Search Results for: Portfolio Management

SION Raises $3.2 Million in Seed Funding Led by TIA Ventures
Digital Payments News

SION Raises $3.2 Million in Seed Funding Led by TIA Ventures

Fintech News Desk
by Fintech News Desk0
Capital Supports Product Scale from the Rollout of Payment Processing, as well as Automated Commission Chasing and Integrations SION, a SaaS platform that manages commission payments for travel advisors and agencies, announced $3.2 million in seed funding led by TIA Ventures with participation from SmartFlyer and Virtuoso to advance its promotion of a more robust......
Carrington Mortgage Services Brings Second Lien Program to Carrington Customers
Lending News

Carrington Mortgage Services Brings Second Lien Program to Carrington Customers

Fintech News Desk
by Fintech News Desk0
Carrington Mortgage Services’ Second Lien product provides a welcome source of liquidity to existing CMS servicing customers in a rising-interest-rate market Recently, Carrington Mortgage Services, LLC (CMS) introduced a Second Lien program that offers a unique opportunity for Carrington homeowners. The Second Lien product provides a welcome source of liquidity to existing......
Fintech News

Seeds Investor Completes Initial Capital Raise To Promote Personalized Investing

Fintech News Desk
by Fintech News Desk0
Seeds Investor (“Seeds”), a fintech firm that provides financial advisors the technology to deliver a more personalized and engaging investing experience, announced it has closed a seed funding round of $2.7 million. The round was led by venture firm Social Leverage, whose leadership team includes Stocktwits co-founder Howard Lindzon. It saw......
Investcorp Acquires a Majority Stake in CrossCountry Consulting, a Leading Business Advisory Firm
Investment Services News

Investcorp Acquires a Majority Stake in CrossCountry Consulting, a Leading Business Advisory Firm

Fintech News Desk
by Fintech News Desk0
The transaction is expected to accelerate CrossCountry’s growth as it expands geographically and adds new service line offerings Investcorp, a leading global alternative investment firm, announced its acquisition of a majority stake in CrossCountry Consulting, a leading business advisory firm. In addition, Public Sector Pension Investment Board (PSP Investments) invested,......
Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High
Digital Asset Management Investment Services News

Private Wealth Digital Assets Study Finds Investor Interest in Digital Assets Remains High

Fintech News Desk
by Fintech News Desk0
Four out of five of high net worth individuals (HNWI) and family offices are already invested in digital assets The largest study this year which surveyed 1,500 international investors on their attitudes and investment strategies with respect to digital assets was published Matrixport, one of the world’s largest digital assets......
Mercer Advisors Acquires Vintage Financial Services
Finance News

Mercer Advisors Acquires Vintage Financial Services

Fintech News Desk
by Fintech News Desk0
Mercer Global Advisors, Inc., a national Registered Investment Adviser (RIA), announced the acquisition of Vintage Financial Services, LLC (hereinafter “Vintage”). Vintage is a comprehensive wealth management firm located in Ann Arbor Michigan focusing on serving the financial needs of its clients. Frank Moore (“Frank”), MS, CFP® founded Vintage in 1985 and together with......
UnionBank Chairman Leads Filipino Blockchain Innovators Recognized at the Inaugural Philippine Block Awards
Banking Blockchain News

UnionBank Chairman Leads Filipino Blockchain Innovators Recognized at the Inaugural Philippine Block Awards

Fintech News Desk
by Fintech News Desk0
The first edition of the Philippine Block Awards, held on December 2 in the Sheraton Manila Hotel, honored 12 leaders who have outstanding accomplishments within the field of blockchain innovations in the country. The Philippine Block Awards served as the closing ceremony of the highly successful inaugural Philippine Blockchain Week,......
Apromore Announces Series B Funding by Salesforce and GBTEC
Fintech Funding News

Apromore Announces Series B Funding by Salesforce and GBTEC

Fintech News Desk
by Fintech News Desk0
In addition, Apromore establishes partnership with Salesforce to optimize opportunities for sales and service processes Apromore, a leading provider of value-driven process mining software, announced its Series B funding round of USD $10.3 million (AUD $15.8 million) with investment from Salesforce and GBTEC, a Main Capital Partners backed company. In......
State-of-the-Art e-Commerce Launch Propels PVF and HVAC-R Supplier's Growth
Digital E-commerce News

State-of-the-Art e-Commerce Launch Propels PVF and HVAC-R Supplier’s Growth

Fintech News Desk
by Fintech News Desk0
Unilog, the leader in connected product content and commerce, is pleased to announce the successful launch of Porter Pipe & Supply’s new e-commerce website. Porter Pipe & Supply is a third-generation, family-owned and -operated wholesale supplier of commercial and industrial pipe, valves, fittings, plumbing supplies, HVAC-R equipment, and mechanical products.......
Baillie Gifford Goes Live With SureVu for CSDR Compliance
Compliance management Investment Services News

Baillie Gifford Goes Live With SureVu for CSDR Compliance

Fintech News Desk
by Fintech News Desk0
corfinancial, a leading provider of specialist software and services to the financial services sector, announces the implementation of its SDR (Settlement Discipline Regime) management software SureVu at Edinburgh-based investment manager Baillie Gifford. “Additionally, the shift towards a reduced settlement period is certainly driving operational process efficiencies across the investment management......
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