Personnel Move · Wealthtech · 2026

Financial advisor joins Passive Capital Management's Philadelphia office.

Passive Capital Management appointed a senior role on July 8, 2026.

Primary
Passive Capital Management
Date
July 8, 2026
Sub-sector
Wealthtech

Individual hiring announcements at non-target firms do not create actionable signals for sub-$250M fintech founders unless the company is a known acquirer or strategic buyer.

Primary company
Passive Capital Management
Counterparty
Not disclosed
Amount
Not disclosed
Event date
July 8, 2026
Sub-sector
Wealthtech
HQ
Not disclosed
Structure
Not disclosed
Source published
Not disclosed
Publisher
PR Newswire

Source: prnewswire.com