Search Results for: Financial Advisor

Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners
Finance News

Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners

Fintech News Desk
by Fintech News Desk0
Merchant banking firm extends its capabilities in Asset Management Middlemarch Partners, a New York-based merchant banking firm, and Convergency Partners, a financial services platform and advisory firm, are pleased to announce they have entered into a strategic partnership. The alignment will bolster each firm’s core competencies related to strategy, operational design, distribution, capital......
Financial Industry Veteran John Pileggi Joins Disruptive Fintech Platform as Chief Executive Officer
Fintech News

Financial Industry Veteran John Pileggi Joins Disruptive Fintech Platform as Chief Executive Officer

Fintech News Desk
by Fintech News Desk0
Pileggi to lead Givvor as a Fintech force in democratizing donor-advised funds and revolutionizing charitable giving for the donee and the donor Givvor , a disruptive fintech platform shaping the future of philanthropy, announced that financial industry veteran John Pileggi has joined as Chief Executive Officer, where he will lead......
Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners
Fintech News

Middlemarch Partners Deepens its Financial Services Focus by Partnering with Convergency Partners

Fintech News Desk
by Fintech News Desk0
Merchant banking firm extends its capabilities in Asset Management Middlemarch Partners, a New York-based merchant banking firm, and Convergency Partners, a financial services platform and advisory firm, are pleased to announce they have entered into a strategic partnership. The alignment will bolster each firm’s core competencies related to strategy, operational design, distribution, capital......
Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs
Fintech News

Equitable Expands Availability of its Flagship Annuity Offering to Meet Financial Professionals’ Needs

Fintech News Desk
by Fintech News Desk0
Brings track record of innovation in income benefits and distribution to RIA market Expands reach with FIDx-Powered Envestnet Insurance Exchange Equitable, a leading financial services organization and principal franchise of Equitable Holdings, Inc., announced the continued expansion of its variable and index-linked annuity product distribution in order to meet financial professionals......
SRM Announces Cryptocurrency Consulting for Financial Institutions
Fintech News

SRM Announces Cryptocurrency Consulting for Financial Institutions

Fintech News Desk
by Fintech News Desk0
SRM (Strategic Resource Management), an independent advisory firm serving financial institutions across the US and in Europe, announced its new cryptocurrency consulting offering. This addition to the firm’s advisory services will deliver education on cryptocurrency, support product development and vendor selection for financial institutions integrating these technologies and consult on key compliance......
Janus Henderson Partners with The Pacific Financial Group on Multi-Asset Strategies
Fintech News

Janus Henderson Partners with The Pacific Financial Group on Multi-Asset Strategies

Fintech News Desk
by Fintech News Desk0
Janus Henderson Investors announced that Janus Capital Management LLC is engaging with The Pacific Financial Group to provide research services for both the PFG Tactical Income Fund and PFG Janus Henderson Balanced Strategy . Read More About Fintech News : BrightTower Advises Procurement Spend Management Firm ClearEdge Partners in Sale to......
Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)
Fintech News

Personetics Presents Personalized Insights and Autonomous Finance to SEC Asset Management Advisory Committee (AMAC)

Fintech News Desk
by Fintech News Desk0
Global fintech Personetics’ President of Americas Jody Bhagat says “basic personalized insights will be table stakes for financial institutions by end of 2023” Personalized insights and advice will transform wealth management and provide enormous value to customers, if the industry embraces a more personalized approach. Personalized advice is a key......
Enterprai Launches New Way for Global Macro Players to Stay on Top of Financial Markets
Analytics Fintech News

Enterprai Launches New Way for Global Macro Players to Stay on Top of Financial Markets

Fintech News Desk
by Fintech News Desk0
Enterprai sees strong demand for its workstation and data products from major global macro hedge funds and financial institutions, as it embarks on $10M funding round Enterprai – the AI-powered SaaS workstation for global macro professionals, pioneering predictive analytics for FX and fixed income markets – launched a set of products offering global......
CORRECTING and REPLACING LOGOS IDB Bank and Lido Advisors Announce Joint Venture
Banking News

CORRECTING and REPLACING LOGOS IDB Bank and Lido Advisors Announce Joint Venture

Fintech News Desk
by Fintech News Desk0
The JV, to be called IDB Lido Wealth, will combine Lido’s superior wealth management capabilities with IDB’s full suite of private and commercial banking solutions to serve IDB’s high-net-worth clients IDB Bank (“IDB”) and Lido Advisors, LLC (“Lido”) announced the creation of a new strategic partnership and joint venture: IDB......
GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management
Digital Asset Management Investments News

GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management

Fintech News Desk
by Fintech News Desk0
The modern TAMP focused on servicing the needs of RIAs will use the minority investment to accelerate product expansion and distribution GeoWealth, a modern turnkey asset management program (TAMP) built for advisors, announced it has raised a $19 million Series B funding round led by Kayne Partners Fund, the growth......
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