Search Results for: Financial institution

iCapital®-and-Bain-Capital-Credit-Partner-to-Expand-Wealth-Managers’-Access-to-Alternative-Investments
Finance Fintech News

iCapital and Bain Capital Credit Partner to Expand Wealth Managers’ Access to Alternative Investments

Fintech News Desk
Through this partnership, advisors gain increased operational efficiency by accessing select Bain Capital Credit products via the customized Bain Capital-branded platform powered by iCapital and on iCapital Marketplace. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced a partnership with Bain Capital......
SkyBridge Enters Strategic Partnership with RWA Leader, Parcl
News Trading

SkyBridge Enters Strategic Partnership with RWA Leader, Parcl

PR Newswire
Parcl will leverage SkyBridge and SALT investor networks to accelerate growth within the institutional finance vertical. The Parcl Ecosystem, the cornerstone of which is the Parcl Protocol, a decentralized real estate trading platform, announced that it has entered into a strategic relationship with SkyBridge Capital, a global alternative investment firm......
Paysign-to-Host-First-Quarter-2024-Earnings-Call
Finance Fintech News

Paysign to Host First Quarter 2024 Earnings Call

Business Wire
Paysign, Inc. will discuss first quarter 2024 earnings at 5:00 p.m. EDT on Tuesday, May 7, 2024. Paysign, Inc. (NASDAQ: PAYS), a leading provider of prepaid card programs, comprehensive patient affordability offerings, digital banking services, and integrated payment processing, will discuss first quarter 2024 earnings at 5:00 p.m. EDT on Tuesday,......
Stonebranch-Announces-Significant-Minority-Investment-from-EMH-Partners
Investments

Stonebranch Announces Significant Minority Investment from EMH Partners

Business Wire
Under the agreement, funds advised by EMH Partners obtain a significant minority stake, while Elvaston continues to have majority ownership. The investment will be used to support organic growth, platform enhancements, and geographic expansion. Stonebranch, a leading provider of service orchestration and automation solutions, today announced a significant minority investment......
Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC
Fintech News

Graham Capital Wealth Management Expands with Launch of Regis Tax and Accounting, LLC

PR Newswire
Tax and accounting industry veteran David Gearhart, J.D., CPA, will lead the new sister organization as it works in conjunction with Graham Capital to provide investors with a truly holistic suite of financial and tax planning services. Graham Capital Wealth Management, LLC, (Graham Capital) an independent Registered Investment Advisor with......
PowerPay Completes $118.9 Million Asset-Backed Securitization to Further Growth
Fintech News

PowerPay Completes $118.9 Million Asset-Backed Securitization to Further Growth

PR Newswire
This is PowerPay’s first securitization (PWRP 2024-1). The Company partnered with CapitalOne Securities and Chartway Federal Credit Union, Virginia Beach, VA to achieve this milestone. PowerPay, a leading fintech company specializing in real-time lending and payment solutions for contractors and physicians announced the closing of their inaugural securitization obtained by......
Recurrent Energy Secures €110 Million Multi-Currency, Green Loan Facility from Investec Energy and Infrastructure Finance UK
Finance News

Recurrent Energy Secures €110 Million Multi-Currency, Green Loan Facility from Investec Energy and Infrastructure Finance UK

PR Newswire
The funding will support Recurrent Energy in the execution of its global solar PV and energy storage project pipeline, as it transitions to become an independent power producer (IPP) and accelerates its growth strategy. Recurrent Energy, a subsidiary of Canadian Solar and a global developer and owner of solar and energy......
Clearwater Analytics to Partner with Wilshire and Acquire Sophisticated Risk and Performance Models
Investment Services News

Clearwater Analytics to Partner with Wilshire and Acquire Sophisticated Risk and Performance Models

PR Newswire
Specifically, Clearwater will acquire Wilshire AxiomSM, Wilshire AtlasSM, Wilshire Abacus, and Wilshire iQComposite, and will merge them with its own risk and performance analytics platform to create a compelling product for its customers. Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, announced that it has......
Manulife Closes Largest Canadian Universal Life Reinsurance Transaction with RGA
InsurTech News

Manulife Closes Largest Canadian Universal Life Reinsurance Transaction with RGA

PR Newswire
Manulife has received OSFI approval to amend our current share buyback program, which commenced on February 23, 2024, to return unlocked capital from the transaction to its shareholders. Manulife announced that it has successfully closed1 the previously announced transaction to reinsure a low ROE Canadian Universal Life block with RGA Life......
Creative Planning Acquires ML&R Wealth Management
Investment Services News

Creative Planning Acquires ML&R Wealth Management

PR Newswire
ML&R expands Creative Planning’s presence in Texas and furthers the firm’s mission to have local advisors in every major metropolitan market. Creative Planning, one of the nation’s leading Registered Investment Advisors (RIA), announced the acquisition of ML&R Wealth Management (Maxwell Locke & Ritter). With offices in Austin and Round Rock, Texas, ML&R Wealth Management......
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