Search Results for: wealth manager

CAIS Announces $100 Million Investment from Reverence Capital Partners
Investment Services News

CAIS Announces $100 Million Investment from Reverence Capital Partners

Fintech News Desk
by Fintech News Desk0
Milton Berlinski, Managing Partner, Joins CAIS’ Board of Directors CAIS, the leading alternative investment platform, announced a $100 million investment from Reverence Capital Partners. The raise is a continuation of the Company’s $225 million round in January, led by Apollo, Motive Partners, and Franklin Templeton which resulted in CAIS’ enterprise......
Pennsylvania Community Bank Partners with Fintech to Digitize All Aspects of Commercial Lending
Finance News

Next Generation Pennsylvania Financial Planning Team Chooses Independence

Fintech News Desk
by Fintech News Desk0
Team Previously Managed Approximately $350 million in client assets; Major Emphasis on Marketing with Move to Independence A Philadelphia financial planning team announced that they have partnered with Dynasty Financial Partners and are launching an independent wealth management firm, Presilium Private Wealth. “We welcome Jerry, Brook and their team to......
GOGO Protocol Raises $2 Million to Strengthen User-Friendly DeFi Protocols
DeFi News

GOGO Protocol Raises $2 Million to Strengthen User-Friendly DeFi Protocols

Fintech News Desk
by Fintech News Desk0
Funds will help expand DeFi company’s user-friendly asset management solutions GOGO Protocol, an open-source DeFi protocol for asset management and savings, announced a new $2 million fundraise with participation from global venture firms and cryptocurrency exchanges including Shima Capital, Digistrats, and MEXC Pioneer. “We recognize and support the important work......
John Hancock Investment Management Announces Fee Reductions On Three Funds Totaling More Than $2.4 Billion In AUM
Investment Services News

John Hancock Investment Management Announces Fee Reductions On Three Funds Totaling More Than $2.4 Billion In AUM

Fintech News Desk
by Fintech News Desk0
John Hancock Investment Management, a company of Manulife Investment Management, recently announced net fee reductions on three funds with a combined total of more than $2.4 billion in assets under management. The reductions reflect contractual modifications to management fee schedules and/or reimbursement expenses for the funds and certain management fee waivers according......
UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education
Investment Services Investments News

UBS, Envestnet and iCapital Announce Launch of Alternatives Exchange Platform Offering Expanded Access to Alternative Investment Strategies and Education

Fintech News Desk
by Fintech News Desk0
UBS , Envestnet , and iCapital announced that the Alternatives Exchange is now live, providing private market investment opportunities to Envestnet’s client base with more than 35 funds available from managers across geographies and strategies. Users of Envestnet’s Alternatives Exchange will now also have access to the AltsEdge™ Certificate Program, the award-winning2 educational......
Bank of America Commits to Investing in Overlooked Ventures Early Stage Startup Fund
Fintech Startups Investments News

Bank of America Commits to Investing in Overlooked Ventures Early Stage Startup Fund

Fintech News Desk
by Fintech News Desk0
Overlooked Ventures, a Columbus, Ohio-based firm, announced an initial investment by Bank of America to help advance capital investments in businesses established by historically ignored entrepreneurs. The bank’s support is part of its commitment to invest $350 million in minority-focused funds to support minority entrepreneurs. Latest Fintech Insights : Simpl Makes Buy......
NFT Fund Available to Qualified Investors in Switzerland
Digital Asset Management News

NFT Fund Available to Qualified Investors in Switzerland

Fintech News Desk
by Fintech News Desk0
Managed by SEC regulated digital asset investment manager Wave Financial and distributed by Swiss asset manager Criptonite Asset Management SA Criptonite Asset Management SA is pleased to announce that it will distribute the Wave Financial Non Fungible Fund (NFF). Wave is an SEC regulated digital asset investment fund manager based in Los Angeles. Following the......
Credit Human Partners With Lumin Digital To Offer Enhanced Digital Banking Services
Banking News

Credit Human Partners With Lumin Digital To Offer Enhanced Digital Banking Services

Fintech News Desk
by Fintech News Desk0
Lumin Digital, a PSCU company, announced that Texas-based Credit Human Federal Credit Union (Credit Human), has signed a multi-year agreement for Lumin Digital’s cloud-native platform for online and mobile digital banking solutions. Lumin Digital will support Credit Human’s more than 200,000 members when the credit union goes live on its platform in September......
Forge North Coalition Announces Historic $50 Million Venture Capital Fund of Funds in Minneapolis-Saint Paul
Investment Services News

Forge North Coalition Announces Historic $50 Million Venture Capital Fund of Funds in Minneapolis-Saint Paul

Fintech News Desk
by Fintech News Desk0
gener8tor and GREATER MSP will establish MSP Equity Fund with anchor investments from companies including Allianz Life and Xcel Energy As part of ongoing efforts to close equity gaps for Black, Brown and Women entrepreneurs, partners in the Forge North startup coalition announced the launch of the MSP Equity Fund – a......
Prometheus Alternatives Launches New Access Funds Program
Investment Services News

Prometheus Alternatives Launches New Access Funds Program

Fintech News Desk
by Fintech News Desk0
Next Generation Solutions for Accredited Investors, Wealth Advisors, Asset Managers Prometheus Alternative Investments, Inc., a Los Angeles, California-based social marketplace platform providing institutional-quality information, insights, and alternative investment opportunities to high-net-worth (HNW) investors, wealth advisors, and asset managers, announced the successful launch of its Access Funds program. “We’re proud to......
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