Category : Investment Services

Finance Investment Services News

Voya Financial Announces MyCompass Target Date Investment Solutions Reach $10 Billion AUM Milestone

Business Wire
by Business Wire0
Voya Financial, Inc. , announced that the suite of MyCompass Investment Solutions offered on its recordkeeping platform has reached $10 billion in assets under management (AUM). Launched in the fall of 2019 by Great Gray Trust Company (Great Gray) as trustee, the suite of MyCompass target date funds is available......
Finance Investment Services News

Steward Partners Selects WealthFeed to Empower Advisors with AI-Enhanced Prospecting and Client Engagement

Business Wire
by Business Wire0
With timely money-in-motion intelligence, advisors can more effectively accelerate organic growth and boost wallet share WealthFeed, an AI-powered prospecting platform that enables financial advisors to grow their book of business, increase client retention, and expand wallet share, announced a partnership with Steward Partners, one of the industry’s fastest-growing investment advisory......
Finance Investment Services News

Uptiq Announces Strategic Investment from Curql to Accelerate AI Adoption Across Credit Unions

Business Wire
by Business Wire0
Uptiq, the AI platform purpose-built for credit unions, announced a strategic investment from Curql, a strategic investment fund backed by over 160 credit unions, as part of Uptiq’s recently completed $25 million Series B financing. Read More on Fintech : Global Fintech Interview with Kristin Kanders, Head of Marketing & Engagement, Plynk......
Fintech Funding Investment Services News

Mondrian Partners with Fundguard for Cloud-Native Investment Accounting

EIN Presswire
by EIN Presswire0
After a thorough review of potential replacements for their legacy investment ledger, FundGuard was selected for its innovative fund accounting design. FundGuard, the cloud-native, AI-enabled investment accounting platform, today announced that Mondrian Investment Partners, a leading value investment manager, is partnering with FundGuard as part of its initiative to modernize its......
Cryptocurrency Investment Services News

Half of UK Adults Trust ChatGPT for Their Crypto Investments

EIN Presswire
by EIN Presswire0
Nearly 6.5million Britons now hold assets in crypto, with 15% currently planning to invest in the future 3 in 10 (30%) UK adults have used AI to learn basic crypto knowledge. Almost half (46%) of UK adults say they trust ChatGPT as a source of crypto-related financial education, according to......
Fintech Funding Investment Services News

With Intelligence and Wilshire launch Enhanced ‘Navigator’, a Platform Streamlining Private Markets Manager Engagement

EIN Presswire
by EIN Presswire0
With Intelligence by S&P Global, a leading provider of data and intelligence for alternative and private markets, and Wilshire, a global financial services firm providing investment solutions to institutional investors and intermediaries worldwide, today announced the launch of an enhanced ‘Navigator,’ a platform designed to streamline private markets manager engagement. Navigator......
Investment Services News

Tenjin Capital Expands Strategic Mandate Under Board Advisor Yanik Guillemette; Potential Investment in FranShares

EIN Presswire
by EIN Presswire0
Tenjin Capital initiates evaluation of a potential FranShares investment as part of its expanded thesis-driven growth strategy. Tenjin Capital announced an expansion of its strategic investment focus following the recent appointment of Yanik Guillemette as Strategic Advisor to the Board. As part of its disciplined capital allocation strategy, the firm......
Finance Investment Services News

ReInvestWealth Secures $650K to Accelerate AI Accounting Platform Growth

EIN Presswire
by EIN Presswire0
ReInvestWealth, an AI-powered accounting platform built for modern entrepreneurs, announced it has secured $650,000 in funding through a combination of non-dilutive government grants, institutional financing, and angel investment. This milestone follows ReInvestWealth’s graduation from the DMZ incubator, one of North America’s leading startup accelerators, and reflects growing confidence in the......
Finance Investment Services News

Startup Fundraising Sees a Growing Use of Dynamic Financial Models – Reported by eFinancialModels

EIN Presswire
by EIN Presswire0
In its latest report, eFinancialModels highlights that serious founders are able to successfully raise funding with the help of highly dynamic financial models. In its latest reports, eFinancialModels reports that many founders are turning to dynamic financial models to help investors better understand business assumptions, revenue drivers, and potential financial outcomes......
Finance Investment Services News

SMBC Group’s Yoshihiro Hyakutome Nominated to Jefferies Board of Directors As Focus Intensifies on Global Strategic Alliance

Business Wire
by Business Wire0
Jefferies Financial Group Inc. (“Jefferies”) and Sumitomo Mitsui Financial Group, Inc. and its wholly owned subsidiary Sumitomo Mitsui Banking Corporation (collectively, “SMBC Group”) announced that Yoshihiro Hyakutome, Deputy President, Executive Officer and Co-Head of the Global Business Unit of SMBC Group, has been identified by SMBC Group as a candidate......
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