Search Results for: Capital Management

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management
Investment Services News

Kestra Private Wealth Services Expands California Presence by Onboarding $124 Million Thriving Asset Management

Business Wire
by Business Wire0
Silicon Valley-based firm looks to embrace true entrepreneurship and offer high-touch client service with full-service support of Kestra PWS Kestra Private Wealth Services (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc., announced the addition of Thriving Asset Management to its platform. “In my previous role, I was unable to benefit......
RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community
Finance News

RightCapital and PreciseFP Announce New Data Integration to Better Serve Financial Planning Community

PR Newswire
by PR Newswire0
A new API-driven integration streamlines advisors’ client data gathering and financial planning efforts by syncing household financial data between PreciseFP and RightCapital RightCapital, the fastest-growing financial planning software for financial advisors, and PreciseFP, the award-winning client engagement and data gathering platform from Docupace, announced a data integration partnership. This new bi-directional API integration......
PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios
Capital Markets News

PNC Capital Markets Launches PNC Asset Exchange to Help Financial Institution Clients Optimize Loan Portfolios

PR Newswire
by PR Newswire0
Exclusive online loan marketplace, powered by Community Capital, will expand client loan market access and liquidity management PNC FIG Advisory, part of PNC Capital Markets LLC, announced an expansion to its client offerings through the introduction of PNC Asset Exchange, an online loan resource and marketplace for financial institutions. PNC Asset......
Granite Creek Capital Partners Announces Investment in Salem One
Investment Services News

Granite Creek Capital Partners Announces Investment in Salem One

GlobeNewswire
by GlobeNewswire0
Granite Creek Capital Partners, L.L.C., a private investment firm based in Chicago, announced it has made a new platform investment in Salem One, a leading provider of corporate communication solutions, including direct marketing, packaging, and logistics services. Granite Creek partnered with Phil Kelley, Jr., CEO and President of Salem One,......
Ramp Passes $600 Million in Savings; Chosen by Shopify as Its Sole Expense Management Provider
Finance News

Ramp Passes $600 Million in Savings; Chosen by Shopify as Its Sole Expense Management Provider

PR Newswire
by PR Newswire0
Introduces new platform offering with advanced capabilities for complex businesses Ramp, the finance automation platform and first corporate card designed to help businesses spend less, has helped its 15,000+ customers collectively save more than $600 million and over 8.5 million hours of employee time by controlling spend and automating manual tasks. This figure grew......
BTIG Investment Banking Continues to Grow Debt Capital Advisory Team With John Bertrand
Banking Investment Services News

BTIG Investment Banking Continues to Grow Debt Capital Advisory Team With John Bertrand

Business Wire
by Business Wire0
BTIG announced that John Bertrand has joined the firm as a Managing Director within Investment Banking’s Debt Capital Advisory Group. Based in the New York office, Mr. Bertrand will support the firm’s efforts to originate, structure, and execute debt financing for corporate issuers and financials sponsors. Latest Fintech Interview: Global......
SUNRATE Closes Series D-2 Funding Round Led by Sequoia Capital Southeast Asia
Fintech Funding News

SUNRATE Closes Series D-2 Funding Round Led by Sequoia Capital Southeast Asia

PR Newswire
by PR Newswire0
SUNRATE, an intelligent global payment and treasury management platform announced that it has raised an extended Series D (Series D-2) funding round from Sequoia Capital Southeast Asia (now known as Peak XV Partners). Prosperity7 Ventures and Softbank Ventures Asia also contributed to the round. The funding will enable SUNRATE to......
iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals
Fintech News

iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals

Business Wire
by Business Wire0
iCapital Architect can help advisors set their practice apart from the competition by providing a robust toolkit for designing tailored client portfolios that incorporate alternatives and structured investments. iCapital,1 the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool......
OneTrust Secures $150 Million Investment Led by Generation Investment Management
Investment Services News

OneTrust Secures $150 Million Investment Led by Generation Investment Management

PR Newswire
by PR Newswire0
Funding will accelerate platform innovation as organizations scale trust across privacy, security, ethics, and ESG OneTrust, the market-defining leader for trust intelligence, announced a $150 million funding round. This capital will bolster OneTrust’s continued growth to meet customer demand for trust intelligence software. The round was led by new investor Generation Investment......
Bracket Capital Raises Third Flagship Fund Focused on Growth and Special Situations Investments in Technology-Enabled Businesses
Fintech Investment Services News

Bracket Capital Raises Third Flagship Fund Focused on Growth and Special Situations Investments

Business Wire
by Business Wire0
Bracket Capital (“Bracket”), a global multi-asset investment manager focused on growth and later-stage, technology-enabled companies, announced the successful close of its third flagship funds, Bracket Capital Fund III, LP, Bracket Capital Fund III-A, LP and related vehicles (collectively “Fund III” or the “Fund”), totaling $150 million. Bracket also raised an......
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