Category : Investment Services

Finance Investment Services News

Climb Secures Growth Investment from RLH Equity Partners

PR Newswire
by PR Newswire0
Growth investment will expand Climb’s Databricks partnership, advance healthcare, life sciences and financial services solutions, and accelerate its agentic delivery operations framework. Climb, a Databricks-native data and AI consultancy, announced a growth investment from RLH Equity Partners, a Los Angeles-based investment firm focused on founder-led, technology-driven businesses. Founded in 2026,......
Finance Investment Services News

RLH Equity Partners Invests in Climb, a Databricks-Native Data and AI Consultancy

PR Newswire
by PR Newswire0
Transaction Marks RLH’s Second Investment in its Fifth Institutional Fund and Continues a Longstanding Strategy of Partnering with Specialized Services Firms Built Around Leading Technology Platforms RLH Equity Partners announced its investment in Climb, a Databricks-native data and AI consultancy helping enterprise clients build, migrate and scale data and artificial intelligence......
Finance Investment Services News

InspereX Surpasses $5BN in Impact Investment Underwriting and Distribution

Business Wire
by Business Wire0
InspereX, the tech-driven distributor of fixed income, structured products, exchange-traded funds (ETFs), and alternative investments, announced the firm has successfully underwritten and distributed more than $5 billion of impact investments. Read More on Fintech : Global FinTech Interview: AI and the future of fintech with Hugh Cumming, CTO, Vena Since 2005, InspereX......
Finance Investment Services News

Creative Planning to Acquire RVK, Expanding Its Institutional Investment Consulting Capabilities

PR Newswire
by PR Newswire0
Creative Planning, one of the nation’s largest registered investment advisors (RIAs), announced a definitive acquisition agreement for RVK, Inc. (RVK), a leading institutional investment consulting firm headquartered in Portland, Oregon. The acquisition will significantly expand assets under advisement and investment consulting capabilities. RVK advises just over 200 institutional clients with......
Digital Asset Management Investment Services News

Kraken Clients Can Now Earn Onchain Yield on xStocks

Business Wire
by Business Wire0
Investors in SPYx, QQQx and NVDAx can put their assets to work onchain with Kraken Kraken, one of the world’s longest-standing, most liquid and secure digital asset platforms, launched a new product that enables clients to earn additional yield on select tokenized stocks and ETFs from newly launched vaults. Read......
Analytics Artificial Intelligence Banking Digital Payments Featured Finance Fintech Investment Services

Cross-Border FinTech Intelligence: Making International Finance More Predictive, Transparent, and Adaptive

Fintech Staff Writer
by Fintech Staff Writer0
The international financial system has become more and more interconnected, but the infrastructure that supports global financial activity is still very fragmented. Businesses that operate across country lines must deal with different banking systems, currencies, payment networks, regulations, tax environments, financial standards, and economic conditions. Sometimes, money can move between......
Banking Investment Services News

Piper Sandler Launches Equities Trading in Europe with New Office Opening in Paris

Business Wire
by Business Wire0
Piper Sandler Companies, a leading investment bank, is pleased to announce the launch of equities trading in Europe and has opened a new office in Paris. Ben Allen, head of sales and trading for Piper Sandler Europe, will lead the Paris office, where the firm has appointed two strategic hires......
Finance Investment Services News

Legacy Software Launches Integrated Intelligence Platform for Investment Research and Treasury Management

EIN Presswire
by EIN Presswire0
New software equips family offices, institutional money managers, and business owners with advanced tools for researching investments and managing capital Legacy Software today announced the release of its new financial intelligence platform designed for family offices, institutional money managers, and business owners seeking to strengthen their investment research and treasury......
Investment Services Mortgage News

Celligence and AngelAi Secure $100 Million Investment from Mortgage Treasury to Expand Access to Homeownership and Financial Services

GlobeNewswire
by GlobeNewswire0
Drawing on Sun West Mortgage Company’s four decades of expertise, AngelAi will use the investment to scale its platform to millions of users Fintech pioneer Celligence today announced a $100 million investment from real estate finance firm Mortgage Treasury to scale AngelAi, its platform for automating complex financial decisioning and......
Finance Investment Services News

H.I.G. Capital Makes a Significant Investment in Click Here Digital

PR Newswire
by PR Newswire0
H.I.G. Capital (“H.I.G.”), a leading global alternative investment firm with $75 billion of capital under management, is pleased to announce that one of its affiliates has completed a significant investment in Click Here Digital (“Click Here” or the “Company”), a technology-enabled digital marketing agency serving customers in the automotive, legal,......
1