Search Results for: Investment Management

Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program
Investment Services News

Angeles Wealth Management Launches Comprehensive Mission-Related Investing Program

Fintech News Desk
by Fintech News Desk0
Angeles provides the playbook for families to come together around their values to meet financial, tax, family, and philanthropic goals Angeles Wealth Management, announced the launch of the Angeles Wealth Mission-Related Investing program. This new initiative will enable integration of families’ investment and philanthropic activities and deliver bespoke solutions that......
First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney
Banking News

First Fidelity Bank Launches Digital Wealth Management Services With Unifimoney

Fintech News Desk
by Fintech News Desk0
First Fidelity Bank customers can choose to self direct invest in traditional or alternative assets, access financial planning software and education and content through their existing online banking channel First Fidelity Bank (FFB) a $2.6 billion-asset community bank headquartered in Oklahoma City announced the launch of a comprehensive digital wealth......
SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management
Fintech News

SageView Advisory Group Closes Acquisition of $415 Million Women-Led Lakeview Wealth Management

Fintech News Desk
by Fintech News Desk0
SageView Advisory Group, one of the nation’s leading independent RIA firms, announced it has completed the acquisition of Lakeview Wealth Management of Deer Park, Illinois. Lakeview’s six-women team has joined SageView with Judy VanArsdale and Lisa VanArsdale as Managing Directors and continuing as the team’s Financial Advisors. The team also includes Kristy Whitaker, Katie Krettler, Heidi VanArsdale and Brooke Little. SageView CEO Randy Long,......
Treasury Management Services Outsourcing helps with Data to Optimize Business Performance, Says IBN Technologies
Finance News

Treasury Management Services Outsourcing Helps with Data to Optimize Business Performance, Says IBN Technologies

Fintech News Desk
by Fintech News Desk0
IBN Technologies is the go-to outsourcing partner for treasury management services for multiple clients that rely on the team’s expertise around cash management risk management, finance and treasury control The post pandemic times and a looming recession have pushed growing businesses to optimize their cash management efficiency while they focus......
Cryptocurrency News Risk Management

Trident Launches Crypto Asset Management Platform For Retail Investors

Fintech News Desk
by Fintech News Desk0
The crypto asset management platform focuses on risk management despite challenges like high market volatility – Trident Crypto, on 16th Nov announced its launch. As the new division of the forex industry expert with many years of experience entering the cryptocurrency space, Trident Crypto is a platform that enables users......
AltoVita Secures $9.5M Series A Investment to Redefine Corporate Accommodation Technology
Investment Services News

AltoVita Secures $9.5 Million Series A Investment to Redefine Corporate Accommodation Technology

Fintech News Desk
by Fintech News Desk0
Company achieves 486% YoY growth and develops global accommodation technology to help employees of Fortune 2000 companies book and manage at scale smart, safe and sustainable flexible living AltoVita, the award-winning global corporate accommodation platform, whose customers include Hewlett Packard Enterprises, Google and US government agencies, announced it has secured......
Comvest Credit Partners Announces Investment in CheckedUp
Digital Finance News

Comvest Credit Partners Announces Investment in CheckedUp

Fintech News Desk
by Fintech News Desk0
Comvest Credit Partners a leading provider of flexible direct financing solutions to middle-market companies, is pleased to announce that it has acted as Administrative Agent on a senior secured credit facility to CheckedUp, a New York-based provider of digital healthcare solutions, to support the Company’s acquisition of Health Media Network......
Fintech News

Mercurity Fintech Holding Inc. Announced Closing Of $5 Million Private Investment In Public Equity (PIPE) Financing

Fintech News Desk
by Fintech News Desk0
Mercurity Fintech Holding Inc. a digital fintech group powered by blockchain technology, announced that on November 30, 2022, in connection with its private offering (the “PIPE”), it entered into a Securities Purchase Agreement (the “SPA”) with two investors to offer and sell the Company’s units, each consisting of one ordinary share......
NewEdge Wealth Adds Ben Emons to Investment Team Lineup
Investment Services News

NewEdge Wealth Adds Ben Emons to Investment Team Lineup

Fintech News Desk
by Fintech News Desk0
Widely known global fixed income expert hired to further boost rapidly growing ultra high net worth firm NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, has hired Ben Emons as Principal, Senior Portfolio Strategist. Mr. Emons joins the......
Sphere's TrustCommerce Healthcare Payments Platform Now Integrated with Veradigm Practice Management
Commerce Digital Payments News

Sphere’s TrustCommerce Healthcare Payments Platform Now Integrated with Veradigm Practice Management

Fintech News Desk
by Fintech News Desk0
Seamless integration enables providers using Veradigm Practice Management (formerly Allscripts Practice Management) to accept and post payments within existing workflows Sphere, a leading provider of end-to-end integrated healthcare payments and security software, announced that its TrustCommerce platform is now integrated with the Veradigm Practice Management solution. TrustCommerce’s integration with Veradigm Practice Management......
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