Search Results for: Investment Advisory

Wells Fargo Innovation Incubator Selects Five Agtech Companies Targeting Global Food Resiliency
Banking Fintech Investments News

Head of Investment Banking at Cohen & Company & Ex-Head of Internet Investment Banking for Wells Fargo Bank, Mr. Dan Nash Joins VIMworld Advisory Board

Fintech News Desk
Here at VIMworld, our focus is on delivering the best product and experience possible for the community. We know that the only way to achieve this is to engage the best people in the industry and have them join us in the driving seat. To that end, we are both......
Bacchus Capital to Launch Technology Investment Banking Advisory and Ventures Business
Banking Investments News

Bacchus Capital to Launch Technology Investment Banking Advisory and Ventures Business

Fintech News Desk
Chris van Wyk to Join Bacchus Capital as Managing Director and Head of Technology Investment Banking Advisory Bacchus Capital, the London-based Merchant and Ventures Investment Bank, is pleased to announce the launch of its Technology Investment Banking and Ventures business, to be led by Chris van Wyk, who joins as Managing Director......
Monolith Enlists First Direct and Egg Founder Mike Harris as Chairman
Banking Fintech Investment Services News

Paragon Data Labs Secures Angel Investment and Forms Strategic Advisory Council

Fintech News Desk
Paragon Data Labs (PDL), the creators of Compliance Administration & Tracking (CAT), a cloud-based enterprise compliance platform, is pleased to announce its first round of angel investors and the formation of its strategic advisory council, comprised of fintech pioneers and distinguished industry leaders. “With the immense support of the members......
Zoe Financial Welcomes Charles Schwab Investment Management's Former President and CEO, Marie Chandoha to Advisory Committee
Banking Fintech News

Zoe Financial Welcomes Charles Schwab Investment Management’s Former President and CEO, Marie Chandoha to Advisory Committee

Fintech News Desk
Zoe Financial, Inc., a technology-driven marketplace that empowers individual investors to make better financial decisions, today announced Marie Chandoha, former CEO of Charles Schwab Investment Management, has joined their Advisory Committee Zoe Financial, Inc.  announced Marie Chandoha, Board Director of State Street and former CEO of Charles Schwab Investment Management,......
Andersen Global Strengthens African Platform with Addition of Investment Banking Capabilities
Banking Finance Fintech Investments News

Andersen Global Strengthens African Platform with Addition of Investment Banking Capabilities

Business Wire
Andersen Global continues to build on its multidisciplinary platform in Africa, adding investment banking and M&A capabilities to the region through a Collaboration Agreement with Boston Advisory Limited based in Nigeria. Boston Advisory Limited is an investment banking firm providing a broad range of investment banking services to a diverse......
Aghanim Opens Public Access to Mobile DTC Enablement Platform, Reveals Advisory Board and a New Funding Round
Finance Fintech News

Aghanim Opens Public Access to Mobile DTC Enablement Platform, Reveals Advisory Board and a New Funding Round

PR Newswire
Backed by Four VCs, an Unparalleled Advisory Board, and Decades of Experience, Aghanim’s Direct-to-Consumer Game Hub Strategy Delivers a Significant Net Revenue Boost Compared to Web Shops for Mobile Game Studios Aghanim, a pioneering mobile gaming fintech company founded by the former CEO and CTO of Xsolla, has announced the......
Stephen Kalayjian Appointed as CEO of MONITR: Revolutionizing Investment Strategies with Automated Authentic Intelligence
Investment Services News

Stephen Kalayjian Appointed as CEO of MONITR: Revolutionizing Investment Strategies with Automated Authentic Intelligence

PR Newswire
MONITR, an innovator of financial technology, is excited to announce the appointment of Stephen Kalayjian as its new Chief Executive Officer. With over four decades of trading expertise, Kalayjian is set to transform investment strategies through the integration of advanced technology. Under Kalayjian’s leadership, MONITR will be launching an innovative Automated......
SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency
Finance Fintech News

SMArtX Advisory Solutions Introduces Transition Analysis Tool to Help Advisors Enhance Tax Efficiency

Business Wire
The new tool represents SMArtX’s commitment to pioneering a new era in managed account administration with advanced automation and customization. SMArtX Advisory Solutions, a leading innovator in managed accounts technology, today announces the launch of its SMArtX Transition Analysis Tool. This innovative solution empowers financial advisors to seamlessly migrate client accounts......
InvestGPT: Your Free AI-Powered Chatbot for Amazing Investment Opportunities
Artificial Intelligence Investment Services News

InvestGPT: Your Free AI-Powered Chatbot for Amazing Investment Opportunities

GlobeNewswire
InvestGPT, a groundbreaking AI-driven chatbot, is now available to the public, offering Canadian investors a revolutionary tool to discover and evaluate investment opportunities. After more than eight years of rigorous development and testing, InvestGPT stands out as a unique and invaluable resource tailored specifically for the Canadian market. The Evolution......
SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion
Finance Fintech News

SMArtX Advisory Solutions Announces Key Hires for Strategic Expansion

Business Wire
Courtney Robertiello, Senior VP of Enterprise Consulting, and Jacquie Burke, VP of Asset Manager Solutions, Fortify Leadership in Asset Management and OCIO Services SMArtX Advisory Solutions (“SMArtX”), a leading innovator in managed accounts technology, proudly announces the hiring of Courtney Robertiello and Jacquie Burke. These strategic hires signify SMArtX’s dedication......
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