Category : Investment Services

Banking Investment Services News

Cukierman & Co. Investment House and FOCUS Investment Banking Announce Strategic Partnership

EIN Presswire
by EIN Presswire0
Cukierman & Co. Investment House and FOCUS Investment Banking announced a strategic partnership to expand global M&A access and strengthen buyer-side pathways for Israeli technology companies. The collaboration brings together Cukierman & Co.’s leading corporate finance platform in Israel with FOCUS’s U.S.-based M&A advisory capabilities and extensive network of strategic acquirers across......
Finance Investment Services News

Arch and Bipsync Integrate to Automate Private Markets Data Management and Workflows for Institutional Investment Teams

Business Wire
by Business Wire0
Integration organizes and delivers private investment documents from Arch into Bipsync, reducing manual workflows and improving collaboration Arch, a modern platform for automating private markets workflows with AI, and Bipsync, an AI-powered investment workspace purpose-built for institutional investors, announced an integration that automates the categorization and delivery of private investment documents......
Finance Investment Services News

Avant Closes $200 Million Personal Loan Securitization, Earns Inaugural AAA Rating from Fitch Ratings and KBRA

Business Wire
by Business Wire0
Expected to provide over $500 million in financing capacity over its life Avant, a leading financial technology company, announced the successful close of its latest personal loan securitization, a $200 million transaction that marks its first-ever deal to receive AAA ratings from both Fitch Ratings and Kroll Bond Rating Agency......
Investment Services News

Heron Bay Capital Management Surpasses $1 Billion in Assets Under Management

EIN Presswire
by EIN Presswire0
Heron Bay Capital Management announced it has surpassed $1 billion in AUM, achieving this significant milestone in just over six years since inception. Heron Bay Capital Management (HBCM), an independent registered investment advisor, today announced it has surpassed $1 billion in assets under management (AUM), achieving this significant milestone in......
Finance Investment Services News

Marsh Appoints Peter Harrison to Its Board of Directors

Business Wire
by Business Wire0
Marsh , a global leader in risk, reinsurance and capital, people and investments, and management consulting, appointed Peter Harrison as a director, effective immediately. The Company’s Board now consists of 13 directors. Read More on Fintech : Global Fintech Interview with Kristin Kanders, Head of Marketing & Engagement, Plynk App Commenting on......
InsurTech Investment Services News

US Carrier Extends System Investments with Broker Portal and Point of Sale Leveraging OWIT Global’s Insurance Workbench

EIN Presswire
by EIN Presswire0
OWIT’s Insurance Workbench Extends Existing Investments, Filling Gap for Seamless User Experience and Supporting Any Data Ingestion and Transformation Needs OWIT Global (OWIT), the leader in cloud-based insurance-specific microservices architected solutions to digitalize the global insurance industry, is pleased to announce it has successfully configured and delivered a Point-of-Sale and Broker......
Fintech Investment Services News

Apex Fintech Solutions Powers Stock Trading Infrastructure for Coinbase’s “Everything Exchange” Platform

Business Wire
by Business Wire0
Apex’s clearing and custody infrastructure enables Coinbase to launch U.S. stock trading, bridging the gap between crypto and traditional financial markets. Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investing ecosystem, announced its collaboration with Coinbase, through Coinbase Capital Markets Corp., to power the stock trading capabilities......
Finance Investment Services News

Bitcoin Standard Treasury Company Names Bob Stefanowski as Chief Financial Officer

Business Wire
by Business Wire0
Senior global finance executive brings more than 25 years of leadership experience across structured finance, private credit, M&A advisory, private equity and global capital markets Appointment strengthens best-in-class management team with deep expertise in both Bitcoin and active asset management Bitcoin Standard Treasury Company (“BSTR” or the “Company”), an operating......
Finance Investment Services News

First Liberty Building & Loan Investors Encouraged to Explore All Potential Recovery Options

EIN Presswire
by EIN Presswire0
Contact the Law Firm of KlaymanToskes for a Free and Confidential Consultation to Discuss Pursuing a Potential Recovery of Your Losses National investment loss and securities law firm KlaymanToskes is investigating potential recovery claims on behalf of investors who purchased investments in First Liberty Building & Loan through financial advisors or......
Artificial Intelligence Investment Services News

Gerber Kawasaki Selects Altruist as Wealth Management Platform to Power Growth

Business Wire
by Business Wire0
Enterprise wealth and investment manager adds Altruist to streamline operations, enhance AI capabilities, and scale client impact Altruist, the tech-forward wealth platform for independent advisors, announced that Gerber Kawasaki Wealth & Investment Management (Gerber Kawasaki), a Santa Monica-based registered investment advisor managing more than $4 billion in client assets, has......
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