Search Results for: professional services

Investir.us Expands Investment Activities in Florida and Beyond
Investment Services News

Investir.us Expands Investment Activities in Florida and Beyond

GlobeNewswire
by GlobeNewswire0
Investir.us, founded by French-born real estate expert Julien Raynard, is expanding in Florida and Mississippi, helping people from across the US and Europe to invest in booming real estate markets. Real estate investment firm Investir.us has announced that it is expanding its operations in the states of Florida and Mississippi, particularly in......
Indemo Revolutionizes Debt Investments
Fintech Investment Services News

Indemo Revolutionizes Debt Investments

Business Wire
by Business Wire0
Indemo, Europe’s pioneering MIFID-licensed debt investing platform, is proud to announce its groundbreaking launch. This innovative platform empowers retail investors by granting access to Discounted Debt Investments, a privilege once reserved for bankers and institutional investors. DDI involves investing into mortgage loans at substantial discounts from retail banks when debtors......
Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
Investment Services News

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

PR Newswire
by PR Newswire0
New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX The retirement groups within Morningstar Investment Management LLC (“Morningstar Retirement”), a subsidiary of investing insights firm Morningstar, and Envestnet, a leading......
PSG Equity Holds Final Close of Second European Fund at more than €2.6 Billion
Fintech News

PSG Equity Holds Final Close of Second European Fund at more than €2.6 Billion

Business Wire
by Business Wire0
Commitments to second fund significantly exceed size of PSG Europe I, following strong demand from both new and existing limited partners Ongoing digitalization of the economy combined with fragmented nature of the European market continues to present significant investment opportunities in the software sector PSG has one of the largest......
Banks Look to API Monetization in New White Paper on the Future of Open Banking in the MENA Region
Banking News

Banks Look to API Monetization in New White Paper on the Future of Open Banking in the MENA Region

PR Newswire
by PR Newswire0
Arab Financial Services (AFS) and Brankas are thrilled to unveil an illuminating white paper that offers a comprehensive exploration of the future of financial services in the MENA region, with a primary focus on Open Banking and Open Finance. Titled “The Future of Financial Services and Trust in the MENA......
AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs
Fintech News

AssetMark and Cheetah Collaborate to Address Evolving Bank Trust and Wealth Management Needs

GlobeNewswire
by GlobeNewswire0
AssetMark, a leading provider of wealth management and technology solutions for financial advisors, announced a collaboration with Cheetah, a cloud-based trust accounting system, to address an emerging need in financial services. Together, AssetMark and Cheetah are creating a first-of-its-kind, seamless wealth management solution to address the expanding intersection of trust......
American Banker Names Hope Dmuchowski One of 2023’s the Most Powerful Women in Banking Honorees
Banking News

American Banker Names Hope Dmuchowski One of 2023’s the Most Powerful Women in Banking Honorees

PR Newswire
by PR Newswire0
First Horizon Corporation, is pleased to announce that Hope Dmuchowski, CFO, has been recognized by American Banker as one of 2023’s The Most Powerful Women in Banking to Watch. Now in its 21st year, American Banker’s The Most Powerful Women in Banking initiative recognizes individuals and teams for demonstrating exceptional leadership skills, strong business performance and......
Bitcoin Price Bulls Target $40k But Savvy Traders Focus on Bitcoin Minetrix With $2.5 Million Investment
Investment Services News

Bitcoin Price Bulls Target $40k But Savvy Traders Focus on Bitcoin Minetrix With $2.5 Million Investment

PR Newswire
by PR Newswire0
The Bitcoin price rally has paused before it takes the next leg higher to target $40,000, but in the meantime pro traders have ponied up nearly $2.5 million for Bitcoin Minetrix, the new path-breaking tokenized cloud mining venture. Trading at around $34,000, Bitcoin had entered overbought territory on a technical view, so a pullback from $35,000 was to be......
Wealthbox Releases Integration with LPL Financial's ClientWorks Platform
Fintech News

Wealthbox Releases Integration with LPL Financial’s ClientWorks Platform

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announced its live integration with ClientWorks, LPL Financial’s advisor technology platform. Starting , the integration with ClientWorks provides LPL-affiliated advisors with visibility into client account information and demographic data from directly within Wealthbox to help streamline their work. “We’re grateful for our......
Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America's Top RIA Firms 2023
Finance Fintech News

Financial Synergies Wealth Advisors Earns Prestigious Ranking on Forbes List of America’s Top RIA Firms 2023

PR Newswire
by PR Newswire0
Financial Synergies Wealth Advisors, a leading financial advisory and wealth management firm, is proud to announce its inclusion in the highly coveted Forbes ranking of America’s Top RIA Firms for 2023. This prestigious recognition reflects Financial Synergies’ unwavering commitment to delivering excellence in financial services and underscores the firm’s dedication......
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