Search Results for: Portfolio Management

Unison Announces Securitization of $443 Million Unison Residential Equity Agreements
Fintech Investment Services News

Unison Announces Securitization of $443 Million Unison Residential Equity Agreements

Fintech News Desk
by Fintech News Desk0
The company finishes banner year of growth with largest securitization of its kind. Residential equity agreement (REA) securitization creates an unprecedented opportunity for institutional investors to participate in the residential equity market. The securitization is intended to drive favorable financial benefits for consumers including increased efficiency and better leverage in......
RiskSpan and Verisk Collaborate to Offer Climate Risk Analytics for Mortgage Finance
Mortgage News

RiskSpan and Verisk Collaborate to Offer Climate Risk Analytics for Mortgage Finance

Fintech News Desk
by Fintech News Desk0
Mortgage analytics firm RiskSpan has collaborated with Verisk to create a first-of-its-kind solution for measuring and mitigating the risks of climate change to the housing finance industry. The collaboration unites RiskSpan’s Edge Platform for mortgage analytics with Verisk Extreme Event Solutions’ proven set of models — relied on by leading insurance,......
ISG to Publish Study on Digital Banking Platform Providers
Banking Digital Payments News

ISG to Publish Study on Digital Banking Platform Providers

Fintech News Desk
by Fintech News Desk0
ISG Provider Lens™ report will examine how new digital technologies are helping banks transform themselves Information Services Group, a leading global technology research and advisory firm, has launched a research study examining providers of digital banking solutions at a time when traditional banks are under growing pressure to meet evolving......
CoinLedger Raises $6 Million in Funding Round
Fintech Funding News

Cryptocurrency and Web3 Tax Software Provider, CoinLedger, Raises $6 Million in Funding

Fintech News Desk
by Fintech News Desk0
Company’s Product Offerings Streamline and Simplify Digital Asset Tax Reporting for Cryptocurrency, DeFi, and NFT users CoinLedger (rebranding from CryptoTrader.Tax), a leading tax-reporting platform geared toward assisting cryptocurrency, DeFi, NFT, and Web3 users with simple tax reporting solutions, announced that it secured $6 Million in its latest financing round. This funding comes......
Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions
Fintech Investment Services News

Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions

Fintech News Desk
by Fintech News Desk0
Ms. Hong, a veteran of Vanguard and Charles Schwab Investment Management, will be responsible for managing the development and growth of new Vestmark offerings related to direct indexing, ESG preferences and other client customizations, and tax transition. Vestmark, Inc., a leading provider of portfolio management tools and trading software, announced......
New Collaborative of Companies Expands Financial Advisor Offerings and Opportunities
Finance News

New Collaborative of Companies Expands Financial Advisor Offerings and Opportunities

Fintech News Desk
by Fintech News Desk0
Improvement in the financial industry – Horter Family of Companies: Horter Investment Management, LLC, Tactical Fund Advisors, LLC and Civitas Advisor Solutions, LLC offer clients new groundbreaking solutions and opportunities. Horter Investment Management (HIM), a registered investment advisory firm with 50 investment advisor representatives and relationships with over 40 independent......
Tenet Appoints New Financial Institution Relationship Manager and Credit Analyst for Cubeler Division
Fintech News

Tenet Appoints New Financial Institution Relationship Manager and Credit Analyst for Cubeler Division

Fintech News Desk
by Fintech News Desk0
Tenet Fintech Group Inc. (“Tenet” or the “Company”), an innovative Fintech and AI service provider and manager of the Business Hub, announced that the Company’s Cubeler subsidiary has appointed Mr. Evrard D. Nkwemi as its Financial Institution Relationship Manager and Credit Analyst. Latest Fintech Insights: Moglix Raises $250 Million At $2.6......
Percent Acquires Data-Powered Lending Solution From Midcap Financial To Further Disrupt Private Credit Markets
Capital Markets Lending News

Percent Acquires Data-Powered Lending Solution From Midcap Financial To Further Disrupt Private Credit Markets

Fintech News Desk
by Fintech News Desk0
Built With Institutions in Mind, Revolutionary, AI-Driven Optimization and Surveillance Tool to Offer Fintech Lenders on Percent’s Platform Efficiency in Management and Monitoring of Risk Percent, the capital markets platform transforming the multi-trillion-dollar lending industry, announces the acquisition of proprietary portfolio surveillance and risk management technology from MidCap Financial, a......
Snowden Lane Partners Selects the ComplianceEdge Trade Surveillance and Account Monitoring Solution from InvestEdge
Finance Investment Services News

Snowden Lane Partners Selects the ComplianceEdge Trade Surveillance and Account Monitoring Solution from InvestEdge

Fintech News Desk
by Fintech News Desk0
Proven Workflow and Case Management Tools Improves Accuracy and Efficiency Snowden Lane Partners, a hybrid Broker-Dealer and Registered Investment Advisor financial services firm based in New York City, has gone live with the ComplianceEdge Trade Surveillance and Account Monitoring solution from InvestEdge. InvestEdge Inc., is a leading provider of innovative advisor......
Eaglebrook Advisors Raises $20M in Series A Funding Led by Castle Island Ventures and Brewer Lane Ventures
Fintech Funding Investment Services News

Eaglebrook Advisors Raises $20 Million in Series A Funding Led by Castle Island Ventures and Brewer Lane Ventures

Fintech News Desk
by Fintech News Desk0
Largest digital asset SMA platform secures venture investment to enhance technology and fuel strategic growth plans Eaglebrook Advisors, Inc., the largest digital asset separately managed account (“SMA”) platform, announced today the close of its $20 million Series A investment led by Castle Island Ventures and Brewer Lane Ventures. Additional investors in......
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