Category : Investment Services

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......
Investment Services News

Arab Investment Launches Its New Corporate Identity Marking the Beginning of a New Phase in Its Journey

EIN Presswire
by EIN Presswire0
The Arab Investment Company has launched its new corporate identity, “Arab Invest,” in a strategic move that reflects its future direction and marks the start of a new chapter in its journey, which began in 1974, as one of the Arab sovereign Wealth funds concerned with developing resources and enhancing economic......
Fintech Investment Services News

Opto Investments Appoints Warren Seubel as VP of Sales and Revenue

Business Wire
by Business Wire0
Veteran wealth management and fintech executive to lead business development and client relations, streamlining private markets investing for RIA, family office and institutional clients Opto Investments (“Opto”), a platform that streamlines the entire private markets lifecycle to enable wealth managers and institutions to build, fundraise for, and manage programs at......
Fintech Funding Investment Services News

Neverwinter Management Appoints Tom Hickey as New Head of Distribution

EIN Presswire
by EIN Presswire0
Neverwinter Management SARL, fund manager of Neverwinter Fund I SLP, announces the appointment of Tom Hickey as Head of Distribution. Neverwinter Management SARL, the alternative investment fund manager of Neverwinter Fund I SLP,  announces the appointment of Tom Hickey as Head of Distribution. Tom will lead the firm’s strategic outreach......
Credit Bureaus Investment Services News

Auset Capital Group Assumes Management of Private Credit Fund, Emphasizing Continuity and Stability

EIN Presswire
by EIN Presswire0
Transition preserves a long-standing income-oriented strategy for existing and new investors Auset Capital Group, an alternative investment and capital advisory firm focused on private credit and income-oriented strategies, announced it has assumed management of an established short-duration private credit fund following a strategic transition from a predecessor firm that recently......
Cryptocurrency Investment Services News

A Crypto Evolution from Author John Nicholson of The Alternative Investments Center

EIN Presswire
by EIN Presswire0
Are you ready to understand the coming Bitcoin & digital currency evolution that will be reshaping the future of money itself as we know it? A Crypto Evolution is a nearly 300 page softcover publication from author John Nicholson of the Alternative Investments Center, John walks you through an extraordinary......
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