Category : Investment Services

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......
Finance Investment Services News

Jump Integrates With Wealth.com to Connect Client Conversations With Living Estate Plans

Business Wire
by Business Wire0
Partnership brings estate planning data into meeting prep and helps advisors keep plans current without additional data entry Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a strategic partnership with Wealth.com, the industry’s leading estate and tax planning platform. The......
Finance Investment Services News

Vested Becomes a HubSpot Solutions Partner to Expand Growth Capabilities for Financial Services Clients

Business Wire
by Business Wire0
Vested, a global marketing and communications agency focused exclusively on financial services, announced that it has joined HubSpot’s ecosystem as a Solutions Partner. HubSpot, the AI-powered customer platform that helps businesses grow better, is extended by a global ecosystem of partners who help customers transform how they go to market.......
Fintech Investment Services News

iCapital® Announces Strategic Expansion of Solutions for Asset Managers With the Acquisition of Passthrough

Business Wire
by Business Wire0
The acquisition will elevate the private markets investment experience by enabling greater automation for GPs, supporting all their fundraising efforts across their various LP channels. iCapital1, the global fintech company shaping the future of investing, announced that it has entered into a definitive agreement to acquire Passthrough, a leading provider......
Finance Investment Services News

American Beacon Partners Names Tim McGeeney Head of Product Development

Business Wire
by Business Wire0
Veteran investment executive with more than 25 years of experience to lead firm’s product strategy and innovation American Beacon Partners (“American Beacon”), a diversified asset management platform with more than 30 affiliated and independent manager partnerships, delivering enduring value through traditional and alternative solutions, announced that Tim McGeeney has joined......
Finance Investment Services News

Venzee Technologies Announces CFO Change

Business Wire
by Business Wire0
Venzee Technologies Inc. (“Venzee” or the “Company”) announces that Ms. Hebe Chen has been appointed as Venzee’s new Chief Financial Officer, replacing Mr. Darren Battersby. Mr. Battersby will remain on the board of directors of the Company, when he has been a director since August 2024. Venzee wishes to thank......
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