Search Results for: Investment Management

MAI Capital Management Acquires Wiener Financial Management
Finance Investment Services News

MAI Capital Management Acquires Wiener Financial Management

Business Wire
by Business Wire0
This marks MAI’s 28th acquisition, further strengthening its national expansion MAI Capital Management, LLC, a registered investment adviser specializing in goals-based, personalized investment and financial planning for high-net-worth business owners, entrepreneurs, families, entertainers, and athletes, has acquired Wiener Financial Management. “Wiener Financial Management adds depth to our existing mid-Atlantic team and......
Guggenheim Securities to Expand Investment Banking Business in Europe
Banking Investment Services News

Guggenheim Securities to Expand Investment Banking Business in Europe

GlobeNewswire
by GlobeNewswire0
Guggenheim Securities, the investment banking and capital markets division of Guggenheim Partners, announced that Pieter-Jan (PJ) Bouten and Jonathan Dann will join the firm as Senior Managing Directors as part of an expansion of its London-based investment banking business. Also joining the firm as part of the initial expansion are......
Matrixport Partners with SignalPlus to Provide Actionable Market Analytics and Risk Management for Options Trading
Digital Asset Management News

Matrixport Partners with SignalPlus to Provide Actionable Market Analytics and Risk Management for Options Trading

PR Newswire
by PR Newswire0
Matrixport’s Prime Brokerage clients can leverage all-in-one analytics dashboard by SignalPlus to generate alpha through options Matrixport, a global digital assets financial services provider, and SignalPlus, a leading options analytics and advanced trading software platform, announces a flagship partnership to provide Matrixport Prime clients access to SignalPlus’ all-in-one dashboard via......
Built Technologies Secures Investment From Citi
Investment Services News

Built Technologies Secures Investment From Citi

Business Wire
by Business Wire0
Partnership opens new market opportunity for Built Technologies with one of the largest U.S. banking institutions Built Technologies, one of the fastest growing construction and real estate software providers in the U.S., has announced a strategic investment from Citi through its SPRINT program. “GSP consistently seeks to drive value and......
External Threat Landscape Management Co CYFIRMA Raises $5.5 Million in Pre-Series B Funding from Larsen & Toubro and Israel-based OurCrowd
Fintech News

External Threat Landscape Management Co CYFIRMA Raises $5.5 Million in Pre-Series B Funding from Larsen & Toubro and Israel-based OurCrowd

Fintech News Desk
by Fintech News Desk0
CYFIRMA, a leading external threat landscape management co, with this Pre-Series B round, has raised USD 18 million to-date. Funds raised to be used for product innovation, global market expansion and brand building. To help customers navigate the increasingly complex threat landscape, CYFIRMA has redefined threat intelligence beyond static data......
Touchstone Bankshares Announces Strategic Partnership with Virginia-Based Appomattox Wealth Management
Banking News

Touchstone Bankshares Announces Strategic Partnership with Virginia-Based Appomattox Wealth Management

PR Newswire
by PR Newswire0
Touchstone Bankshares, and its wholly-owned subsidiary Touchstone Bank, announced it has partnered with Appomattox Wealth Management (“Appomattox“)* to provide access to brokerage business including financial advisory services for its existing clients. Browse The Complete Interview About Fintech : Global Fintech Interview with Richard Smith, Chairman at FSC and Co-Founder at Finiac......
Clear Street Announces $270 Million Investment, Increasing Series B to $435 Million
Investment Services News

Clear Street Announces $270 Million Investment, Increasing Series B to $435 Million

Business Wire
by Business Wire0
Second tranche will support geographic expansion, increase client offerings, and improve access for market participants Clear Street, a New York-based independent prime broker, announced a $270 million investment from Prysm Capital, a growth equity firm focused on partnering with exceptional management teams building disruptive, generational, and durable companies. The investment......
Arcesium Launches Aquata, an Advanced Data Platform Purpose-Built for the Investments Industry
Fintech Investment Services News

Arcesium Launches Aquata, an Advanced Data Platform Purpose-Built for the Investments Industry

PR Newswire
by PR Newswire0
Financial Services Firms Can Swiftly Integrate and Validate Data and Run Powerful Analytics and Reporting for Deeper Insights Arcesium, a leading global financial technology firm, announced the launch of Aquata, a powerful out-of-the-box data platform. Aquata is engineered to empower various client types, including institutional asset managers, private markets investors,......
United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners
Fintech Investment Services News

United Capital Co-founders Launch Modern Wealth Management With $200 Million Equity Financing from Crestview Partners

Business Wire
by Business Wire0
Former Goldman Sachs and United Capital executives Gary Roth, Mike Capelle and Jason Gordo join forces to build a national wealth management firm using their extensive experience as leaders at a $25 billion AUM independent advisory business Modern Wealth Management (“Modern Wealth”), a national registered investment advisory (RIA) firm founded to......
TCW and Lakemore Partners Form a CLO Equity Investment Partnership
Investment Services News

TCW and Lakemore Partners Form a CLO Equity Investment Partnership

Business Wire
by Business Wire0
Strategic Partnership Fosters Growth of TCW’s Leading Credit Business and Augments Lakemore’s Network of Prominent U.S. Institutional Clients The TCW Group, a leading global asset management firm, announced that it has entered into a strategic partnership with Lakemore Partners Ltd. and its group entities, a leading private credit investment firm primarily......
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