Search Results for: Wealth management

Kestra Investment Management Reaches $1 Billion in Assets Under Management
Investment Services News

Kestra Investment Management Reaches $1 Billion in Assets Under Management

Business Wire
by Business Wire0
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios. “Our portfolio management......
Bluespring Wealth Partners Announces Partnership with Christopher Street Financial
Finance Fintech News

Bluespring Wealth Partners Announces Partnership with Christopher Street Financial

Business Wire
by Business Wire0
New York City-based wealth management firm gains additional resources, visibility, and support of strategic partner Industry-leading acquirer and partner of best-in-class wealth management firms, Bluespring Wealth Partners, LLC (Bluespring), announced the acquisition of Christopher Street Financial, a Manhattan-based investment firm whose financial professionals provide financial planning and oversee approximately $700 million in......
Altana Wealth Selects Edgefolio to Grow AUM and Deliver an Excellent Investor Experience.
Investment Services News

Altana Wealth Selects Edgefolio to Grow AUM and Deliver an Excellent Investor Experience.

PR Newswire
by PR Newswire0
The firm will leverage FundPortal to scale marketing and drive investment across its innovative and niche strategies Edgefolio Group announced that Altana Wealth, a London and Monaco-located fund management company, is live on FundPortal, Edgefolio’s all-in-one fund marketing and investor relations platform for fund managers. Altana will now benefit from a gated investor portal,......
First Citizens Wealth Launches New Wealth Advisory Team to Serve Individuals and Institutions in Southern California
Finance Fintech News

First Citizens Wealth Launches New Wealth Advisory Team to Serve Individuals and Institutions in Southern California

PR Newswire
by PR Newswire0
First Citizens Wealth launched a new wealth advisory business with a team of advisors across Southern California to better serve individuals, families, and institutions in growing, managing, and preserving their wealth. Led by regional executive Art Saldivar, a financial services veteran, the Southern California team consists of seven experienced financial professionals working from three......
OKX Wallet Now Integrated with Teahouse Finance, a DeFi Asset Management Platform
DeFi Finance News

OKX Wallet Now Integrated with Teahouse Finance, a DeFi Asset Management Platform

GlobeNewswire
by GlobeNewswire0
OKX Wallet is now integrated with Teahouse Finance, a DeFi asset management platform dedicated to secure and flexible wealth management. With this integration, users can access Teahouse Finance’s solutions via web extension, including its HighTable NFTs which serve as exclusive passes to Teahouse strategy vaults. Latest Fintech Interview : Global Fintech Interview with Ivan Matviak, Executive......
Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS
Investment Services News

Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS

Business Wire
by Business Wire0
Introduction of structured note SMAs helps Mariner Wealth Advisors scale its alternative investment offerings through CAIS’ best-in-class technology CAIS, the leading alternative investment platform for independent financial advisors, announced that it will introduce the independent wealth channel to Mariner Wealth Advisors’ separately managed accounts (SMAs) capabilities for structured notes. Mariner......
Tri Ri Asset Management Announces Final Close Of Oversubscribed VC Fund At $142 Million
Investment Services News

Tri Ri Asset Management Announces Final Close Of Oversubscribed VC Fund At $142 Million

Business Wire
by Business Wire0
Tri Ri Asset Management (“TRAM”), a New York based Asset Manager, has announced the final close of its flagship $142m TRAM Venture Fund (“TRAM VF” or “the fund”), which closed at its ‘hard cap’. The successful fundraising is a testament to Tri Ri’s strategy, past performance in alternative assets and strong......
Bitget Elevating Digital Asset Management for Global Investors with CoinStats Partnership
Cryptocurrency News Trading

Bitget Elevating Digital Asset Management for Global Investors with CoinStats Partnership

Business Wire
by Business Wire0
Bitget, top crypto derivatives and copy trading platform, unveils its latest alliance with CoinStats, a renowned crypto portfolio tracker, to reshape the way investors manage their burgeoning digital assets. Latest Fintech Interview Global Fintech Interview with Will Tumulty, CEO at Rapid Finance In an era where cryptocurrencies are solidifying their position in......
Bluespring Wealth Partners Announces Leadership Changes Designed to Drive Further Company Growth
Finance News

Bluespring Wealth Partners Announces Leadership Changes Designed to Drive Further Company Growth

Business Wire
by Business Wire0
New appointments and additions to the team support its business imperative of empowering advisor success Bluespring Wealth Partners, LLC (Bluespring), an industry-leading acquirer and partner of best-in-class wealth management firms, announced several changes and additions to its leadership team, designed to support the organization’s mission of empowering growth for best-in-class wealth......
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