Search Results for: investment advisor

RiskFirst Targets North America Growth With Hire of Former PBGC CEO
Fintech Funding Fintech Radar News

RiskFirst Targets North America Growth With Hire of Former PBGC CEO

Fintech News Desk
by Fintech News Desk0
CEO Charles Millard Joins Riskfirst as the Fintech Firm Further Expands Its Presence and Db Pensions Capabilities in the USA and Canada. Fintech company RiskFirst (A Moody’s Analytics Company) has appointed Charles Millard to develop its North American defined benefit (DB) pensions client base, which includes pension plans, consultants and......
Dana D'Auria, CFA, Joins Envestnet as Co-CIO
Fintech News

Envestnet and Invesco Introduce Model Portfolios that Blend Active and Passive Management

Fintech News Desk
by Fintech News Desk0
Envestnet | PMC and Invesco introduced seven new model portfolios — now available on the Envestnet platform — that optimize the advantages of both active and passive fund management. By pairing high-performing mutual funds from Invesco with portfolio construction and asset allocation led by experts at Envestnet | PMC, the......
Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform
Banking News

Secfi Secures $550M from Serengeti Asset Management To Launch “Pre-Wealth Management” Financing Platform

Fintech News Desk
by Fintech News Desk0
The New Funds Will Expand Secfi’s Options Financing Product, Helping More Startup Employees Manage Their Wealth From Offer to IPO Secfi, the first pre-wealth management platform helping startup employees navigate financial decisions from offer to IPO, announced they have secured a $550 million investment facility from Serengeti Asset Management. The......
Payments Powerhouse Secures Senior Capital and Rebrands as Boom Commerce with Focus on Integrated Payments and Strategic Acquisitions
Banking Fintech News

Payments Powerhouse Secures Senior Capital and Rebrands as Boom Commerce with Focus on Integrated Payments and Strategic Acquisitions

Fintech News Desk
by Fintech News Desk0
Leading payment processing company National Payment Systems has expanded its executive team and rebranded as Boom Commerce dedicated to providing merchants and partners with cutting edge payment technology and other software and hardware solutions. The Boom brand affirms the company’s commitment to the growth and success of its merchants and......
Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions
Banking Mobile Banking News

Datafaction Selects Private Client Resources (PCR) to Support its Data Management Solutions

Fintech News Desk
by Fintech News Desk0
Combination Provides Automated Data Aggregation Across Hundreds of Financial Institutions and Fund Managers Directly to an End-To-End Accounting Platform Datafaction, a leader in financial accounting and secure bill pay solutions designed specifically for firms that service Ultra High Net Worth (UHNW) families and individuals, announces a collaboration with Private Client Resources (PCR), the leading......
Grayscale Bitcoin Trust Announces Resumption of Private Placement
Cryptocurrency Investment Services News

Grayscale Bitcoin Trust Announces Resumption of Private Placement

Fintech News Desk
by Fintech News Desk10
Grayscale Investments, the world’s largest digital currency asset manager and sponsor of Grayscale Bitcoin Trust announced that the Trust will resume the private placement of its shares. The Trust’s private placement is offered on a periodic basis throughout the year and is now currently available to accredited investors for daily......
DigiPlex Recognised for Financial Innovation and Transformation
Banking Fintech News

DigiPlex Recognised for Financial Innovation and Transformation

Fintech News Desk
by Fintech News Desk5
DigiPlex, the Nordic leader for innovative, secure and sustainable data centres, has been shortlisted for two prestigious Finvest awards. Winners will be announced in Zurich on 13th February 2020. The Finvest awards are the first truly global awards for the financers, legal experts and advisory firms in the data centre, cloud and edge......
Bill Moretti, Industry Leader in Structured Finance and Fintech Joins RiskSpan to Lead Innovation Lab
Banking Capital Markets Fintech News

Bill Moretti, Industry Leader in Structured Finance and Fintech Joins RiskSpan to Lead Innovation Lab

Fintech News Desk
by Fintech News Desk7
Bill Moretti, an industry leader at the intersection of structured finance, financial technology, and portfolio management, has joined RiskSpan as a Senior Managing Director and head of its SmartLink innovation lab. Over the course of his two-decade tenure as a senior investment executive with MetLife, Bill became recognized as an......
Brewer Lane Ventures Launches and Hires Insurtech Vet Martha Notaras as Managing Partner
Banking Capital Markets News

Brewer Lane Ventures Launches and Hires Insurtech Vet Martha Notaras as Managing Partner

Fintech News Desk
by Fintech News Desk0
Founded by Former Chief Investment Officer of New York Life, John Kim, Brewer Lane Ventures Is a Fund Focused on Investing in Early-Stage Insurtech and Fintech Startups Brewer Lane Ventures, a new venture capital firm focused on investing in the insurtech and fintech industries, announced it has brought on Martha......
New10 Partners with Vonage to Transform Contact Centre and Deliver a White Glove Customer Experience
Business Fintech News

New10 Partners with Vonage to Transform Contact Centre and Deliver a White Glove Customer Experience

Fintech News Desk
by Fintech News Desk0
Vonage , a global business cloud communications leader,  announced that New10 has selected its contact centre solution to better serve its customer-base by delivering exceptional experiences. Based in the Netherlands, New10 is a financial services company which helps entrepreneurs to finance their plans and ambitions for growth. Offering a fully......
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