Search Results for: portfolio management

The Patriot Financial Group Affiliates with Cetera
Finance Investment Services News

The Patriot Financial Group Affiliates with Cetera

Fintech News Desk
by Fintech News Desk0
$2.5 billion firm joins Cetera Financial Specialists community from Securities America Cetera Financial Group, one of America’s largest networks of financial professionals, announced that The Patriot Financial Group (TPFG), an independent, registered investment advisor managing more than $2.5 billion for clients, has affiliated with the Cetera Financial Specialists community. The firm joins......
Intapp and ComplySci Partner to Streamline Firm and Personal Conflict Clearance Operations
Cloud Compliance management News

Intapp and ComplySci Partner to Streamline Firm and Personal Conflict Clearance Operations

Fintech News Desk
by Fintech News Desk0
Integrated solution for the professional and financial services industry improves visibility into potential conflicts at the firm and individual levels Intapp, a leading provider of cloud software for the global professional and financial services industry, announced a new partnership with ComplySci, a COMPLY company and the leading provider of regulatory......
GoLogiq to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials
Analytics Fintech News

GoLogiq to Acquire Nest Egg for $30 Million, Adding Wealth-Building Platform for Gen Zs and Millennials

Fintech News Desk
by Fintech News Desk0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, has signed a binding letter of intent to acquire privately-held Nest Egg Investments in an all-stock transaction valued at $30 million. Nest Egg offers a streamlined mobile solution for discovering, planning, and automating retirement savings, with investment products and......
GTCR-Backed Paya to be Acquired by Nuvei
Digital Payments News

GTCR-Backed Paya to be Acquired by Nuvei

Fintech News Desk
by Fintech News Desk0
Sale of Leading Integrated Payments Provider Follows Significant Transformation and Successful Execution of The Leaders Strategy within the Payments Industry GTCR, a leading private equity firm, announced that portfolio company Paya Holdings Inc., a leading integrated payments provider, has signed a definitive agreement with Nuvei Corporation to be acquired in an all-cash......
Dextra Partners Announces Formation with $2.5 Billion of Investable Capital from Strategic Partners
Investment Services News

Dextra Partners Announces Formation with $2.5 Billion of Investable Capital from Strategic Partners

Fintech News Desk
by Fintech News Desk0
Founded by the former senior investment team of GoldPoint Partners, Dextra specializes in unlocking access to middle market private equity Dextra Partners LLC announced its formation as an independent, multi-strategy investment firm focused on providing investors with differentiated middle market private equity opportunities. Headquartered in New York, the Firm has......
Artificial Intelligence DeFi Digital News

“DefiLabs Launches Revolutionary AI-Powered Yield Farm And On Binance Smart Chain”

Fintech News Desk
by Fintech News Desk0
A platform launched by DefiLabs in 2021 is now ready to harness the power of Artificial Intelligence (AI) to revolutionize the world of decentralized finance (DeFi). DefiLabs is a fully intelligent and decentralized asset management crypto staking platform which is built on Binance Smart Chain. DefiLabs uses artificial intelligence based on quantum......
Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors
Investment Services News

Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors

Fintech News Desk
by Fintech News Desk0
Renowned wealth management firm brings responsible investing expertise and signature fossil fuel-free portfolios Prime Capital Investment Advisors (PCIA) announced that it has partnered with Earth Equity Advisors (Earth Equity) to expand PCIA’s national footprint and provide the firm with valued momentum in the sustainable, responsible and impact investing (SRI) space while......
MSafe Raises $5 Million Seed for Developing Multi-Signature Wallet Solutions
DeFi Digital Wallet News

MSafe Raises $5 Million Seed for Developing Multi-Signature Wallet Solutions

Fintech News Desk
by Fintech News Desk0
MSafe offers enhanced security to scale Web3 financial services MSafe, a trailblazer in developing the first multi-signature wallet solution on the Aptos / Move ecosystem, announced the completion of a $5 million USD seed round. This financing round was led by Jump Crypto with participation from Circle Ventures, Coinbase Ventures, Superscrypt......
SJD Insurance Services Joins World Insurance Associates
InsurTech News

SJD Insurance Services Joins World Insurance Associates

Fintech News Desk
by Fintech News Desk0
World Insurance Associates LLC (World), a Top 50 Insurance Brokerage, announced that it acquired the business of SJD Insurance Services, Inc. of Great Falls, VA on December 1, 2022. Terms of the transaction were not disclosed. SJD provides a full range of insurance/consulting services to individuals and businesses. They have......
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