Search Results for: investment planning

Digital Legacy Vault Innovator Biscuit Tin Secures Investment Round
Investment Services News

Digital Legacy Vault Innovator Biscuit Tin Secures Investment Round

Fintech News Desk
by Fintech News Desk0
Velocity Capital leads investment alongside Scottish Enterprise Digital legacy vault innovator Biscuit Tin has secured a £300,000 investment round, with Velocity Capital leading the investment alongside Scottish Enterprise and private investment. The funding will support product development and a series of hires. “Velocity is delighted to be working with Sheila as she tackles a......
Agfa Appoints Mona Issa As Financial Planning And Analysis Lead For North America
Fintech News

Agfa Appoints Mona Issa As Financial Planning And Analysis Lead For North America

Fintech News Desk
by Fintech News Desk0
New FP&A position will expand and enhance the management team’s resources for forecasting and process improvement. Agfa Imaging Solutions North America, is pleased to announce that Mona Issa has been appointed as the Financial Planning and Analysis Lead (FP&A). Mona was introduced by Georges Espada, Global Head of the Digital Radiology Business Unit,......
Cannon Financial Institute and Broadridge Form an Alliance to Expand Accredited Investment Fiduciary Training
Fintech News

Cannon Financial Institute and Broadridge Form an Alliance to Expand Accredited Investment Fiduciary Training

Fintech News Desk
by Fintech News Desk0
Cannon set to offer both in person and online training in collaboration with Broadridge Cannon Financial Institute, a leading professional development firm specializing in financial services, announced their alliance with Broadridge Financial Solutions, a global Fintech leader. The two firms come together to bring the Fi360 Accredited Investment Fiduciary® (AIF®) instruction......
Dalbar Recognizes Voya For Excelling In Online Digital Planning Capabilities
Finance News

Dalbar Recognizes Voya For Excelling In Online Digital Planning Capabilities

Fintech News Desk
by Fintech News Desk0
Annual recognition highlights company’s commitment to providing solutions and technologies that help individuals reach financial goals with confidence Voya Financial, Inc. , announced that DALBAR, Inc., an independent research firm that evaluates, audits and rates the business practices of financial institutions, has recognized the company with six separate DALBAR distinctions......
GAINSystems Announces Majority Investment from Francisco Partners
Investment Services News

GAINSystems Announces Majority Investment from Francisco Partners

Fintech News Desk
by Fintech News Desk0
GAINSystems, a leading provider of innovative cloud-based supply chain planning solutions, announced a majority investment from Francisco Partners, a leading global investment firm that specializes in partnering with technology businesses. The investment follows an initial strategic growth investment from Francisco Partners in July 2020. With the investment, Francisco Partners will......
Constructsecure Announces $96m Growth Equity Investment To Bring Partner Elevation To Capital Projects
Fintech Investment Services News

Constructsecure Announces $96m Growth Equity Investment To Bring Partner Elevation To Capital Projects

Fintech News Desk
by Fintech News Desk0
Funding led by Summit Partners supports the company’s continued growth and commitment to help builders and owners elevate the capabilities of their partners, amidst a historically challenging labor market ConstructSecure, the Partner Elevation Platform for capital projects and operations, announced a $96 million growth investment led by Summit Partners. The investment will help......
Republic Capital Represents Reilly Financial Advisors in Transaction With Creative Planning
Capital Markets Finance News

Republic Capital Represents Reilly Financial Advisors in Transaction With Creative Planning

Fintech News Desk
by Fintech News Desk0
Registered Investment Advisor Firm founded in 1999 has $2 Billion in AUM Republic Capital Group congratulates its client Reilly Financial Advisors (“Reilly”) with $2 billion in AUM, on its transaction with Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”). Latest Fintech Insights: GBank Financial Holdings Inc. Announces......
New $75M DeFi Fund Signals Big Investment in Blockchain
Blockchain Investments News

New $75M DeFi Fund Signals Big Investment in Blockchain

Fintech News Desk
by Fintech News Desk0
FN Media Group Presents Microsmallcap.com Market Commentary Decentral Park Capital, an early-stage investment firm, now with $140 million in assets under management, has launched a brand new $75 million fund to invest in DeFi initiatives. This fund aims to deploy funds to invest in decentralized exchanges, lending protocols, derivatives, structured products, oracles, staking, and middleware infrastructure.......
Creative Planning Acquires Reilly Financial Advisors
Finance Investment Services Investments News

Creative Planning Acquires Reilly Financial Advisors

Fintech News Desk
by Fintech News Desk0
Registered Investment Advisor Firm founded in 1999 has $2 Billion in AUM Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), announced the acquisition of Reilly Financial Advisors (Reilly), which has a total of over $2B in assets under management. Latest Fintech Insights: Payments and DeFi-centric Blockchain,......
Adviser Investments Introduces the American Ingenuity Aggressive Growth Strategy
Finance Investment Services News

Adviser Investments Introduces the American Ingenuity Aggressive Growth Strategy

Fintech News Desk
by Fintech News Desk0
Adviser Investments LLC, an independent fee-only wealth management firm serving clients nationwide, today announced the launch of the Adviser Capital American Ingenuity aggressive growth strategy (American Ingenuity). “American Ingenuity focuses on the U.S. economy’s next big themes and identifies both well-known and unknown companies poised to profit from these themes,” Daniel P. Wiener,......
1