Search Results for: Financial Advisor

Hamilton Lane's $2.1 Billion Flagship Direct Equity Fund Now Available for Investment on Securitize
Fintech Funding Investment Services News

Hamilton Lane’s $2.1 Billion Flagship Direct Equity Fund Now Available for Investment on Securitize

Fintech News Desk
by Fintech News Desk0
New Securitize Fund Requires Minimum Investment of $20,000, Down from ~$5 Million, Tokenized Exclusively on Polygon Individual investors can now access Hamilton Lane‘s flagship direct equity fund, Equity Opportunities Fund V through a new Securitize feeder fund tokenized on Polygon. Leading private markets investment firm Hamilton Lane recently closed the Fund on nearly......
Blockchain Cryptocurrency Featured Fintech Primers

How To Make Cryptocurrency A Common Kind Of Payment

Pooja Choudhary
by Pooja Choudhary0
We have already acknowledged the dynamic face of the digital world, and how quickly it adapts to change, and accordingly, a layman also is changing his lifestyle towards payments. There exists a plethora of methods of payment, one among them being Digital assets like cryptocurrencies and central bank digital currencies......
Ascenum Announces Integration with Q2's Digital Banking Platform to Deliver High-Impact Service Providers to SMBs
Banking News

Ascenum Announces Integration with Q2’s Digital Banking Platform to Deliver High-Impact Service Providers to SMBs

Fintech News Desk
by Fintech News Desk0
Q2 digital banking customers can now offer Ascenum’s curated service providers to their SMB account holders through the Q2 Partner Marketplace Ascenum, Inc., an innovative B2B Marketplace for Small to Midsize Businesses (SMBs) seeking high-impact services, announced its integration with Q2’s Digital Banking Platform and its participation in the Q2......
Alpha Cubed Investments Announces Chris Bougeokles, CFP, CIMA Has Joined Alpha Cubed Investments as a Wealth Manager, Vice President
Investment Services News

Alpha Cubed Investments Announces Chris Bougeokles, CFP, CIMA Has Joined Alpha Cubed Investments as a Wealth Manager, Vice President

Fintech News Desk
by Fintech News Desk0
Alpha Cubed Investments, a Registered Investment Advisory specializing in managing investment portfolios for high-net-worth individuals is pleased to announce that Chris Bougeokles, CFP CIMA has joined Alpha Cubed Investments as a Wealth Manager, Vice President Alpha Cubed Investments, a registered investment advisory specializing in managing investment portfolios for high-net-worth individuals......
OptionsDesk Signs Long-Term Partnership With ION
News Risk Management

OptionsDesk Signs Long-Term Partnership With ION

Fintech News Desk
by Fintech News Desk0
ION, a global leader in trading, analytics, treasury, and risk management solutions for capital markets, commodities, and treasury management, has been selected by OptionsDesk to integrate ION’s XTP Front-to-Back Suite, expanding its derivatives capabilities. ION, a global leader in trading, analytics, treasury, and risk management solutions for capital markets, commodities,......
Permira to Acquire Acuity Knowledge Partners From Equistone
Analytics News

Permira to Acquire Acuity Knowledge Partners From Equistone

Fintech News Desk
by Fintech News Desk0
Acuity Knowledge Partners (“Acuity”), a leading provider of high-value research, analytics and business intelligence to the financial services sector, announces that funds advised by Permira, the global private equity firm, have acquired a majority stake in the business from Equistone Partners Europe (“Equistone”), one of Europe’s leading mid-market private equity......
Synchrony and Rooms To Go Renew Consumer Financing Partnership To Create Shopping Experience
Business Markets News

2023 Steering Committee Announced By U.S. Payments Forum

Fintech Staff Writer
by Fintech Staff Writer0
The U.S. Payments Forum declares its 2023 Steering Committee and Officers. The group serves as a leadership organization within the Forum, fundamental in empowering productive, ideal and compelling execution of arising and existing payment technologies in the U.S. market and then some. The group is comprised of payment pioneers addressing......
Featured Investments Technology

Best Tools For Portfolio Managers

Pooja Choudhary
by Pooja Choudhary0
Product portfolio management tools provide a quick overview of all products, facilitating organization and analysis. This management software monitors a product’s growth prospects and operational risk, allowing you to determine which products to keep and which to eliminate. In this article, we will highlight the top eight portfolio management tools......
Developing The Personal Loan Market Using Technology
Banking Commerce Featured Fintech Primers Technology

Developing The Personal Loan Market Using Technology

Pooja Choudhary
by Pooja Choudhary0
We all know about two-minute noodles, but what if I say, in two minutes get an instant personal loan? As a layman, we understand personal loan is money borrowed by anyone on interest for a reason. In addition, personal loans are generally offered by banks, credit unions, and online loan......
Levitate Now Offering FINRA-Reviewed Content As Part of Content Library
Finance News

Levitate Now Offering FINRA-Reviewed Content As Part of Content Library

Fintech News Desk
by Fintech News Desk0
Levitate is proud to announce the addition of FINRA-reviewed content to its expansive content library. Getting marketing content approved can be burdensome for small businesses in the finance industry. The Financial Industry Regulatory Authority (FINRA), a not-for-profit government-authorized organization that oversees U.S. broker-dealers, has many rules and regulations around financial advertising. While......
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