Category : Investment Services

Finance Investment Services News

Plains State Bank Acquires Houston-based Core+ Financial Strategies, Core+ Tax Strategies

PR Newswire
by PR Newswire020
Texas-based Plains State Bank (PSB) has acquired Core+ Financial Strategies and Core+ Tax Strategies (Core+), adding a portfolio of complementary services for small businesses and individual customers. The advisors at Core+ Financial Strategies have chosen Raymond James Financial Services as their broker/dealer. “The principals at Core+ have been helping clients with investment planning for many......
Investment Services News

Kestra Investment Management Reaches $1 Billion in Assets Under Management

Business Wire
by Business Wire019
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios. “Our portfolio management......
Artificial Intelligence Investment Services News

CAZ Investments Selects Palantir for its Artificial Intelligence Platform (AIP)

Business Wire
by Business Wire027
CAZ Investments (“CAZ”), a Houston-based investment manager, and Palantir Technologies, a leading builder of operating systems for the modern enterprise, announced a 5-year partnership for Palantir to provide its Artificial Intelligence Platform (AIP) in support of CAZ’s growth and innovation. Read More About Fintech Interview: Global Fintech Interview with Randall Tidwell,......
Investment Services News

Aquanow Launches AQN Digital Ventures Fund to Back Digital Asset Companies

Business Wire
by Business Wire035
Aquanow, through its investment management subsidiary AQN Digital, has officially launched the AQN Digital Ventures Fund to support the world’s most disruptive blockchain technologies and provide investors with early-stage access to the most promising founders and businesses of tomorrow AQN Digital is the investment management subsidiary of Aquanow, specializing in......
Investment Services News

Industrial Cybersecurity Leader Dragos Raises an Additional $74 Million in Series D Round Extension Funding Led by WestCap

Business Wire
by Business Wire035
Funding fuels additional Dragos expansion as demand accelerates to protect operational technology in critical and industrial infrastructure Dragos,, the global leader in cybersecurity for industrial controls systems (ICS)/operational technology (OT) environments, announced a $74 million Series D extension, led by strategic operating and investing firm WestCap. Latest Fintech Interview :......
Artificial Intelligence Investment Services News

Pagaya and Värde Continue Partnership to Provide Capital Support to Credit Unions

Business Wire
by Business Wire040
Värde Partners and Pagaya Close $108mm Transaction for Multi-Billion Dollar Credit Union Pagaya Technologies LTD, a global technology company delivering artificial intelligence infrastructure for the financial ecosystem, and Värde Partners, a leading global alternative investment firm specializing in credit and credit-related assets, announced the closing of PAID 2023-S2, continuing a......
Investment Services News

Altana Wealth Selects Edgefolio to Grow AUM and Deliver an Excellent Investor Experience.

PR Newswire
by PR Newswire047
The firm will leverage FundPortal to scale marketing and drive investment across its innovative and niche strategies Edgefolio Group announced that Altana Wealth, a London and Monaco-located fund management company, is live on FundPortal, Edgefolio’s all-in-one fund marketing and investor relations platform for fund managers. Altana will now benefit from a gated investor portal,......
Investment Services News

Genesis Global Launches Primary Bond Market Solution for Asset Managers

GlobeNewswire
by GlobeNewswire037
Configurable solution aggregates DirectBooks, Ipreo, Bloomberg and other sources into single, deal-focused workspace for portfolio managers and traders. AI-driven handlers autoprocess deal data in instant messages and email Genesis Global, the low-code application development platform purpose-built for financial markets organizations, announced the launch of a solution that aggregates new bond......
Investment Services News

Socure Announces Partnership with Public to Launch Investment Service in the UK

PR Newswire
by PR Newswire035
Socure, the leading provider of digital identity verification and fraud solutions, announced its partnership with Public, a New York-based multi-asset investment platform, on its recent launch in the United Kingdom. U.K. members can now invest in over 5,000 U.S-listed equities, benefit from low FX fees*, zero-commission trading during U.S. market hours, and advanced data and......
Investment Services News

CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors

Business Wire
by Business Wire037
CAIS, the leading alternative investment platform for independent financial advisors, announced an expanded menu of strategies from twelve leading alternative asset managers, underscoring their commitment to the independent wealth channel. Latest Fintech Interview : Global Fintech Interview with Randall Tidwell, CFO at Serviceaide Apollo Global Management, Ares Management Corporation, Bain......
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