Search Results for: team leadership,

AlphaSense Grows to $2.5 Billion Valuation, Securing $150 Million in Series E Funding Led by BOND
Investment Services News

AlphaSense Grows to $2.5 Billion Valuation, Securing $150 Million in Series E Funding Led by BOND

PR Newswire
by PR Newswire0
BOND leads AlphaSense’s latest fundraise, cementing AlphaSense’s leadership in AI-driven market intelligence and fueling its investment in GenAI capabilities for enterprise customers AlphaSense, the leading market intelligence and search platform, announced its $150 million Series E financing round, led by BOND, and joined by existing investors including Alphabet’s CapitalG, Viking Global Investors,......
Peoples Financial Services and FNCB Bancorp, Announce Transformational Strategic Merger
Banking News

Peoples Financial Services and FNCB Bancorp, Announce Transformational Strategic Merger

PR Newswire
by PR Newswire0
Peoples Financial Services Corp. and FNCB Bancorp, Inc. announced they have entered into a definitive agreement under which Peoples and FNCB will combine in an all-stock strategic merger valued at approximately $129.0 million based on a 20-day volume weighted average stock price for Peoples’ common stock of $44.13 as of September 26, 2023, resulting in an......
Josh Warren Named Chief Financial Officer of Envestnet
Investment Services News

Josh Warren Named Chief Financial Officer of Envestnet

PR Newswire
by PR Newswire0
Succeeds Pete D’Arrigo Who Will Assist During Transition Envestnet, Inc., a leading provider of integrated technology, intelligent data and wealth solutions, announced that Joshua B. Warren is joining the company as Chief Financial Officer. Warren is an accomplished financial executive who served most recently as Managing Director and Global Head of......
FinPay Names Newest Advisory Board Member, Bradley F. Sorte
Artificial Intelligence News

FinPay Names Newest Advisory Board Member, Bradley F. Sorte

PR Newswire
by PR Newswire0
FinPay LLC, a recognized leader in patient engagement and financial management announced the addition of Brad Sorte as the newest member of the FinPay Advisory Board. Brad is a Co-Founder of SCAI, an early-stage technology startup focused on developing an artificial intelligence platform to transition the substance abuse disorder treatment industry......
Investment Services News

Merger of Leading Wealth Management Firms Launches Wellington Wealth Strategies

Business Wire
by Business Wire0
Indianapolis-based firms The Wellington Group and TrustWealth Strategies join forces with $750 million in combined assets managed The Wellington Group and TrustWealth Strategies today announced an official merger to combine their leading wealth management firms, bringing together two established businesses with a combined $750 million in assets under management. “Since......
Priority Financial Group Announces Partnership with the Financial Planning Association of Greater Phoenix
Finance News

Priority Financial Group Announces Partnership with the Financial Planning Association of Greater Phoenix

Business Wire
by Business Wire0
Serves as ‘catalyst’ to strengthen FPAGP’s initiatives in professional development for its approximately 400 members Priority Financial Group (PFG), a third-party registered investment advisor (TP-RIA) serving financial advisors and financial institutions, is pleased to announce a three-year commitment of time, talent and financial resources to support the Financial Planning Association......
Bunker Labs and JPMorgan Chase Commercial Banking Welcome New Cohort of Veteran and Military-Spouse Business Owners to CEOcircle Program
Banking News

Bunker Labs and JPMorgan Chase Commercial Banking Welcome New Cohort of Veteran and Military-Spouse Business Owners to CEOcircle Program

Business Wire
by Business Wire0
82 entrepreneurs will gain access to resources and networking to accelerate business growth Bunker Labs and JPMorgan Chase Commercial Banking announced the new cohort of 82 business leaders selected for CEOcircle, a thirteen-month peer accountability training program tailored to help mid-size veteran and military spouse executives scale their businesses. Latest Fintech......
Goldman Sachs Asset Management Raises Over $15 Billion for Private Market Secondaries Strategies
Investment Services News

Goldman Sachs Asset Management Raises Over $15 Billion for Private Market Secondaries Strategies

Fintech News Desk
by Fintech News Desk0
Fundraises closed above their original targets, drawing strong interest from institutional and high net worth investors Goldman Sachs Asset Management announced the final closes of its private market secondaries funds, Vintage IX and Vintage Infrastructure Partners. The Vintage Funds, which provide liquidity solutions to private market limited partner investors and general......
Mesh Raises $22 Million in Series A Funding To Redefine the Embedded Financial Ecosystem
Digital Asset Management Fintech News

Mesh Raises $22 Million in Series A Funding To Redefine the Embedded Financial Ecosystem

PR Newswire
by PR Newswire0
With over 70 partners and more than 300 integrations with the leading fintech companies, Mesh eyes global expansion for its embedded finance platform Mesh, the modern financial operating system that makes digital asset transfers and account aggregation seamless, announced the successful completion of a $22 million Series A funding round. Mesh’s......
Bluespring Wealth Partners Announces Partnership with Christopher Street Financial
Finance Fintech News

Bluespring Wealth Partners Announces Partnership with Christopher Street Financial

Business Wire
by Business Wire0
New York City-based wealth management firm gains additional resources, visibility, and support of strategic partner Industry-leading acquirer and partner of best-in-class wealth management firms, Bluespring Wealth Partners, LLC (Bluespring), announced the acquisition of Christopher Street Financial, a Manhattan-based investment firm whose financial professionals provide financial planning and oversee approximately $700 million in......
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