Category : Investments

Sowell Management Names Vincent Gimarelli Chief Development Officer
Finance Investments News

Sowell Management Names Vincent Gimarelli Chief Development Officer

PR Newswire
by PR Newswire0
AssetMark sales executive is the latest industry veteran to join Sowell’s enhanced leadership team Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced that Vincent Gimarelli has joined the firm as its first Chief Development Officer. The former AssetMark sales executive will......
Click n' Close to Deploy Dara by Sagent to Power Core, Consumer, and Default Servicing
Fintech Investments News

Click n’ Close to Deploy Dara by Sagent to Power Core, Consumer, and Default Servicing

PR Newswire
by PR Newswire0
Sagent announced that Click n’ Close, a private mortgage provider and the nation’s leader in home loans to Native Americans, made the commitment to integrate Dara into their core, consumer, and default servicing operations beginning in 2026. Dara by Sagent is the first end-to-end, cloud-native servicing platform with real-time functionality.......
WealthRabbit Partners With Bitwise To Offer Diversified Crypto Access in Retirement Accounts
Cryptocurrency Investments News

WealthRabbit Partners With Bitwise To Offer Diversified Crypto Access in Retirement Accounts

PR Newswire
by PR Newswire0
Offering addresses a growing need: 74% of Americans say they would invest in crypto if there were “easier and more secure” options to access it. Bitwise Asset Management, the global crypto asset manager with more than $15 billion in client assets, and WealthRabbit, the fast-growing digital retirement plan platform for small businesses......
Orange Investment Advisors Enhances Team with Appointment of Two Portfolio Managers
Banking Investments News

Orange Investment Advisors Enhances Team with Appointment of Two Portfolio Managers

GlobeNewswire
by GlobeNewswire0
Orange County Bancorp, Inc., parent company of Orange Bank & Trust Co. (the “Bank”) and Orange Investment Advisors, is pleased to announce the appointment of Robert Carr and Stephen Soper as Portfolio Managers at Orange Investment Advisors, effective immediately. Carr and Soper will manage client portfolios in alignment with individual......
AMG Expands Its Partnership with Garda Capital Partners with Increased Investment
Investments News

AMG Expands Its Partnership with Garda Capital Partners with Increased Investment

GlobeNewswire
by GlobeNewswire0
Increased investment deepens AMG’s partnership with Garda, a leading liquid alternatives manager specializing in fixed income relative value, with an excellent long-term investment track record Garda will remain majority-owned and led by its management team Transaction is aligned with AMG’s long-term growth strategy and further expands Company’s exposure to alternative......
CoinShares Reduces Management Fee on Europe's Largest Physically-Backed Bitcoin ETP to 0.15%
Digital Asset Management Investments News

CoinShares Crypto ETPs Are Now Available via Nordea

GlobeNewswire
by GlobeNewswire0
CoinShares International Limited, a global leading asset manager specialising in digital assets, announced that its CoinShares XBT Provider exchange-traded products are now available to retail investors through Nordea, the largest financial services groups in the Nordic region. The availability of CoinShares’ XBT Provider products on Nordea’s platform marks a significant......
Crowd Street Introduces New Education Center to Empower the Next Generation of Private Market Investors
Finance Investments News

Crowd Street Introduces New Education Center to Empower the Next Generation of Private Market Investors

PR Newswire
by PR Newswire0
A centralized destination will deliver deeper research, exclusive insights, and asset-class education Crowd Street, a private market investment platform helping members achieve their financial goals by providing direct access to private market investment opportunities, announced the launch of its new Education Center, a dedicated destination designed to help Crowd Street members......
ManageMy Raises $45 Million to Accelerate AI-Driven Insurance Transformation
Fintech Investments News

ManageMy Raises $45 Million to Accelerate AI-Driven Insurance Transformation

PR Newswire
by PR Newswire0
ManageMy, the Intelligent Orchestration Platform transforming how insurers sell, service, underwrite, and manage policies, announces it has raised $45 million, $20m of which was secured in its recent Series B round, co-led by Ventura Capital and OCVC, with backing from BNF and a consortium of strategic leaders in both traditional insurance and InsurTech. ManageMy......
Saphyre Appoints Damian Handzy as Chief Operating Officer
Investments News Trading

Saphyre Appoints Damian Handzy as Chief Operating Officer

PR Newswire
by PR Newswire0
Seasoned fintech leader to accelerate AI-powered infrastructure and growth Saphyre, Inc., the leading pre-trade through-post-trade platform providing faster trade-readiness and settlement cycles for the world’s largest financial institutions, announced the appointment of Damian Handzy as Chief Operating Officer (COO).  Damian will lead Saphyre’s global operations as the company scales its platform across......
Singletrack Announces Strategic Acquisition of Mediasterling to Lead Capital Markets Into the AI Era
Artificial Intelligence Investments News

Singletrack Announces Strategic Acquisition of Mediasterling to Lead Capital Markets Into the AI Era

PR Newswire
by PR Newswire0
Singletrack, a leading provider of AI-first client engagement tools and analytics for capital markets, announces the acquisition of Mediasterling, experts in content creation and distribution for investment research, banking and professional services. The acquisition builds on a long-standing partnership, established in 2012, when the two firms delivered an advanced investment......
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