Search Results for: Strategic Portfolio System

BTIG Franchise Sales Adds FinTech Strategy and Sales Specialist Michael Turner
Fintech News

BTIG Franchise Sales Adds FinTech Strategy and Sales Specialist Michael Turner

Fintech News Desk
BTIG announced that Michael Turner has joined the firm’s Franchise Sales division as a Managing Director and FinTech Strategy and Sales Specialist. Mr. Turner will provide analysis and sales commentary for BTIG’s institutional investor and corporate clients. In his new role with the firm, he will report to Dan Wychulis, Managing......
SAP to Acquire Leading Working Capital Management Company Taulia
Capital Markets Digital Payments News

SAP to Acquire Leading Working Capital Management Company Taulia

Fintech News Desk
SAP SE announced its intent to acquire a majority stake of Taulia, a leading provider of working capital management solutions. The move is aimed at giving companies better access to liquidity and improving their cash flows. The acquisition further expands SAP’s Business Network and strengthens SAP’s solutions for the CFO......
Eaglebrook Advisors Raises $20M in Series A Funding Led by Castle Island Ventures and Brewer Lane Ventures
Fintech Funding Investment Services News

Eaglebrook Advisors Raises $20 Million in Series A Funding Led by Castle Island Ventures and Brewer Lane Ventures

Fintech News Desk
Largest digital asset SMA platform secures venture investment to enhance technology and fuel strategic growth plans Eaglebrook Advisors, Inc., the largest digital asset separately managed account (“SMA”) platform, announced today the close of its $20 million Series A investment led by Castle Island Ventures and Brewer Lane Ventures. Additional investors in......
HSBC Holdings PLC Assigned ESG Evaluation Of 76; Preparedness Strong
Banking News

HSBC Holdings PLC Assigned ESG Evaluation Of 76; Preparedness Strong

Fintech News Desk
S&P Global Ratings assigned HSBC Holdings PLC (HSBC) an ESG Evaluation of 76. The company’s ESG Evaluation is the result of an ESG profile of 71 combined with Strong (+5) preparedness. Higher numbers indicate stronger sustainability in our evaluations. Our ESG Evaluation score of 76 reflects HSBC’s increasing level of development......
Zafin Acquires FINCAD to Accelerate Growth and Offer Leading End-to-End Pricing and Analytics Solutions to Global Financial Institutions
B2B News Risk Management

Zafin Acquires FINCAD to Accelerate Growth and Offer Leading End-to-End Pricing and Analytics Solutions

Fintech News Desk
Transaction underlines Zafin strategy to disrupt pricing in banking, diversify client base, broaden global footprint and enhance market position as a leading B2B fintech provider Zafin, the world’s leading SaaS cloud-native product and pricing platform for banks and credit unions, announced it has acquired FINCAD, a global leader in pricing......
Capintel Partners With Canadian Financial Services Leader Equitable Life to Enhance Experience For Financial Advisors and Customers
Fintech News

Capintel Partners With Canadian Financial Services Leader Equitable Life to Enhance Experience For Financial Advisors and Customers

Fintech News Desk
CapIntel’s partnership with Equitable Life signals accelerated movement within Canadian financial services leaders working with fintech companies to thrive in a digital world. CapIntel, a financial technology (Fintech) company that supports wholesalers and financial advisors in their day-to-day workflow to deliver top-tier client service, announced a partnership with Equitable Life. Leading......
New Standard Equities Closes $157 Million in Transactions
Investment Services Investments News

New Standard Equities Closes $157 Million in Transactions

Fintech News Desk
A frenzy of activity in the final days of 2021 resulted in the firm’s largest acquisition to date and a disposition that produced an IRR of 56.95% New Standard Equities (NSE), a Los Angeles-based, full-service multifamily real estate investment and management firm, closed three major transactions in the final week of......
Green Project Technologies, a SAAS-Based Esg Accounting Platform Serving Private Markets and Supply Chains, Closes Over $1.8mm in Seed Funding
Finance Fintech Funding News

Green Project Technologies, a SAAS-Based Esg Accounting Platform Serving Private Markets and Supply Chains, Closes Over $1.8mm in Seed Funding

Fintech News Desk
Green Project’s all-in-one ESG software leverages targeted API integrations with a company’s existing data systems to cut through the cost and complexity of collecting, processing and reporting ESG data in-house Green Project Technologies, Inc. (“Green Project”), a leading SaaS-based ESG data management and reporting platform for SMEs, portfolio companies and......
Field Pros Direct Is Pleased to Welcome Hunter Moss as He Assumes the Role of President and COO
Capital Markets Fintech News

Field Pros Direct Is Pleased to Welcome Hunter Moss as He Assumes the Role of President and COO

Fintech News Desk
Field Pros Direct (FPD), an industry-leading, tech-enabled claims solution developed to simplify the claims process announced the appointment of Hunter Moss as President and COO. Moss assumed this position in December 2021 and will report to Matt Anderson, Founder and CEO of Field Pros Direct. Latest Fintech Insights: Nexbloc and Arcade Network Partner to Bring Blockchain......
Ten Coves Capital Closes Oversubscribed $293 Million Third Fund
Fintech News

Ten Coves Capital Closes Oversubscribed $293 Million Third Fund

Fintech News Desk
Firm Continues Focus on High Growth FinTech Companies at a Time of Unprecedented Industry Growth Ten Coves Capital, LP (“Ten Coves”), a growth equity firm with an exclusive focus on investments in FinTech companies, announced the closing of its third fund, Ten Coves Capital III, LP (“Fund III”) with total......
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