Author: Lance Woodson

  • Planet Wealth Takes on Wall Street with Broker-Dealer Bid

    Fintech leader sets eyes on broker-dealer to power digital trading, underwriting, other services MEMPHIS, Tenn., April 28, 2022 /PRNewswire/ — Planet Wealth, Inc. today announced it has initiated the process of acquiring a broker-dealer with the intention of itself becoming an independent global investment bank. Adding broker-dealer capabilities will provide massive value for the company’s community, eventually offering […]

  • FinTech Universe Revolves Around Planet Wealth, Memphis

    Local business leaders celebrate Memphis startup and its mission to close wealth gap MEMPHIS, Tenn., March 25, 2022 /PRNewswire/ — Planet Wealth, Inc. and its hometown of Memphis were the focus of the financial technology industry as local shareholders gathered in support of the company’s populist approach to personal wealth creation. In a packed house, current and prospective investors received a […]

  • Planet Wealth Secures Vital PCAOB Audit Certification

    Audit helps pave path to public capital markets, makes company more investable for public entities MEMPHIS, Tenn., March 22, 2022 /PRNewswire/ — Planet Wealth, Inc. today announced successful completion of a rigorous audit conducted by the Public Company Accounting Oversight Board (PCAOB). The PCAOB helps minimize future audit risk by reviewing companies’ financial information and establishing a […]

  • Local startup Planet Wealth hits $10M in funds raised, gears up for customer use

    By John Klyce – ReporterOctober 12, 2021, 01:01pm CDT For years, Greg Sossaman was employed by financial institutions. And though he enjoyed the work, there was something that frustrated him. Because most banks don’t like to take on risks, businesses that seriously needed money weren’t always considered credit worthy — while more affluent businesses that […]

  • IBM Financial Exec. Validates Planet Wealth

    AUSTIN, Texas, Sept. 24, 2021 /PRNewswire/ — You heard how Planet Wealth stole the show at the Digital Assets and Securities Conference. You likely read one of the 150+ news sites covering how Planet Wealth blew away the Digital Assets and Securities industry leaders. And for those of you who attended the conference, you watched us live […]

  • Planet Wealth Steals the Show at The Digital Assets and Securities Conference Unveils Passive Income Platform To Industry Leaders

    AUSTIN, Texas, Sept. 23, 2021 /PRNewswire/ — Planet Wealth blew away Digital Assets and Securities industry leaders at the first annual DAAS conference with their revolutionary new platform that provides every citizen access to opportunities to create wealth. Says Planet Wealth CEO Greg Sossaman, “Our capital access platform empowers people to share and leverage their social capital and […]

  • Planet Wealth & Vertalo Complete Landmark Integration

    Companies detail plans to enable revolutionary crowdfunding platform and access to secondary liquidity through direct listings MEMPHIS, Tenn., Sept. 21, 2021 /PRNewswire/ — Planet Wealth, in pursuing its mission to democratize the capital markets, announced today the completion of their digital asset ecosystem and private market secondary trading integration with Vertalo, the industry’s leading digital transfer agent. This landmark […]

  • Planet Wealth Announces Title Sponsorship of The First Annual DAAS Conference

    AUSTIN, Texas, Sept. 20, 2021 /PRNewswire/ — Digital Assets and investments have become the hot topic in the news as financial technology, aka “FinTech”, dominates the conversation. On September 21st, the 1st Annual Digital Assets and Securities Conference, hosted by Vertalo, will bring together the leading players in the new financial landscape. Taking front and center will be […]

  • Planet Wealth to offer access to capital, resources

    By Christin Yates, Special to the Daily MemphianUpdated: August 01, 2021 7:36 AM CT | Published: August 01, 2021 4:00 AM CT Dr. Jeffrey Cole (left) and Greg Sossaman recently started Planet Wealth, a new financial tech company based in Memphis that has raised $6 million from 70 local investors. (Mark Weber/The Daily Memphian) As […]

  • Putting Wall Street in the cloud: How Planet Wealth, a Memphis startup, plans to widen the doors of capital access

    By John Klyce – Reporter, Memphis Business JournalJul 29, 2021Let’s say someone wants to buy a vacation house in Myrtle Beach to rent out and manage, and they need to raise $200,000 for a down payment. According to Greg Sossaman, just the cost to compile documents could be $10,000 to $15,000. And then there’s the […]