Search Results for: Investment Management

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, 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......
Voya Investment Management Hires Founding Partners and Acquires the Technology of G Squared Capital
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Voya Investment Management Hires Founding Partners and Acquires the Technology of G Squared Capital

Fintech News Desk
by Fintech News Desk0
Voya Investment Management (IM), the asset management business of Voya Financial, Inc. (NYSE: VOYA), announced today that it has acquired the technology and hired the founding team of G Squared Capital LLP (“G2”), a London-based investment manager that serves institutions and other sophisticated investors. Terms of the transaction were not......
Confluence Partners With Sweden’s Limina To Offer Reporting And Investment Management Solutions To $1B Wealth Manager
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Confluence Partners With Sweden’s Limina To Offer Reporting And Investment Management Solutions To $1B Wealth Manager

Fintech News Desk
by Fintech News Desk0
Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider delivering innovative products to the worldwide money management industry, in partnership with Limina AB (“Limina”), a provider of SaaS solutions to asset managers globally, has secured a three-year contract with a $1B wealth manager headquartered in Stockholm, Sweden. Read More: GlobalFintechSeries Interview with Veenerick Vos......
GreenHill Announces Acquisition by Leaders in the Investment Management Industry
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GreenHill Announces Acquisition by Leaders in the Investment Management Industry

Fintech News Desk
by Fintech News Desk0
GreenHill, a leading investment reporting provider in wealth management, has announced new leadership as the organization looks to expand its strategic solutions across wealth management clients. The new leadership team is composed of Bill McFadden, Jack Curran and Harry Cubit, who have all worked in the trust and investment management arena for over two......
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Liberty One Investment Management – Now Available on Orion

Fintech News Desk
by Fintech News Desk0
Liberty One Investment Management, a third-party asset manager based in Libertyville, IL, was recently added to Orion’s growing list of managers available to advisors on their platform. Liberty One will be offering four of their flagship allocations on Orion’s new Communities platform. This platform integrates into both Orion Portfolio Solutions as well as......
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Marlborough Investment Management Ltd Switch to AQMetrics from CME/NEX Abide for MiFID II Transaction Reporting

Fintech News Desk
by Fintech News Desk0
AQMetrics, a leading global platform for risk and regulatory compliance, has onboarded UK asset manager, Marlborough Investment Management Ltd, for its MiFID II transaction reporting. The partnership follows a number of other MiFID II client wins for AQMetrics in recent months, with the Irish firm set to onboard several more......
The Hartford Names Amy Stepnowski Chief Investment Officer, President Of Hartford Investment Management Company
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The Hartford Names Amy Stepnowski Chief Investment Officer, President Of Hartford Investment Management Company

Fintech News Desk
by Fintech News Desk0
The Hartford has appointed Amy Stepnowski to the positions of Chief Investment Officer of The Hartford and President of Hartford Investment Management Company (HIMCO) effective Aug. 1. She will succeed Brion Johnson who will remain with the company in an advisory capacity through the end of the year. Read More: bitFlyer:......
BNY Mellon to Deliver Real-Time Account Validation Services to Corporate and Bank Clients in the U.S.
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BNY Mellon Investment Management and Wilshire Associates Launch Transformative Advisor-Focused Custom Target Date Platform

Fintech News Desk
by Fintech News Desk0
BNY Mellon Investment Management announced a new partnership with Wilshire Associates to launch the BNY Mellon Investment Management Custom Target Date Builder, a transformative advisor platform, which will provide more choice to the Target Date Fund business dominated by large fund providers. Retirement Plan Advisors will now be able to......
Wells Fargo Invests in Six Black-Owned Bank
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Barry Sommers Named Wells Fargo Wealth & Investment Management CEO

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by Fintech News Desk0
Wells Fargo & Company announced that Barry Sommers will join the company as CEO of Wealth & Investment Management (WIM) on June 22, reporting to CEO Charlie Scharf. Sommers will have responsibility for the company’s delivery of wealth management, investment, and retirement products and services to clients through its U.S.-based......
Boosted.ai Raises $8 Million in Series A Funding to Bring Artificial Intelligence in Investment Management to the Mainstream
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Boosted.ai Raises $8 Million in Series A Funding to Bring Artificial Intelligence in Investment Management to the Mainstream

Fintech News Desk
by Fintech News Desk0
AI Platform Offers Machine Learning Techniques to Global Financial Industry Boosted.ai, the leading distributed machine learning platform for global investment professionals, announced the closing of an $8 million USD Series A financing round, led by Portag3 Ventures. Dunamu & Partners and Polar Equity Partners also participated in the round. Inclusive......
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