The path toward public capital markets is clearer with another transparent, independent PCAOB audit MEMPHIS, Tenn., July 12, 2022 /PRNewswire/ — Planet Wealth, Inc. today announced the successful completion of another rigorous audit conducted by the Public Company Accounting Oversight Board (PCAOB), the third such discretionary audit in as many years. The company previously announced the successful completion of…

Company engages international accountants Prager Metis for continued assurance of financial best practices, regulatory compliance MEMPHIS, Tenn., June 7, 2022 /PRNewswire/ — Planet Wealth, Inc. today announced the renewed engagement of Prager Metis, a leading international advisory and accounting firm, as its PCAOB auditor. The company recently announced successful completion of two previous years of PCAOB audits, and Planet…

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…

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…

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…

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…

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…

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…

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…

Wall Street Power in the Cloud MEMPHIS, Tenn., July 29, 2021 /PRNewswire/ — Mayor Jim Strickland welcomes Greg Sossaman (CEO) and Dr. R. Jeffrey Cole (Chairman) as they usher in a slice of Silicon Valley to Memphis. Planet Wealth, a digital financial services platform or “FinTech”, is on a mission to level the playing field between Wall Street and Main Street. Planet Wealth opens the…