Search Results for: capital management software

QuadFi Secures US $100 Million (CAD $127M) Financing Facility with Crayhill Capital Management
Finance Fintech News

QuadFi Secures US $100 Million (CAD $127M) Financing Facility with Crayhill Capital Management

Fintech News Desk
by Fintech News Desk0
QuadFi, a mission driven global fintech firm headquartered in Canada, announced that it has entered into an agreement for a new financing facility of up to US $100M (CAD $127M) with Crayhill Capital Management, a New York-based minority-owned private credit manager. The facility will be used by QuadFi to provide personal loans to people......
Pontera Integrates with Morningstar Office to Enable Management of Held Away Assets
Fintech News

Pontera Integrates with Morningstar Office to Enable Management of Held Away Assets

Fintech News Desk
by Fintech News Desk0
Integration paves way for Morningstar Office users to securely and compliantly trade and manage 401(k)s and other accounts Financial technology company Pontera, formerly known as FeeX, announced that it had entered into an integration agreement with Morningstar, Inc. to enable financial advisors who use the company’s Morningstar Officesm software product to household......
Brex Acquires Pry Financials to Expand Its Software Capabilities for Founders
Finance News

Brex Acquires Pry Financials to Expand Its Software Capabilities for Founders

Fintech News Desk
by Fintech News Desk0
The acquisition gives founders sophisticated, and yet easy-to-use, tools for cash and financial management Brex, the company reimagining finance for growing businesses, announced  its acquisition of Pry Financials, a software platform with tools designed to enable budgeting, bookkeeping and forecasting, for $90 million. Cash flow forecasting and runway planning can make......
National Wealth Management to Join Cary Street Partners
Investment Services News

National Wealth Management to Join Cary Street Partners

Fintech News Desk
by Fintech News Desk0
Further Expands Cary Street Partners’ New Jersey Presence Cary Street Partners announced the firm has acquired Florham Park, NJ based National Wealth Management, an SEC Registered Investment Adviser. Founded in 2005, National Wealth Management provides high net worth individuals and families with comprehensive fee- based financial planning and wealth management......
MissionOG Closes $167 Million Fund To Invest and Partner With High-Growth Companies In FinTech, Data and Software
Investment Services News

MissionOG Closes $167 Million Fund To Invest and Partner With High-Growth Companies In FinTech, Data and Software

Fintech News Desk
by Fintech News Desk0
MissionOG, a US-based growth equity firm, announced the successful close of $167 million for MissionOG Fund III, its fourth investment fund, exceeding its target of $150 million. The new fund continues the firm’s successful approach of supporting the innovation and growth of its portfolio companies through a unique combination of......
EnKash Raises US$ 20 Million in an Ascent Capital-led Round, Joined by Baring India and White Ventures
Digital Digital Payments News

EnKash Raises US$ 20 Million in an Ascent Capital-led Round, Joined by Baring India and White Ventures

Fintech News Desk
by Fintech News Desk0
EnKash, an India-based, all-in-one Spends Management Platform and Corporate Cards company, has raised US$ 20 million as a part of its Series B round that was led by Ascent Capital and joined by Baring India & Singapore-based White Ventures. The round also saw participation from existing investors, Mayfield India and......
Mediobanca Launches Innovative agoraPlatform for Automated Issuance and Lifecycle Management of Investment Certificates
Capital Markets Investment Services News

Mediobanca Launches Innovative agoraPlatform for Automated Issuance and Lifecycle Management of Investment Certificates

Fintech News Desk
by Fintech News Desk0
Mediobanca reduces time to market required for new issues via new process using smart contracts and DLT (Distributed Ledger Technology), confirming its position at the cutting edge of investment certificates automation Mediobanca has digitized its certificate issuance process using the agoraPlatform, an innovative platform that uses Distributed Ledger Technology (DLT) to achieve greater operational......
KeyBanc Capital Markets Adopts Bloomberg B-PIPE to Power Fixed Income Electronic Trading
Capital Markets News

KeyBanc Capital Markets Adopts Bloomberg B-PIPE to Power Fixed Income Electronic Trading

Fintech News Desk
by Fintech News Desk0
Bloomberg’s high-quality market data feed enables real-time analytics and accelerates automation of bond pricing workflows Bloomberg announced that KeyBanc Capital Markets (KBCM), the corporate and investment banking arm of Cleveland-based KeyCorp, has adopted Bloomberg’s flagship real-time market data feed, B-PIPE, for its Investment Grade (IG) Credit Algorithm. This adoption will......
Modern Treasury Raises Additional $50 Million From SVB Capital, Salesforce Ventures in its Series C Round
Fintech News

Modern Treasury Raises Additional $50 Million From SVB Capital, Salesforce Ventures in its Series C Round

Fintech News Desk
by Fintech News Desk0
Modern Treasury customers now reconcile $2.8B of volume per month as the company enables money movement for companies of all sizes Modern Treasury, a software platform that helps companies of all sizes move money with confidence, announced a $50 million second close of its Series C round from SVB Capital and Salesforce......
Hannes Snellman Selects Intapp to Deliver Industry Leading Risk Management and Compliance Solution
Fintech Risk Management

Hannes Snellman Selects Intapp to Deliver Industry Leading Risk Management and Compliance Solution

Fintech News Desk
by Fintech News Desk0
OnePlace Risk & Compliance will improve conflicts clearance, mitigate risk, and ensure compliance throughout the client lifecycle Intapp, a leading provider of cloud-based software for the global professional and financial services industries, announced that Nordic law firm Hannes Snellman has selected OnePlace Risk & Compliance as its risk management and compliance suite. OnePlace......
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