Search Results for: Asset Management

SaveChain Selected to Join Plug and Play's Digital Assets Batch #2
Banking Blockchain News

SaveChain Selected to Join Plug and Play’s Digital Assets Batch #2

PR Newswire
by PR Newswire0
SaveChain, a fintech startup, is closer to launching its Web3 bank accounts after being accepted into Plug n Play’s prestigious Digital Assets Accelerator. Using blockchain technology, the platform offers secure and transparent banking services that are faster, cheaper, and more accessible than its competitors. SaveChain’s presentation was voted as one......
Roc360 Expands its Leading Portfolio of Brands with Acquisition of Finance of America Commercial Through Asset Sale
Investment Services News

Roc360 Expands its Leading Portfolio of Brands with Acquisition of Finance of America Commercial Through Asset Sale

PR Newswire
by PR Newswire0
Roc Capital Holdings LLC, a vertically integrated platform for residential real estate investors and a leading originator of business purpose loans nationwide, announced it has closed on the previously announced transaction for Finance of America Commercial (“FACo”) assets. Founded in 2014, Roc360 has funded in excess of $14 billion in......
Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Artificial Intelligence News

Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI

Business Wire
by Business Wire0
Wealth Management division developing internal-facing service that leverages OpenAI technology and Morgan Stanley’s vast intellectual capital to deliver relevant content and insights into the hands of Financial Advisors in seconds, helping drive efficiency and scale Morgan Stanley Wealth Management (MSWM) announced an important milestone in its innovation journey through the......
Lateral Investment Management Expands Distribution Team to Focus on Retail Channel
Investment Services News

Lateral Investment Management Expands Distribution Team to Focus on Retail Channel

Business Wire
by Business Wire0
Lateral Investment Management, a private investment firm focused on transformational growth at owner-operated middle market businesses in North America, announced the expansion of its sales team with the addition of Betsy Ward as Director of National Accounts, Angela Clakley as Vice President of Internal Sales, and Ken Johnson as Regional......
Modern Management Tools You Can't Miss
Digital Featured Fintech Primers Technology

Modern Management Tools You Can’t Miss

Pooja Choudhary
by Pooja Choudhary0
How do management tools work? A corporation can improve its operations and procedures by using management tools, which include software programs, applications, and strategies. Depending on their requirements, several businesses and industries can profit from using various tools. In this article, I have discussed the best of 10 management tools......
Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Investment Services News

Apella Expands West Coast Presence with Addition of Clarity Wealth Management

Business Wire
by Business Wire0
Irvine, California-based wealth management firm brings $130 million in AUM Apella Capital, LLC, DBA Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced Clarity Wealth Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and......
Northern Trust and EDS Announce New Collaboration with Uk-Based Asset Manager Redwheel
Investment Services News

Northern Trust and EDS Announce New Collaboration with UK-Based Asset Manager Redwheel

Business Wire
by Business Wire0
Redwheel chooses Northern Trust and EDS for ESG data management solution to help improve ESG data access and integration within investment processes Northern Trust announced that UK-based asset manager Redwheel is now using its data aggregation tool, developed by its strategic partner, Equity Data Science, Inc., to enhance ESG integration......
Yellow Card Adds New Digital Assets to the App
Cryptocurrency Digital Asset Management News

Yellow Card Adds New Digital Assets to the App

Fintech News Desk
by Fintech News Desk0
With the launch of the new coins, customers will be able to enhance their experience on the app with the ability to diversify their crypto portfolios and take advantage of a number of market opportunities Yellow Card is excited to announce the launch of an additional five coins to the......
Kuvare Insurance Services Announces Launch of New Leveraged Finance Asset Manager
InsurTech Investment Services News

Kuvare Insurance Services Announces Launch of New Leveraged Finance Asset Manager

Business Wire
by Business Wire0
Kuvare Insurance Services LP (KIS), a boutique asset manager that oversees approximately $22 billion in primarily investment-grade assets, announced the commercial launch of a new subsidiary, Katayma Credit Management (Katayma), to focus on the U.S. non-investment grade corporate debt market. “As we continue to deepen our presence in the U.S.......
Stats Launches Revolutionary DeFi Multi-Wallet Portfolio Management Platform
DeFi News

Stats Launches Revolutionary DeFi Multi-Wallet Portfolio Management Platform

PR Newswire
by PR Newswire0
Stats, a DeFi multi-wallet portfolio management DApp/platform, has announced the launch of its all-in-one hub for DeFi users. The platform provides users with a revolutionary approach to DeFi management, with weekly updates and added features to enhance the user experience. “We are thrilled to announce the launch of Stats, the......
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