Category : Investment Services

Fintech Investment Services News

Mirador and V3Limited Partner to Uncover Private Investment Risk with New Benchmarking and Forecasting Suite

Mirador, LLC, a services firm that leverages deep financial expertise to provide bespoke financial reporting for ultra/high net worth clients and their investment portfolios, today announced it has partnered with V3Limited LLC, a boutique advisory firm providing private investment monitoring and active management services for family offices. Read More: Strider Announces......
Artificial Intelligence Fintech Fintech Funding Investment Services News

Boosted.ai Raises $8 Million in Series A Funding to Bring Artificial Intelligence in Investment Management to the Mainstream

AI Platform Offers Machine Learning Techniques to Global Financial Industry Boosted.ai, the leading distributed machine learning platform for global investment professionals, announced the closing of an $8 million USD Series A financing round, led by Portag3 Ventures. Dunamu & Partners and Polar Equity Partners also participated in the round. Inclusive......
Fintech Investment Services News

Enhance Selects FinMason to Deliver Sophisticated Investment Analytics

FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has been selected by Enhance Group, a specialist reporting and advice provider for global fiduciaries, to deliver portfolio and security-level investment analytics that will present a complete picture of the......
Fintech Investment Services News

Tegra118 Welcomes Tito Singh as Chief Revenue Officer

Financial services and technology executive to lead global sales and business development Tegra118, formerly Fiserv Investment Services, a leading provider of wealth and asset management technology solutions, recently acquired by Motive Partners Company, a specialist private equity firm, announced the appointment of Tito Singh as Chief Revenue Officer. In his......
Fintech InsurTech Investment Services News

Succession Resource Group Launches LendingWell Amid COVID-19 Pandemic

Succession Resource Group, Inc. (SRG) is excited to announce the launch of LendingWell on Monday, May 4, 2020. LendingWell is a free online platform dedicated to helping independent Registered Investment Advisors, Registered Representatives, CPAs, and insurance agents and agencies find the right lender for their financing needs. LendingWell matches advisors with......
Fintech Fintech Funding Investment Services News

Skale10 Capital Launches Transformative Infrastructure Investment Platform

Skale10 Capital, a global investment firm headquartered in New York City, announced its official launch . The firm will focus on Advanced Infrastructure investments, a highly differentiated approach to infrastructure ownership and development that weaves together transformative technologies with impactful value creation. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring......
Fintech Investment Services News

Enfusion Accelerates Growth Trajectory With 132 New Global Client Signings

Enfusion, the leading provider of cloud-based investment management software, managed middle & back-office services and data analytics, shares the expansion of its global client base with its 132 new clients. The new signings arrived during the firm’s record breaking last 12 months, with key leadership hires, two new office openings......
Fintech Investment Services News

Afterpay Welcomes Tencent As A Substantial Shareholder

Afterpay Limited is pleased to welcome Tencent Holdings Limited (Tencent) as a substantial shareholder of Afterpay, confirmed by the lodgement of a notice of initial substantial holder on the Australian Securities Exchange on 1 May 2020. Read More: Abrigo Adds Transparent Artificial Intelligence Scenarios, Direct File to FinCEN to its Financial......
Fintech Investment Services News

Twenty Over Ten Named Leading FinTech Company in Global WealthTech 100 List

SaaS company only honoree of the 100 firms recognized providing an innovative digital marketing solution for wealth and asset management industry Twenty Over Ten, an industry-leading SaaS company, was named to the WealthTech 100 list, an annual list of 100 of the world’s most innovative WealthTech companies. Selected by a......
Fintech Investment Services News

Neudata Introduces MetaHub, A Metadata Storage and Management Tool

Neudata has announced the launch of MetaHub, a metadata storage tool that allows clients to manage their entire library of traditional, market and alternative data sources in one, easy-to-access place. “This Software-as-a-Service tool solves several problems related to data storage and management within large firms, including the generation of investment ideas for......
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