Search Results for: Asset Management

Sino Global Capital, Circle Ventures, and Polygon Ventures Back OpenTrade, Platform for USDC-Denominated Investments in Tokenized Financial Assets
DeFi News

Sino Global Capital, Circle Ventures, and Polygon Ventures Back OpenTrade, Platform for USDC-Denominated Investments in Tokenized Financial Assets

PR Newswire
by PR Newswire0
OpenTrade has raised an oversubscribed funding round led by Sino Global Capital, with participation from other leading Web3 organizations including Circle Ventures, Kronos Research, Kyber Ventures, Polygon Ventures, and Outlier Ventures. OpenTrade’s platform will provide users seamless access to a suite of on-chain structured financial products that are backed by investment......
INX Collaborates with BitGo to Introduce Institutional-Grade Wallet Management Solution for Digital Securities
News Security

INX Collaborates with BitGo to Introduce Institutional-Grade Wallet Management Solution for Digital Securities

PR Newswire
by PR Newswire0
INX is Enabling Institutional Investors to Fully and Confidently Participate in the Security Token Market and the Greater Digital Economy The INX Digital Company, Inc., a broker-dealer and inter-dealer broker, announced that it has launched a pilot enterprise-level wallet management solution for regulated security tokens through a collaboration with its......
Broadridge Data and Analytics and Aiviq Enhance Data Integration and Transparency for Asset Managers
Analytics Fintech News

Broadridge Data and Analytics and Aiviq Enhance Data Integration and Transparency for Asset Managers

PR Newswire
by PR Newswire0
Aiviq, the leading provider of client-level AUM and asset flow reporting for global asset managers, has collaborated with global Fintech leader Broadridge Financial Solutions, Inc. to improve the quality and transparency of both internal sales reporting data and external market intelligence. “The strategic relationship between Aiviq and Broadridge will provide asset management......
New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path
Finance Investment Services News

New Jersey-Based Wealth Management Team Partners with Dynasty Financial Partners to Launch Premier Path

Business Wire
by Business Wire0
Florham Park, N.J. Team Has Financial Planning Focus; Previously Managed $875 Million in Client Assets The members of an eight-person Florham Park, NJ wealth team led by CEO and Founding Partner Michael Lehman, announced that they have launched Premier Path Wealth Partners, an independent RIA. “We are delighted to welcome......
Western Asset and Franklin Templeton Launch Western Asset Long Credit VIT
Investment Services News

Western Asset and Franklin Templeton Launch Western Asset Long Credit VIT

Business Wire
by Business Wire0
Western Asset, one of the world’s leading fixed income managers, in partnership with parent company Franklin Templeton, has launched the Western Asset Long Credit VIT. The fund is a series of Legg Mason Partners Variable Income Trust. Legg Mason Partners Fund Advisor, LLC (“LMPFA”) acts as the Fund’s investment manager.......
Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose
Finance News

Partridge Wealth Launches Wealth Management Firm to Help Values-Driven Clients Pursue Their Life’s Purpose

Fintech News Desk
by Fintech News Desk0
Firm Offers Financial Plans That Empower Clients To Live Their Lives With Purpose Partridge Wealth, a wealth management firm dedicated to helping values-driven clients pursue their life’s purpose, announced its launch. Prospective clients are invited to learn how they can work to achieve their financial goals while staying true to......
First Rate Acquires Wealth Management Platform and Partners for Compliance
Compliance management News

First Rate Acquires Wealth Management Platform and Partners for Compliance

Fintech News Desk
by Fintech News Desk0
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions First Rate, a leading wealthtech services provider to the wealth management industry, announced the acquisition of certain......
Purpose Investments Unveils New US Dollar Cash Management Fund to Expand Industry-Leading Cash Solutions Lineup
Investment Services News Trading

Purpose Investments Unveils New US Dollar Cash Management Fund to Expand Industry-Leading Cash Solutions Lineup

GlobeNewswire
by GlobeNewswire0
New cash management solution from Purpose enables investors to use high US interest rates to their advantage Purpose Investments Inc. is excited to announce further expansion of its industry-leading cash solutions lineup with the launch of the Purpose USD Cash Management Fund, which begins trading on the Toronto Stock Exchange......
Eved Brings New Payment and Vendor Management Platform to Entertainment, Media and Production Companies
Digital Payments News

Eved Brings New Payment and Vendor Management Platform to Entertainment, Media and Production Companies

Business Wire
by Business Wire0
Production companies report 70% of payment volume is for non-payroll vendors, suppliers and independent contractors Eved LLC, the largest provider of vendor and payment management solutions for the entertainment and media industry, has partnered with SAP, a market leader in enterprise application software, to bring its efficient and secure accounts......
Modern Wealth Management Acquires $1.5 Billion Barber Financial Group
Investment Services News

Modern Wealth Management Acquires $1.5 Billion Barber Financial Group

Business Wire
by Business Wire0
New RIA from former Goldman Sachs and United Capital executives makes its first acquisition, adding offices in Metro Kansas City and Detroit, MI 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......
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