Search Results for: Portfolio Management

Broadridge to Distribute TIFIN's Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors
Fintech News

Broadridge to Distribute TIFIN’s Suite of Wealth Management Solutions, Accelerating Growth for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Follows Broadridge’s investment in TIFIN’s Series B round in April To better help financial advisors and wealth management clients accelerate growth, Broadridge Financial Solutions, a global Fintech leader, and TIFIN, announced that Broadridge will integrate and distribute a broad range of TIFIN’s Fintech wealth solutions that enable advisors to create hyper-personalized solutions for......
DeFi Technologies Updates Venture Portfolio for Shareholders - 255% ROI In 6 Months
Digital Finance Fintech News

DeFi Technologies Updates Venture Portfolio for Shareholders – 255% ROI In 6 Months

Fintech News Desk
by Fintech News Desk0
Over the course of six months DeFi Technologies Inc. has invested US$477,500 into respective DeFi portfolio projects with a current value of US$1,693,324 (255% return) Sovryn – Over $50M in assets locked in the system with over $1B SOV staked in governance. Closed a $10M investment round led by Pomp Investments Saffron Finance – ROI is up around 52% since the initial investment,......
Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus
Digital Fintech News

Equisoft Continues Global Expansion With UK Acquisition of Investment and Pension Management Solutions Provider Altus

Fintech News Desk
by Fintech News Desk0
The acquisition provides Equisoft with strategic product capabilities and complementary expertise within the European financial services market Equisoft, a leading global digital solutions provider to the financial industry, is proud to announce the acquisition of UK-based financial services firm Altus. Located in Bath, U.K., Altus’ suite of products and deep market......
EbixCash Financial Technologies Features in the Leaderboard for Private Banking & Wealth Management in the IBS Sales League Table 2021
Banking E-commerce News

EbixCash Financial Technologies Features in the Leaderboard for Private Banking & Wealth Management in the IBS Sales League Table 2021

Fintech News Desk
by Fintech News Desk0
EbixCash Private Limited, a subsidiary of Ebix, Inc., a leading international supplier of On-Demand software and E-commerce services to the insurance, financial, healthcare and e-learning industries announced that MoneyWare®, its flagship product for wealth and asset management, has been awarded the Leaderboard position in the IBS Sales League table for......
J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital
Banking Fintech Investments News

J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital

Fintech News Desk
by Fintech News Desk0
Firm hires two new Managing Partners, Christopher Dawe and Osei Van Horne, to lead new growth equity initiatives J.P. Morgan Asset Management announced the launch of J.P. Morgan Private Capital, which includes a new growth equity investment arm and an existing private debt business, committed to providing customized solutions for......
Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership
Investments News

Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Criptonite AM, an innovative Swiss wealth management company, announced its strategic partnership with Wave Financial (Wave), a SEC regulated digital asset investment manager founded in 2018 with over $500 million in assets under management. The partnership will bring together the experience of traditional Swiss wealth management and the technology focus of one of......
Horizon Technology Finance Management Announces Executive Promotions and New Hires
Fintech Investments News Risk Management

Horizon Technology Finance Management Announces Executive Promotions and New Hires

Fintech News Desk
by Fintech News Desk0
Horizon Technology Finance Management LLC, a registered investment advisor that underwrites and manages secured loans made to companies in the technology, life science, healthcare information and services, and sustainability industries, and the manager and advisor for Horizon Technology Finance Corporation, announced several promotions and new hires across the organization. “A......
Citi Continues to Expand Its Impact Fund Portfolio with Five New Investments
Banking Finance Fintech News

Citi Continues to Expand Its Impact Fund Portfolio with Five New Investments

Fintech News Desk
by Fintech News Desk0
More than Half of Fund’s Total Investments are in Minority-Owned and Women-Owned Companies Citi announced its next round of investments through the Citi Impact Fund, a $200 million fund launched in 2020 to invest in companies that are addressing some of the biggest societal challenges. The new companies included in......
Abaxx Technologies Inc. Announces Additions to Executive Management and Market Structure Advisory Leads
Fintech News

Abaxx Technologies Inc. Announces Additions to Executive Management and Market Structure Advisory Leads

Fintech News Desk
by Fintech News Desk0
Abaxx Technologies Inc.,, a financial software (fintech) company, majority shareholder of Abaxx Singapore Pte. Ltd., the Abaxx Commodity Exchange (ACX), and producer of the SmarterMarkets™ Podcast, announces that Wes Fulford has been appointed to serve as interim Chief Financial Officer and Celine Tan has been appointed Financial Controller of Abaxx Singapore, effective June......
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