Search Results for: Investment Management

RBFCU Wealth Management Welcomes The Garner Davis Group
Investment Services News

RBFCU Wealth Management Welcomes The Garner Davis Group

PR Newswire
by PR Newswire0
The Garner Davis Group recently joined RBFCU Wealth Management, a financial advisory practice of Ameriprise Financial Services, LLC. The team is led by Financial Advisors and Managing Partners Wes Garner, CRPC, APMA and Bethany Davis. Together, they have over 39 years of financial services experience. Through RBFCU Wealth Management, Garner and Davis......
Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
by Business Wire0
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
Investment Services News

Merger of Leading Wealth Management Firms Launches Wellington Wealth Strategies

Business Wire
by Business Wire0
Indianapolis-based firms The Wellington Group and TrustWealth Strategies join forces with $750 million in combined assets managed The Wellington Group and TrustWealth Strategies today announced an official merger to combine their leading wealth management firms, bringing together two established businesses with a combined $750 million in assets under management. “Since......
Goldman Sachs Asset Management Raises Over $15 Billion for Private Market Secondaries Strategies
Investment Services News

Goldman Sachs Asset Management Raises Over $15 Billion for Private Market Secondaries Strategies

Fintech News Desk
by Fintech News Desk0
Fundraises closed above their original targets, drawing strong interest from institutional and high net worth investors Goldman Sachs Asset Management announced the final closes of its private market secondaries funds, Vintage IX and Vintage Infrastructure Partners. The Vintage Funds, which provide liquidity solutions to private market limited partner investors and general......
CAZ Investments Selects Palantir for its Artificial Intelligence Platform (AIP)
Artificial Intelligence Investment Services News

CAZ Investments Selects Palantir for its Artificial Intelligence Platform (AIP)

Business Wire
by Business Wire0
CAZ Investments (“CAZ”), a Houston-based investment manager, and Palantir Technologies, a leading builder of operating systems for the modern enterprise, announced a 5-year partnership for Palantir to provide its Artificial Intelligence Platform (AIP) in support of CAZ’s growth and innovation. Read More About Fintech Interview: Global Fintech Interview with Randall Tidwell,......
OneStream Innovations Increase Speed to Insights Across Financial Performance Management, Operational Planning & Analytics
Fintech News

OneStream Innovations Increase Speed to Insights Across Financial Performance Management, Operational Planning & Analytics

Business Wire
by Business Wire0
OneStream Software, a leader in corporate performance management (CPM) solutions for advancing financial close, consolidation, reporting, planning and forecasting, announced several key innovations designed to increase end-user speed to insights across Financial Performance Management, Operational Planning & Analytics and Forecasting processes at its 2023 Splash Berlin Global User Conference and Partner Summit.......
Cloudinary Introduces Nexus, a Free AI-Powered Digital Asset Management Solution for SMBs and Teams
Digital Asset Management News

Cloudinary Introduces Nexus, a Free AI-Powered Digital Asset Management Solution for SMBs and Teams

Business Wire
by Business Wire0
Cloudinary, the image and video platform that powers many of the world’s top brands, extends its asset management suite with the launch of Cloudinary Nexus, a digital asset management (DAM) solution built explicitly for small and medium-sized businesses (SMBs). Available now with free and paid tiers, the new AI-enabled solution......
Gurucul Announces Partner Program Enhancements and Substantial Investments to Accelerate Partner-First Sales Motion
Investment Services News

Gurucul Announces Partner Program Enhancements and Substantial Investments to Accelerate Partner-First Sales Motion

Business Wire
by Business Wire0
Unified AI-powered TDIR platform provides high-margin and service-rich opportunities for Partners Gurucul, the most visionary Next-Gen SIEM provider, announced major upgrades to the Gurucul Partner Program as part of its commitment to a Channel-First sales motion. The enhancements improve the ability for Gurucul and its selling partners to co-develop and......
Build Asset Management Debuts Bitcoin-Backed Private Credit Fund in Partnership with Unchained
Fintech News Risk Management

Build Asset Management Debuts Bitcoin-Backed Private Credit Fund in Partnership with Unchained

Business Wire
by Business Wire0
 Accredited investors and institutions can now access a new private credit solution that holds short-duration, senior secured, over-collateralized consumer and business loans providing potentially attractive yield Build Asset Management, an investment manager focused on income and risk mitigation in public and private credit markets, announces the launch of the Build Secured......
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