Search Results for: capital management software

Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm
Digital Asset Management Fintech Funding News

Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Co-Led by Index Ventures and Thrive Capital, Savvy’s funding round will drive business development and investments in talent, research and product development to fuel growth for wealth managers Savvy, the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing,......
Neat Capital Brings Mortgages Into the 21st Century with Its Release of Neatify
Mortgage News

Neat Capital Brings Mortgages Into the 21st Century with Its Release of Neatify

Fintech News Desk
by Fintech News Desk0
Neat Capital’s LOS algorithmically automates the antiquated mortgage process, bringing unparalleled efficiency, certainty, and clarity to the residential home financing journey Neat Capital, a Boulder-based FinTech company, announces the release of Neatify, the only modern mortgage origination platform built in the last decade. Neatify’s end-to-end technology platform includes: a cloud-based......
TELEO Capital Portfolio Company, UMT360, Acquires Western Principles
Business News

Teleo Capital Portfolio Company, UMT360, Acquires Western Principles

Fintech News Desk
by Fintech News Desk0
TELEO Capital Management, LLC announced the acquisition of Western Principles Consulting, Inc. (“Western Principles” or the “Business”), a leading Canadian-based Project Portfolio Management (“PPM”) consulting firm. The Business will be merged with UMT360, an existing TELEO portfolio company. Founded in 2005 with headquarters in Vancouver, BC, Western Principles has successfully conducted PPM......
Veriti Management Unveils New User Interface: Console
Finance News

Veriti Management Unveils New User Interface: Console

Fintech News Desk
by Fintech News Desk0
The direct indexer redefines the user experience and the delivery of customization at scale Veriti Management LLC , a direct indexing asset management and financial technology company serving institutions and wealth advisories, announces the availability of its new user interface, Console. Console streamlines tasks and minimizes the time required to......
Protecht Group to Accelerate Growth with $42 Million Series A Investment from Arrowroot Capital
Investment Services News

Protecht Group to Accelerate Growth with $42 Million Series A Investment from Arrowroot Capital

Fintech News Desk
by Fintech News Desk0
Protecht Group Holdings Pty Ltd, a leader in Enterprise Risk Management software and services, announced that it has secured an AUD $42MM investment from Arrowroot Capital to accelerate its product and growth strategies. “Arrowroot considers ourselves lucky to have the opportunity to partner with the Protecht team and we are......
RR2 Capital Expands Portfolio with Strategic Investment in DAG-based DeFi Platform Aleph Zero
Blockchain News

RR2 Capital Expands Portfolio with Strategic Investment in DAG-based DeFi Platform Aleph Zero

Fintech News Desk
by Fintech News Desk0
RR2 Capital is expanding its disruptive technology investment portfolio, announcing a strategic investment into privacy-preserving platform, Aleph Zero RR² Capital, a pioneering venture capital firm empowering the ‘new internet’, has announced a strategic investment in cutting-edge DAG-based DeFi platform Aleph Zero. The move forms part of a calculated expansion in RR²’s......
Compliancy Group Announces Aldrich Capital Partners Has Committed To Invest $75 Million
Investment Services News

Compliancy Group Announces Aldrich Capital Partners Has Committed To Invest $75 Million

Fintech News Desk
by Fintech News Desk0
Compliancy Group, a leading healthcare compliance Software-as-a-Service (SaaS) business, announced it closed a significant investment from Virginia-based growth equity firm, Aldrich Capital Partners. Aldrich Capital Partners has committed to invest $75 million. Latest Fintech Insights: Allumia Closes Series A2 Financing To Advance Energy Efficiency-as-a-Service Technology Platform Compliancy Group is a market leader in......
Connected Capital Closes €154 Million Second Fund Targeting European B2B SaaS Scale-Ups as Global Demand for Cloud Software Grows
B2B News

Connected Capital Closes €154 Million Second Fund Targeting European B2B SaaS Scale-Ups as Global Demand

Fintech News Desk
by Fintech News Desk0
Amsterdam-based Private Equity Firm’s Second Fund is 3x Size of Previous Fund and Brings Total Assets to over €200 Million; New Fund Makes Connected Capital The Largest Pure-Play B2B SaaS Investor in Europe Connected Capital, a leading investor exclusively targeting European B2B SaaS businesses, announced the close of its oversubscribed......
ILS Investor Fermat Capital Management Chooses CyberCube’s Portfolio Manager
Capital Markets Investment Services News

ILS Investor Fermat Capital Management Chooses CyberCube’s Portfolio Manager

Fintech News Desk
by Fintech News Desk0
Fermat Capital Management, LLC, one of the world’s largest insurance-linked securities (ILS) investment managers, has licensed CyberCube’s Portfolio Manager. This marks the first time that a business that is neither a risk carrier nor an insurance intermediary has partnered with CyberCube. Latest Fintech Insights: FinancialForce Partners With Talent Works To Enhance Employer......
CoinLedger Raises $6 Million in Funding Round
Fintech Funding News

Cryptocurrency and Web3 Tax Software Provider, CoinLedger, Raises $6 Million in Funding

Fintech News Desk
by Fintech News Desk0
Company’s Product Offerings Streamline and Simplify Digital Asset Tax Reporting for Cryptocurrency, DeFi, and NFT users CoinLedger (rebranding from CryptoTrader.Tax), a leading tax-reporting platform geared toward assisting cryptocurrency, DeFi, NFT, and Web3 users with simple tax reporting solutions, announced that it secured $6 Million in its latest financing round. This funding comes......
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