Search Results for: portfolio management

SEI's Advisor Business Surpasses $100 Billion in Platform Assets
Digital Asset Management

SEI’s Advisor Business Surpasses $100 Billion in Platform Assets

Fintech News Desk
by Fintech News Desk0
Milestone Reinforces Value of Flexible Digital Wealth Management Experience SEI announced that it surpassed $100 billion in assets managed, advised, or administered by independent advisors through the SEI Wealth Platform (SWP). Latest Fintech Insights: Lyft And Getupside Partner To Bring Cashback Promotions Directly In The Lyft Driver App The milestone reflects SEI’s......
Supply Wisdom Closes Institutional Funding Round to Help Companies Manage Risk Amid Unprecedented Supply Chain Disruptions
Fintech Funding News Risk Management

Supply Wisdom Closes Institutional Funding Round to Help Companies Manage Risk Amid Unprecedented Supply Chain Disruptions

Fintech News Desk
by Fintech News Desk0
Leading Third-Party Risk Intelligence Firm Raises Growth Capital from Fulcrum Equity Partners Supply Wisdom – the leader in continuous risk intelligence and risk actions – announced it has closed an institutional funding round led by Fulcrum Equity Partners with participation from Florida Funders. Supply Wisdom will leverage the investment to scale vertical and......
CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union
Finance News

CUSO Financial Continues Robust Growth, Announcing New Partnership with IC Federal Credit Union

Fintech News Desk
by Fintech News Desk0
Third institution in first month of 2022 to join CFS underscores firm’s expertise and singular focus on driving growth and success for credit union investment programs CUSO Financial Services, L.P. (CFS), a subsidiary of Atria Wealth Solutions, Inc. (Atria) announced a multi-year agreement with IC Federal Credit Union (IC) to......
Fireblocks Raises $550 Million In Series E Funding To Become The Highest Valued Digital Asset Infrastructure Provider
Digital Asset Management Fintech News

Fireblocks Raises $550 Million In Series E Funding To Become The Highest Valued Digital Asset Infrastructure Provider

Fintech News Desk
by Fintech News Desk0
At an $8 billion valuation, new resources will enable Fireblocks to help every business become a crypto business. Fireblocks , the direct custody platform that supports over 800 major institutions, and powers digital asset and crypto products for largest custodians, fintech, crypto exchanges, lending desks, super apps and asset management......
AM Best Upgrades Credit Ratings of CNO Financial Group, Inc. and Its Life/Health Subsidiaries
Finance News

AM Best Upgrades Credit Ratings of CNO Financial Group, Inc. and Its Life/Health Subsidiaries

Fintech News Desk
by Fintech News Desk0
AM Best has upgraded the Financial Strength Rating to A (Excellent) from A- (Excellent) and the Long-Term Issuer Credit Rating to “a” (Excellent) from “a-” (Excellent) for the life/health subsidiaries of CNO Financial Group, Inc. (headquartered in Carmel, IN) [NYSE: CNO]. These subsidiaries are referred to collectively as CNO Financial......
BTIG Franchise Sales Adds FinTech Strategy and Sales Specialist Michael Turner
Fintech News

BTIG Franchise Sales Adds FinTech Strategy and Sales Specialist Michael Turner

Fintech News Desk
by Fintech News Desk0
BTIG announced that Michael Turner has joined the firm’s Franchise Sales division as a Managing Director and FinTech Strategy and Sales Specialist. Mr. Turner will provide analysis and sales commentary for BTIG’s institutional investor and corporate clients. In his new role with the firm, he will report to Dan Wychulis, Managing......
Majesco Hosts Second Annual Strategic Partner Summit
InsurTech News

Majesco Hosts Second Annual Strategic Partner Summit

Fintech News Desk
by Fintech News Desk0
Bringing system integrator partners and Majesco leadership together to share and discuss 2022 strategies and initiatives that help our customers shape the future of their business Majesco, a global leader of cloud insurance software solution for insurance business transformation, announced the successful completion of its second annual Strategic Partner Summit......
LeaseLock Hits $3 Billion In Leases Insured
InsurTech News

LeaseLock Hits $3 Billion In Leases Insured

Fintech News Desk
by Fintech News Desk0
Insurtech increases housing accessibility for renters by replacing deposits across portfolios -LeaseLock, the world’s leading insurtech provider for real estate, announced a milestone achievement of $3 billion in leases insured for residential apartment homes. The milestone comes after the company experienced 400% growth in homes on platform over 2021, signaling accelerated......
Oxford Finance’s Leveraged Lending Group Closes More Than $1.4 BN of Capital Commitments in 2021
Finance Lending News

Oxford Finance’s Leveraged Lending Group Closes More Than $1.4 BN of Capital Commitments in 2021

Fintech News Desk
by Fintech News Desk0
$1.4BN+ in New Capital Commitments 20 New Platform Transactions 7 Upsizes with Existing Borrowers Oxford Finance LLC (“Oxford”) is a leading provider of capital for growth and development to life sciences and healthcare services companies worldwide. Latest Fintech Insights: Savvymoney Announces $45 Million Growth Investment Led By Spectrum Equity We are......
Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as Vice President, Client Relationship Manager
Finance News

Magnus Financial Group Announces Jonathan Rodriquez Has Joined the Firm as VP, Client Relationship Manager

Fintech News Desk
by Fintech News Desk0
Magnus Financial Group LLC is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager Magnus Financial Group LLC  is pleased to announce that Jonathan Rodriquez has joined the firm as Vice President, Client Relationship Manager. Prior to joining Magnus, Jonathan was a Portfolio......
1