Search Results for: Investment Management

Clients Live on Charles River’s Investment Management Solution Built on Microsoft Azure
Investment Services Investments News

Clients Live on Charles River’s Investment Management Solution Built on Microsoft Azure

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, announced that the first 10 clients to adopt its strategic cloud solution are now live. The Charles River Investment Management Solution (Charles River IMS) on Microsoft Azure helps set a new industry standard as a cloud-based offering that helps firms innovate, bring new......
Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management
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Axiom Financial Strategies Group Secures Growth Capital from Merchant Investment Management

Fintech News Desk
by Fintech News Desk0
Partnership Enhances Advisor Recruitment, Evolution of Wealth Planning Process Merchant Investment Management, LLC, announced its partnership with Axiom Financial Strategies Group, a boutique wealth planning firm focused on business owners, entrepreneurs and families—a move that will help propel Axiom’s growth initiatives. “This injection of durable capital will preserve Axiom’s independence......
Hazeltree and Goldman Sachs TxB® Partner to Provide Investment Management Firms with Streamlined Treasury and Global Payments
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Hazeltree and Goldman Sachs TxB® Partner to Provide Investment Management Firms with Streamlined Treasury and Global Payments

Fintech News Desk
by Fintech News Desk0
Hazeltree, the leading provider of integrated treasury management and portfolio finance solutions for investment managers, and Goldman Sachs Transaction Banking (TxB), announced a joint solution to streamline treasury management with integrated global payments and FX capabilities. This innovative solution simplifies operations and reduces cost for treasurers managing cash and foreign......
Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership
Investment Services News Risk Management

Signet Financial Accelerates Growth Plans With Merchant Investment Management Partnership

Fintech News Desk
by Fintech News Desk0
$850 Million RIA secures growth capital to deepen client service and spur new avenues for expansion Signet Financial Management is excited to announce its partnership with Merchant Investment Management, LLC. As part of the deal, Signet will receive a minority equity investment to help drive its sophisticated experience for high-net-worth clients and......
Clearwater Analytics Named Best Cloud-Based Solution In Investment Management Industry
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Clearwater Analytics Named Best Cloud-Based Solution In Investment Management Industry

Fintech News Desk
by Fintech News Desk0
Takes home accolade at the 2021 Fund Intelligence Operations and Services Awards Clearwater Analytics, a global SaaS solutions provider, announced today that it was named the Best Cloud-Based Back/Middle Office Solution provider in the Investment Management Industry in the 2021 Fund Intelligence Operations and Services (FiOps) Awards. Clearwater specializes in......
FundGuard Closes $12 Million Series A Funding Round to Accelerate Growth of First AI-Powered Investment Management Enterprise SaaS Platform
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FundGuard Closes $12 Million Series A Funding Round to Accelerate Growth of First AI-Powered Investment Management Enterprise SaaS Platform

Fintech News Desk
by Fintech News Desk0
Investment will drive product development, entry to new markets and grow the executive team FundGuard, the AI-powered SaaS investment management and asset servicing enterprise platform, today announced that it has closed a $12 million Series A funding round. The financing is being led by Team8 and existing investors Blumberg Capital and LionBird Ventures. Read More:......
Fenergo to Transform Investor Lifecycle Management for Top Five Global Investment Management Firm
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Fenergo to Transform Investor Lifecycle Management for Top Five Global Investment Management Firm

Fintech News Desk
by Fintech News Desk0
Leading investment management firm with approx. $2 trillion asset under management (AUM) to digitally transform investor, counterparty and intermediary lifecycle management with Fenergo Fenergo, the leading provider of digital transformation, customer journey and investor lifecycle management solutions has been selected by a top five global investment management firm with $2 trillion AUM. Fenergo will......
Enfusion Receives $150M Investment from ICONIQ Growth as it Continues to Redefine Investment Management Technology Solutions
Fintech Investment Services News

Enfusion Receives $150M Investment from ICONIQ Growth as it Continues to Redefine Investment Management Technology Solutions

Fintech News Desk
by Fintech News Desk0
Company Achieves $1.5 Billion Valuation Enfusion, a global leader in investment management technology solutions and services, announced that it has received a $150 million minority investment from ICONIQ Growth. The funding is an endorsement of Enfusion’s pioneering cloud-native SaaS approach to breaking technological barriers and removing informational and operational constraints for......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
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Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Fintech Investment Services News

Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia

Fintech News Desk
by Fintech News Desk0
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million. Sequoia Capital led the Series B with participation from Allen & Company, Founders......
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