Search Results for: Wealth management

Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley
Finance News

Leading Financial Advisor Angel Colina Joins Insigneo From Morgan Stanley

Fintech News Desk
by Fintech News Desk0
International wealth management firm continues to execute on its proven business model for Investment Professionals managing non-US clients Insigneo, a leading international wealth management firm, is pleased to announce the affiliation of Angel L. Colina II as Managing Director, Financial Advisor along with Stephanie M. Cabrera, Senior Registered Client Associate.......
Hightower Makes Strategic Investment in Bickling Financial Services
Investment Services News

Hightower Makes Strategic Investment in Bickling Financial Services

Fintech News Desk
by Fintech News Desk0
Founded in 1984, the firm, which has approximately $625 million in assets under management and three offices in Massachusetts, provides full-service wealth management to individuals and families Hightower announced it has made a strategic investment in Bickling Financial Services, Inc., a Lexington, Massachusetts-based registered investment advisor (RIA) with approximately $625 million in assets under management and......
Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution
Investment Services News

Opto Investments Partners with Merchant to Provide Advisors with Access to Comprehensive Private Market Investment Solution

Fintech News Desk
by Fintech News Desk0
Opto’s next-generation private investment platform will empower RIAs to build customized private markets portfolios using funds from distinguished investment managers Opto Investments, the technology-enabled solution that empowers independent investment advisors to confidently access private markets, announced its strategic relationship with Merchant. The engagement offers Merchant’s partner registered investment advisors (RIAs) access......
Nations Lending Opens New Branch in Summerville
Lending Mortgage News

Nations Lending Opens New Branch in Minneapolis

Fintech News Desk
by Fintech News Desk0
Company taps Mike Cass to lead first Minnesota branch Nations Lending, a leading full-service national mortgage lender, has announced the opening of its newest branch in Minneapolis, Minnesota. The company has hired industry veteran Mike Cass as Area Sales Manager, where he will be responsible for the continued growth of......
InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket
Investment Services News

InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket

Fintech News Desk
by Fintech News Desk0
55ip’s integration onto the InvestCloud Financial Supermarket™ furthers InvestCloud’s mission to transform the industry, through scalable technology aimed to deliver better financial outcomes InvestCloud, the global leader in digital transformation for the financial industry, and 55ip, the tax-smart investment platform, announce a breakthrough partnership to integrate 55ip’s tax-smart investment technology......
Simply Business to Offer General Liability Insurance on Tarmika's Commercial Lines Quoting Platform
InsurTech News

Simply Business to Offer General Liability Insurance on Tarmika’s Commercial Lines Quoting Platform

Fintech News Desk
by Fintech News Desk0
Simply Business, LLC, a Boston-based digital insurance company focused on small businesses, today announced that it will offer general liability insurance on Tarmika, an online quoting platform for independent agents. “We recognize the significant value that agents bring to entrepreneurs,” said David Summers, Group CEO at Simply Business. “We’re looking forward to expanding......
Crescent European Specialty Lending Announces Financing for Equistone’s Acquisition of BUKO Infrasupport and BUKO Waakt
Investment Services News

Crescent European Specialty Lending Announces Financing for Equistone’s Acquisition of BUKO Infrasupport and BUKO Waakt

Fintech News Desk
by Fintech News Desk0
Crescent Capital Group LP, a leading alternative credit investment firm, announced that its European Specialty Lending strategy has provided financing to support Equistone Partners Europe’s acquisition of a majority stake in BUKO Infrasupport and BUKO Waakt (“BUKO”), leading providers of outsourced traffic and safety management solutions in the Netherlands. Terms......
Shufti Pro Launches Risk Assessment & eIDV Solutions to Enable More Reliable Customer Verification
Finance Fintech News

Shufti Pro Launches Risk Assessment & eIDV Solutions to Enable More Reliable Customer Verification

Fintech News Desk
by Fintech News Desk0
Pioneer of first-ever on-premises IDV solutions, Shufti Pro, has announced the launch of its risk assessment and eIDV services to help global businesses fight identity fraud and financial crimes, and meet the ever-evolving KYC/AML regulatory landscape. “We are dedicated to providing solutions that address the changing needs of our global clientele and the wider general market......
Asset-Map Holdings, Inc. Announces $6 Million in Series B Funding
Finance Fintech Funding News

Asset-Map Holdings, Inc. Announces $6 Million in Series B Funding

Fintech News Desk
by Fintech News Desk0
Latest Funding Will Allow Asset-Map to Continue Growth, Empower More People to Improve Financial Wellness Globally Asset-Map Holdings, Inc., the premier financial advice engagement experience for financial professionals, announced the close of a $6 million Series B funding round. “First and foremost, we are grateful to our new and existing......
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