Category : Investment Services

Fintech Investment Services News

Pantheon Partners with iCapital to Expand Access to Specialist Evergreen Semi-Liquid Private Equity Solution

Business Wire
Pantheon and iCapital will leverage iCapital’s innovative technology and structuring capabilities to bring Pantheon’s high conviction private equity investments to a wider range of global investors Partnership also includes solutions targeting markets with growing demand across Europe, the Middle East, Latin America and Asia Pantheon, a leading specialist global private......
Investment Services News

The First Predictive Rating For Executives: Paragon Intel Unveils ManagementTrack Rating (MTR)

Business Wire
Paragon Intel, a leading provider of predictive management data and insights for investors, announced the launch of its groundbreaking ManagementTrack Rating (MTR). For the first time, investors can look at any public company executive and know how that company is going to perform based on them being in the C-suite.......
Investment Services News

VRGL Adds Risk Tolerance Capabilities to its Industry Leading Investment Proposal Management

Business Wire
VRGL, a Client Acquisition and Investment Proposal Management solution, announced the launch of its new Risk Tolerance capabilities integrated within the existing VRGL workflow. VRGL’s Risk Tolerance capabilities allow advisors to leverage a turnkey, industry-researched Risk Tolerance Questionnaire, or to craft fully bespoke risk assessments aligned with advisor and organizational......
Fintech Startups Investment Services News

Teal Announces $8 Million Seed Investment to Drive Next-Gen Accounting Products for Vertical SaaS

Business Wire
Built by industry veterans and backed by prominent investors and angels at Plaid, Brex, and more, Teal addresses Vertical SaaS pain points Teal, a rapidly growing startup specializing in accounting infrastructure for Vertical SaaS businesses, announced $8 USD million in seed funding. Founded in 2023 by Ian Crosby, former Head......
Finance Investment Services News

Banks to Play a Pivotal Role in the Low-Carbon Transition, Contributing up to $600 Billion Annually Through 2030 – Bain & Company

PR Newswire
Banks will generate $44 billion in incremental revenues annually through 2030 from financing the transition, primarily via corporate loans American banks will see the largest opportunity this decade, with Asia Pacific then taking the lead through 2050 Pioneering banks who finance the transition could increase profits by up to 30% by 2050 Global banks......
Investment Services News

SoFi and Templum Partner for Expanded Access to Alternative Assets

Business Wire
Templum is Working with SoFi to Grant Everyday Investors Access to Alternative Investment Opportunities Historically Reserved for the Ultra Wealthy Templum, the operating system for private markets and alternative assets is pleased to announce that the company is working with SoFi, the all-in-one digital personal finance company, to expand everyday investor access......
Fintech Investment Services News

JPMorgan Chase Commits £40 Million More to Help Drive Sustainable Economic Growth in the United Kingdom

Business Wire
The firm expands its skills-based hiring for entry-level technology and operation jobs in cities across the U.K., including Glasgow, where it recently opened a new state-of-the-art technology centre Plans to kick start a new programme to help fintechs create financial management tools to support individuals and entrepreneurs Builds on lessons......
Banking Digital Payments Featured Finance Fintech Investment Services

Financial Inclusion through Digital Payments

Prajakta Ayade
In today’s rapidly evolving global economy, access to financial services is more than just a convenience; it’s a necessity for individuals and communities to move forward, and thrive.  However, traditional banking services often fail to reach marginalized and underserved populations, leaving them excluded from the formal financial system. This lack......
Investment Services News

Fullerton Fund Management in Partnership With UNDP Launches Its Sustainability Management Framework for Private Equity Climate Investments

PR Newswire
It guides private equity investors on how to align their strategy, management, transparency and governance practices, to achieve their decarbonisation goals. Fullerton Fund Management (Fullerton) has partnered with the United Nations Development Programme (UNDP) to develop a Sustainability Management Framework to guide private equity climate investing in Asia, using UNDP’s SDG......
Investment Services News

BNY Mellon and Kyriba Announce Collaboration to Combine Short-Term Investment LiquidityDirect Platform with Kyriba’s Scalable SaaS Solution

PR Newswire
This development combines Kyriba’s secure, scalable SaaS solution to BNY Mellon’s LiquidityDirect platform to enhance liquidity performance and unlock greater cash visibility. BNY Mellon, the global financial services company, announced a new collaboration of its short-term investment platform, LiquidityDirect, with Kyriba, a global leader in cloud treasury and finance solutions.......
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