Category : Investment Services

Fintech Investment Services News

Great Valley Advisor Group Adds Bernicke Wealth Management

Fintech News Desk
The $530M Wisconsin-based independent RIA joins GVA advisor network to take advantage of compliance support and enhanced technology resources Great Valley Advisor Group (“GVA”), a technology-driven full-service registered investment adviser (“RIA”) that partners with select independent financial advisors to support growth and provide access to superior practice management and business......
Capital Markets Fintech Investment Services News

Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

Fintech News Desk
Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience; and Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers; today announced they will join forces to create a......
Business Fintech Investment Services News Trading

LCX and LunarCRUSH Announce Partnership to Provide Advanced Crypto Market Insights

Fintech News Desk
LCX and LunarCRUSH have signed a memorandum of understanding to form a long term partnership to provide advanced crypto market insights for security tokens and compliant digital assets. LunarCRUSH crypto market data gathers real-time and historical insights from hundreds of sources and social media channels worldwide. LCX and LunarCRUSH have entered into......
Fintech Fintech Funding Investment Services News Risk Management

Japan’s Government Pension Investment Fund Extends Relationship with MPI for Stylus Pro Fund Analysis System

Fintech News Desk
Markov Processes International (MPI), a leading investment analysis, research and technology provider for investment professionals, announced that Japan’s Government Pension Investment Fund (GPIF), the world’s largest public pension fund with AUM of $1.5 trillion, has extended its relationship with MPI to utilize MPI’s Stylus Pro suite for a multi-year contract. Stylus Pro......
Fintech Investment Services News

Sequire Shows Significant Revenue Growth, Platform Exceeds 500,000 Investors and Traders

Fintech News Desk
SRAX, a digital marketing and consumer data management technology company, announced its investor intelligence and communications platform, Sequire, has surpassed 500,000 active investors and traders while sales have exceeded $2.5M in Q2 2020. Read More: bitFlyer: Confidence in Cryptocurrency Increases Across European Populations Year-On-Year Despite Ongoing Coronavirus Crisis $SRAX Sequire......
Artificial Intelligence Fintech Investment Services News Risk Management Trading

AllocateRite Announces Hiring of New Director of Sales

Fintech News Desk
Alan Rubenfeld, Veteran Sales Leader, will Further Strengthen AllocateRite’s Data Science-Powered Risk Analytics and Investment Technology Platform AllocateRite, the New York FinTech and data science company which provides wealth managers and consumers groundbreaking data science-powered risk analytics and investment technology, is excited to announce veteran sales leader Alan Rubenfeld has joined AllocateRite......
Fintech Investment Services News

Resolute Capital Partners Announces $20 Million Investment Commitment in Finance Technology Leverage LLC

Fintech News Desk
Resolute Capital Partners, announced the company has committed to a $20 million investment in Finance Technology Leverage LLC, a global private equity firm, to finance technological innovations in energy, life sciences, industrial technology, and aerospace that strives to redefine the future. Read More: TerraPay Announces Readiness for the New World by Strengthening......
Fintech Fintech Startups Investment Services News Risk Management

AllocateRite Announces Hiring of New President and Chief Executive Officer

Fintech News Desk
AllocateRite, the New York FinTech and data science company which provides wealth managers and consumers groundbreaking data science-powered risk analytics and investment technology, is excited to announce world class Internet pioneer and technology expert Ted Theocheung has joined AllocateRite as President and Chief Executive Officer to lead our innovative FinTech......
Fintech Investment Services News

PEF Services Releases White Paper On Investor Transparency As A Differentiator

Fintech News Desk
PEF Services, a leading fund administrator for Alternative Investment Managers, announced the release of a new white paper entitled “Investor Transparency as a Differentiator.”  The report considers how General Partners (GPs) can win the trust of their Limited Partners (LPs) during the downturn and position themselves advantageously for the influx......
Banking Fintech Investment Services News

Wirecard North America Inc. Pursues Acquisition

Fintech News Desk
Wirecard North America Inc., a separate legal and business entity of Wirecard AG with over 20 years in the payments industry, announced that it is seeking acquisition. An investment bank is coordinating the sale process. Read More: Jack Henry & Associates Launches Core-Integrated Accounts Receivable Financing Wirecard North America is a......
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