Search Results for: Investment Management

Xelidoni Selects Wolters Kluwer’s OneSumX for Risk Management
News Risk Management

Xelidoni Selects Wolters Kluwer’s OneSumX for Risk Management

Business Wire
by Business Wire0
Xelidoni has chosen to implement award-winning software from Wolters Kluwer Finance, Risk & Regulatory Reporting (FRR), having selected the OneSumX for Risk Management solution. “This arrangement builds on Wolters Kluwer’s longstanding strength in cultivating deep customer relationships, driving continuous engagement, and reinforcing our purpose in being a responsive and trusted partner to the clients we......
Skupos Announces New Funding from Brex Asset Management and SQN Venture Partners
Investment Services News

Skupos Announces New Funding from Brex Asset Management and SQN Venture Partners

Fintech News Desk
by Fintech News Desk0
Skupos closed a new $22.5M funding deal with Brex and SQNVP to connect consumer brands with the largest network of convenience stores in the United States Brex Asset Management and SQN Venture Partners join forces on a new $22.5M investment in Skupos, a leading data platform serving independent convenience stores,......
Bit Digital Announces Strategic Investment in Auros Global Limited
Digital Asset Management Investment Services News

Bit Digital Announces Strategic Investment in Auros Global Limited

PR Newswire
by PR Newswire0
Bit Digital, Inc., a digital asset mining company headquartered in New York, is pleased to announce a strategic investment in Auros Global Limited. Auros is a leading crypto-native algorithmic trading and market making firm that delivers best-in-class liquidity for exchanges and token projects. This strategic investment advances Bit Digital’s goal to......
Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services
Finance News

Affidaré Private Wealth Management Aligns With Kestra Private Wealth Services

Business Wire
by Business Wire0
30-year industry veteran sought full-service support to enhance the client experience Kestra Private Wealth Services, LLC (Kestra PWS), a registered investment adviser subsidiary of Kestra Financial, Inc. (Kestra Financial), announced Affidaré Private Wealth Management has joined its platform. “John is an incredibly energized and focused financial professional with a proven track record......
Adeptia Announces $65 Million Strategic Growth Investment Led By PSG
B2B Investment Services News

Adeptia Announces $65 Million Strategic Growth Investment Led By PSG

Business Wire
by Business Wire0
Company Taps Experienced Industry Veterans Vance Loiselle as CEO and Paul Moriarity as CRO Adeptia, a leader in B2B data integration and business data exchange, announced a $65 million strategic growth investment round led by PSG, a leading growth equity firm partnering with software and technology-enabled services companies to help......
Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI
Artificial Intelligence News

Morgan Stanley Wealth Management Announces Key Milestone in Innovation Journey with OpenAI

Business Wire
by Business Wire0
Wealth Management division developing internal-facing service that leverages OpenAI technology and Morgan Stanley’s vast intellectual capital to deliver relevant content and insights into the hands of Financial Advisors in seconds, helping drive efficiency and scale Morgan Stanley Wealth Management (MSWM) announced an important milestone in its innovation journey through the......
Comvest Credit Partners Announces Investment in Cardiovascular Logistics
Finance News

Comvest Credit Partners Announces Investment in Cardiovascular Logistics

Business Wire
by Business Wire0
Comvest Credit Partners, a leading provider of flexible direct financing solutions to middle-market companies, is pleased to announce that it has acted as Joint Lead Arranger on a senior secured credit facility for Cardiovascular Logistics, a new national cardiovascular services platform. The Financing supported the formation of the Company by......
Trinity Hunt Partners Announces Strategic Investment in Supreme Optimization
Investment Services News

Trinity Hunt Partners Announces Strategic Investment in Supreme Optimization

PR Newswire
by PR Newswire0
Trinity Hunt Partners, a growth-oriented private equity firm focused on services businesses, is pleased to announce a majority investment in Supreme Optimization, a digital marketing agency focused exclusively on life sciences. Supreme was founded in 2015 and has grown rapidly to become a thought leader in the life sciences marketing......
Alchemy Pay Partners with ZD Group, Parent Company of Mouette Securities, Shares Four Hong Kong Licenses and Receives Its Investment
Digital Payments News

Alchemy Pay Partners with ZD Group, Parent Company of Mouette Securities, Shares Four Hong Kong Licenses and Receives Its Investment

PR Newswire
by PR Newswire0
The leading fiat-crypto payment gateway, Alchemy Pay, has revealed that it has joined forces with ZD Group, the parent company of Mouette Securities, a reputable global investment fund. Within the frame of this strategic collaboration, ZD Group provides investment and shares its four financial licenses authorized by Securities and Futures Commission......
GoLogiq’s GammaRey Merger Paves Way for Two Potential Major FinTech Acquisitions with Aggregate Assets Under Management Exceeding $10 Billion
Fintech News

GoLogiq’s GammaRey Merger Paves Way for Two Potential Major FinTech Acquisitions with Aggregate Assets Under Management Exceeding $10 Billion

GlobeNewswire
by GlobeNewswire0
GoLogiq, Inc., a U.S.-based global provider of fintech and consumer data analytics, reports that its recently completed merger with GammaRey has enabled the company to now pursue two major fintech acquisition targets. The targets collectively have more than $10 billion in assets under management that are managed by more than 200......
1