Search Results for: Investment Management

Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors
Finance News

Orion, LifeYield and Forme Financial Partner to Provide Comprehensive Tax-Efficient Wealth Management to Doctors

Fintech News Desk
by Fintech News Desk0
LifeYield, Orion Advisor Solutions and Forme Financial announced that they have entered into agreements that will provide Forme’s physician clients with the considerable benefits of tax-efficient wealth management and decumulation optimization across multiple accounts and assets. “With the LifeYield and Orion integrations, Forme advisors will be empowered to deliver comprehensive......
Braven Receives $1 Million Investment from Barclays
Finance Investments News

Braven Receives $1 million Investment from Barclays

Fintech News Desk
by Fintech News Desk0
Through this financial support, Barclays becomes one of Braven’s deepest and fastest growing partners, helping over 4,200 students attending HBCUs and HSIs on their path to economic mobility Braven, a nonprofit organization, announced it has received a significant two-year commitment from Barclays to support its mission to close the education-to-employment......
Blockchain Markets News

Hamilton Lane Partners With Figure to Launch First Private Markets-Focused, Blockchain-Native Registered Investment Fund

Fintech News Desk
by Fintech News Desk0
Figure Technologies, Inc. (“Figure”) and Hamilton Lane (NASDAQ: HLNE) are preparing to launch three new share classes of Hamilton Lane’s private markets-focused fund registered under the Investment Company Act of 1940 (“1940 Act”) that digitize the fund share ownership record on the Provenance Blockchain using Figure’s Digital Fund Services (“DFS”) platform.......
Janney Taps SS&C for Investment Performance Measurement and Reporting
Investments News

Janney Taps SS&C for Investment Performance Measurement and Reporting

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, Inc. announced Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, chose SS&C to service its investment performance and reporting. Janney will leverage SS&C’s performance measurement and client reporting technology and outsourced operational services for its wealth management business. “SS&C offers a strong......
NextPlay’s NextFintech Division Receives Commitment for $15 Million Strategic Investment
Finance News

NextPlay’s NextFintech Division Receives Commitment for $15 Million Strategic Investment

Fintech News Desk
by Fintech News Desk0
NextPlay Technologies, Inc., a digital native ecosystem for finance, digital advertisers, and video gamers, announced that it has entered into a binding commitment for a $15 million strategic investment into its NextFintech Division from an institutional investor. This investment commitment consists of the purchase of shares of common stock in......
Investments News

Confluence’s Composites Solution Chosen By Madison Investments

Fintech News Desk
by Fintech News Desk0
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider helping the investment management industry solve complex investment data challenges, signed a multi-year contract with Madison Investments (“Madison”). The Wisconsin-based firm with more than US$20 billion in assets under management now employs Confluence’s composite solution to streamline its processes and enhance its client offering.......
ASTL Investment Project Now Offering Investments in AI-Based Multi Mining
Artificial Intelligence Investment Services News

ASTL Investment Project Now Offering Investments in AI-Based Multi Mining

Fintech News Desk
by Fintech News Desk0
The ASTL investment project now offers the investors of any level the opportunity to invest in AI-based multi-mining. It is perhaps the only startup of its kind that is doing so The ASTL investment project now offers the investors of any level the opportunity to invest in AI-based multi-mining. It......
Enate Announces Its Latest Investment Round Of £2 Million And Unveils A New CEO As It Accelerates The Growth Of Its Intelligent Automation Platform
Fintech Funding Investment Services News

Enate Announces Its Latest Investment Round Of £2 Million And Unveils A New CEO

Fintech News Desk
by Fintech News Desk0
This latest funding round and support from Mercia is designed to accelerate Enate’s vision to become an Intelligent Automation leader and extend its no-code process orchestration platform globally Enate, a fast-growing and pioneering intelligent automation platform, announced it has received a follow-on investment round of £2 million from Mercia, a......
Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology
Finance News

Mazuma Credit Union Moves Wealth Management Program to Ameriprise Financial for Enhanced Technology

Fintech News Desk
by Fintech News Desk0
Mazuma Credit Union, which operates 12 locations in Missouri and Kansas and oversees nearly $900 million in assets, has transitioned its wealth management program to Ameriprise Financial, Inc. following an extensive search for a new broker-dealer. Mazuma Credit Union joined the Ameriprise Financial Institutions Group (AFIG) from CUNA Brokerage Services,......
bolttech Secures Series B Investment to Continue the Company’s Rapid Global Growth
InsurTech News

bolttech Secures Series B Investment to Continue the Company’s Rapid Global Growth

Fintech News Desk
by Fintech News Desk0
Tokio Marine, alongside other shareholders, will lead bolttech’s Series B funding round that follows its largest ever Series A raised by an insurtech bolttech, one of the world’s fastest growing international insurtech companies, announced Tokio Marine, alongside other shareholders, will lead bolttech’s Series B funding round. The investment values bolttech,......
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