Search Results for: Institutional Investments

ErisX Advances Strategic Relationship with Fidelity to Expand Access to Digital Assets
Fintech News

ErisX Advances Strategic Relationship With Fidelity to Expand Access to Digital Assets

Fintech News Desk
ErisX is expanding safe and regulated access to digital assets through familiar investing tools, by collaborating with Fidelity Digital Asset Services, LLC (Fidelity Digital AssetsSM). Fidelity Digital Assets can now access the ErisX spot market, increasing the breadth of accessible liquidity available to Fidelity Digital Assets’ customers. Read More: Jack Henry......
Cadence Acts As Sole Structuring Agent On $40 Million Securitization for FAT Brands
Fintech News

Cadence Unlocking Private Credit With Launch of Dutch Auction System

Fintech News Desk
Cadence also announces $4 million seed round to fuel its growth On the heels of unprecedented market volatility, Cadence Group, Inc., a leading fintech securitization platform, announced it has launched a Dutch auction for new investments made available on its platform. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring......
Tassat Appoints Senior Financial Services Operating Executive Krishna Prasad as CEO
Fintech Fintech Startups Mobile Banking News

Tassat Appoints Senior Financial Services Operating Executive Krishna Prasad as CEO

Fintech News Desk
FinTech entrepreneur and institutional veteran tapped to grow blockchain-based technology solutions for digital payments and digital exchange businesses Tassat, a global provider of financial technologies and products for digital payments and digital exchange, has appointed institutional veteran, entrepreneur, and investor Krishna Prasad to be its new CEO. Read More: H2O.ai Empowers......
Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management
Artificial Intelligence Fintech News

Lufax, BCG Report: Collaborative Smart Transformation to Help Break the Zero-Sum Game in Wealth Management

Fintech News Desk
The rapid advancement of smart technologies, such as artificial intelligence (AI), big data analytics, cloud computing, and blockchain, compounded with the changing demographics in the existing and potential customer base of wealth management services, makes a compelling case for both wealth managers and regulators to embrace the increasingly available and......
Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
Fintech Investment Services News

Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution

Fintech News Desk
Award-winning provider is recognized for its innovative cloud-based, multi-layer encryption and enhanced delivery of alternative investment reporting data  Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations, announced it has been named most Innovative Client Solution in Family Wealth Report’s 2020 awards program.......
Carver Edison Expands Senior Leadership Team
Fintech Investment Services News

Magnifi Announces Former Charles Schwab CEO David Pottruck as Executive Co-Chairman

Fintech News Desk
Enters Next Phase of Strategic Growth with a Focus on Enterprise Partnerships  Magnifi, an investment search platform using natural language and data science to simplify the vetting and selection process of mutual funds, ETFs and model portfolios, announced David Pottruck, former Chairman of HighTower Advisors and former CEO of Charles Schwab,......
Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms
Banking Fintech News

DealCloud Signs 100th Dispatch Client, Signaling Increasing Investment in Marketing and Communications Among Capital Markets Firms

Fintech News Desk
Dispatch, DealCloud’s fully integrated email and web marketing platform, provides capital markets professionals with easy-to-use solutions for institutional relationship management DealCloud (an Intapp company), provider of a single-source deal, relationship, and firm management solution for capital markets firms, announced that over 100 of its clients have purchased Dispatch, the firm’s......
Coinstreet Partners Responds To COVID-19 By Launching Global Online Investor Roadshow Covering 30 Countries And 15 Languages
Fintech Investment Services News

Coinstreet Partners Responds To COVID-19 By Launching Global Online Investor Roadshow Covering 30 Countries And 15 Languages

Fintech News Desk
In response to the global COVID-19 outbreak, Coinstreet Partners (Coinstreet), an award-winning decentralized investment banking group and F.M.T. (Finance, Media & Tech) consultancy firm, is converting its conventional private placement, alternative investments and digital assets investor roadshow into a series of digital events by launching Global Online Investor Roadshow (GOIR). The Global Online Investor......
Finitive Facilitates $100 Million Loan in the Equipment Leasing Sector
Fintech Fintech Funding Investment Services News

Finitive Facilitates $100 Million Loan in the Equipment Leasing Sector

Fintech News Desk
Finitive’s platform, which includes a network of 500 institutional investors, allows it to efficiently match non-bank lenders with investors based on criteria such as asset class, loan size, target yield range and more Finitive, a private credit platform providing institutional investors with direct access to alternative lending investments, announced it......
Charles River Wins Best Wealth Management Product in 2020 Fintech Breakthrough Awards
Fintech News Risk Management

Charles River Wins Best Wealth Management Product in 2020 Fintech Breakthrough Awards

Fintech News Desk
Charles River Development, a State Street Company, announced that Charles River Investment Management Solution (Charles River IMS) has been awarded “Best Wealth Management Product” by FinTech Breakthrough, an independent organization that recognizes the top companies, products and technologies in global financial technology markets. The 2020 FinTech Breakthrough Awards showcase market......
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