Search Results for: asset managers

State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha
Fintech Investment Services News

State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha

Fintech News Desk
by Fintech News Desk0
State Street  announced that FundGuard has been selected to serve as a strategic accounting solution for State Street Alpha. FundGuard is a highly scalable cloud-native investment accounting, fund accounting, and contingency NAV solution. The FundGuard accounting solution will be integrated for straight through processing from portfolio management and trading in......
Artificial Intelligence Fintech News

New Bitwise Web3 ETF (BWEB) Set To Capture One of the Biggest Growth Opportunities

Fintech News Desk
by Fintech News Desk0
Bitwise Asset Management, the world’s leading crypto index fund manager with more than $1.3 billion in assets under management, announced the launch of the Bitwise Web3 ETF. The strategy gives investors access to companies well positioned to benefit from the emergence of Web3, a term used to describe the next......
Perch Insights Closes $2.9M Seed Funding on Proven Business Intelligence Solution for Customer Experience Management
E-commerce Fintech News

Perch Insights Closes $2.9 Million Seed Funding on Proven Business Intelligence Solution for Customer Experience Management

Fintech News Desk
by Fintech News Desk0
Early success with large FinTech and e-Commerce clients prompts spin-off from Full Potential Solutions Inc. Perch Insights closed on a $2.9 million seed funding round from individual investors to expand its software as a service (Saas) product that provides data-driven insights for customer experience (CX) leadership teams to increase customer lifetime......
Harris Williams Advises D&H United Fueling Solutions on its Sale to Wind Point Partners
Banking Investment Services News

Harris Williams Advises D&H United Fueling Solutions on its Sale to Wind Point Partners

Fintech News Desk
by Fintech News Desk0
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised D&H United Fueling Solutions (D&H United), a portfolio company of KLH Capital (KLH), on its sale to Wind Point Partners (Wind Point). D&H United is a leading provider of testing, inspection, repair, and installation services for......
Allvue Systems Announces Strategic Partnership with IQ-EQ
Investment Services News

Allvue Systems Announces Strategic Partnership with IQ-EQ

Fintech News Desk
by Fintech News Desk0
Partnership will provide private debt and CLO managers with a trusted advisor to effectively implement and integrate Allvue’s back-office product suite Allvue Systems (“Allvue”), a leading alternative investment technology solutions provider, announced that they have formed a strategic alliance with IQ-EQ to provide back office servicing to private debt and CLO......
J2 Ventures Brings on Notable Investment From JPMorgan Chase & Co., Exceeding Target Raise
Investment Services News

J2 Ventures Brings on Notable Investment From JPMorgan Chase & Co., Exceeding Target Raise

Fintech News Desk
by Fintech News Desk0
J2 Ventures, a rapidly growing venture-capital firm, announced a strategic investment from JPMorgan Chase & Co. as the first veteran led VC fund selected to be a part of the bank’s Project Spark Initiative, a national program aimed at providing capital to venture funds managed by emerging alternative managers that......
VRGL Announces $15Million Series A Fundraising Round led by MissionOG and FINTOP Capital
Finance News

VRGL Announces $15Million Series A Fundraising Round led by MissionOG and FINTOP Capital

Fintech News Desk
by Fintech News Desk0
Investment follows immediate revenue growth post launch as wealth managers embrace solution to accelerate the Client Acquisition, Proposal Management, and Retention process (“CAPM & R”) VRGL, Inc (“VRGL”), a provider of institutional-grade analytics and automated data extraction to the wealth management industry, today announced it has raised $15 million in a......
Daybreak Financial Group Joins Stifel in New York City
Finance News

Daybreak Financial Group Joins Stifel in New York City

Fintech News Desk
by Fintech News Desk0
Stifel Financial Corp. announced that Daybreak Financial Group has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & Company, Incorporated, in New York City. Latest Fintech News: Devon Energy Corporation Joins Oil and Gas Industry Consortium Blockchain for Energy Consisting of financial advisors Raymond and Dominick Minicucci, the team comes to Stifel......
Eltropy Acquires Marsview AI, Empowering Financial Institutions to Automate the Contact Center
Finance News

Eltropy Acquires Marsview AI, Empowering Financial Institutions to Automate the Contact Center

Fintech News Desk
by Fintech News Desk0
Leading Digital Communications platform for Credit Unions and Community Banks now offers one seamless platform for Text, Chat, Voice, and Video channels with advanced AI technologies to personalize experiences and streamline the Contact Center Operation Eltropy, the industry-leading Digital Communications platform for financial institutions, announced the acquisition of Marsview.ai, the......
Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America
Banking News

Fidelis Capital Launched by Private Banking Executives formerly with Wells Fargo and Bank of America

Fintech News Desk
by Fintech News Desk0
The new wealth management firm, created by former rivals, whose members previously managed $6 billion in client assets, will offer an improved private banking experience, provided by teams of highly experienced specialists. Top private bankers from Wells Fargo and Bank of America announced that they have joined forces to launch Fidelis Capital,......
1