Search Results for: Portfolio Management

SUNRATE Closes Series D-2 Funding Round Led by Sequoia Capital Southeast Asia
Fintech Funding News

SUNRATE Closes Series D-2 Funding Round Led by Sequoia Capital Southeast Asia

PR Newswire
SUNRATE, an intelligent global payment and treasury management platform announced that it has raised an extended Series D (Series D-2) funding round from Sequoia Capital Southeast Asia (now known as Peak XV Partners). Prosperity7 Ventures and Softbank Ventures Asia also contributed to the round. The funding will enable SUNRATE to......
Hedgehog Teams Up with CoinDesk Indices to Bring Crypto Sector Exposure to Automated Investing
DeFi Digital Asset Management News

Hedgehog Teams Up with CoinDesk Indices to Bring Crypto Sector Exposure to Automated Investing

PR Newswire
A streamlined and accessible crypto investing experience, now offering direct investing into crypto sectors Hedgehog, an SEC-registered robo-adviser that helps investors easily create and automatically manage a diversified crypto portfolio with a dual focus on risk management and growth potential announced a collaboration with CoinDesk Indices (CDI), the leading provider of......
SatSure Partners with Rabo Partnerships to Revolutionize Cash Flow-based Lending for Smallholder Farmers
Fintech Lending News

SatSure Partners with Rabo Partnerships to Revolutionize Cash Flow-based Lending for Smallholder Farmers

PR Newswire
SatSure, a global leader in EO space data applications, is pleased to announce its partnership with Rabo Partnerships. This strategic collaboration aims to drive the access to cash-flow based lending for smallholder farmers globally. By leveraging SatSure’s cutting-edge technology and Rabo Partnerships’ expertise in financial services, this partnership will tackle the challenges banks......
Prudential Financial to Reinsure $12.5 Billion Guaranteed Universal Life Block with Somerset Re
InsurTech News

Prudential Financial to Reinsure $12.5 Billion Guaranteed Universal Life Block with Somerset Re

Business Wire
Supports Prudential’s transformation strategy by reducing market sensitivity and increasing capital flexibility Does not result in any changes for customers and distribution partners Prudential Financial, announced an agreement to reinsure a portion of its guaranteed universal life block with Somerset Re, resulting in approximately $450 million of proceeds.1 Latest Fintech......
AI and Finances: A Winning Combination
Artificial Intelligence B2B Digital Payments Guest Posts

AI and Finances: A Winning Combination

Saeid Hejazi
According to history, it was a salesman by the name of Loren Dunton who introduced the world to the concept of a personal financial planner in the 1960s. Dunton was inspired by the realization that people in the US had become dependent on Social Security because they lacked personalized financial......
Acrisure Has Protected $5 Billion in Clients’ Real Estate Transactions Using CertifID’s Technology Solution
Digital Payments Fintech News Security

Acrisure Has Protected $5 Billion in Clients’ Real Estate Transactions Using CertifID’s Technology Solution

Business Wire
CertifID, a leading wire fraud protection company, announced that it has been chosen by Acrisure, a global Fintech leader, to protect its Title Insurance clients from payments fraud. The preferred partnership includes CertifID’s fraud detection software, access to fraud recovery services, and up to $1M in payment insurance on every......
Sarson Funds Employs Blockpass' KYC for BCH, CSPR Stablecoins
Blockchain News

Sarson Funds Employs Blockpass’ KYC for BCH, CSPR Stablecoins

Fintech News Desk
This week sees the announcement that capital management firm Sarson Funds is using Blockpass’ On-Chain KYC(R) solution, alongside Accountable’s on-chain proof-of-reserve validation, to create the most transparent and trusted stablecoins on the Bitcoin Cash (BCH) and Casper (CSPR) blockchains. The asset-backed U.S. dollar stablecoins will exclusively hold Circle’s USDC as......
Bracket Capital Raises Third Flagship Fund Focused on Growth and Special Situations Investments in Technology-Enabled Businesses
Fintech Investment Services News

Bracket Capital Raises Third Flagship Fund Focused on Growth and Special Situations Investments

Business Wire
Bracket Capital (“Bracket”), a global multi-asset investment manager focused on growth and later-stage, technology-enabled companies, announced the successful close of its third flagship funds, Bracket Capital Fund III, LP, Bracket Capital Fund III-A, LP and related vehicles (collectively “Fund III” or the “Fund”), totaling $150 million. Bracket also raised an......
Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors
Artificial Intelligence Fintech News

Savvy Wealth Unveils Fully Integrated, AI-Powered Advisor Platform Designed for Modern Financial Advisors

Business Wire
New platform includes a proprietary CRM system, client portal, marketing automation, and compliance and back-office support to provide advisors with unprecedented efficiency Savvy Wealth, a digital-first platform designed for financial advisors to modernize human financial advice, and the parent company of Savvy Advisors Inc. (“Savvy”), a national registered investment advisor......
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