executed over Labor Day weekend, the conversion brings Comerica consumer and commercial customers onto Fifth Third’s platforms. Today’s milestone … [More]

$367M Advisory Practice Joins Scottsdale-Based Wealth Management Network

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Osaic, Inc., one of the nation’s largest providers of wealth management strategies, announced that IronGate Services, a Cedar Rapids, Iowa-based advisory firm overseeing approximately $367 million in client assets, has joined Osaic from Ameriprise Financial Services through Carlson Advisor Networks, an Osaic office of supervisory jurisdiction (OSJ). Led by financial … [More]

Arizona Credit Union Targets West Valley for Continued Growth

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OneAZ Credit Union announced the opening of its newest branch in Peoria, expanding access to affordable financial services and deepening its commitment to supporting communities across Arizona. The Peoria Trailhead branch located at 83rd Avenue and Happy Valley will create local jobs while helping drive economic growth through accessible lending solutions, dividend-earning … [More]

Why Middle-Market Companies Need Bankers Who Look beyond the Balance Sheet

Challenges in Metro Phoenix’s rapidly changing business landscape

by Patrick Epum

As the leading metro for business activity in Arizona, Phoenix is evolving rapidly. What began as a metro focused predominantly on real estate and construction has expanded to a robust technology, manufacturing and life sciences hub. With a changing business landscape comes the need for new solutions, opportunities and partnerships. The State of Arizona provides relocation … [More]

Phoenix Investment Firm to Transfer Stock Listing from Nasdaq to NYSE

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Trinity Capital Inc., an international alternative asset manager, announced that it plans to transfer the listing of its common stock to the New York Stock Exchange and NYSE Texas from the Nasdaq Stock Market. The Company expects to begin trading as a NYSE-listed company on or about July 27, 2026, maintaining the current ticker symbol "TRIN" for its common stock. Until the … [More]

Credit Union Expands Digital Investing Offerings with Fractional Shares

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Desert Financial Credit Union has announced the expansion of its Digital Investing platform, introducing new features designed to make investing more accessible for members at every stage of their financial journey, including beginner investors looking to start small and build confidence over time. Through Desert Financial Digital Investing, members can invest online with … [More]

Honeywell Aerospace Completes Spin-Off

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Honeywell Aerospace Inc., a leading global tier-1 aerospace and defense supplier of mission critical systems and technologies, today celebrates its first day as an independent, publicly traded company following the completion of its spin-off from Honeywell International Inc. Shares of Honeywell Aerospace will begin trading on the Nasdaq Stock Market effective at the market … [More]

PNC Completes 780k Customer Conversion across Arizona, Colorado

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The PNC Financial Services Group, announced it has completed the conversion of 780,000 customers, more than 1,620 employees and 95 branches across Colorado and Arizona from FirstBank to PNC Bank. Former FirstBank customers now have access to PNC's full range of products and services, including its digital banking capabilities, treasury management solutions, wealth management … [More]

Fintech Co. Bringing BNPL to Banks Lands $34M Series B

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equipifi, the fintech platform enabling banks and credit unions to offer flexible payment solutions natively within their digital banking experience, today announced the close of its $34-million Series B. The round was led by Left Lane Capital, with continued participation from all existing investors, including Curql and PHX Ventures. The raise brings equipifi's total funding … [More]

Small Business Lending: A Guide to Applying for a Loan

by Chris LeFever

The truth about bankers is that we love nothing more than helping people turn their dreams into reality. We entered this line of work to help others reach their financial goals and find their individual path to success. For many, that means opening and running a successful business. For business owners who are ready to take their company to the next level, we’ve provided … [More]

SBA Program Offers Up to $50 Million to Support Small Manufacturers

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The U.S. Small Business Administration (SBA) announced a new funding opportunity offering up to $50 million in grant awards to as many as 10 eligible applicant organizations who will provide training and technical assistance to support small manufacturers in the SBA’s Empower to Grow (E2G) Program. The Manufacturing in America E2G Grant Initiative will empower qualified … [More]

Lending Platform Targets Hard-to-Finance Land, Build-to-Rent Deals

by Mitch Ginsberg

Land and early-stage development deals have long been among the most capital-constrained transactions in commercial real estate, segments where insider access and institutional scale determined who could compete. At CommLoan, we built our platform to change that. Today, we’re expanding to include Land and Build-to-Rent financing, bringing precision, transparency, and speed to … [More]

Turning Tax Season into a Strategic Reset for Your Business

by Robert Schwister

Once tax filings are complete, many business owners are ready to move on, close the books on last year and refocusing on day-to-day operations. But this window right after tax season is one of the most valuable times of year to step back and evaluate the financial health of a business with fresh, accurate data in hand. Rather than treating tax season as an endpoint, it can … [More]

BlackRock Funds $40M Push to Scale AI Escrow Platform

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HomeLight announced the launch of EVA, an AI-powered escrow agent designed to automate the majority of tasks required to close a real estate transaction — alongside $40 million in new debt financing from funds and accounts managed by BlackRock to scale the platform nationwide. EVA is the industry’s first agentic escrow officer, empowered to work with over 80 tools to interface … [More]

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