Search Results for: Investment Management

VTEX Launches New Products That Smarten up Digital Commerce Investments
Commerce News

VTEX Launches New Products That Smarten up Digital Commerce Investments

Business Wire
by Business Wire0
During VTEX DAY, one of the world’s most important digital commerce events, VTEX is launching five new products to further modernize digital commerce architecture and reduce maintenance costs VTEX, the global enterprise digital commerce platform, is presenting five new products during VTEX DAY 2023. The new products help companies compose......
Elwood Secures Investment Business Licence, Strengthening the Firms Digital Asset OTC Capabilities
Digital Asset Management News

Elwood Secures Investment Business Licence, Strengthening the Firms Digital Asset OTC Capabilities

PR Newswire
by PR Newswire0
Elwood Capital Management Limited, a leading OTC Desk providing institutional access to digital asset markets, has announced it has successfully obtained an Investment Business license by the Jersey Financial Services Commission (JFSC). Today’s announcement is the first Investment Business licence granted to a native digital asset business in Jersey, further......
Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank
Finance Investment Services News

Atria Wealth Solutions Recruits $1.1 Billion Wealth Management Team to Cadaret Grant from Signature Bank

PR Newswire
by PR Newswire0
Former Signature Bank team joins one of Atria’s subsidiaries’ largest branches, American Investment Planners, to continue growth momentum Atria Wealth Solutions, Inc. (Atria), a multi-channel wealth management solutions holding company, announced the recruitment of Edwin Milner, Laura Palacios and Jason Kurz from Flagstar Bank (formerly Signature Bank) to Atria subsidiary Cadaret Grant. Managing nearly $1.1 billion in......
Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services
Finance Fintech News

Soochow Securities Joins Forces with DL Holdings to Accelerate the Expansion of Wealth Succession and Asset Management Services

PR Newswire
by PR Newswire0
In recent years, with rapid growth of the global wealthy population and demand for wealth management, family office business, as an important field to promote rapid growth of the asset and wealth management industry, is a significant direction which the HKSAR government has fully promoted. Several favourable policies have recently......
Fullsteam Secures Major Investment from Aquiline and ADIA to Fuel Growth in Payments Technology and Vertical Software
Digital Payments Investment Services News

Fullsteam Secures Major Investment from Aquiline and ADIA to Fuel Growth in Payments Technology and Vertical Software

PR Newswire
by PR Newswire0
Fullsteam LLC, a leading provider of integrated business management software and payments to customers across the Main Street economy, announced that it has received significant new investment from founding sponsor Aquiline Capital Partners LLC (“Aquiline”) and a wholly owned subsidiary of the Abu Dhabi Investment Authority (“ADIA”), along with a......
Stearns Bank & Sardine Transform Fintech Compliance with a New Operating System for Risk Management
Fintech News Risk Management

Stearns Bank & Sardine Transform Fintech Compliance with a New Operating System for Risk Management

PR Newswire
by PR Newswire0
Stearns Bank N.A. has partnered with Sardine, a leading provider of risk management and compliance solutions, to enhance Stearns Bank’s fintech program. This collaboration marks a first-of-its-kind approach in community banking to provide an all-in-one risk management and compliance platform for sponsored programs to address evolving regulatory and compliance requirements. As the......
Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services
Finance News

Marstone Partners with Red River Credit Union to Provide Digital Wealth Management Services

Business Wire
by Business Wire0
Momentum of Marstone’s Wealth Management-as-a-Service offering continues, expanding RRCU’s financial capabilities to now include wealth management to its 115,000 members Marstone, Inc., a leading digital wealth technology firm, announced it has partnered with Red River Credit Union (RRCU), a premier financial institution with more than $1.3 billion in assets, to......
OpenFin Secures $35 Million in Series D Investment
Investment Services News

OpenFin Secures $35 Million in Series D Investment

PR Newswire
by PR Newswire0
Investment round led by Bank of America with significant participation from Pivot Investment Partners and ING Ventures OpenFin, the operating system (OS) of enterprise productivity, announced that it has secured $35 million in Series D investment. The latest funding round was led by Bank of America with significant participation from Pivot......
Park View FCU Partners with Mahalo Banking to Streamline Financial Management Features
Banking Mobile Banking News

Park View FCU Partners with Mahalo Banking to Streamline Financial Management Features

Business Wire
by Business Wire0
Credit union implements digital platform to offer enhanced banking services, enable member self-service functionality Mahalo Banking, a CUSO that provides online and mobile banking solutions for credit unions, announced that Harrisonburg, Va.-based Park View Federal Credit Union (‘Park View’ – $350M in assets) is live on its enhanced thoughtful banking platform.......
GTN Selects Scila’s AML, Risk, and Trade Surveillance Solutions to Further Strengthen Its Commitment to a Safe Investment
Investment Services News Trading

GTN Selects Scila’s AML, Risk, and Trade Surveillance Solutions to Further Strengthen Its Commitment to a Safe Investment

PR Newswire
by PR Newswire0
GTN, a successful fintech pioneer with decades of success making investment and trading accessible for all, selected Scila AML for transaction monitoring, Scila Risk for market risk, and Scila Trade Surveillance for trade surveillance, provided by the Stockholm-based leading independent financial market technology provider Scila AB. GTN will leverage a......
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