Category : Investments

YCharts and Designed Securities Announce Strategic Partnership to Empower Canadian Advisors
Finance Fintech Investments News

YCharts and Designed Securities Announce Strategic Partnership to Empower Canadian Advisors

Business Wire
by Business Wire0
YCharts, a leading investment research and client engagement platform trusted by financial advisors and investment professionals across North America, is excited to announce a new partnership with Designed Securities, Canada’s premier financial services pro This strategic collaboration is set to transform the advisor experience by streamlining workflows and enhancing client......
Sola Closes Seed Round, Raising $3.7M to Make Insurance Affordable and Reliable
Finance Fintech Investments News

Sola Closes Seed Round, Raising $3.7M to Make Insurance Affordable and Reliable

PR Newswire
by PR Newswire0
Sola, a cutting-edge insurtech company, today announced the successful close of its seed round. Led by FINTOP Capital, with participation from Overline, 10vc, Karuna VC, and prominent insurance executives—bringing total funding to $3.7M. The investment bolsters Sola’s mission to provide homeowners and businesses with reliable and affordable natural disaster insurance. Sola......
Sandbox Wealth Closes $1.25 M of Pre-Seed Funding Supported by NextGen Venture Partners, Northwestern Mutual Future Ventures, gener8tor, and RevTech Labs
Fintech Investments News

Sandbox Wealth Closes $1.25 M of Pre-Seed Funding Supported by NextGen Venture Partners, Northwestern Mutual Future Ventures, gener8tor, and RevTech Labs

Business Wire
by Business Wire0
New capital will help expand business operations and further R&D of its open architecture banking and lending platform Sandbox Wealth, a turnkey banking solution for non-bank financial institutions, announced today the successful pre-seed fundraise of $1.25 million in capital, led by NextGen Venture Partners, with participation from Northwestern Mutual Future......
BlackRock to Acquire HPS Investment Partners to Deliver Integrated Solutions Across Public and Private Markets
Finance Fintech Investments News

BlackRock to Acquire HPS Investment Partners to Deliver Integrated Solutions Across Public and Private Markets

Business Wire
by Business Wire0
HPS Investment Partners is a leading global credit investment manager that provides creative capital solutions across $148 billion in client assets This combination creates an integrated private credit franchise with ~$220 billion in client assets Expected to increase private markets fee-paying AUM and management fees by 40% and ~35%, respectively Transaction......
Hedge Funds Harnessing Sell-Side Intelligence To Augment Their Own Internal Research Using Navatar, Built For Salesforce
Fintech Investment Services Investments News

Hedge Funds Harnessing Sell-Side Intelligence To Augment Their Own Internal Research Using Navatar, Built For Salesforce

GlobeNewswire
by GlobeNewswire0
Traders talk to salespeople at banks and brokerages every day. They gather a lot of valuable information from these interactions, most of which is never saved. Savvy hedge fund managers are now beginning to capture all of this information to create intelligence that augments their own internal research in informing......
Featured Fintech Investment Services Investments Technology

Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
by Fintech Staff Writer0
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
Majority of banks and insurers struggle to maximize the value from their cloud investments
Cloud Finance Fintech Investments News

Majority of banks and insurers struggle to maximize the value from their cloud investments

GlobeNewswire
by GlobeNewswire0
Majority of banks and insurers struggle to maximize the value from their cloud investments Less than 40% of financial services executives say they are highly satisfied with their cloud outcomes Most banks and insurers adopt cloud solutions with the primary objective to drive operational efficiency (84%) Protecting customer data and......
Pharos Closes $8 Million Seed Round Led By Lightspeed Faction and Hack VC
Blockchain Finance Fintech Investments News

Pharos Closes $8 Million Seed Round Led By Lightspeed Faction and Hack VC

PR Newswire
by PR Newswire0
The funding round is announced alongside a partnership with ZAN to jointly explore hardware acceleration, infrastructure technologies, and more Pharos, a full-stack, parallel layer-1 blockchain network, today announced the completion of an $8 million seed round investment co-led by Lightspeed Faction (“Faction”) and Hack VC, with additional participation from strategic anchor......
Marosa secures investment from Aquiline to accelerate growth and expand VAT compliance solutions
Finance Fintech Investments News

Marosa secures investment from Aquiline to accelerate growth and expand VAT compliance solutions

PR Newswire
by PR Newswire0
Marosa 2024 S.L. (“Marosa”), a leading provider of VAT compliance and e-invoicing technology solutions, today announced it has secured a €12 million investment from Aquiline, a private investment firm specializing in financial services and technology. This funding represents Marosa’s first external capital raise and will help accelerate its growth strategy, expand compliance software......
Carta Acquires Tactyc, Giving Private Funds Data-Driven Insights to Strategize and Allocate Investments in Real Time
Finance Fintech Investments News

Carta Acquires Tactyc, Giving Private Funds Data-Driven Insights to Strategize and Allocate Investments in Real Time

Business Wire
by Business Wire0
Transformative deal extends Carta’s private capital platform with powerful analytics for Fund CFOs and GPs Carta, the software platform purpose-built for private capital, today announced the company has acquired Tactyc, the first software to bring forecasting and planning to private funds. The acquisition will give fund CFOs and GPs a......
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