Category : Investments

Desert Financial Credit Union Expands Digital Investing Platform
Finance Investments News

Desert Financial Credit Union Expands Digital Investing Platform

PR Newswire
by PR Newswire0
Integrated software provides education and investing options through online banking Desert Financial Credit Union has announced the expansion of its Digital Investing platform, introducing new features designed to make investing more accessible for members at every stage of their financial journey, including beginner investors looking to start small and build confidence......
Overbay Capital Partners Announces Completion of Strategic Investment from Charlesbank Capital Partners
Banking Investments News

Overbay Capital Partners Announces Completion of Strategic Investment from Charlesbank Capital Partners

Business Wire
by Business Wire0
Overbay Capital Partners (“Overbay” or “the Firm”), a premier alternative asset manager focused on the secondaries market, announced that it has completed a strategic growth investment from funds managed by Charlesbank Capital Partners (“Charlesbank”). The investment, which was previously announced in March 2026, has now closed following receipt of regulatory......
Prairie Wealth Advisors Names Mike Finnegan Chief Investment Officer
Finance Investments News

Prairie Wealth Advisors Names Mike Finnegan Chief Investment Officer

Business Wire
by Business Wire0
30-year industry veteran to help lead investment philosophy, portfolio strategy and manager due diligence Prairie Wealth Advisors (“Prairie Wealth”), a registered investment advisor (RIA) providing families with personalized investment management and wealth planning, announced the hire of Mike Finnegan, CFA, as chief investment officer. Finnegan will help shape and steward Prairie......
SoFi Expands ETF Lineup with the Social 50 Income ETF (SFYI), Seeking Income and Pursuing Growth
Finance Investments News

SoFi Expands ETF Lineup with the Social 50 Income ETF (SFYI), Seeking Income and Pursuing Growth

Business Wire
by Business Wire0
The Social 50 Income ETF combines exposure to stocks widely held in SoFi member-driven accounts, with an active options strategy that seeks monthly income and long-term growth SoFi Technologies, Inc. , the everything app for digital financial services, announced the availability of a new exchange-traded fund (ETF), the SoFi Social......
Bartholomew & Company Launches Hybrid RIA, Marking the Next Step in its Long-Term Growth Strategy
Fintech Investments News

Bartholomew & Company Launches Hybrid RIA, Marking the Next Step in its Long-Term Growth Strategy

Business Wire
by Business Wire0
Bartholomew & Company announced its launch as an independent hybrid Registered Investment Advisor (RIA), overseeing approximately $6 billion (as of 6/15/26) in client assets. The move marks a pivotal moment for the Worcester-based firm, which is deepening independence at a time when much of the industry is consolidating around large......
Knollgate Launches to Help Founders of Established Consumer Brands Scale their Businesses Thru One-of-A-Kind Flexible Financing Solution
Finance Investments News

Knollgate Launches to Help Founders of Established Consumer Brands Scale their Businesses Thru One-of-A-Kind Flexible Financing Solution

Business Wire
by Business Wire0
Knollgate offers the only capital structure for consumer brands via its FlexScaleTM platform designed to undo dilution versus compound it Knollgate LLC (“Knollgate” or “the Firm”) announced its launch as a private investment firm built to prevent further dilution for founder-led consumer brands. The Firm focuses on pairing growth capital with the strategic......
Candidly Expands Its AI Financial Guidance Platform with Six New Capabilities, Including Guidance for Trump Accounts
Finance Investments News

Candidly Expands Its AI Financial Guidance Platform with Six New Capabilities, Including Guidance for Trump Accounts

Business Wire
by Business Wire0
New Candidly Intelligence Center capabilities are arriving through MCP and API, arriving as Trump Accounts open for contributions on July 4. Candidly, the category-defining AI-native financial guidance platform, announced six new capabilities available as part of a composable stack of configurable agents that comprise the Candidly Intelligence Center. The Candidly......
Arendt Investor Services Enters a New Phase of Development With BlackFin as Majority Shareholder
Fintech Investments News

Arendt Investor Services Enters a New Phase of Development With BlackFin as Majority Shareholder

Business Wire
by Business Wire0
Arendt Investor Services (AIS) announces the completion of its acquisition by BlackFin Capital Partners, following regulatory approval by the CSSF. Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director – UK at InDebted This transaction marks the start of a new phase of development for AIS, with a......
Centrifuge and New York Life Investment Management Partner to Tokenize U.S. High Yield Corporate Bond Strategy
Finance Investments News

Centrifuge and New York Life Investment Management Partner to Tokenize U.S. High Yield Corporate Bond Strategy

Business Wire
by Business Wire0
The collaboration marks one of the first high yield bond offerings available onchain. Centrifuge announced a partnership with New York Life Investment Management (NYLIM), one of the largest active asset managers globally with approximately $807 billion* in AUM, to launch the NYLIM Anemoy U.S. High Yield Corporate Bond Segregated Portfolio (ticker: HYB).......
Momentum Independent Network Launches Momentum Financial Institution Services to Support Community Banks and Credit Unions
Finance Investments News

Momentum Independent Network Launches Momentum Financial Institution Services to Support Community Banks and Credit Unions

Business Wire
by Business Wire0
New division combines wealth management, investment program support, institutional consulting, and balance sheet resources for community depositories Momentum Independent Network Inc. (MIN), a member of the Hilltop Holdings Inc. family of companies and an affiliate of Hilltop Securities Inc. (HilltopSecurities), has announced the launch of Momentum Financial Institution Services (MFIS).......
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