Category : Investment Services

Fintech Investment Services News

CrowdStrike APJ Report Reveals Nearly 3 out of 4 Business Leaders See Cybersecurity as a Top Priority In COVID-19 Recovery

Fintech News Desk
by Fintech News Desk0
CrowdStrike, a leader in cloud-delivered endpoint protection, announced the release of the 2020 CrowdStrike Asia Pacific and Japan (APJ) State of Cybersecurity Report, produced by independent research firm StollzNow. Commissioned by CrowdStrike, the study surveyed 2,017 business leaders in Australia, New Zealand, India, Singapore, Philippines, Thailand, Malaysia, Indonesia, Hong Kong and......
Business Investment Services News

RobustWealth Introduces New Iteration of Advisor Platform

Fintech News Desk
by Fintech News Desk0
RobustWealth, an innovative technology solutions provider for advisors, today released its Advisor 2.0 platform, accompanying its recently released Client 2.0 portal. The latest edition of RobustWealth’s intuitive portal is built on a new framework, providing a modern, next-generation design. The Platform expedites processes through automated rebalancing, advisor-driven onboarding or client self-directed......
Cryptocurrency Investment Services News

AltoIRA Names Tara Fung Chief Commercial Officer

Fintech News Desk
by Fintech News Desk0
Alternative investment IRA platform adds financial technology leader as growth rate jumps five times AltoIRA, a technology platform that simplifies and streamlines the process for investors to add alternative assets to their IRAs, announced today that Tara Fung has joined the company as Chief Commercial Officer. The appointment comes as AltoIRA expands......
Fintech Fintech Funding Investment Services News

Phoenix American Releases White Paper on the Impacts of the COVID-19 Pandemic Crisis on Venture Capital and 2020 Outlook for the Industry

Fintech News Desk
by Fintech News Desk0
Report Provides Insights and Data on Fundraising, Investment Opportunities and Considerations for VCs and Startups Going Forward  Phoenix American, a full-service fund administration provider for alternative investment funds, has published a new white paper examining the initial impacts of the COVID-19 pandemic crisis on the venture capital industry. Venture Capital & COVID-19:......
Fintech Fintech Startups Investment Services News

Propel(x) Closes $5.5 Million Investment Round

Fintech News Desk
by Fintech News Desk0
Company Enables Global Private Market for Primary Fund Raising; Firms/Accredited Individuals Invest in Deep Tech Startups Propel(x), an online investment platform that helps investors source, evaluate and fund pioneering science and technology startups, announced it closed a new round of financing in Q1 2020, which, including all converting notes, raised......
Business Fintech Investment Services News

Mercatus Innovative “No-Code Integration” Will Revolutionize Private Market Data Management

Fintech News Desk
by Fintech News Desk0
Intuitive “No-Code Integration” interface makes private market applications available and auditable for integrated reporting, reducing manual extraction by 90% Mercatus, the modern data management platform for private market investors, announced the release of its “No-Code Integration” interface that integrates with and supports the data needs of global private market investors.......
Business Fintech Funding Investment Services News

Altvia Announces Majority Recapitalization With Bow River Capital Software Growth Equity Fund

Fintech News Desk
by Fintech News Desk0
The investment from Bow River will enable the company to accelerate growth, rapidly deliver on innovation within its product suite, and scale across every dimension Altvia, market-leading provider for CRM and investor & deal management systems specifically built for Private Capital Market firms, today announced a majority recapitalization from Bow......
Banking Fintech Investment Services News

William Blair Continues Technology Investment Banking and Southeast Expansion, Adding Senior Investment Banking Team in Atlanta

Fintech News Desk
by Fintech News Desk0
William Blair, the premier global boutique, announced that it has continued its Technology investment banking expansion in the Southeast with the addition of two senior investment bankers, Jamie Hamilton, managing director, Financial Technology investment banking, and B.T. Remmert, managing director, IT Services investment banking. Both bankers join the Technology investment......
Fintech Investment Services News

Less than 5% of Americans Took Early Retirement Withdrawals Due to COVID-19: NEPC Survey

Fintech News Desk
by Fintech News Desk0
NEPC, LLC, one of the largest independent, research-driven investment consulting firms, conducted a poll about COVID-19’s impact on the retirement landscape, receiving 105 responses from defined contribution plan sponsors. Read More: Equifax Launches Innovative New Solutions for Credit Monitoring and Identity Theft Protection “Our survey reveals that with the tremendous volatility......
Cryptocurrency Investment Services News

Kingdom Trust Appoints Fidelity Digital Assets(SM) To Power Bitcoin Custody For Choice Retirement Accounts

Fintech News Desk
by Fintech News Desk0
– Announcing Fidelity Digital Assets(SM) as Exclusive Custodian for Bitcoin held in cold storage via a Choice by Kingdom Trust account – Choice by Kingdom Trust launched the first unified retirement account for Stocks, Bitcoin, ETFs and 20,000+ other assets in May As a result of an exclusive institutional agreement......
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