Search Results for: equity

NewRetirement-Raises-$20-Million-in-Series-A-Funding-to-Scale-Enterprise-Partnerships-and-Increase-Access-to-Comprehensive-Financial-Planning
Finance Fintech News

NewRetirement Raises $20 Million in Series A Funding to Scale Enterprise Partnerships and Increase Access to Comprehensive Financial Planning

Business Wire
The round was led by Allegis Capital and joined by Ulu Ventures, Nationwide Ventures, Fin Capital, Frontier Venture Capital, Cameron Ventures, Marin Sonoma Impact Ventures, Northwestern Mutual Future Ventures, Plug and Play Ventures and Motley Fool Ventures, bringing the company’s total funding to $20.8 million. NewRetirement, a comprehensive, digital-first financial......
Across Europe Retail Investor Voting Activity is Growing, According to New Broadridge Whitepaper
Investment Services News

Across Europe Retail Investor Voting Activity is Growing, According to New Broadridge Whitepaper

PR Newswire
Increased retail investor engagement as a result of the evolving market and regulatory framework Global Fintech leader Broadridge Financial Solutions, announced its latest whitepaper on the trends driving the proxy voting and corporate governance activities of retail investors throughout Europe. The whitepaper, The Continued Empowerment of the Retail Shareholder, looks at how ongoing......
CI Global Asset Management Announces Securityholder Approval of Fund Mergers and Other Product Changes
Finance Fintech News

CI Global Asset Management Announces Securityholder Approval of Fund Mergers and Other Product Changes

Business Wire
CI GAM is renaming the CI Personal Portfolios and significantly reducing their combined management and administration fees. CI Global Asset Management (“CI GAM”) announces it has received securityholder approval for a series of enhancements to its product lineup, including the merger of 11 mutual funds into other mutual funds and changes......
ICD 2024 Client Survey Shows Companies Grappling with Counterparty Concentration Risk
Investment Services News

ICD 2024 Client Survey Shows Companies Grappling with Counterparty Concentration Risk

PR Newswire
A year out from the spectacular failure of Silicon Valley Bank, turmoil in the banking sector still plagues corporations in the Americas and EMEA, according to a newly released survey of 157 treasury professionals responding to the annual client survey of ICD, an institutional investment technology provider. According to the 2024 ICD......
Xponance Alts Solutions Announces Strategic Investment in The Copia Group
Investment Services News

Xponance Alts Solutions Announces Strategic Investment in The Copia Group

PR Newswire
This partnership provides Copia with the financial strength and resources of XAlts to further grow and diversify its investment platform, enhance its capabilities in private credit investing, and expand its team and industry relationships. Xponance Alts Solutions (“XAlts”), a subsidiary of Xponance Inc, announced that it has entered into a......
Unicoin Launches Its Primary Offering on U.S. Regulated INX.One Trading Platform
Fintech News Trading

Unicoin Launches Its Primary Offering on U.S. Regulated INX.One Trading Platform

PR Newswire
Unicoin’s primary offer is available for $.50 to potential U.S. accredited investors and all non-U.S. investors, including retail and institutional investors. The INX Digital Company, a US-regulated broker-dealer, ATS, and transfer agent, announced the official launch of the Unicoin security token on its trading platform. Unicoin’s primary offer is available......
Fifth Third Bank Moving to ICE’s End-to-End Mortgage Ecosystem to Improve Customer Experience
Banking Fintech News

Fifth Third Bank Moving to ICE’s End-to-End Mortgage Ecosystem to Improve Customer Experience

Business Wire
Fifth Third will also incorporate multiple ICE data and analytics solutions to help mitigate risk, identify opportunities, and gain crucial insights to support data-driven decision making. Intercontinental Exchange, Inc., a leading global provider of technology and data, today announced that Fifth Third Bank will move its origination and servicing operations......
GTCR Completes Acquisition of Cloudbreak Health
Investment Services News

GTCR Completes Acquisition of Cloudbreak Health

PR Newswire
Monroe and Barings provided debt financing support for the transaction. Kirkland & Ellis LLP provided legal counsel. Stifel and Moelis & Company served as financial advisors to GTCR. GTCR, a leading private equity firm, announced that it has closed the acquisition of Cloudbreak Health (“Cloudbreak” or “the Company”), a leading......
KeyCorp and Blackstone Credit & Insurance Announce Forward Flow Origination Partnership
InsurTech News

KeyCorp and Blackstone Credit & Insurance Announce Forward Flow Origination Partnership

PR Newswire
Blackstone and Key closed a transaction on a seed portfolio of middle market fund finance facilities. KeyCorp announced a forward flow origination partnership with Blackstone Credit & Insurance (“Blackstone”) focused on Key’s Specialty Finance Lending (SFL) group. SFL is a leading asset-based lender serving clients nationally across middle market, growth capital, transportation,......
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