Search Results for: Investment Management

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing
Finance Fintech News

New Global Research Reveals How Wealth Management Firms Have to Reinvent Themselves to Thrive in the Next Era of Investing

Business Wire
The study consists of ThoughtLab, Deloitte, and FNZ with support from Amazon Web Services (AWS), Genesys, and including 250 wealth management firms and 2000 investors. It’s a one of a kind study with insights on technology, regulatory, economy, and demography. Major new global analysis from a research coalition comprised of......
iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios
Finance Fintech Investments News

iCapital Expands Wealth Management Industry’s Access to Architect, the Leading Portfolio Construction Tool Designed to Build Stronger Portfolios

Fintech News Desk
Available today to over 350,000 US financial professionals, iCapital Architect further enhances iCapital’s technology suite  Intuitive portfolio construction tool on iCapital Marketplace empowers advisors to seamlessly incorporate alternative and structured investments into traditional public market portfolios. iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management......
Ai for Alpha Integrates New Generative Artificial Intelligence into Its Investment Process
Artificial Intelligence Fintech Investments News

Ai for Alpha Integrates New Generative Artificial Intelligence into Its Investment Process

Business Wire
Investment professionals find it valuable to combine the analysis of investor sentiments with market indicators such as trends, risk aversion, and other market factors with the help of Gen AI. Ai for Alpha, a leading fintech company specializing in leveraging machine learning for advanced investment strategies, announces the integration of......
Banking Fintech News

92% of Banks Plan to Maintain or Increase Technology Investment in 2024, According to New Dragonfly Financial Technologies Survey

Fintech News Desk
Dragonfly surveyed over 100 bank executives to gain insights into their bank’s biggest challenges, spending initiatives and tech preferences for 2024. Dragonfly Financial Technologies Corp., a digital banking and treasury management FinTech, released the findings of its “State of Banking” survey. Dragonfly surveyed over 100 bank executives to gain insights......
Natixis Corporate & Investment Banking Joins United Airlines as Corporate Partner With Investments in Expansion of Sustainable Aviation Fuel
Investment Services News

Natixis Corporate & Investment Banking Joins United Airlines as Corporate Partner With Investments in Expansion of Sustainable Aviation Fuel

PR Newswire
Natixis CIB joins a group of 22 investors consisting of industry leaders across the aviation value chain including OEMs, airlines, fuel producers, technology and engineering specialists, banks, aircraft lessors and travel management. Natixis Corporate & Investment Banking announced its investment in the United Airlines Ventures Sustainable Flight Fund – the first......
Incident IQ to Accelerate Growth with Strategic Investment from Cove Hill Partners
Investment Services News

Incident IQ to Accelerate Growth with Strategic Investment from Cove Hill Partners

Fintech News Desk
The transaction is expected to close in the first quarter of 2024, subject to customary conditions and approvals. By Global FinTech Series News Desk Incident IQ, the workflow management platform for K-12 school districts, announced that Cove Hill Partners will join JMI Equity and the Incident IQ founders and management......
e2Companies Secures $100 Million Investment Commitment from GEM, as Company Anticipates Listing
Investment Services News

e2Companies Secures $100 Million Investment Commitment from GEM, as Company Anticipates Listing

GlobeNewswire
Investment Commitment will Fund e2Companies’ Future Growth and Virtual Utility e2Companies, a leading provider of integrated solutions for power generation and distribution, announced that it has secured a $100 million investment commitment from Luxembourg based Global Emerging Markets (“GEM”). With this financing commitment, e2Companies is well positioned to advance and......
Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights
Investment Services News

Morningstar and iCapital Announce Strategic Relationship to Expand Financial Advisor Access to Alternative Investments and Insights

PR Newswire
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, a leading provider of independent investment insights, and iCapital,1 the global fintech platform empowering the asset and wealth management industry with an industry-leading alternative investment experience, announced......
Castle Creek Capital Announces Signing of $30 Million Investment in FirstSun Capital Bancorp
Fintech Investments News

Castle Creek Capital Announces Signing of $30 Million Investment in FirstSun Capital Bancorp

Business Wire
Spencer T. Cohn will become Castle Creek’s board level representative at the Company after the merger closes. Castle Creek Capital, a private equity firm focused on investments in the community banking industry, today announced an agreement to invest $30 million in FirstSun Capital Bancorp (the “Company” or “FirstSun”), alongside other......
J.P. Morgan Releases 2024 Alternatives Outlook: Navigating a Shifting Investment Landscape
Investment Services News

J.P. Morgan Releases 2024 Alternatives Outlook: Navigating a Shifting Investment Landscape

PR Newswire
Research explores opportunities in Multi-Alternatives Strategies, Core Private Infrastructure, Private Equity and Commercial Real Estate J.P. Morgan released its 2024 outlook for the alternative investment landscape Uncertainty has remained a central theme in financial markets over the past several years. Surging inflation, rapid interest rate increases, slowing global growth, increased......
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