Category : Investment Services

Fintech Investment Services News

WEX Announces a $400 Million Investment From Warburg Pincus and Amendment to the Credit Agreement

Fintech News Desk
by Fintech News Desk0
WEX Inc. a leading financial technology service provider, announced it has agreed to a $400 million dollar investment from an affiliate of Warburg Pincus LLC (together with its affiliate, “Warburg Pincus”) which includes convertible notes in an aggregate principal amount of $310 million and $90 million in common stock through......
Banking Fintech Investment Services News

Bitcoin Association Announces Bitcoin SV Technical Standards Committee

Fintech News Desk
by Fintech News Desk0
Bitcoin Association, the Switzerland-based global industry organization that works to advance business with Bitcoin SV, announces the establishment and eleven initial members of its Bitcoin SV Technical Standards Committee. The Committee represents a major step by the Bitcoin SV ecosystem to professionalise the development of in order to support major enterprise use......
Fintech Investment Services News

Later Deadline Isn’t Necessarily Better – Tax Changes Causing Americans Concern

Fintech News Desk
by Fintech News Desk0
With this year’s new tax deadline (July 15) quickly approaching, Americans are concerned about taxes but it’s not about filing on time1. Nearly 7 out of 10 consumers are concerned that a change in taxes will have an impact on their retirement savings according to research from Lincoln Financial Group.......
Fintech Investment Services News

Plan Participants Give OneAmerica High Marks in J.D. Power Study

Fintech News Desk
by Fintech News Desk0
Company ranks third in 2020 U.S. Retirement Plan Participant Satisfaction Study, medium plan segment A relationship-oriented provider of impactful retirement plan solutions, OneAmerica acknowledged its third-place ranking in the J.D. Power 2020 U.S. Retirement Plan Participant Satisfaction Study, in the medium plan segment. The study, which was based on responses......
Fintech Fintech Funding Investment Services News

KKR Acquires Stake in First Gen through Voluntary Tender Offer

Fintech News Desk
by Fintech News Desk0
Global investment firm KKR announced that, following the completion of the voluntary tender offer period by Valorous Asia Holdings (the “Offeror”), an entity owned by KKR investment funds, the Offeror has accepted all of the 427,041,291 common shares of First Gen Corporation (“First Gen” or the “Company”) that were tendered......
Fintech Fintech Funding Investment Services News

CFRA Releases New Data Product Focused on Canadian-Listed Exchange Traded Funds

Fintech News Desk
by Fintech News Desk0
CFRA, one of the world’s largest providers of independent investment research, announced the release of a new data product focused on Canadian-listed Exchange Traded Funds (ETFs) that provides CFRA clients with the same level of detail the firm has long made available covering the U.S. ETF landscape. Read More: GlobalFintechSeries......
Artificial Intelligence Business Fintech Investment Services News

Melius Investment’s ‘Next Generation’ EAM Portfolios to Join Smartleaf’s Model Hub

Fintech News Desk
by Fintech News Desk0
Smartleaf, one of the industry’s leading Overlay Management platforms, and MIGMIR LLC, dba Melius Investments, an RIA built upon the power and promise of Ensemble Active Management, are pleased to announce that Melius’s EAM Portfolios are being added to Smartleaf’s model hub. Read More: Bank of Montreal, Motley Fool, Pernod......
Fintech Investment Services News

Eton Solutions Raises $11.1 Million to Extend Cloud-Based Family Office Platform

Fintech News Desk
by Fintech News Desk0
Eton Solutions, L.P. (Eton), the provider of the cloud-based AtlasFive technology platform for ultra-high net worth wealth management, has closed on an investment round of $11.1 million, bringing total investment in the company and platform to over $20 million. The round was led by existing investors, clients and members of......
Fintech Investment Services News

FinMason Launches Accessible Municipal Bond Analytics

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has launched the second phase of its fixed income analytics offering – municipal bond analytics – for the retail wealth management and asset management communities. Read More: Simple Announces Launch of......
Capital Markets Fintech Investment Services News

New PitchBook-Collision Venture Investor Survey Uncovers Realities of Investing During COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
Results also examine investor sentiment towards emerging tech, and offer a look at investing in a post-Covid world PitchBook, the premier data provider for private and public equity markets,  released the findings from a new survey conducted in partnership with Collision from Home, a Web Summit event uniting more than......
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