Category : Investment Services

Investment Services News

Riyadh Development Company (ARDCO) Achieves Its First GIPS® Standards Verification, Conducted by TSG

EIN Presswire
by EIN Presswire0
Riyadh Development Company (ARDCO), establishes compliance with the GIPS® Standards for Asset Owners. Successfully Verified by TSG. TSG (The Spaulding Group, Inc.), the leading global provider of GIPS® verification and investment performance consulting services to asset owners, announced today that its client, Riyadh Development Company (ARDCO), has successfully completed its first......
Investment Services News

Titanbay joins the Platform Association as an Associate Member

EIN Presswire
by EIN Presswire0
The Platforms Associatio today announced that Titanbay, Europe’s leading private markets infrastructure provider, has joined as an Associate Member. The Platforms Association, the trade body representing the UK’s investment platform sector, today announced that Titanbay, Europe’s leading private markets infrastructure provider, has joined as an Associate Member. Titanbay’s membership underlines the......
Finance Investment Services News

This AI Startup is Giving Away the Playbook to Kill Its Own Category

Business Wire
by Business Wire0
Daylit, a venture-backed AI startup, is open-sourcing a weekly training program that cuts Accounts Receivables costs 75%+ at early customers — aimed at legacy software vendors serving the CFO The enterprise software industry built a $50B business by selling CFOs one more tool for every finance problem. Daylit, an AI......
Finance Investment Services News

HB Wealth Taps Arch to Streamline and Scale Private Markets Investment Operations and Reporting

Business Wire
by Business Wire0
$30 billion AUM RIA adopts Arch as a core platform to build scalable, institutionally informed private markets programs in the independent advisory space HB Wealth, one of the nation’s leading independent, fee-only wealth management firms, announced the expansion of its partnership with Arch to simplify the operational complexities of managing its......
Banking Investment Services News

Jerald Bussen to Join Harrison Co. and Lead New Consulting Practice

EIN Presswire
by EIN Presswire0
Harrison Co. Consulting to complement and extend the firm’s investment banking platform dedicated to founder-led and family-owned businesses Harrison Co., an investment banking firm dedicated to advising family- and founder-led businesses on mergers, acquisitions, and raising capital, is pleased to announce the launch of Harrison Co. Consulting, a new advisory......
Finance Investment Services News

LendingClub Launches Home Improvement Financing; Begins Underwriting and Originating Loans Through Inaugural Partnership with Wisetack

PR Newswire
by PR Newswire0
LendingClub Corporation announced it has started underwriting and originating home improvement loans through its inaugural partnership with Wisetack, a platform embedded with over 40,000 contractors and growing. LendingClub brings its expertise, proprietary credit models, and bank balance sheet directly to the point of sale for consumers seeking convenient and affordable......
Finance Investment Services News

Mercer Advisors Appoints Jimmy Zhao as Chief Corporate Development Officer

Business Wire
by Business Wire0
Former McKinsey partner brings deep wealth management and M&A expertise to accelerate firm’s next phase of expansion Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (“RIA”), announced the appointment of Jimmy Zhao as Chief Corporate Development Officer. Zhao joins Mercer Advisors to lead corporate development efforts and strategic partnerships......
Banking Investment Services News

Piper Sandler Strengthens Healthcare Investment Banking Team with the Addition of Patrick McCormack

Business Wire
by Business Wire0
Piper Sandler Companies, a leading investment bank, is pleased to announce the addition of Patrick McCormack, M.D. as a managing director in the healthcare investment banking group. McCormack will be based in San Francisco and focused on advising biopharma companies on mergers and acquisitions and capital-raising transactions. Read More on Fintech : Global......
Finance Investment Services News

Northern Trust Wealth Management Appoints Beata Kirr as Chief Investment Officer of Global Family Office

Business Wire
by Business Wire0
Northern Trust Wealth Management has appointed Beata Kirr as Chief Investment Officer of Global Family Office (GFO). “GFO is dedicated to supporting families who have worked diligently to create lasting legacies, and they deserve an investment strategy that matches their commitment and complexity” Kirr will oversee investment strategy for GFO,......
Fintech Investment Services News

Maverick Brands Calls Kingscrowd ‘the Bloomberg of Private Offerings’ as FinTech Leader Opens New Regulation CF Round

EIN Presswire
by EIN Presswire0
Nation’s top capital raising agency deepens reliance on Kingscrowd for deal structuring and market valuations as the company crosses $1.2M in Q1 2026 bookings Maverick Brands, widely regarded as the nation’s top capital raising agency, today reinforced its endorsement of Kingscrowd as the analytical backbone of the online private markets.......
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