Search Results for: Capital Management

Hazeltree and Lionpoint Partner to Drive Treasury Management Modernization to Private Capital Markets
Banking Investments News

Hazeltree and Lionpoint Partner to Drive Treasury Management Modernization to Private Capital Markets

Fintech News Desk
Hazeltree, the leading provider of integrated treasury management and portfolio finance solutions for investment managers, and Lionpoint Group, a global consulting firm for digital transformation in the alternative investments industry, today announced a strategic alliance.  Working with Hazeltree, Lionpoint officially launched its Treasury Management practice, focusing on private capital markets,......
J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital
Banking Fintech Investments News

J.P. Morgan Asset Management Launches Growth Equity Platform as Part of J.P. Morgan Private Capital

Fintech News Desk
Firm hires two new Managing Partners, Christopher Dawe and Osei Van Horne, to lead new growth equity initiatives J.P. Morgan Asset Management announced the launch of J.P. Morgan Private Capital, which includes a new growth equity investment arm and an existing private debt business, committed to providing customized solutions for......
ServiceTitan Announces $500 Million Investment Led By Tiger Global Management and Sequoia Capital Global Equities
Finance Investment Services Investments News Trading

ServiceTitan Announces $500 Million Investment Led By Tiger Global Management and Sequoia Capital Global Equities

Fintech News Desk
The Series F financing values the company at $8.3 billion ServiceTitan, the world’s leading provider of software for the trades, announced a $500 million round at an $8.3 billion valuation. The round was led by Tiger Global Management and Sequoia Capital Global Equities with participation from H.I.G. Growth Partners. Existing investors participated, including......
Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management
Finance Fintech Investments News

Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management

Fintech News Desk
Partnership Enhances Advisor Recruitment, Evolution of Wealth Planning Process Merchant Investment Management, LLC, announced its partnership with Axiom Financial Strategies Group, a boutique wealth planning firm focused on business owners, entrepreneurs and families—a move that will help propel Axiom’s growth initiatives. “This injection of durable capital will preserve Axiom’s independence......
GDA-Capital-and-The-Wolf-of-All-Streets-Invest-in-Elitium-to-Introduce-Blockchain-based-Wealth-Management-Tools-to-Global-Audience
Banking Blockchain Cryptocurrency Fintech News

GDA Capital and The Wolf of All Streets Invest in Elitium To Introduce Blockchain Based Wealth Management Tools To Global Audience

Fintech News Desk
Merchant bank GDA Capital, part of the GDA Group, and serial entrepreneur Scott Melker, known as The Wolf of All Streets, have announced a co-investment in the blockchain-based platform Elitium, to accelerate the buildout of their wealth management tools and global adoption of the native EUM digital asset. Elitium is......
Voya Investment Management Hires Founding Partners and Acquires the Technology of G Squared Capital
Fintech Investment Services News

Voya Investment Management Hires Founding Partners and Acquires the Technology of G Squared Capital

Fintech News Desk
Voya Investment Management (IM), the asset management business of Voya Financial, Inc. (NYSE: VOYA), announced today that it has acquired the technology and hired the founding team of G Squared Capital LLP (“G2”), a London-based investment manager that serves institutions and other sophisticated investors. Terms of the transaction were not......
Cyber Risk Management Leader Axio Closes Investment from Fin Venture Capital, IA Capital Group and NFP Ventures
Capital Markets Fintech Investment Services News Risk Management

Cyber Risk Management Leader Axio Closes Investment from Fin Venture Capital, IA Capital Group and NFP Ventures

Fintech News Desk
Axio, a leading cyber risk management Software-as-a-Service company, announced the close of funding led by Fin Venture Capital, IA Capital Group, and follow on participation from NFP Ventures. The investment will be used to accelerate platform innovation and expansion into new industries including the financial sector through a partnership with......
CIBC Innovation Banking Provides Health Fidelity, Inc. With a US$5.5 Million Growth and Working Capital Financing
Banking Capital Markets Fintech News

CIBC Innovation Banking Provides Digital Receipt Management Platform, Sensibill Inc., With $5 Million in Growth Capital Financing

Fintech News Desk
CIBC Innovation Banking is pleased to announce a $5 million growth capital financing with Toronto-based Sensibill Inc. (“Sensibill”), a provider of everyday tools such as digital receipt management and SKU-level data that help institutions better know and serve customers. Backed by Radical Ventures, Information Venture Partners, First Ascent Ventures and......
Survey of Leading Capital Markets Firms Uncovers Top Data Management Challenges
Big Data Capital Markets Fintech News

Survey of Leading Capital Markets Firms Uncovers Top Data Management Challenges

The leading data architecture challenges for capital markets firms center around data quality and delivering relevant data to the business, according to new research from leading global research and advisory firm Aite Group. Read More: WorldRemit Partners with Wizall Money to Launch its First Mobile Money Transfer Service to Senegal “Many capital......
Featured Fintech Investment Services Investments Technology

Unified Managed Accounts (UMAs) and Their Role in Modern Portfolio Management

Fintech Staff Writer
Unified Managed Accounts (UMAs) have emerged as a pivotal innovation, revolutionizing the way advisors and investors approach portfolio management. The evolution of UMAs reflects a broader trend towards consolidation, efficiency, and customization in the wealth management industry, meeting the increasing demands for personalized financial solutions. The Origins of Unified Managed......
1