Search Results for: Asset Management

CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors
Investment Services News

CAIS Expands Strategies of Leading Alternative Asset Managers Amid Accelerated Demand from Independent Advisors

Business Wire
CAIS, the leading alternative investment platform for independent financial advisors, announced an expanded menu of strategies from twelve leading alternative asset managers, underscoring their commitment to the independent wealth channel. Latest Fintech Interview : Global Fintech Interview with Randall Tidwell, CFO at Serviceaide Apollo Global Management, Ares Management Corporation, Bain......
UST and mistEO Forge Strategic Partnership to Revolutionize Climate Risk Management in the Insurance and Banking Sectors
Banking Fintech News

UST and mistEO Forge Strategic Partnership to Revolutionize Climate Risk Management in the Insurance and Banking Sectors

PR Newswire
Collaboration will streamline climate risks insights, helping organizations incorporate climate resiliency into business strategy UST, a leading digital transformation solutions company, and mistEO, a climate fintech company, have announced their strategic partnership to address the pressing need for accurate, localized weather and climate risk data in the insurance and banking industries.......
Mednow Announces Senior Secured Convertible Debenture Financing by Mednow Management
Investment Services News

Mednow Announces Senior Secured Convertible Debenture Financing by Mednow Management

Business Wire
Mednow  Canada’s on-demand virtual pharmacy, is pleased to announce a private placement offering of a secured convertible debenture (the “Convertible Debenture”) for gross proceeds of $400,000 (the “Offering”). Latest Fintech Interview : Global Fintech Interview with Ivan Matviak, Executive Vice President at Clearwater Analytics Ali Reyhany, CEO and Co-Founder, will......
GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch
Investment Services News

GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch

Business Wire
The Future of Financial Advising is Aligning the Plan with the Portfolio Grantham, Mayo, Van Otterloo & Co. LLC (GMO), a global investment manager, announced a major milestone for its Portfolio Design platform Nebo, which has surpassed $1 billion in platform assets1 one year since its September 2022 launch. Latest Fintech......
Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management
Finance Fintech News

Financial Resources Group Announces Partnership With Kerrigan Group and Winona Wealth Management

PR Newswire
Financial Resources Group Investment Services, LLC announces their partnership with Georgia-based Kerrigan Group and Indiana-based Winona Wealth Management. The teams are registered under LPL Financial (“LPL”), and together bring approximately $336 million in advisory, brokerage and retirement plan assets1. They join from Cetera Financial Group. “We are excited to welcome the teams at......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
Bitwave Partners with Enterprise Wallet for Web3 Businesses, N Suite, Revolutionizing Digital Asset Integration
Digital Asset Management News

Bitwave Partners with Enterprise Wallet for Web3 Businesses, N Suite, Revolutionizing Digital Asset Integration

GlobeNewswire
double jump.tokyo Inc., (headquartered in Shinjuku-ku, Tokyo; Hironobu Ueno, CEO) proudly announces that its blockchain Private Key sharing and management service, N Suite, is partnering with Bitwave, the first enterprise accounting software platform built specifically for digital assets. The N Suite enables organizations to securely store private keys in the cloud,......
Finvi Chosen by Harmoney to Support Multiple Loan Management Platforms
Digital Payments News

Finvi Chosen by Harmoney to Support Multiple Loan Management Platforms

PR Newswire
Finvi, a leading provider of enterprise workflow automation software built to accelerate revenue recovery and simplify the payment process, announced that Harmoney, the largest consumer-direct online lender in Australia and New Zealand, has selected Finvi’s Katabat solution to support multiple products across its multiple loan management platforms. Harmoney selected Finvi’s Katabat solution to support......
GlobiancePay - Pioneering the Future of Global Crypto Banking and Financial Asset Exchange
Banking News

GlobiancePay – Pioneering the Future of Global Crypto Banking and Financial Asset Exchange

GlobeNewswire
In the ever-evolving sphere of global finance, traditional banking institutions often act as gatekeepers, placing formidable barriers in the path of many aspiring to harness vital wealth-building opportunities. Due to entangled bureaucracies, exorbitant fees, and selective access – many regions of the world remain underserviced and unaware of their financial......
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