Search Results for: Investment Management

Excalibur Investment Banking Advises Long Point Capital on its Partnership with Allnorth
Banking News

Excalibur Investment Banking Advises Long Point Capital on its Partnership with Allnorth

Fintech News Desk
by Fintech News Desk0
On November 1, 2022 Excalibur Investment Banking is pleased to announce that Long Point Capital has partnered with management and made a significant equity investment in Allnorth Consultants Limited. With over 750 employees and 21 locations across Canada, Mexico and the U.S., Allnorth provides multi-disciplinary engineering, project delivery and construction......
Rockhill Capital & Investments Joins Forces With Horizon Capital Partners
Finance Investment Services News

Rockhill Capital & Investments Joins Forces With Horizon Capital Partners

Fintech News Desk
by Fintech News Desk0
Now under one roof as Rockhill Capital & Investments, the merger is advancing the North Texas firm’s leadership team and real estate investing capabilities Veteran North Texas real estate development firm, Rockhill Capital & Investments, announced its merger with North Texas-based real estate investment firm, Horizon Capital Partners. Now under one roof......
Jupiter Asset Management Extends Relationship with SS&C
Investment Services News

Jupiter Asset Management Extends Relationship with SS&C

Fintech News Desk
by Fintech News Desk0
SS&C Global Investor and Distribution Solutions (GIDS) will provide transfer agency services for a GBP28 billion portfolio  SS&C Technologies Holdings, Inc. announced that Jupiter Asset Management, an investment management group, has extended its transfer agency contract with SS&C. SS&C provides services to Jupiter’s unit trusts and has now taken on Jupiter’s OEIC......
Responsible Investment Industry in the Midst of Remarkable Evolution
Investment Services News

Responsible Investment Industry in the Midst of Remarkable Evolution

Fintech News Desk
by Fintech News Desk0
The responsible investment industry is in the midst of a remarkable evolution, according to new data from the 2022 Canadian Responsible Investment (RI) Trends Report. Released today by Canada’s Responsible Investment Association (RIA), the report tracks the national trends and outlook for RI, which refers to investments that incorporate environmental, social,......
Modera Wealth Management Expands to Virginia
Finance News Technology

Modera Wealth Management Expands to Virginia

Fintech News Desk
by Fintech News Desk0
Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in November 2022 through a transaction with Bernhardt Wealth Management. The entire Bernhardt team has joined Modera. Gordon Bernhardt, CFP®, Tim Koehl, AAMS®, CFP®, and Solon Vlasto, CFP® have joined Modera as Principals and Wealth Managers......
Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds
Investment Services News

Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Wealth Management Ranks Highest in Wealth Management Digital Experience Satisfaction Mobile apps and websites have increasingly become the first resources that investors consult to review their investments, make transactions and conduct research, putting the focus squarely on digital as a critical component of the overall wealth management client......
Business Digital News

Marstone Announces Marstone@WorkTM Solution Providing Digital Wealth Management Services To Corporations’ Employees

Fintech News Desk
by Fintech News Desk0
Marstone, Inc., a leading digital wealth technology firm, announced the launch of its Marstone@Work solution, delivering its turnkey digital wealth management platform to corporate employee bases. The product was launched earlier in 2022, with broader rollout planned for the end of 2022. Engagements with Marstone@Work as a workforce solution are......
QED Investors Makes First Investment in Southeast Asia
Investment Services News

QED Investors Makes First Investment in Southeast Asia

Fintech News Desk
by Fintech News Desk0
Fintech-Focused VC Leads $5 Million Pre-Series B Investment in Indonesia-based Property Technology Company Pashouses QED Investors, a leading global venture capital firm focused on investing in disruptive financial services companies, announced its first investment in Southeast Asia. “Owning a home is an important part of the Indonesian culture, but the......
ZSuite Tech Finalizes $11 Million Series A Funding Round with Investment from ICBA
Fintech News

ZSuite Tech Finalizes $11 Million Series A Funding Round with Investment from ICBA

Fintech News Desk
by Fintech News Desk0
Strategic investment accelerates growth, advances product development as company scales to meet explosive demand for industry’s first unbound digital platform for commercial escrow, subaccounting ZSuite Tech, a financial technology company that powers financial institutions with unbound digital accounts encompassing escrow, subaccounting, sub-ledgering, FBO and trust accounts for commercial customers, announced......
Accelerate NFT Fund Builds Momentum for Web3 Investment in Canada
Cryptocurrency Investment Services News

Accelerate NFT Fund Builds Momentum for Web3 Investment in Canada

Fintech News Desk
by Fintech News Desk0
Accelerate NFT Fund, launched in 2022, is Canada’s first Web3 investment vehicle. Its development points to additional opportunities in blockchain-related investing. The NFT Fund is supported by Canadian crypto custodian Tetra Trust and uses Ledger Enterprise to ensure safe and secure storage of the Fund’s digital assets Accelerate Financial Technologies......
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