Search Results for: Morgan Stanley

Steward Partners Welcomes New Advisory Team in New York
Business Fintech News

Steward Partners Welcomes New Advisory Team in New York

Fintech News Desk
by Fintech News Desk0
New $220 Million Duo Continues the Firm’s Strong Growth This Year Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced that the Reservoir Road Financial Group has joined the firm in New York City. Read More: bitFlyer: Confidence in......
AST Private Company Solutions Links with Liquidity Financing Investment Fund Liquid Stock
Business Fintech Investment Services News

AST Private Company Solutions Links with Liquidity Financing Investment Fund Liquid Stock

Fintech News Desk
by Fintech News Desk0
AST Private Company Solutions™ (AST PCS) introduced a new strategic partnership with Liquid Stock, the venture capital-like investment fund providing bespoke liquidity solutions to pre-IPO companies, their investors and employees. Shareholders and CFOs using PCS’s new Astrella™ capitalization (cap) table and ownership data management platform will now be able to......
Marqeta Names Alphabet Veteran Helen Riley and Former Citi Card CEO Judson Linville to its Board of Directors
Fintech News

Marqeta Names Alphabet Veteran Helen Riley and Former Citi Card CEO Judson Linville to its Board of Directors

Fintech News Desk
by Fintech News Desk0
Marqeta, the global modern card issuing platform, announced that it has added Helen Riley, the CFO of X (an Alphabet Company), and Judson (Jud) Linville, the Former CEO of Citi Global Cards and Consumer Services, to its board of directors. Read More: smartTrade’s Solution Awarded Best Multi-Asset EMS System by......
Gemini Hires Managing Director of Asia Pacific Region
Cryptocurrency Fintech News

Gemini Hires Managing Director of Asia Pacific Region

Fintech News Desk
by Fintech News Desk0
Gemini continues global expansion and taps Leonteq CEO Jeremy Ng to oversee Gemini’s strategic vision in APAC Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, today announced the appointment of Jeremy Ng as the Head of Asia Pacific Region. Ng will be responsible for shaping Gemini’s overall strategy in the region,......
Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets
Fintech News

Ameriprise Financial Welcomes Back Advisor With $143 Million in Assets

Fintech News Desk
by Fintech News Desk0
Financial advisor Timothy O’Connor, CFP, recently rejoined the franchise channel of Ameriprise Financial after spending the last 26 years at Merrill Lynch, Morgan Stanley and Wells Fargo, where he was most recently a Managing Director. O’Connor, who manages $143 million in assets for pre-retiree, retiree, and nonprofit clients in Huntley,......
Kevin Lockhart Joins Perella Weinberg Partners as Partner
Business Capital Markets Fintech News

Kevin Lockhart Joins Perella Weinberg Partners as Partner

Fintech News Desk
by Fintech News Desk0
New Appointment Further Strengthens Firm’s Capital Markets Advisory Practice Perella Weinberg Partners (“PWP”) announced that Kevin Lockhart has joined the Firm as a Partner in its Advisory business. Based in New York, Mr. Lockhart will provide strategic capital markets advice to clients across industries. Read More: Abrigo Adds Transparent Artificial......
Vise, The AI-powered Investment Management Platform, Secures $45 Million Series B Funding Led By Sequoia
Artificial Intelligence Capital Markets Fintech Investment Services News

Vise Raises $14.5 Million in Series A Funding Led by Sequoia Capital

Fintech News Desk
by Fintech News Desk0
Funding will accelerate AI technology adoption among independent advisors Vise, an AI-driven investment management platform built for the modern financial advisor, announced that it has secured $14.5 million in Series A funding, bringing the total capital raised since Vise’s founding to over $16 million. The round was led by Sequoia Capital with......
AlphaSense Partners With Leading Investment Banks To Provide Corporations With Broad Access To Wall Street Research
Artificial Intelligence Capital Markets Fintech Investment Services News

AlphaSense Partners With Leading Investment Banks To Provide Corporations With Broad Access To Wall Street Research

Fintech News Desk
by Fintech News Desk0
 AlphaSense, the search engine for market intelligence, has partnered with leading financial institutions to provide corporate professionals with access to the world’s most respected equity research. Through partnerships with Bank of America, Morgan Stanley, Barclays, Deutsche Bank, Evercore ISI, HSBC, Sanford Bernstein, and others, AlphaSense will launch Wall Street Insights, a unique......
Skale10 Capital Launches Transformative Infrastructure Investment Platform
Fintech Fintech Funding Investment Services News

Skale10 Capital Launches Transformative Infrastructure Investment Platform

Fintech News Desk
by Fintech News Desk0
Skale10 Capital, a global investment firm headquartered in New York City, announced its official launch . The firm will focus on Advanced Infrastructure investments, a highly differentiated approach to infrastructure ownership and development that weaves together transformative technologies with impactful value creation. Read More: Invoia Re-Brands, Focuses on Small Businesses With Recurring......
Hearsay Systems Announces New Integrations, Partnership, and Investment to Meet Growing Demand for Last-Mile, Human Client Experience for Financial Services
Fintech News

8th Annual Hearsay Summit Explores How to Deliver a Human Touch at Digital Scale in Extraordinary Times

Fintech News Desk
by Fintech News Desk0
Industry Leaders from Allstate, Fidelity, Prudential, and Starbucks Share Vision on Building More Authentic Client Relationships Hearsay Systems, the trusted leader in compliant digital communications and workflow solutions for the financial services industry, announced it held its 8th annual Hearsay Summit in a virtual event on April 21-22, bringing together......
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