Search Results for: investment portfolios

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Jiraaf Surpasses INR 1000 Crores In Investments.

Fintech Staff Writer
by Fintech Staff Writer0
Jiraaf was founded by Vineet Agrawal and Saurav Ghosh in September 2021, has positioned itself as a trustworthy fintech platform for alternative fixed-income options, repaying INR 550 cr with no defaults or delays. As of January 2023, Jiraaf, one of India’s fastest-growing high-yield alternative investment platforms, had had a growth......
Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution
Investment Services News

Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution

Fintech News Desk
by Fintech News Desk0
Opto’s next-generation private investment platform will empower RIAs to build customized private markets portfolios using funds from distinguished investment managers Opto Investments, the technology-enabled solution that empowers independent investment advisors to confidently access private markets, announced its strategic relationship with Merchant. The engagement offers Merchant’s partner registered investment advisors (RIAs) access......
Follow Launches with $9 Million in Funding to Build The First Social Investment Platform To Automate Copying of Trades for US Equities to US Clients
Investment Services News

Follow Launches with $9 Million in Funding to Build The First Social Investment Platform To Automate Copying of Trades for US Equities to US Clients

Fintech News Desk
by Fintech News Desk0
Anchored by a team of successful founders and tech executives (Google, Acorns), Follow gives investors a platform to subscribe to screened financial voices and automatically mirror their investments Follow, the first community-centric investment platform joining selected finance-focused influencers called ‘Leaders’ and individual investors launches with $9M in funding. As the......
Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors
Investment Services News

Russell Investments Canada Launches Tax-Managed Investment Solutions for Canadian Investors

Fintech News Desk
by Fintech News Desk0
Financial advisors and investors across Canada can now access innovative solutions that leverage the global investment firm’s tax-managed expertise Russell Investments Canada Limited has launched the firm’s first two tax-managed investment solutions for the Canadian market, extending the global asset manager’s time-tested approach to help investors keep more of what......
Alpha Cubed Investments Announces Chris Bougeokles, CFP, CIMA Has Joined Alpha Cubed Investments as a Wealth Manager, Vice President
Investment Services News

Alpha Cubed Investments Announces Chris Bougeokles, CFP, CIMA Has Joined Alpha Cubed Investments as a Wealth Manager, Vice President

Fintech News Desk
by Fintech News Desk0
Alpha Cubed Investments, a Registered Investment Advisory specializing in managing investment portfolios for high-net-worth individuals is pleased to announce that Chris Bougeokles, CFP CIMA has joined Alpha Cubed Investments as a Wealth Manager, Vice President Alpha Cubed Investments, a registered investment advisory specializing in managing investment portfolios for high-net-worth individuals......
Walker & Dunlop Leverages Advisory Experience to Help Capital Providers Manage Loan Portfolios
debt collection Finance News

Walker & Dunlop Leverages Advisory Experience to Help Capital Providers Manage Loan Portfolios

Fintech News Desk
by Fintech News Desk0
There is $2.5 trillion of impending commercial real estate debt maturities in 2023-2027 amidst the backdrop of a rising interest rate environment, high inflation, asset revaluations, and a muted liquidity environment. Walker & Dunlop Inc. is leveraging its $121 billion servicing portfolio and national investment sales platform, which has closed nearly $40......
Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors
Investment Services News

Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors

Fintech News Desk
by Fintech News Desk0
Renowned wealth management firm brings responsible investing expertise and signature fossil fuel-free portfolios Prime Capital Investment Advisors (PCIA) announced that it has partnered with Earth Equity Advisors (Earth Equity) to expand PCIA’s national footprint and provide the firm with valued momentum in the sustainable, responsible and impact investing (SRI) space while......
Saint Lucia Updates Its Citizenship by Investment Regulations to Remain Competitive in the Investment Migration Industry
Investment Services News

Saint Lucia Updates Its Citizenship by Investment Regulations to Remain Competitive in the Investment Migration Industry

Fintech News Desk
by Fintech News Desk0
Saint Lucia has amended the regulations of its Citizenship by Investment Programme to remain increasingly competitive and ensure that the Caribbean country fulfils its mandate of growing demand for its investment products for the ultimate benefit of the people of Saint Lucia. As one of the youngest Citizenship by Investment products in......
iM Global Partner Announces Strategic Investment in Berkshire Asset Management
Investment Services News

iM Global Partner Announces Strategic Investment in Berkshire Asset Management

Fintech News Desk
by Fintech News Desk0
iM Global Partner, a leading global asset management network, announced the acquisition of a strategic, non-controlling stake in Berkshire Asset Management (“Berkshire”), which becomes iM Global Partner’s 9th Partner. Through this strategic partnership, Berkshire joins iM Global Partner’s extensive global asset management family and distribution network. Located in Wilkes-Barre, Pennsylvania, Berkshire is an independent......
Dalma Capital Group Acquires The Global CIO Office Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory
Banking Investment Services News

Dalma Capital Group Acquires The Global CIO Office: Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory

Fintech News Desk
by Fintech News Desk0
Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital Dalma Capital Group, a global alternative investment management platform and advisor, has agreed to acquire The Global CIO Office, an independent, outsourced chief investment officer services business with a global network of investment professionals. The Global CIO Office will become the Dalma......
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