Search Results for: Investment Account

Citi Upgrades Data Service Platform to Enhance Efficiency for Securities Services Clients
Fintech Funding Investment Services News

Citi Extends Fund Accounting Services to UK Investment Trusts

Fintech News Desk
by Fintech News Desk0
Citi announced that it enhanced its UK fund servicing capabilities to include valuation, accounting, tax computation and filing, and reporting for investment trusts. There are approximately 350 investment trusts in the UK with £186 billion in assets under management1. “Investment trusts are an important vehicle for UK asset managers,” said......
Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes
Fintech News Trading

Altruist Syncs With DriveWealth to Offer a Digital Investment Platform for Financial Advisors With the Ability to Open and Fund Accounts Online in Minutes

Fintech News Desk
by Fintech News Desk0
Altruist Corp, an LA-based fintech company that provides a fully integrated digital brokerage to financial advisors, announced its partnership with DriveWealth, a global leader in digital trading technology. DriveWealth is also partnered with Citibank and will power Altruist’s brokerage execution and is responsible for safekeeping securities on behalf of Altruist’s customers......
Apex Fintech Solutions Unveils Apex Alts: Revolutionizing Access to Alternative Investments
Finance Fintech Investments News

Apex Fintech Solutions Unveils Apex Alts: Revolutionizing Access to Alternative Investments

Business Wire
by Business Wire0
Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, is excited to announce the upcoming launch of Apex Alts, a groundbreaking solution designed to democratize access to alternative investments for customers of broker dealers, advisory firms, and other wealth management companies. Apex Alts will provide eligible......
Brightwave and Quartr Partner to Streamline Research and Help Investment Teams Boost Deal Coverage
Artificial Intelligence Finance Fintech Investments News

Brightwave and Quartr Partner to Streamline Research and Help Investment Teams Boost Deal Coverage

Business Wire
by Business Wire0
New partnership integrates Quartr’s global database of first-party information from public companies with Brightwave’s document analysis capabilities, enabling investment teams to scale research and diligence with speed and precision Brightwave, the leading AI-powered research and diligence platform for financial professionals, today announced a partnership with Quartr, the top provider of earnings......
Neofin Secures $7M Seed Round to Revolutionize Accounts Receivable in Brazil with AI-Powered Solutions
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Neofin Secures $7M Seed Round to Revolutionize Accounts Receivable in Brazil with AI-Powered Solutions

GlobeNewswire
by GlobeNewswire0
Cash is king and no business can survive without it. Quoting Warren Buffet: “Cash, though, is to a business as oxygen is to an individual: never thought about when it is present, the only thing in mind when it is absent”. With this principle in mind, Neofin’s mission is to transform......
Financial Organizations Optimistic About Growth, But Are Stunted By Poor Software Investments
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Financial Organizations Optimistic About Growth, But Are Stunted By Poor Software Investments

Business Wire
by Business Wire0
Capterra’s 2025 Tech Trends Survey finds that, while most financial firms plan to increase software investments to support business growth, 70% have regretted a recent software purchase Financial businesses are optimistic about growth this year, as nearly two-thirds (63%) of these organizations anticipate a revenue growth between 5% and 15%. Capterra’s......
Anchor Lands $20 Million in Series A Funding to Eliminate Invoicing and Payment Inefficiencies for Small to Medium Accounting Firms
Finance Fintech Investments News

Anchor Lands $20 Million in Series A Funding to Eliminate Invoicing and Payment Inefficiencies for Small to Medium Accounting Firms

PR Newswire
by PR Newswire0
Anchor offers a specialized, Autonomous Billing & Collections platform, completely automating the accounts receivable process by reinventing proposals and agreement management. With Anchor, companies find their profits increased by over 30%, revenue loss reduced from over 5% to under 1%, and the time to sign an agreement decreased from over 45 days to less......
Tradable Brings $1.7 Billion in Tokenized Alternative Assets to ZKsync, Secures Strategic Investment from ParaFi Capital
Commerce Digital Payments Finance Fintech Investments News

Tradable Brings $1.7 Billion in Tokenized Alternative Assets to ZKsync, Secures Strategic Investment from ParaFi Capital

Business Wire
by Business Wire0
Tradable enables efficient asset tokenization to bring institutional-grade investments on-chain Tradable, a pioneering technology company focused on making institutional-quality investments accessible to a broader range of participants, has achieved a significant milestone by tokenizing $1.7 billion of assets across nearly 30 institutional-grade private credit positions. Tradable is now the third-largest......
Float Financial Announces $70 Million Investment Round Led by Growth Equity at Goldman Sachs Alternatives to Build Canada’s Most Complete Business Finance Solution
Digital Payments Finance Fintech Investments News

Float Financial Announces $70 Million Investment Round Led by Growth Equity at Goldman Sachs Alternatives to Build Canada’s Most Complete Business Finance Solution

Business Wire
by Business Wire0
Growth Equity at Goldman Sachs Alternatives leads this funding round of over CAD$70M, joined by other prominent investors including OMERS Ventures, FJ Labs, Garage Capital and Teralys. With the CAD$50M credit facility announced in February 2024—bringing total funding to over CAD$120M in the past year—this investment highlights Float Financial’s significant......
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