Category : Investment Services

Investment Services News

Superior Capital Advisors Hires Kenneth Devaul as Sales Investment Broker

EIN Presswire
by EIN Presswire0
Superior Capital Advisors, a leading commercial real estate brokerage firm specializing in self storage investment sales and advisory, is pleased to announce the addition of Kenneth Devaul to their team as a Sales Investment Broker. With over 7 years of experience in self storage and acquisition services, Devaul brings a......
Investment Services News

EXTRACT ADVISORS: How a New Force in High-Speed Expansion is Changing the Investment Industry Landscape

EIN Presswire
by EIN Presswire0
Strategic Vision and Tech-Driven Discretionary Model Position EXTRACT as a New Force in the Global Investment Industry EXTRACT ADVISORS is fundamentally reshaping the global investment industry landscape with its innovative Tech-Driven Discretionary Management Model and astonishing high-speed expansion. As an SEC-Registered Investment Adviser (RIA), the firm has rapidly aggregated over $651,610,211 in......
Fintech Funding Investment Services News

Coxwave Secures $5M Pre-Series A Funding to Advance AI Reliability and Governance

EIN Presswire
by EIN Presswire0
Coxwave, the company behind Coxwave Align, an AI product analytics platform, announced the closing of $5 million in Pre-Series A funding. The round was led by L&S Venture Capital, with participation from existing investor KB Investment and new investors Hyundai Venture Investment, Hyundai Motor Company’s ZERO1NE Ventures, and KDB Capital.......
Banking Investment Services News

Carl Marks Advisors Rebrands to CMA and Unveils Refreshed Website Reflecting New Identity

Business Wire
by Business Wire0
Carl Marks Advisors, a leading provider of investment banking and turnaround & restructuring services, announced that it is rebranding as CMA. Read More on Fintech : Global Fintech Interview with Kristin Kanders, Head of Marketing & Engagement, Plynk App “This new identity brings clarity to who we are and how we serve......
Banking Investment Services News

Tower Partners Appoints Matt Haskey as Managing Director

EIN Presswire
by EIN Presswire0
Haskey Brings More Than 25 Years of Experience in Consumer and Business Services Tower Partners, a leading private investment bank and advisory firm serving the middle market, announced that Matt Haskey has joined the firm as Managing Director, bringing more than 25 years of experience advising and raising capital for......
InsurTech Investment Services News

CalcFocus Announces Significant Growth Investment from Pamlico Capital

EIN Presswire
by EIN Presswire0
CalcFocus, a leading provider of cloud-native policy administration and illustration solutions to the individual and group life, health, and annuity insurance markets, announced a significant growth investment from Pamlico Capital, a private equity firm focused on high-growth technology and services businesses. The investment will provide additional resources to support the......
Finance Investment Services News

EFCG Advises Olsson on its Sale to Morgan Stanley Capital Partners

EIN Presswire
by EIN Presswire0
The Environmental Financial Consulting Group, LLC (“EFCG”), through its registered broker-dealer affiliate EFCG Transaction Services LLC, is pleased to announce the sale of the engineering firm Olsson, Inc. (“Olsson”) to investment funds managed by Morgan Stanley Capital Partners (“MSCP”), the middle-market focused private equity team at Morgan Stanley Investment Management.......
Artificial Intelligence Investment Services News

Juniper Square Integrates Nasdaq eVestment™ to Advance Transparency and Institutional Access for Private Markets IR Teams

PR Newswire
by PR Newswire0
Juniper Square and Nasdaq® are advancing transparency and efficiency in private markets by embedding Nasdaq eVestment institutional intelligence directly into Juniper Square’s AI CRM for Investor Relations. This integration empowers IR teams with real-time investor insights, automated updates, and actionable analytics. Juniper Square, the fund operations partner to more than......
Finance Investment Services News

STP Integrates Passthrough with BluePrint to Streamline Investor Onboarding and Fund Administration

Business Wire
by Business Wire0
Integration connects investor onboarding workflows directly to STP’s BluePrint platform, reducing manual processes and improving data flow STP Investment Services (STP), a global provider of technology-enabled investment operations, fund administration, and compliance solutions, has integrated Passthrough, a leading investor onboarding and subscription automation platform, directly into BluePrint, STP’s proprietary, cloud-native......
Investment Services News

Epos Now Defies UK Economic Slowdown with Creation of 150 New UK Roles and Major Investment in Norwich

EIN Presswire
by EIN Presswire0
At a time when much of the UK economy remains subdued and many technology businesses are using AI primarily to reduce costs and headcount, global fintech leader Epos Now has announced plans to create 150 new UK roles over the next six months, anchored at its Norwich headquarters, signalling a major......
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