Search Results for: Investment Analyst

HJ Sims Expands Investment Banking Group with Introduction of Public Finance Education Practice
Banking News

HJ Sims Expands Investment Banking Group with Introduction of Public Finance Education Practice

Fintech News Desk
by Fintech News Desk0
HJ Sims (Sims), a privately held investment bank and wealth management firm founded in 1935, is pleased to announce the addition of two senior bankers, expanding the firm’s public finance education practice. The Sims public finance education team provides comprehensive capital planning, structure and execution for charter schools, public and......
Capstreet Announces Further Expansion Of Operating Executive Team, As Well As Investment Team Promotion
Investment Services News

Capstreet Announces Further Expansion Of Operating Executive Team, As Well As Investment Team Promotion

Fintech News Desk
by Fintech News Desk0
Hires Kirk Harrell as Senior VP of Talent and Promotes Brian Hopkin to Vice President The Capstreet Group (“Capstreet”), a Houston-based lower middle market private equity firm, announced today that Kirk Harrell has joined the firm’s Operating Executive Group as Senior Vice President of Talent, a newly created position. In addition, the firm......
Global Finance Names ICD Portal Best Investment Management Solution
Finance News

Global Finance Names ICD Portal Best Investment Management Solution

Fintech News Desk
by Fintech News Desk0
Global Finance magazine recently named ICD Best Investment Management Solution for its innovation supporting environmental, social and governance (ESG) investments and its seamless integration of cash management and investment workflows using APIs. ICD is an independent portal provider of money market funds and other short-term investments, serving thousands of treasury professionals from more than......
Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions
Fintech Investment Services News

Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions

Fintech News Desk
by Fintech News Desk0
Ms. Hong, a veteran of Vanguard and Charles Schwab Investment Management, will be responsible for managing the development and growth of new Vestmark offerings related to direct indexing, ESG preferences and other client customizations, and tax transition. Vestmark, Inc., a leading provider of portfolio management tools and trading software, announced......
Tenet Appoints New Financial Institution Relationship Manager and Credit Analyst for Cubeler Division
Fintech News

Tenet Appoints New Financial Institution Relationship Manager and Credit Analyst for Cubeler Division

Fintech News Desk
by Fintech News Desk0
Tenet Fintech Group Inc. (“Tenet” or the “Company”), an innovative Fintech and AI service provider and manager of the Business Hub, announced that the Company’s Cubeler subsidiary has appointed Mr. Evrard D. Nkwemi as its Financial Institution Relationship Manager and Credit Analyst. Latest Fintech Insights: Moglix Raises $250 Million At $2.6......
Canalyst Raises $70 Million Series C Led by Dragoneer
Analytics Finance News

Canalyst Raises $70 Million Series C Led by Dragoneer

Fintech News Desk
by Fintech News Desk0
Investment Signals Continued Rapid Growth for the Financial Data Company Canalyst, a leading provider of financial data and analytics, has raised $70M in a Series C financing led by Dragoneer Investment Group. Canalyst customers Canada Pension Plan Investment Board (CPP Investments) and Alta Fox Capital participated, along with existing investors HighSage Ventures, Vanedge......
TA Associates Announces Global Investment Staff Promotions
Fintech Investments News

TA Associates Announces Global Investment Staff Promotions

Fintech News Desk
by Fintech News Desk0
TA Associates, a leading global growth private equity firm, announced promotions earned by investment staff members in TA’s Boston, Menlo Park, London, Mumbai and Hong Kong offices, effective January 1, 2022. Latest Fintech Insights: MaiCoin Group Launches Taiwan’s First Carbon Credit-Backed NFTs on Its New Social Impact NFT Platform, the Common......
SAWA Crypto Fund Syndicate Protocol is Giving Investors Access to Seed Rounds with Minimum Investment
Investments News

SAWA Crypto Fund Syndicate Protocol is Giving Investors Access to Seed Rounds with Minimum Investment

Fintech News Desk
by Fintech News Desk0
SAWA Crypto Fund Syndicate Protocol, a brainchild of Private Launch Crypto Venture and a transparent and safe way of participating in a public sale, has announced its decision to offer investors access to seed rounds with minimum investment. The company is designed to give prospective investors early access to fundamental......
Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group
Investment Services News

Alpha Cubed Investments Announces the Acquisition of Empowerment Financial Group

Fintech News Desk
by Fintech News Desk0
Alpha Cubed Investments (“ACI”), a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group (“EFG”), a respected RIA located in Scottsdale, Arizona Alpha Cubed Investments, a Registered Investment Adviser (RIA), announced the acquisition of Empowerment Financial Group, a respected RIA located in Scottsdale, Arizona. EFG serves clients primarily......
Conga CPQ Awarded New Recognitions by Industry Leading Analyst and Research Firms
Commerce Fintech News

Conga CPQ Awarded New Recognitions by Industry Leading Analyst and Research Firms

Fintech News Desk
by Fintech News Desk0
Firms Company’s innovation in market leading Configure, Price, Quote product recognized by Nucleus Research, IDC and Quadrant Knowledge Solutions Conga, the global leader in Commercial and Revenue Operations transformation, announced that Nucleus Research awarded the company with the top leader position, outpacing 13 other industry vendors, in the 2021 CPQ......
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