Search Results for: Investment Management

Keystone Agency Partners Brings in Flexpoint Ford as Investment Partner
InsurTech Investment Services News

Keystone Agency Partners Brings in Flexpoint Ford as Investment Partner

Fintech News Desk
by Fintech News Desk0
Investment to support Bain Capital-backed partnership’s growth and M&A strategy Keystone Agency Partners, a rapidly growing insurance brokerage platform, announced it has received a significant preferred equity investment from Flexpoint Ford Asset Opportunity Fund II. The investment will further enable KAP to execute its growth strategy and fund the expansion......
FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions
Investment Services News

FNZ to acquire YieldX, Accelerating the Personalization of Wealth Management Solutions

Fintech News Desk
by Fintech News Desk0
Financial institutions, advisors and their clients will benefit from the combination of FNZ’s full service, end-to-end platform, and YieldX’s market leading fixed income portfolio management technology FNZ, the global wealth management platform, has agreed to acquire YieldX, a U.S.-based provider of fixed income portfolio management technology, optimization services and direct......
SafeGuard Asset Management’s New CORE ONE Fund Seeks to Help Investors Navigate Market Uncertainty
News Risk Management

SafeGuard Asset Management’s New CORE ONE Fund Seeks to Help Investors Navigate Market Uncertainty

Fintech News Desk
by Fintech News Desk0
Safeguard Asset Management, announced the launch of the SafeGuard CORE ONE Fund. Designed to provide investors with an all-weather strategy for investing through full market cycles, the Fund seeks to deliver capital appreciation in both rising and falling markets, with the goal of minimizing downside volatility. “With market volatility and......
Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System
Finance Investment Services News

Andes Wealth Technologies Announces Patent on Investor Profiling and Behavioral Risk Management System

Fintech News Desk
by Fintech News Desk0
Andes Wealth Technologies, the first company to combine behavioral finance and risk analytics, empowering financial advisors to differentiate, satisfy Reg BI, and deliver hyper-personalized services, announces that the U.S. Patent and Trademark Office has approved the patent application of Helen Yang, its founder and CEO, titled Investor Profiling and Behavioral Risk......
B2B Blockchain News

IPwe Launches Smart Intangible Asset Management–SaaS Solution For IP Valuation, Management, And Transactions

Fintech News Desk
by Fintech News Desk0
IPwe Inc., a global innovation leader in AI and blockchain-based IP analytics software and services, announced the official launch of its Smart Intangible Asset Management (SIAM) platform today in Davos, Switzerland, during the week of the World Economic Forum. SIAM is a comprehensive SaaS solution—utilizing world-renowned IP datasets from Clarivate and......
GTCR Becomes Signatory to United Nations-Supported Principles for Responsible Investment
Investment Services News

GTCR Becomes Signatory to United Nations-Supported Principles for Responsible Investment

Fintech News Desk
by Fintech News Desk0
GTCR, a leading private equity firm, announced that it has become a signatory of the United Nations-supported Principles for Responsible Investment. The UN-supported PRI is recognized as the leading global network for investors which are committed to integrating Environmental, Social and Governance (“ESG”) considerations into their investment practices and ownership......
Cryptocurrency Digital Asset Management News

Metalpha Technology Holding Limited To Expand Its Presence In Digital Asset Wealth Management

Fintech News Desk
by Fintech News Desk0
Dragon Victory International Limited announces it has officially changed its name to Metalpha Technology Holding Limited. The Company has also successfully completed restructuring with Antalpha Technologies Limited. Upon completion of the reorganization, Metalpha Limited (“Metalpha”) will become a wholly-owned subsidiary of the Company. Established in 2021, Metalpha is a leading digital assets wealth management......
KBW Bolsters European Investment Banking Franchise
Banking Fintech News

KBW Bolsters European Investment Banking Franchise

Fintech News Desk
by Fintech News Desk0
Alistair McKay Named Head of European Investment Banking; Additional Managing Director Hires Announced Keefe, Bruyette & Woods, Inc., a leading specialist investment bank to the financial services and fintech sectors, and a wholly owned subsidiary of Stifel Financial Corp., named Alistair McKay as Head of European Investment Banking. In addition,......
McNally Capital Announces Investment in Xcelerate Solutions
Investment Services News

McNally Capital Announces Investment in Xcelerate Solutions

Fintech News Desk
by Fintech News Desk0
McNally Capital and Nio Advisors Complete Platform Investment in Xcelerate Solutions, a Provider of End-to-End National Security Advisory Services McNally Capital, a lower middle-market private equity firm focused on founder and family-owned businesses, is pleased to announce an investment in Xcelerate Solutions. Xcelerate is a leading defense and national security......
SES Secures €300 Million Financing from European Investment Bank
Finance News

SES Secures €300 Million Financing from European Investment Bank

Fintech News Desk
by Fintech News Desk0
Satellites to deliver high-speed broadband and reliable IP-based streaming services across Europe, in line with the EU Gigabit Society targets The European Investment Bank (EIB), the financing institution of the European Union, and leading global content connectivity solutions provider SES announced details of their €300 million financing agreement at a......
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