Search Results for: Investment Management

Masttro Secures $43 Million Growth Equity Investment Led By FTV Capital
Fintech Funding News

Masttro Secures $43 Million Growth Equity Investment Led By FTV Capital

Business Wire
by Business Wire0
Investment will expand Masttro’s global reach as leading software platform serving high-net worth ecosystem Masttro, a leading wealth tech company serving family offices, financial advisors and large institutions managing the wealth of ultra-high-net worth (UHNW) families, announced a $43 million growth equity investment. The funding was led by FTV Capital,......
Apella Expands West Coast Presence with Addition of Clarity Wealth Management
Investment Services News

Apella Expands West Coast Presence with Addition of Clarity Wealth Management

Business Wire
by Business Wire0
Irvine, California-based wealth management firm brings $130 million in AUM Apella Capital, LLC, DBA Apella Wealth, a financial advisory and wealth management firm serving individuals, families, and businesses, announced Clarity Wealth Management, a registered investment advisor (“RIA”), has joined the firm. The acquisition establishes Apella’s presence in Irvine, California and......
Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments
Finance Investment Services News

Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments

Business Wire
by Business Wire0
Company shares five tax-efficient strategies to consider as part of a holistic financial plan As consumers focus on filing their taxes and spending those returns, a new study reveals a need for increased awareness around tax-efficient financial strategies. Lincoln Financial Group’s Consumer Sentiment Tracker reports that only 2% of Americans can correctly......
94% Of Banks Eyeing Investment in Modern Payment Tech, to Keep Pace with Fintech Innovation
Digital Payments News

94% Of Banks Eyeing Investment in Modern Payment Tech, to Keep Pace with Fintech Innovation

PR Newswire
by PR Newswire0
Research from Aite-Novarica Group, supported by Finastra, indicates that banks must invest in new technologies as business customers demand more robust payment capabilities Aite-Novarica Group research reveals that payments is an important area of growth and innovation within the commercial banking space, and legacy systems cannot support end-user demand for......
BitValue Announced the Investment in Spield Algorithm, which is Shaping the Future of AI Quantitative Analysis
News Trading

BitValue Announced the Investment in Spield Algorithm, which is Shaping the Future of AI Quantitative Analysis

GlobeNewswire
by GlobeNewswire0
BitValue announced the Investment in Spield Algorithm, which is Shaping the Future of AI Quantitative Analysis. Web3 is rapidly changing the world, and an increasing number of people are recognizing its importance. As a fund with a strong background in quantitative trading, BitValue recently invested in Spield Algorithm, a quantitative trading company from......
Acquia Enhances Digital Asset Management System With New Integrations
Digital Asset Management News

Acquia Enhances Digital Asset Management System With New Integrations

Business Wire
by Business Wire0
Drives marketing team efficiency by connecting leading e-commerce, productivity, and martech tools and data with Acquia’s market-leading platform Digital experience company Acquia announced new integrations for its digital asset management platform, Acquia DAM (formerly Widen Collective), to enable customers to create a more efficient, automated content supply chain. These new integrations give......
Banco Santander to Rollout Trovata to Automate Cash Forecasting & Liquidity Management for Corporate Clients
Business News Technology

Solomon Partners Forms Technology Investment Banking Group With Joseph Watson

Fintech Staff Writer
by Fintech Staff Writer0
Solomon Partners, a renowned financial advice business, announces Joseph Watson has joined the firm as a Managing Director in its Technology Group, the firm’s newest specialty. In order to strategically grow and diversify the firm’s platform, Solomon’s eleventh vertical was developed and built up. Craig Muir, who will join the......
Excalibur Investment Banking Advises Salas O’Brien on its Partnership with Plus Group
Banking News

Excalibur Investment Banking Advises Salas O’Brien on its Partnership with Plus Group

Business Wire
by Business Wire0
Excalibur Investment Banking is pleased to announce that Plus Group and Salas O’Brien have joined forces as engineering leaders in the manufacturing sector. Together, the firms will partner with clients to advance society and improve communities through expertise in manufacturing, industrial, chemicals, pharmaceutical, food & beverage, and agribusiness. “For 27......
Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider
Banking News

Comerica Bank Selects Ameriprise Financial as its New Investment Program Provider

Business Wire
by Business Wire0
The relationship will enable Comerica to deliver an even stronger value proposition to clients backed by services and capabilities from Ameriprise Ameriprise Financial, Inc. and Comerica Bank announced that Ameriprise Financial Services, LLC and Comerica Bank have signed an agreement for Ameriprise to become Comerica’s new investment program provider. As......
N2F Announces €24 Million Strategic Growth Investment from PSG Equity
Investment Services News

N2F Announces €24 Million Strategic Growth Investment from PSG Equity

Business Wire
by Business Wire0
N2F is a leading provider of expense management software solutions enabling customers to process business expenses up to 4x faster N2F, a leading provider of expense management software solutions, announced a €24 million strategic growth investment from PSG Equity (“PSG”), a leading growth equity firm partnering with software and technology-enabled......
1