Category : Investment Services

Blockchain Fintech Investment Services News

Ternio Closes Oversubscribed Round on Republic

Fintech News Desk
by Fintech News Desk0
The global fintech platform Ternio has finished its first equity crowdfunding campaign this month. Ternio successfully raised $1.07 million from 3,890 investors while hosting its campaign on Republic.co. The valuation cap was set at $15 million with a minimum investment of $100. After closing the sold-out round on June 13, 2020, many investors were forced to join the waiting list.......
Fintech Investment Services News

Envestnet Launches 2020 Advisor Summit On-Demand

Fintech News Desk
by Fintech News Desk0
Envestnet, announced the release of its 2020 Envestnet Advisor Summit On-Demand, a digital multimedia resource center with over 50 engaging videos and content covering how advisors and enterprises can help clients achieve financial wellness, while growing their businesses and harnessing the power of Envestnet’s unified platform to provide essential advice.......
Banking Fintech Investment Services News

Margaret “Peggy” Taylor Joins the Q2 Board of Directors

Fintech News Desk
by Fintech News Desk0
Q2, a leading provider of digital transformation solutions for banking and lending, announced the addition of Margaret “Peggy” Taylor to its board of directors. Ms. Taylor brings decades of board and consulting experience and an extensive track record of expanding and scaling technology companies across the enterprise software and financial......
B2C Fintech Investment Services News

SMArtX Advisory Solutions Announces Access to Deal Book Private Equity Platform

Fintech News Desk
by Fintech News Desk0
SMArtX Advisory Solutions (“SMArtX”), a leader in managed accounts technology and operator of the SMArtX turnkey asset management platform, announced advisors utilizing the SMArtX platform will now have access to Deal Book, an investment platform that provides access to direct private company investments. Deal Book was created by HedgeCo Securities,......
Fintech Investment Services News

PitchBook Announces Participation at Collision From Home Virtual Conference

Fintech News Desk
by Fintech News Desk0
PitchBook, the premier data provider for the private and public equity markets, announced its participation at Collision From Home, a Web Summit event being held virtually this year to unite over 30,000 founders, innovators and investors from all over the world. At the conference, PitchBook analysts will host a virtual......
Business Fintech Fintech Funding Investment Services News

BNY Mellon Investment Management and Wilshire Associates Launch Transformative Advisor-Focused Custom Target Date Platform

Fintech News Desk
by Fintech News Desk0
BNY Mellon Investment Management announced a new partnership with Wilshire Associates to launch the BNY Mellon Investment Management Custom Target Date Builder, a transformative advisor platform, which will provide more choice to the Target Date Fund business dominated by large fund providers. Retirement Plan Advisors will now be able to......
Fintech Fintech Funding Investment Services News

Fluence Technologies Raises Significant Capital to Revolutionize Financial Consolidation

Fintech News Desk
by Fintech News Desk0
Fluence Technologies, the next-generation cloud consolidation solution that powers a faster and more confident financial close, has raised capital from investors including MaRS Investment Accelerator Fund (IAF) and has been named Best New Vendor for 2020 by BPM Partners. Read More: Blockchain Valley Ventures Launches Virtual Deal Marketplace for Startup Funding Fluence......
Business Fintech Investment Services News

OWL Analytics Partners with FinMason to Deliver ESG Ratings

Fintech News Desk
by Fintech News Desk0
OWL Analytics, an alternative data company that focuses on environmental, social, and governance (ESG) research, announced that it has partnered with FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, to redistribute its ESG ratings via FinMason’s award-winning API. Read More: GlobalFintechSeries......
Fintech Investment Services News

+SUBSCRIBE Launches New Technology Platform for Alternative Investments and Electronic Subscription Documents

Fintech News Desk
by Fintech News Desk0
+SUBSCRIBE is excited to announce its new technology platform for alternative investments. Concurrent with the launch, SAF Platform will rebrand as +SUBSCRIBE and has unveiled a new website. +SUBSCRIBE’s® enterprise software solution allows allocators, sponsors, and service providers to digitize their investment workflows and deploy industry leading electronic subscription document technology across......
Fintech Investment Services News Risk Management

Oranj Adds Turnkey Managed Portfolios to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Wilshire Associates joins the growing list of asset managers on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, announced that Wilshire Associates has joined the growing list of best-in-class asset managers who have made their mutual funds and model portfolios available......
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