Category : Investment Services

Compliance management Investment Services News

National Action Resolutions Group Strengthens Consumer Support and Operational Compliance Initiatives

EIN Presswire
by EIN Presswire0
National Action Resolutions Group continues investing in operational excellence, consumer support, and responsible account resolution practices. National Action Resolutions Group LLC (NARG) today announced the continued expansion of its consumer support and operational compliance initiatives, reinforcing the company’s commitment to ethical account resolution and positive customer experiences. As part of its......
Finance Investment Services News

Wellspring Financial Partners Joins Parkwoods Wealth Partners

EIN Presswire
by EIN Presswire0
Wellspring Financial Partners, a $1.2B Tucson-based RIA, joins Parkwoods Wealth Partners, significantly expanding its Retirement Plan Services. Parkwoods Wealth Partners today announced that Wellspring Financial Partners has joined Parkwoods. Wellspring is a Tucson-based registered investment adviser with over $1.2 billion in assets under advisement as of year-end 2025. The combination,......
Investment Services News

Advanced Portfolio Management Launches the APM Social Factor 250 Index

EIN Presswire
by EIN Presswire0
The APM Social Factor 250 Index is a Thematic Index Powered by a Systematic Strategy, Leveraging LLMs Aiming to Unlock Alpha from Alternative Data Advanced Portfolio Management LLC (APM), an independent, SEC-registered investment advisor, today announced the launch of the APM Social Factor 250 Index. As the first thematic benchmark......
InsurTech Investment Services News

Instaboxx Secures Strategic Investment from Right Side Capital Management to Modernize Insurance Claims Documentation

EIN Presswire
by EIN Presswire0
Instaboxx secures funding from Right Side Capital Management to expand AI-powered home inventory and insurance claims documentation technology. Instaboxx, the company behind the AI-powered home inventory platform InstaVision™, today announced a strategic investment from Right Side Capital Management (RSCM) to accelerate growth across the insurance and property technology sectors. Instaboxx......
Finance Investment Services News

Moment and Ramp Partner to Bring Institutional Cash Management to Finance Teams

PR Newswire
by PR Newswire0
Two leaders in modern financial infrastructure are combining capabilities to automate how businesses manage and invest cash Moment, the AI operating system for investment management, and Ramp, the leading financial operations platform, announced a strategic partnership that marks a fundamental shift in corporate treasury. For the first time, finance teams can......
Finance Investment Services News

Surveil Launches AI Financial Control and Opens Early Access Program for the Next Era of AI Operations

EIN Presswire
by EIN Presswire0
New capabilities bring AI financial accountability, control, and ROI intelligence across Azure AI, Microsoft 365 Copilot, Copilot Agents, and Claude. Surveil, a FinOps Certified Platform for cloud cost, performance, and governance, today announced the launch of Surveil for AI, a major expansion of the Surveil platform designed to deliver enterprise......
Finance Investment Services News

Mangena Group Introduces Enterprise-Driven Philanthropy Framework to Shift Impact Investment Beyond Traditional Models

EIN Presswire
by EIN Presswire0
Mangena Group, a global social impact and enterprise development organization founded by author and impact entrepreneur Daniel Mangena, has released a qualitative comparative case study examining three dominant models of social capital deployment: traditional philanthropy, ESG-labelled investment, and the organization’s own Enterprise-Driven Philanthropy (EDP) framework. The research, titled Enterprise-Driven Philanthropy......
Fintech Investment Services News

Thunes Accelerates US Growth and Investment; Opens Strategic New York City Hub

PR Newswire
by PR Newswire0
Global payments leader accelerates its US expansion backed by Series D funding, underpinned by owned-and-operated regulatory licenses across every state and territory. Thunes, the Smart Superhighway to move money around the world, is accelerating its strategic US expansion, leveraging capital from its $150 million USD Series D funding round announced......
Finance Investment Services News

Opkalla Appoints First Chief Financial Officer, Hiring Hayley Rogers to Support Continued Growth

EIN Presswire
by EIN Presswire0
Hayley Rogers brings 17 years of experience to guide financial strategy as Opkalla continues rapid expansion in the IT advisory market Opkalla today announced Hayley Rogers as its first Chief Financial Officer, signaling the company’s continued growth and expansion of its executive leadership team. Rogers will scale Opkalla’s financial strategy......
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