Category : Investment Services

Investment Services News

Canadian Investors Representing $5.5 Trillion Send an Unprecedented Call for Increased Climate Accountability in the Corporate Sector

Fintech News Desk
Citing their fiduciary responsibility, 36 institutional investors managing $5.5 trillion in assets have signed a new Canadian Investor Statement on Climate Change. The Statement, signed by asset management divisions of five of Canada’s largest banks along with major institutional investors such as the Ontario Pension Board, calls on companies to......
Investment Services News

RedBlack, an intelliflo Solution, Launches Cloud-Based Rebalancing and Trading Platform

Fintech News Desk
Many financial advisory firms have a strong preference toward easier-to-use cloud solutions, whether due to internal IT staff constraints or the desire to focus more resources on core competencies. Aligned with this trend, RedBlack, an intelliflo solution, has released the cloud edition of its market-leading portfolio rebalancing and trading platform, which is......
Investment Services Investments News

Global Private Wealth Platform Kristal Hits 500 Million Dollars AUM Landmark

Fintech News Desk
* #1 wealth manager in the mass affluent & emerging HNI segment. * Partnered with 50+ family offices and wealth managers * UAE is the fourth country of expansion after Singapore, Hong Kong & India * Building a comprehensive wealth management suite for banks & wealth managers * Top investor profiles......
Banking Investment Services News

Piper Sandler Expands Credit Union Coverage with Addition of Jon Searles

Fintech News Desk
Piper Sandler Companies, a leading investment bank, is pleased to announce the hiring of Jon Searles. He is joining the New York office as a managing director in credit union fixed income sales. “Over the past couple years, we have been focused on gaining market share and building a durable......
Finance Investment Services News

The Onex Group Completes Investment in Wealth Enhancement Group

Fintech News Desk
Onex Corporation announced that Onex Partners V, Onex’ $7.2 billion fund, and certain co-investors, including Onex, have completed their investment in Wealth Enhancement Group (“WEG”), in partnership with the management team and the company’s existing investor, TA Associates. WEG is a leading U.S. independent wealth management firm offering comprehensive and......
Fintech Investment Services News

Blockchain Algorithms Submit Paperwork for Financial Conduct Authority (FCA) Trading Licence

Fintech News Desk
 Blockchain Algorithms have applied for a Financial Conduct Authority (FCA) UK trading licence, enabling the firm to offer FSCS-protected deposits and investment services for customers. British-based digital sports trading app Blockchain Algorithms are seeking an FCA licence in United Kingdom & Australia and are engaged in talks with the country’s regulators to be allowed to......
Fintech Investment Services News

TailorMed Extends Funding Series to $25 Million to Continue Growing its Market-Leading Financial Navigation Platform

Fintech News Desk
Digital financial health company is joined by strategic investors Citi, OSF Ventures, and American Cancer Society’s impact investment fund, BrightEdge TailorMed Medical Ltd., a leading patient financial navigation technology company that helps health care organizations and patients remove financial barriers to care, today announced it has extended its round of......
Fintech Investment Services News

Apex Fintech Solutions Acquires Silver Management Group to Strengthen Platform and Expand SaaS Offerings

Fintech News Desk
Silver’s extensive regulatory cost basis & tax reporting capabilities and other data management solutions will be integrated into the Apex platform and available as independent SaaS offerings Apex Fintech Solutions LLC (“Apex”), the “fintech for fintechs” powering innovation and the future of digital wealth management, which has previously announced a......
Investment Services News

Victory Capital Launches Alternative Investments Platform with Acquisition of New Energy Capital Partners

Fintech News Desk
Victory Capital Holdings, Inc. announced that its wholly owned operating subsidiary Victory Capital Management Inc. has reached a definitive agreement to acquire 100% of New Energy Capital Partners (“NEC”). “We are very excited to be partnering with an industry leader—Victory Capital—to enhance operating support and accelerate our growth trajectory” NEC......