Search Results for: Asset Management

SierraConstellation Partners to Field New Survey for the Special Assets Resolution and Workout Bankers Community
Banking News

SierraConstellation Partners to Field New Survey for the Special Assets Resolution and Workout Bankers Community

Fintech News Desk
SierraConstellation Partners LLC (SCP), a business advisory firm that focuses on the strategic, operational, financial transactional, and capital needs of middle-market companies and their partners, announced the launch of their new SCP Workout Bankers Insights Survey. The survey will gauge the sentiment of special assets managers to create a data-rich resource......
Huobi Trust Hong Kong Provides Safe, Secure Custody Services As Digital Asset Landscape Evolves
Cryptocurrency Fintech News Risk Management

Huobi Trust Hong Kong Provides Safe, Secure Custody Services As Digital Asset Landscape Evolves

Fintech News Desk
As the blockchain and virtual asset space continues to grow with the rise of cutting-edge applications, large companies and institutional investors are tapping into the space. As of now, there are more than ten thousand currencies in the global digital money market, and the total crypto market value has exceeded USD2 trillion. MicroStrategy......
Hightower Makes Strategic Investment in Bluerock Wealth Management
Investments News

Hightower Makes Strategic Investment in Bluerock Wealth Management

Fintech News Desk
Bluerock, a $700 million firm in Alpharetta, Ga., is joining Hightower to sustain and accelerate its double-digit organic growth Hightower announced it has made a strategic investment in Bluerock Wealth Management LLC (“Bluerock”), a $700 million advisory business in Alpharetta, Ga. Bluerock, which provides individuals and families with personalized financial planning, strategic investing and proactive tax consulting,......
Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan
Investments News

Morningstar Investment Management and PAi Announce First ESG Pooled Employer Plan

Fintech News Desk
Morningstar Investment Management LLC, a subsidiary of Morningstar, Inc., and Plan Administrators, Inc. (PAi), a retirement plan administrator and recordkeeper, announced plans to offer the industry’s first Pooled Employer Plan (PEP) intentionally designed to limit exposure to material environmental, social, and governance (ESG) risks. The Morningstar ESG Pooled Employer Plan is......
Hub International Expands Real Estate Insurance Capabilities With Acquisition Of The Assets Of Safe Harbour Group, Ltd. In New York
Fintech InsurTech News

Hub International Expands Real Estate Insurance Capabilities With Acquisition Of The Assets Of Safe Harbour Group, Ltd. In New York

Fintech News Desk
Hub International Limited (Hub), a leading global insurance brokerage and financial services firm, announced that it has acquired the assets of Safe Harbour Group, Ltd. (Safe Harbour Group). Terms of the transaction were not disclosed. Located in New City, New York, Safe Harbour Group is an independent insurance agency providing commercial,......
Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026
Fintech Investments News

Digital Wealth Management Fees to Increase Threefold to $12.6 Billion By 2026

Fintech News Desk
JP Morgan Identified as Leading Champion in Wealth Management Market Total fees generated from digital assets under management will reach $12.6 billion by 2025, a more than threefold increase on the 2020 figure of $4 billion, according to fintech and payments research specialists Kaleido Intelligence. “There is a far greater......
DeFi Technologies Inc. Featured in Syndicated Broadcast Covering Expansion of Management Team to Support Growth in European and Global Markets
DeFi

DeFi Technologies Inc. Featured in Syndicated Broadcast Covering Expansion of Management Team to Support Growth in European and Global Markets

Fintech News Desk
DeFi Technologies Inc., a digital asset investment firm bridging the gap between traditional capital markets and decentralized finance, announces that it has been featured in a broadcast via NetworkNewsAudio (“NNA”), a solution that delivers additional visibility, recognition and brand awareness in the investment community via distribution to thousands of syndication......
Elliptic Raises $60 Million To Accelerate Safe Adoption of Cryptoassets By Mainstream Financial Markets
Cryptocurrency Currency Exchange Fintech News

Elliptic Raises $60 Million To Accelerate Safe Adoption of Cryptoassets By Mainstream Financial Markets

Fintech News Desk
New Investment to Expand Team and Network Globally and Accelerate Research and Development Elliptic, the global leader in cryptoasset risk management, announced today it has raised $60 million in Series C funding. The financing round was led by Evolution Equity Partners, alongside new investment from SoftBank Vision Fund 2. Existing......
Elliptic Raises $60 Million To Accelerate Safe Adoption of Cryptoassets By Mainstream Financial Markets
Blockchain Finance Fintech News

Elliptic Raises $60 Million To Accelerate Safe Adoption of Cryptoassets By Mainstream Financial Markets

Fintech News Desk
New Investment to Expand Team and Network Globally and Accelerate Research and Development Elliptic, the global leader in cryptoasset risk management, announced it has raised $60 million in Series C funding. The financing round was led by Evolution Equity Partners, alongside new investment from SoftBank Vision Fund 2. Existing investors......
Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company
Investments News

Savant Wealth Management Announces Strategic Minority Investment from Kelso & Company

Fintech News Desk
Savant Wealth Management (Savant), a nationally recognized, fee-only registered investment adviser (RIA) with nearly $12 billion in assets under management, announced it has received a strategic minority investment from Kelso & Company (Kelso), a North American-focused middle-market private investment firm. Savant CEO and founder Brent Brodeski will retain full control of the company and......
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