Category : Investment Services

Fintech Investment Services News

Dealpath Momentum Builds With Record q1; Executive Team Expands With New Marketing Leader

Fintech News Desk
Deal value surges 170% year over year; Elizabeth Eberle joins as VP of Marketing Dealpath, the leading software solution for real estate investment and portfolio management, announced a record first quarter with a 170% increase in deal value supported on the platform year over year, surpassing $5 trillion of equity......
Banking Capital Markets Fintech Investment Services News

Piper Sandler Appoints Steven Schmidt as Head of Technology Investment Banking

Fintech News Desk
Piper Sandler Companies , a leading investment bank and institutional securities firm, has named Steven Schmidt as head of technology investment banking, effective immediately. Read More: 2020 Outlook: Blackhawk Network CEO and President Previews the New Ways Shoppers Want to Pay In-Store Piper Sandler Appoints Steven Schmidt as Head of Technology Investment Banking “Steve’s......
Fintech Investment Services News

Cambria Investment Management Hires SS&C to Service ETF Lineup

Fintech News Desk
SS&C ALPS to provide comprehensive offering to 11 Cambria ETFs SS&C Technologies Holdings, announced that Cambria Investment Management has selected SS&C ALPS to provide full fund administration, accounting and distribution services for Cambria ETFs. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial Habits SS&C ALPS has......
Business Fintech Investment Services News

Arcis Capital Partners Selects Navatar Edge for Technology Growth Equity Deal Sourcing and Investment Process

Fintech News Desk
Arcis Capital Partners, a New York City-based growth equity investment firm focused on investing in US technology companies, has chosen Navatar Edge to be its end-to-end deal and investor relations platform, covering its fundraising, business development, deal management and due diligence needs. Read More: Analyticom Introduces a Scientific Model That Keeps......
Fintech Investment Services News Uncategorized

Openinvest Closes $10.5 Million Series a1 Strategic Financing Round

Fintech News Desk
OpenInvest, the tech-enabled asset manager that provides customization, direct indexing, and ESG investing at scale, announced it has completed a $10.5 million Series A1 round of strategic financing. QED Investors led the investment round with participation from existing investor SystemIQ and two additional investors: Resolute Investment Managers and ABN AMRO......
Banking Fintech Investment Services News

Zenoo: New Tech Brings Financial Relief to Small Businesses Through PPP

Fintech News Desk
UK technology firm Zenoo (zenoo.com) has created a new solution to enable US small businesses to quickly receive essential Paycheck Protection Program (PPP) loans during the COVID-19 crisis. The technology was created at the emergency Hackathon to Save Small Business in March, where the Alliance for Innovative Regulation (AIR) brought together over......
Investment Services News Risk Management

ECA Partners Announces Survey on the Impact of the Economic Downturn on Private Equity

Fintech News Desk
ECA Partners announced the survey results of over 100 Private Equity (PE) professionals on how the COVID-19 downturn is impacting their strategic priorities. Selected findings include: source: ECA Partners PE investors are, on average, spending 47% of their uninvested funds to strengthening existing portfolio companies, a 7% increase 27% of PE......
Fintech Investment Services News

ATA RiskStation Selects FinMason to Deliver Lipper Data via API

Fintech News Desk
FinMason, a FinTech firm, and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with ATA RiskStation, a comprehensive portfolio risk oversight technology for financial advisors and compliance professionals, to deliver the Refintiv Lipper Global Data Feed via their proprietary API. Read......
Capital Markets Fintech Investment Services News

LINQTO Presents Virtual Investor Conference, Digital Opportunities Amid COVID-19

Fintech News Desk
Virtual event gathering investors and founders to trade in real-time on a mobile app Linqto, a leader in liquidity for the private sector, is proud to present the inaugural Virtual Investor Conference on April 29, 2020, from 8 am – 5 pm PT. Utilizing their virtual platform, Keiretsu Connect, they are doing their part during......
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