Search Results for: Investment Management

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software
Digital Asset Management Fintech News

Advisor360° Launches Digital Onboarding for its Flagship Wealth Management Software

Fintech News Desk
by Fintech News Desk0
New Offerings Provide Firms with Greater Choice and Flexibility -Financial advisors can open client accounts faster than before, in as few as 90 seconds, using Digital Onboarding that is now available with Advisor360°’s software. Advisor360°’s clients will roll out Digital Onboarding as a part of its Enterprise offering – one of three new......
F&I Sentinel Announces Investment by Calera Capital
Finance Investment Services News

F&I Sentinel Announces Investment by Calera Capital

Fintech News Desk
by Fintech News Desk0
F&I Sentinel – the automotive finance industry’s leading compliance solutions provider with respect to the financing of Finance and Insurance products – announced its founders have partnered with Calera Capital, a leading middle-market private equity firm, in a majority recapitalization of the business.  Terms of the transaction were not disclosed.......
Bridge Investment Group and StepStone Real Estate Announce $75 Million Needs-Based Senior Housing Co-Investment Venture
Investment Services News

Bridge Investment Group and SRE Announce $75 Million Needs-Based Senior Housing Co-Investment Venture

Fintech News Desk
by Fintech News Desk0
Bridge Investment Group Holdings Inc. announced that it has launched a $75 million program to acquire, develop, and operate needs-based senior housing assets within the United States. As part of the venture, StepStone Real Estate (“SRE”) co-invested in an existing portfolio managed by Bridge and intends to help build the......
TRM Labs Acquires UK Crypto Investigations Training Company CSITech
Blockchain News

TRM Labs Announces Strategic Investment from JPMorgan in Blockchain Intelligence Platform

Fintech News Desk
by Fintech News Desk0
Latest in Series of Investments Between Global Leaders in Financial Services and Blockchain Risk Management Leader TRM Labs, a leader in blockchain intelligence, announced that JPMorgan Chase & Co.has joined the roster of leading financial firms to invest in its crypto compliance and risk management technology. Financial institutions, cryptocurrency businesses,......
Infinedi Completes Investment in LaSalle Network
Investment Services News

Infinedi Completes Investment in LaSalle Network

Fintech News Desk
by Fintech News Desk0
Infinedi Partners, LP, a private equity firm focused on innovative partnerships with founder-owned businesses, announced the completion of its investment in LaSalle Network. “Our firm has been able to complete five platform investments over the last two years and now have over $300 million of LP capital invested in our......
Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm
Digital Asset Management Fintech Funding News

Savvy Raises Seed Funding to Build the Next Generation Wealth Management Firm

Fintech News Desk
by Fintech News Desk0
Co-Led by Index Ventures and Thrive Capital, Savvy’s funding round will drive business development and investments in talent, research and product development to fuel growth for wealth managers Savvy, the next-generation wealth management firm that supercharges its wealth managers with enhanced software, sales and marketing automation, and back office servicing,......
COSIMO Ventures Completes Tokenized Seed Round Investment in BEASY
Blockchain News

COSIMO Ventures Completes Tokenized Seed Round Investment in BEASY

Fintech News Desk
by Fintech News Desk0
COSIMO Ventures’ Tokenized Equity Investment into BEASY exemplifies belief in the future of blockchain-enabled digital rights management COSIMO Ventures, a venture capital investment firm that provides investors access to high-potential blockchain projects through the world’s first tokenized, evergreen venture fund, has completed its lead seed round investment into BEASY, a platform-agnostic......
SlyceData to Launch Investment Research Intelligence Engine Powered by Snowflake
Analytics News

SlyceData to Launch Investment Research Intelligence Engine Powered by Snowflake

Fintech News Desk
by Fintech News Desk0
SlyceData announced that it has launched an intelligent financial data wrangling and analytics platform Powered by Snowflake. This solution from SlyceData and Snowflake, the Data Cloud company, can enable investment researchers to seamlessly explore and extract their various financial data sources across vendors – dramatically accelerating investment idea generation. Snowflake’s Data Cloud provides clients access......
Delegate Advisors Names President and Chief Investment Officer
Investment Services News

Delegate Advisors Names President and Chief Investment Officer

Fintech News Desk
by Fintech News Desk0
Benjamin Thompson Joins Firm to Support Continued Innovation and Growth Delegate Advisors, a leading independent wealth management and family office services firm, is pleased to announce that Benjamin Thompson has joined the firm and will serve as president and chief investment officer. This newest addition to the growing team will further Delegate’s......
FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera
Fintech News

FinTech FeeX Secures $80 Million in New Investment, Changes Name to Pontera

Fintech News Desk
by Fintech News Desk0
New name for held away account platform reflects aspiration to be the bridge to a better retirement for millions of Americans FeeX, the financial technology company that enables financial advisors to securely manage their clients’ retirement accounts and other held away assets, announced  that it has raised $80 million across......
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