Search Results for: Asset Management

Vincent Makes Investing into Alternative Assets Easier by Launching VALT The First Professionally Managed Diversified Alts Product
Investments News

Vincent Makes Investing into Alternative Assets Easier by Launching VALT The First Professionally Managed Diversified Alts Product

Fintech News Desk
Assets in VALT Include Pre-IPO Shares of SpaceX & Discord, Bitcoin, Banksy & Kusama Art, Leading NFT Funds, Canaras CLO Fund, Commercial Real Estate & More Launched by Leading Alternative Asset Search Platform Vincent, Existing VALT Investors Include Joe Lonsdale, Jason Calacanis & Jenny Fielding Vincent, the leading alternative investment search......
LPL Financial and the Financial Services Network Welcome Encore Capital Management
Finance News

LPL Financial and the Financial Services Network Welcome Encore Capital Management

Fintech News Desk
LPL Financial LLC announced that Encore Capital Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) model, aligning with The Financial Services Network, an existing firm supporting LPL-affiliated advisors. The advisors of Encore Capital reported having served approximately $205 million in advisory, brokerage and retirement plan assets*. They join......
Allworth Financial Partners with North Carolina’s Adams Chetwood Wealth Management Group
Finance News

Allworth Financial Partners with North Carolina’s Adams Chetwood Wealth Management Group

Fintech News Desk
The agreement adds another Allworth office in the Southeastern U.S. With the completion of its second partnership in two weeks, Allworth Financial, the 9th fastest growing RIA in America[1], has acquired Adams Chetwood Wealth Management Group of Durham, North Carolina. Adams Chetwood was supported and represented by Republic Capital Group of......
UMD to Present Climate Finance and Risk Management Bootcamp
Finance News

UMD to Present Climate Finance and Risk Management Bootcamp

Fintech News Desk
As climate change increasingly affects business decision making, risk managers, financial analysts and other leaders must anticipate how weather events may impact their growth outlook, estimate how port taxes may increase because of rising sea levels, develop contingencies for supply chain disruptions and respond to the unexpected. Latest Fintech News: Skolem......
Unlock Web3 with the First-of-its-Kind Digital Identity & Asset Protocol by NEST
News Security

Unlock Web3 with the First-of-its-Kind Digital Identity & Asset Protocol by NEST

Fintech News Desk
NEST, the world’s first digital blockchain identity solution, introduces the Self-Sovereign Distributed Identity (SSDID) a first-of-its-kind, confidential digital identity protocol. Through encrypted ownership, crypto and NFT lovers are given complete control, confidentiality, and provenance over all their digital assets across the Web3 environment. The NEST® solution offers an individual encryption......
Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska
Finance News

Coldstream Wealth Management And LWM Wealth Management Merge To Expand Financial Services In Alaska

Fintech News Desk
Move follows last year’s expansion of employee-owned firm’s footprint across fast-growing Pacific Northwest  The Alaska-based firm to brand as Coldstream and join existing team Coldstream Wealth Management (“Coldstream”) announced a merger with LWM Wealth Management a Kenai, Alaska-based firm with approximately $170 million in assets under management. LWM, owned by Roy A. Wells......
PunchOut2Go Further Expands B2B Trade Footprint with New Name and Management Hires
B2B News

PunchOut2Go Further Expands B2B Trade Footprint with New Name and Management Hires

Fintech News Desk
TradeCentric brand better reflects the organization’s deep connection to leading B2B buyers and suppliers leveraging modern digital commerce technology, and the expanded team will build upon the company’s established leadership position PunchOut2Go, the leading provider of B2B trade automation that integrates eCommerce and eProcurement solutions, announced that it has changed......
Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial
Investments News

Onedigital Accelerates Wealth Management Offering With the Addition of Timescale Financial

OneDigital Investment Advisors, an SEC-registered investment adviser and wholly-owned subsidiary of OneDigital (“OneDigital”), a leading insurance brokerage, financial services and HR consulting firm, today announced it has acquired TimeScale Financial, a Danvers, MA-based registered investment adviser. This acquisition marks OneDigital’s 5th transaction in a five-month period of strategic growth of the wealth management......
Khelp Financial Launches Investment Management Practice with Key Hires; DeFi Hedge Funds Planned for Q3 2022
DeFi News

Khelp Financial Launches Investment Management Practice with Key Hires; DeFi Hedge Funds Planned for Q3 2022

Fintech News Desk
Khelp Financial (“Khelp”), a registered investment advisor in the digital asset sector, is pleased to announce the hiring of two new employees. Latest Fintech News: DP World and CDPQ Announce US$5 billion Investment in Strategic Assets in the UAE First, Steve Goeke is joining the firm as Chief Operating Officer. Mr. Goeke has......
Digital Asset Wallet Startup Liminal Raises $4.7 Million
Fintech Startups News

Digital Asset Wallet Startup Liminal Raises $4.7 Million

Fintech News Desk
Liminal is the first wallet architecture to provide the MPC and MultiSig to secure digital assets across different blockchains. This plug-and-play platform provides unmatched support to exchanges by eliminating manual operations by 90% and saving manual refill hours. Safe custody of digital assets is a key challenge faced by businesses......
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