Search Results for: Portfolio Management

Insurtech Accelerant Welcomes Goldman Sachs Veteran Jay Green as Global Chief Financial Officer
InsurTech News

Insurtech Accelerant Welcomes Goldman Sachs Veteran Jay Green as Global Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Accelerant, the insurtech empowering underwriters with superior portfolio management, data analytics, and long-term capacity commitments, announced that Jay Green will join as Global Chief Financial Officer starting on November 1, 2022. Green will lead the company’s worldwide financial planning and analysis as well as investor relations and capital markets. Latest......
Passiv Closes $2.2 Million USD Seed Round to Build SnapTrade
Fintech News

Passiv Closes $2.2 Million USD Seed Round to Build SnapTrade

Fintech News Desk
by Fintech News Desk0
Passiv, the Atlantic Canadian fintech company known for their portfolio management software that caters to retail investors, has closed a $2.2 million USD seed round. This round follows the company’s graduation from Y Combinator, a three-month startup accelerator program that supported the company in their growth with their new infrastructure product, SnapTrade......
22nd State Bank Partners with Quantalytix to Lead its Data Strategy
Banking News

22nd State Bank Partners with Quantalytix to Lead its Data Strategy

Fintech News Desk
by Fintech News Desk0
–Community bank launches modern enterprise management platform to drive actionable analytics– Quantalytix, the provider of cloud-based Enterprise Bank Management (EBM) software for financial institutions, announced that 22nd State Bank, with six branches located across Alabama, has partnered with the company to take lead in the bank’s data strategy. Latest Fintech......
Blockchain News

Leading-edge Crypto Product Poised To Bring Market-neutral Trading To The Masses

Fintech News Desk
by Fintech News Desk0
The recent downturn in the crypto market has caused many investors to start searching for solutions to protect and grow their existing portfolios. Stoic AI, Cindicator’s flagship product, has provided the popular Long Only solution to its users since 2020. Since that time, over 15,000 users have placed $129 million......
Allvue Systems Selected by Warwick Capital Partners to Support Development of CLO Business
Investment Services News

Allvue Systems Selected by Warwick Capital Partners to Support Development of CLO Business

Fintech News Desk
by Fintech News Desk0
Allvue Systems (“Allvue”), a leading alternative investment technology solutions provider, announced it was selected by Warwick Capital Partners (“Warwick”) as the software provider for its CLO business. Warwick is a special situations firm that brings creative solutions to complex opportunities and manages approximately $2.5 billion on behalf of global investors.......
State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha
Fintech Investment Services News

State Street and FundGuard Announce Strategic Partnership to Deliver Accounting Solutions for State Street Alpha

Fintech News Desk
by Fintech News Desk0
State Street  announced that FundGuard has been selected to serve as a strategic accounting solution for State Street Alpha. FundGuard is a highly scalable cloud-native investment accounting, fund accounting, and contingency NAV solution. The FundGuard accounting solution will be integrated for straight through processing from portfolio management and trading in......
Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending
Banking Lending News

Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending

Fintech News Desk
by Fintech News Desk0
Quaint Oak Bank selects Teslar Software to transform the customer experience and more seamlessly scale Quaint Oak Bank and Teslar Software announced their partnership to enhance the bank’s commercial lending strategy. The $750 million-asset community bank will leverage Teslar’s full suite of automated workflow and portfolio management tools to improve the lending......
Largest Crypto Trading Bot and Investment Platform 3Commas Raises $37 Million in Series B Funding Round
Cryptocurrency Investment Services News

Largest Crypto Trading Bot and Investment Platform 3Commas Raises $37 Million in Series B Funding Round

Fintech News Desk
by Fintech News Desk0
3Commas, an automated crypto trading bot investment platform, has raised $37M in a series B funding round led by leading crypto and financial technology investors Target Global, Alameda Research, Jump Capital and Dmitry Tokarev, founder and CEO of Copper. 3Commas currently offers advanced trading tools and automated strategies managed by......
MUFG launches Direct Lending Group to Support Private Equity Clients
Finance News

MUFG launches Direct Lending Group to Support Private Equity Clients

Fintech News Desk
by Fintech News Desk0
Dedicated team brings together origination, underwriting, portfolio management, borrower relationship management, and syndication to provide financing for middle-market sponsor transactions Mitsubishi UFJ Financial Group (MUFG) announced the formation of a Direct Lending group that will focus on providing loans to the bank’s private equity sponsor clients to support their portfolio......
69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey
Finance News

69% of Americans Are Concerned About Their Current Financial Situation, According to intelliflo Survey

Fintech News Desk
by Fintech News Desk0
intelliflo becomes member of Financial Health Network to help widen access to financial advice New consumer data shows a greater need for financial advice across generations. intelliflo, the leading cloud-based technology platform for financial advisors, released results from our recently commissioned online survey conducted by The Harris Poll. More than......
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