Search Results for: portfolio management

Industry Veterans Join PatientFi Amidst Breakout Growth
Fintech News

Industry Veterans Join PatientFi Amidst Breakout Growth

Fintech News Desk
PatientFi, the point-of-sale financial technology company that makes elective healthcare more affordable for patients, welcomes two patient financing veterans—Tim Belmonte joins as Senior Vice President, Sales and New Market Development and Jon Roberts as Senior Vice President, Risk and Data Analytics. Latest Fintech Insights: CoinShares Announces Free-To-Trade and Savings Plan Agreements......
Complete Spectrum Becomes CS Brand Group
Fintech News

Complete Spectrum Becomes CS Brand Group

Fintech News Desk
Brand Evolution Announced as Specialized Firm Continues Growth CS Brand Group, the leading boutique firm focused on B2B branding for private equity funds and their portfolio companies, announced a brand refresh that includes a new name, overhauled website, and updated visual identity. The evolution better aligns with the organization’s specialized......
Envestnet Insurance Exchange Powered By Collaboration Between FIDx & SIMON
Fintech News

Envestnet Insurance Exchange Powered By Collaboration Between FIDx & SIMON

Fintech News Desk
FIDx & SIMON to Integrate to Deliver a Unified Platform Experience for Annuities, Simplifying Income & Protection Solutions for Client Portfolios Envestnet, Inc. announces the advancement of its Envestnet Insurance Exchange through a new collaboration between Fiduciary Exchange LLC (FIDx) and SIMON Markets LLC, which will establish a unified platform......
InvestorsObserver Adds Cryptocurrency Analysis
Cryptocurrency Investment Services News

Investors Observer Adds Cryptocurrency Analysis

Fintech News Desk
InvestorsObserver, trusted by retail investors around the globe for intuitive stock analysis and unbiased news, has added cryptocurrency analysis to the IO platform. Latest Fintech Insights: Kueski, One of the Largest BNPL Providers in Latin America, has Closed Over US$200M in Financing, Led by StepStone Group and Victory Park Capital Building on the......
Matrixport Enables Smarter Bitcoin Trades at Favourable Rates With Industry-First ‘Buy Below Market’ and ‘Sell-Above Market’ Offerings
Cryptocurrency News

Mercado Pago Launches Service for Buying, Selling and Holding Cryptocurrencies in Brazil

Fintech News Desk
Mercado Pago is the first fintech to provide cryptocurrency access to a base of millions of Brazilians, including those without bank accounts, with transactions starting at R$ 1 Through a free account and simple experience, users will be able to transact with Bitcoin, Ethereum and the USDP stablecoin. Mercado Pago account......
Parsonex Enterprises Announces Plans to Merge Four Broker Dealers
Fintech News

Parsonex Enterprises Announces Plans to Merge Four Broker Dealers

Fintech News Desk
Liberty Partners Financial Services and Modern Capital Securities Join Forces with Parsonex to Enhance Services for Financial Representatives and Clients. Parsonex Enterprises announced plans to merge its two broker dealers with Modern Capital Securities and Liberty Partners Financial Services, pending approval by regulators.  The combined firm will have approximately $1.5 billion of......
E78 Partners Receives Investment from Further Global
Investment Services News

E78 Partners Receives Investment from Further Global

Fintech News Desk
Capital supports E78’s growth plans and enhances ability to serve clients E78 Partners, a fast-growing provider of finance, accounting and technology solutions to the private capital industry, announced that funds advised by Further Global Capital Management, a private equity firm focused on financial services businesses, have made an investment in......
Fund Manager RFP Opens for Mission-Driven Bank Fund
Banking Fintech News

Fund Manager RFP Opens for Mission-Driven Bank Fund

Fintech News Desk
Microsoft Corp, and Truist Financial Corporation, as anchor investors in the Mission-Driven Bank Fund, on announced the issuance of a request for proposal (RFP) to identify qualified candidates to manage the fund on behalf of investors. The RFP submission period will be open. Latest Fintech Insights: Kueski, One of the Largest BNPL......
Harbour BioMed Appoints Mr. Weihao Xu as Chief Strategy Officer
Capital Markets News

Harbour BioMed Appoints Mr. Weihao Xu as Chief Strategy Officer

Fintech News Desk
Harbour BioMed s pleased to announce the appointment of Mr. Weihao Xu as Chief Strategy Officer (CSO), who will base in San Francisco. Mr. Xu will be the Global Head of Business Development and Corporate Development, responsible for developing and executing strategy for partnership and corporate investment, building innovation capabilities as......
Chesapeake Energy Corporation Announces $1 Billion Common Stock And Warrant Repurchase Authorization
Capital Markets News

Chesapeake Energy Corporation Announces $1 Billion Common Stock And Warrant Repurchase Authorization

Fintech News Desk
Chesapeake Energy Corporation announced that its Board of Directors has authorized the repurchase of up to $1 billion in aggregate value of its common stock and/or warrants from time to time. The repurchase authorization permits Chesapeake to make repurchases on a discretionary basis as determined by management, subject to market conditions, applicable legal......
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