Search Results for: Portfolio Management

Yieldstreet Prism Fund is Open to Non-Accredited Investors
Business Fintech News

Yieldstreet Launches New Private Business Credit Vertical

Fintech News Desk
by Fintech News Desk0
Expands the range of innovative capital deployment to new markets Yieldstreet, the digital wealth management platform, announced continued growth today with the launch of a new asset class vertical, Private Business Credit. The new vertical becomes Yieldstreet’s fifth asset class, along with its Real Estate, Legal, Marine, and Art verticals. Read......
Orion Partners with State Street Global Advisors to Expand Investment Program
Fintech Investment Services News

Orion Partners with State Street Global Advisors to Expand Investment Program

Fintech News Desk
by Fintech News Desk0
Renowned Investment Team Brings New Low-Cost Growth Opportunities to Orion Platform Orion Advisor Solutions, the premier provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite of low-cost model portfolios. The partnership provides Orion users,......
Orion Recruits Former Ascensus Executive to Further Expansion Into the 529 Industry
Fintech News

New Proprietary Strategies Aimed At Fight Against Pandemic and Inflation

Fintech News Desk
by Fintech News Desk0
Orion Advisor Solutions, the premier provider of financial advisor technology and enhanced investment solutions, announces the creation of two market-relevant, thematic stock and direct indexing strategies, U.S. Biotechnology and U.S. Metals and Mining, designed and managed through Orion’s SMA portfolio optimization tool, ASTRO. Read More: Fintech Europe Selects Ten Startups......
Charles Schwab Completes Acquisition of Motif's Technology Capabilities
Fintech Investment Services News

Charles Schwab Completes Acquisition of Motif’s Technology Capabilities

Fintech News Desk
by Fintech News Desk0
The Charles Schwab Corporation (“Schwab”) announced that it has completed the asset acquisition of Motif’s technology and intellectual property. Motif is a fintech pioneer that has combined breakthrough technology and data science to deliver customized thematic portfolios to investors. In addition to thematic investing, Motif’s technology platform offers the flexibility......
NCR Corp. Names New Chief Financial Officer
Fintech News

NCR Corp. Names New Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Seasoned Financial Executive Timothy C. Oliver Joins NCR NCR Corporation announced Timothy C. Oliver is joining the company as its new Chief Financial Officer effective July 13, 2020. A seasoned corporate finance executive, Oliver brings three decades of experience and a successful record of integrating advanced technologies, transforming portfolios and......
Avalara Expands Partnership with BigCommerce to Automate Sales Tax Calculations for All Merchants
Business Fintech News

Avalara Expands Partnership with BigCommerce to Automate Sales Tax Calculations for All Merchants

Fintech News Desk
by Fintech News Desk0
Avalara, a leading provider of cloud-based tax compliance automation for businesses of all sizes, announced that it has expanded its partnership with BigCommerce, a leading open SaaS ecommerce platforms for fast-growing and established brands. With the new agreement, Avalara is the preferred partner providing BigCommerce customers with a portfolio of......
Satori Capital Invests in Faraday Capital
Business Fintech Investment Services News

Satori Capital Invests in Faraday Capital

Fintech News Desk
by Fintech News Desk0
Satori Capital, a Texas-based investment firm founded on the principles of conscious capitalism, announced an investment and acceleration partnership with Faraday Capital, L.P. Satori, a multi-strategy firm with more than $1 billion in assets under management (“AUM”), completed the $10 million investment as part of its Satori XL Partnership Program,......
Steward Partners Welcomes New Advisory Team in New York
Business Fintech News

Steward Partners Welcomes New Advisory Team in New York

Fintech News Desk
by Fintech News Desk0
New $220 Million Duo Continues the Firm’s Strong Growth This Year Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced that the Reservoir Road Financial Group has joined the firm in New York City. Read More: bitFlyer: Confidence in......
K1 Completes Sale of FMG Suite to Aurora
Business Capital Markets Fintech Investment Services News

K1 Completes Sale of FMG Suite to Aurora

Fintech News Desk
by Fintech News Desk0
Realization represents K1’s second exit during the coronavirus pandemic K1 Investment Management, LLC (“K1”), a leading investment firm focusing on high-growth enterprise software companies, announced that it has completed its sale of FMG Suite, LLC (“FMG Suite”), the category leader in cloud-based marketing automation software for financial services professionals, to Aurora Capital Partners (“Aurora”).......
RecVue Raises $13M Series A to Automate Order-to-Cash Process for Enterprises and Bridge the Gap between CRM and ERP systems
Artificial Intelligence Business Fintech News

RecVue Provides Customers with a Modern and Automated Order-to-Cash Cloud Solution with Over 40% TCO Savings

Fintech News Desk
by Fintech News Desk0
RecVue’s Order-to-Cash Automation Platform is Powered by Oracle Cloud and Now Available in the Oracle Cloud Marketplace RecVue, Inc., a growing next generation order-to-cash automation platform and a member of Oracle PartnerNetwork (OPN), announced that its platform has achieved the Oracle PartnerNetwork Build Expertise: Powered by Oracle Cloud, and is......
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