Search Results for: Investment Management

Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program
Investment Services News

Maps Credit Union Selects Ameriprise Financial to Manage its Investment Program

Business Wire
by Business Wire0
Partnership gives Maps Credit Union clients access to impressive suite of solutions and services offered by Ameriprise Financial Ameriprise Financial  announced Maps Credit Union, a member-owned financial cooperative with more than $1.3 billion in assets, has transitioned its investment program to the Ameriprise Financial Institution Group (AFIG) from CUSO Financial......
Certa Raises Oversubscribed $35 Million Series B to Further Reduce Third-Party Management Friction
Investment Services News

Certa Raises Oversubscribed $35 Million Series B to Further Reduce Third-Party Management Friction

Business Wire
by Business Wire0
Led by Fin Capital and Vertex Ventures SEAI, funding will help bolster go-to-market engine, deploy next-gen technologies, and expand into high-demand markets The all-in-one third-party management platform, Certa, announced it has raised a 2x oversubscribed Series B led by Fin Capital, and Vertex Ventures Southeast Asia and India, with participation from Tru Arrow Partners.......
Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management
Finance Fintech News

Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management

PR Newswire
by PR Newswire0
Financial Resources Group Investment Services, LLC announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial Group. “We are excited to welcome the teams at......
Momnt Announces New $15 Million Investment, Continues to Drive Fintech Innovation
Digital Payments Fintech News

Momnt Announces New $15 Million Investment, Continues to Drive Fintech Innovation

Business Wire
by Business Wire0
Momnt has closed its latest capital raise, totaling $15 million led by TruStage Ventures with a new investment from a fund within Rockefeller Asset Management Momnt, a leading fintech company specializing in real-time lending and payment solutions for businesses, is announcing the closing of its latest capital raise, totaling $15......
Brillio Announces Investment by The Orogen Group
Fintech Investment Services News

Brillio Announces Investment by The Orogen Group

PR Newswire
by PR Newswire0
Partnerships with The Orogen Group and existing investor Bain Capital Private Equity to help Brillio further accelerate growth and innovation Brillio, a leading digital transformation services and solutions provider, announced a significant milestone in its growth journey with the addition of The Orogen Group as a strategic investor. The investment brings......
Alliance Resource Partners, L.P. Announces $25 Million Strategic Investment in Ascend Elements
Investment Services News

Alliance Resource Partners, L.P. Announces $25 Million Strategic Investment in Ascend Elements

Business Wire
by Business Wire0
Alliance Resource Partners, L.P. announced that it has invested $25 million in Ascend Elements, Inc. (“Ascend Elements”), a U.S.-based manufacturer and recycler of sustainable, engineered battery materials for electric vehicles, as part of its $460 million Series D funding round. This capital, combined with $480 million in total grants awarded......
Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors
Investment Services News

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Business Wire
by Business Wire0
Leading private markets platform introduces a collaborative model for custom multi-manager private market funds, elevating advisor offerings Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables......
Boosted.ai Announces Boosted Insights 3.0 - Generative AI Combined With Finance-Specific Algorithms to Supercharge Investment Manager’s Productivity
Investment Services News

Boosted.ai Announces Boosted Insights 3.0 – Generative AI Combined With Finance-Specific Algorithms to Supercharge Investment Manager’s Productivity

Business Wire
by Business Wire0
Boosted.ai launches its most all-encompassing update yet – combining generative AI with its finance-specific algorithms – to save investment managers time, reduce their risk and help make data-driven decisions Boosted.ai, makers of the Boosted Insights platform for investment managers, announced the release of Boosted Insights 3.0, the most powerful update......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
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......
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