Search Results for: portfolio management

Harris Williams Advises Morgan Stanley Capital Partners on its Acquisition of SpendMend
Investment Services News

Harris Williams Advises Morgan Stanley Capital Partners on Its Acquisition of SpendMend

Fintech News Desk
Harris Williams, a global investment bank specializing in M&A advisory services, announces it advised investment funds managed by Morgan Stanley Capital Partners (MSCP) on its acquisition of SpendMend, a leading provider of tech-enabled solutions to optimize the cost cycle for the healthcare industry. The transaction was led by Dan Linsalata and Sam Hendler of......
Zoe Announces Partnership With Tarascio Financial Planning
Finance News

Zoe Announces Partnership With Tarascio Financial Planning

Fintech News Desk
Zoe, a wealth platform leader in connecting clients with highly-vetted, interest-aligned financial advisors, announced their ongoing partnership with Tarascio Financial Planning. After passing Zoe’s rigorous vetting process, this Portland-based firm was welcomed into the Network. After spending over a decade in corporate America working with families and small businesses at a......
CaixaBank Group, D-Wave Collaborate on Innovative New Quantum Applications
Investment Services News

CaixaBank Group, D-Wave Collaborate on Innovative New Quantum Applications

Fintech News Desk
Leading bank in Spain becomes the first in the world to apply quantum computing in investment portfolio hedging calculation in the insurance sector CaixaBank, the leading financial group in Spain, and D-Wave Systems Inc., a global leader in quantum computing systems, software, and services, and the only provider building both......
KeyBank Joins Credit Risk Navigator, the AFS/RMA Next-Generation Commercial Credit Risk Benchmarking Service
Banking News Risk Management

KeyBank Joins Credit Risk Navigator, the AFS/RMA Next-Generation Commercial Credit Risk Benchmarking Service

Fintech News Desk
Automated Financial Systems, Inc., a leading provider of software solutions and services to financial institutions, and The Risk Management Association (RMA), which advances enterprise-wide risk management through education, products, and community announced that KeyBank has become the latest institution to join the RMA Credit Risk Navigator, powered by AFS. “With......
Zuora Announces $400 Million Strategic Investment from Silver Lake to Accelerate Growth and Extend Leadership
Investment Services News

Zuora Announces $400 Million Strategic Investment from Silver Lake

Fintech News Desk
Silver Lake Managing Partner Joe Osnoss to join Zuora’s Board of Directors Zuora, Inc., the leading cloud-based subscription management platform provider, announced a $400 million strategic investment from Silver Lake, a global leader in technology investing. The partnership reinforces Zuora’s leadership position and will empower Zuora to accelerate growth, including......
Taking a Systems Approach to Cyber Security
News Risk Management Security

Taking a Systems Approach to Cyber Security

Fintech News Desk
The frequency and severity of cyber attacks on critical infrastructure is a subject of concern for many governments, as are the costs associated with cyber security, making the efficient allocation of resources paramount. A new study proposes a framework featuring a more holistic picture of the cyber security landscape, along......
Nested Raises $7.5 Million Series A to Democratize DeFi
DeFi News Trading

Nested Raises $7.5 Million Series A to Democratize DeFi

Fintech News Desk
Nested, an all-in-one DeFi social trading platform based on financial NFTs,  announced that it has raised $7.5 million in a Series A funding round. The round was led by renowned macro and digital asset investor Alan Howard and saw participation from Republic Capital, Kenetic Capital, and CMT Digital, among other investment......
Enable Continues Accelerated Growth and Surpasses 2021 Milestones
B2B News

Enable Continues Accelerated Growth and Surpasses 2021 Milestones

Fintech News Desk
Enable, the cloud-based software solution for B2B rebate management, announced it had closed its FY22 fiscal year and exceeded all key metrics. “I am so proud of our team’s performance and accomplishments during what has been a challenging year for so many companies globally” The company rounded out the year......
Apollo Announces First Close of Global Wealth Acquisition of Griffin
Fintech News

Apollo Announces First Close of Global Wealth Acquisition of Griffin

Fintech News Desk
Apollo announced a first close in its previously announced transaction with Griffin Capital. Apollo has completed the acquisition of Griffin’s wealth distribution business, now part of Apollo Global Wealth. Apollo expects to hold a final close to add Griffin’s individual-investor focused products and associated asset management team in the second......
Verisk Acquires Opta, Canada’s Leading Provider of Property Intelligence and Technology Solutions
News Risk Management

Verisk Acquires Opta, Canada’s Leading Provider of Property Intelligence and Technology Solutions

Fintech News Desk
Opta provides data-driven insights and risk assessment solutions to insurance and financial services customers Leading global data analytics provider Verisk announced it has acquired Opta, Canada’s leading provider of property intelligence and innovative technology solutions. The acquisition further expands Verisk’s footprint in the Canadian market and supports Opta in reshaping......
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