Search Results for: Advisory Board

Peter Isern Joins the Insigneo Network to Form IM Wealth Management
Investment Services News

Peter Isern Joins the Insigneo Network to Form IM Wealth Management

Fintech News Desk
by Fintech News Desk0
The ex-UBS advisor joined the Insigneo network of independent investment professionals and is partnering with Gonzalo Milian to expand their reach Insigneo, the Miami-based Independent Broker-Dealer and Registered Investment Advisory firm, announced today that it is welcoming Peter Isern as a Senior Vice President in Miami. Mr. Isern will partner......
Infinity Financial Joins Alternative Investment Exchange Platform
Investment Services News

Infinity Financial Joins Alternative Investment Exchange Platform

Fintech News Desk
by Fintech News Desk0
Alternative Investment Exchange (AIX), the platform making it easy to buy, own, and sell alternative investments, has onboarded Infinity Financial Services to the AIX platform. Through this partnership, Infinity’s alternative investing experience is transformed into one that is fast, simple, and intuitive. Gone are the days of completing paper documents by hand......
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......
Vimeo Names Gillian Munson as Chief Financial Officer
Finance News

Vimeo Names Gillian Munson as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Vimeo, the world’s leading all-in-one video software solution, announced the appointment of Gillian Munson as Chief Financial Officer, effective immediately. Gillian brings 30 years of finance and operational experience in the technology industry, serving in multiple CFO, board member, advisory and investor roles. Gillian will report to Vimeo Chief Executive......
Orbis Systems Releases OneView, a Revolutionary All-in-One Solution for Advisors
Fintech News

Orbis Systems Releases OneView, a Revolutionary All-in-One Solution for Advisors

Fintech News Desk
by Fintech News Desk0
Orbis Systems, Inc., a subsidiary of ViewTrade Holding Corp. and leading fintech company, announces the launch of OneView, an all-in-one advisory platform. OneView is designed for investment managers, brokers, and family offices that manage multiple accounts or multiple custodians. It simplifies day-to-day activities and workflow, enabling users to easily view......
Aphelion Aerospace Secures Investment From The Mercury Group And Founder Advisors
Investment Services News

Aphelion Aerospace Secures Investment From The Mercury Group And Founder Advisors

Fintech News Desk
by Fintech News Desk0
Aphelion Aerospace, based in Denver, Colorado, USA, is establishing itself as the one-stop-shop for low-cost small satellite assembly and integration, and on-demand launch operations from practically anywhere around the world. Aphelion announced that it has received significant investment from strategic investors including The Mercury Group of North Carolina and Founder Advisors of Colorado.......
Santa Cruz County Bank Announces Promotion of Mary Anne Carson
Banking News

Santa Cruz County Bank Announces Promotion of Mary Anne Carson

Fintech News Desk
by Fintech News Desk0
Santa Cruz County Bank, with assets of $1.70 billion, is a top-rated community bank headquartered in Santa Cruz County. The Bank is pleased to announce the promotion of Mary Anne Carson from Senior Vice President to Executive Vice President. Under her new title, Mary Anne will continue and expand her leadership as the Bank’s Chief Marketing......
LeapFrog Investments Appoints Dominic Barton, Former McKinsey Global Managing Partner, as Chairman
Investment Services Investments News

LeapFrog Investments Appoints Dominic Barton, Former McKinsey Global Managing Partner, as Chairman

Fintech News Desk
by Fintech News Desk0
New non-executive chairman joins impact investing pioneer as industry sees influx of global talent and institutional capital Dominic will support further scale-up of LeapFrog following $500m commitment from Temasek in 2021, the largest ever commitment to a dedicated impact investor. LeapFrog plans to launch new funds and strengthen commitment to......
Braze for Commerce Empowers Retailers to Create Dynamic Engagements Powered by First-Party Data
E-commerce News

Braze for Commerce Empowers Retailers to Create Dynamic Engagements Powered by First-Party Data

Fintech News Desk
by Fintech News Desk0
New product Braze Catalogs help marketers build more personalized campaigns Braze, the comprehensive customer engagement platform that powers interactions between consumers and the brands they love, announced a series of new products and enhancements called Braze for Commerce, aimed at allowing retail and eCommerce marketers to increase sales through highly personalized......
$327 Million Baton Rouge-Based Practice Joins Cetera
Finance News

$327 Million Baton Rouge-Based Practice Joins Cetera

Fintech News Desk
by Fintech News Desk0
Hays Breard affiliates with Cetera’s Summit Financial Networks from LPL Cetera Financial Group, one of America’s largest networks of financial professionals, announced that the Hays Breard Financial Group, LLC, with $327 million in assets, has joined Summit Financial Networks, a region of Cetera Advisor Networks. Hays Breard, led by 20-year industry veterans Michael......
1