Search Results for: Investment Management

NSAV Retains Leading Investment Banking Firm, MD Global Partners
Banking News

NSAV Retains Leading Investment Banking Firm, MD Global Partners

Fintech News Desk
by Fintech News Desk0
Net Savings Link, Inc. a cryptocurrency, blockchain and digital asset technology company, today announced that the Company has engaged leading Manhattan-based investment banking firm, MD Global Partners (MD Global), to act as its exclusive general financial advisor for strategic corporate planning and investment banking services. Since inception, MD Global has......
Battery Ventures Announces Significant Reinvestment in European, ERP-Software Leader Forterro
Investment Services News Uncategorized

Battery Ventures Announces Significant Reinvestment in European, ERP-Software Leader Forterro

Fintech News Desk
by Fintech News Desk0
Investment Gives Battery New Minority Stake Following the Firm’s Sale of Forterro to Partners Group for €1 Billion Battery Ventures, a global, technology-focused investment firm, announced its reinvestment in Forterro, a European provider of enterprise-resource planning (ERP) software for the industrial midmarket. With the investment, Battery now holds a significant minority......
Colony Bank Launches Investment Program in Partnership with Ameriprise Financial
Banking News

Colony Bank Launches Investment Program in Partnership with Ameriprise Financial

Fintech News Desk
by Fintech News Desk0
New program provides bank customers with access to Ameriprise’s financial planning and investment capabilities Georgia-based Colony Bank recently launched a new wealth management program with Ameriprise Financial as its broker-dealer. Following an extensive search, Colony selected the Ameriprise Financial Institutions Group (AFIG) to provide digitally-enabled, personalized financial advice and investment solutions to its......
Quivers Lets Brands Take Control of VIP Programs With Ambassador Relationship Management
Commerce News

Quivers Lets Brands Take Control of VIP Programs With Ambassador Relationship Management

Fintech News Desk
by Fintech News Desk0
New Platform Feature Allows Specialty Brands to Incentivize, Track and Reward Prosumers Quivers, the leading commerce platform for specialty brands and retailers, announced the addition of Ambassador Relationship Management (ARM) an update to Quivers’ Collaborative Sales that allows brands to track the impact and return on investment (ROI) of ambassadors,......
Equitable Announces Acquisition of Penn Investment Advisors
Investments News

Equitable Announces Acquisition of Penn Investment Advisors

Fintech News Desk
by Fintech News Desk0
Acquisition advances Equitable’s wealth management growth strategy Equitable, a leading financial services company and principal franchise of Equitable Holdings, Inc. announced the acquisitioni of Penn Investment Advisors, Inc. (PIA), a registered investment adviser and subsidiary of Penn Community Bank. The acquisition is expected to close in the fourth quarter of 2022. Latest......
WellnessLiving Secures US$66 Million Investment from McCarthy Capital and CIBC Innovation Banking to Accelerate Growth
Banking News

WellnessLiving Secures US$66 Million Investment from McCarthy Capital and CIBC Innovation Banking to Accelerate Growth

Fintech News Desk
by Fintech News Desk0
WellnessLiving which provides a cloud-based business management software and integrated payments platform for fitness and wellness operators, announced that the Company has partnered with McCarthy Capital to accelerate its growth.  In addition to McCarthy Capital leading the $46 million minority investment, CIBC Innovation Banking has provided $20 million in growth financing, bringing the total......
Axo Announces Acquisition of Defero, a Leading Digital Credit-Scoring and Financial Management Platform
Digital Payments Finance News

Axo Announces Acquisition of Defero, a Leading Digital Credit-Scoring and Financial Management Platform

Fintech News Desk
by Fintech News Desk0
Addition of Defero’s Consumer-Focused Credit Scoring Platform Further Differentiates Axo as the Broker-of-Choice in the Nordics Axo AS (“Axo”), a leading distributor of personal finance products in the Nordic region and portfolio company of Corsair, a leading private equity firm targeting payments, software and business services investments in the financial......
Studio Designer Maps Path for Growth with Investment from Serent Capital
Investments News

Studio Designer Maps Path for Growth with Investment from Serent Capital

Fintech News Desk
by Fintech News Desk0
Studio Designer, a leading digital project management, product sourcing, and accounting platform for the interior design industry, has received an investment from Serent Capital, a growth-focused firm that invests in technology companies. The investment will allow Studio Designer to invest in developing new products and features and to scale key business......
Thompson Street Announces Minority Investment by Wafra
Investment Services News

Thompson Street Announces Minority Investment by Wafra

Fintech News Desk
by Fintech News Desk0
Investment expected to support Thompson Street’s continued growth Thompson Street Capital Partners and Wafra Inc.jointly announced that funds managed by Wafra have acquired a strategic minority ownership interest in Thompson Street. Thompson Street is a leading middle-market private equity firm based in St. Louis focused on investing in founder-led businesses......
MAI Capital Management Acquires Pareto Wealth Management
Finance Investment Services News

MAI Capital Management Acquires Pareto Wealth Management

Fintech News Desk
by Fintech News Desk0
The Cleveland-based acquisition continues to strengthen MAI’s foothold in Northeast Ohio MAI Capital Management, LLC, a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals, families, professional athletes and entertainers, has acquired Pareto Wealth Management (“Pareto”). The acquisition adds talent to MAI’s financial planning and wealth......
1