Aldine is pleased to announce its investment in FMT Solutions (“FMT”). FMT is a provider of integrated educational content and tech-enabled marketing services principally for the retirement planning and wealth management services market. The company offers a comprehensive suite of retirement planning and wealth management communication services and financial education courses designed to support Registered Investment Advisors (RIAs), Investor Advisor Representatives (IARs) and individual investors. FMT supports its clients through differentiated, classroom-based financial education programs and tech-enabled campaign management, resulting in an identifiable return on marketing dollars.
Aldine provided a subordinated note and equity investment.