Search Results for: Portfolio Management

Strategas Launches Two New Thematic Exchange Traded Funds
Digital Asset Management News Trading

Strategas Launches Two New Thematic Exchange Traded Funds

Fintech News Desk
by Fintech News Desk0
Strategas Macro Thematic Opportunities ETF (SAMT) and Strategas Global Policy Opportunities ETF (SAGP) are designed to leverage the firm’s industry-leading macro research to identify and capitalize on shifts in thematic momentum -Strategas Asset Management, the investment advisory arm of Strategas, one of the world’s leading institutional macro research providers, is......
Zulutrade - World's Largest Social Trading Platform Acquired By Finvasia Group
Fintech News Trading

Zulutrade – World’s Largest Social Trading Platform Acquired By Finvasia Group

Fintech News Desk
by Fintech News Desk0
ZuluTrade is well positioned to become the largest and most important neutral social trading platform following its acquisition by Finvasia Group. 2022 will see ZuluTrade strengthen its current capabilities and expand its product line into different markets and financial instruments. The expansion will also include current asset classes such as cryptocurrencies and......
ZuluTrade - World’s Largest Social Trading Platform Joins the Finvasia Group
Finance News Trading

ZuluTrade – World’s Largest Social Trading Platform Joins the Finvasia Group

Fintech News Desk
by Fintech News Desk0
ZuluTrade is strongly positioned to become the biggest and the largest broker neutral social trading platform with acquisition by Finvasia Group. 2022 will see ZuluTrade strengthening its current capabilities and widen its product line by venturing into different markets and financial instruments. The expansion will include contemporary asset classes like......
Ara Partners Promotes James Wang to Managing Director and Mary Kathryn Nommensen To Senior Associate
Fintech Investment Services News

Ara Partners Promotes James Wang to Managing Director and Mary Kathryn Nommensen To Senior Associate

Fintech News Desk
by Fintech News Desk0
Ara Partners (“Ara”), a private equity firm that specializes in industrial decarbonization investments, announced the promotion of James Wang to Managing Director and Mary Kathryn Nommensen to Senior Associate. Latest Fintech Insights: Payments and DeFi-centric Blockchain, Fuse Network, Announces Major Integration with Sushi “We are proud of the strength of the team that we......
Athena Systems, United Fintech’s Fourth Acquisition With an Investment of 25%
Fintech Investment Services News

Athena Systems, United Fintech’s Fourth Acquisition With an Investment of 25%

Fintech News Desk
by Fintech News Desk0
On January 2nd, 2022, United Fintech, completed a 25% minority investment in the global buy-side Portfolio/Order Management System vendor, Athena Systems. United Fintech, a London-based financial technology investor and holding company, completed a 25% minority investment in buy-side Portfolio/Order Management System vendor Athena Systems. Latest Fintech Insights: LEWK Announces Successful Closing......
Gemini Acquires BITRIA, Unlocking the Digital Asset Ecosystem For Wealth and Asset Managers
Digital Asset Management News

Gemini Acquires BITRIA, Unlocking the Digital Asset Ecosystem For Wealth and Asset Managers

Fintech News Desk
by Fintech News Desk0
Integration Creates First Full-Service Digital Asset Custodian for Advisors Gemini announced the acquisition of BITRIA, formerly Blockchange Inc., a digital asset portfolio management platform with a rich feature set designed for wealth and asset managers. The integration of BITRIA’s technology with Gemini’s custody and exchange capabilities provides advisors with access......
Mercer Advisors Acquires Wrenn Financial Strategies, Inc.
Fintech News

Mercer Advisors Acquires Wrenn Financial Strategies, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of Wrenn Financial Strategies, Inc., Expands Mercer Advisors’ North Carolina Presence Mercer Global Advisors, Inc. (“Mercer Advisors”), a full-service wealth management firm and national Registered Investment Adviser (RIA), announced the acquisition of Wrenn Financial Strategies, Inc., (“Wrenn”), a respected wealth management firm located in Raleigh, North Carolina. Wrenn serves......
Qraft Technologies Closes US$146 Million Investment from SoftBank Group Entering into a Strategic Partnership
Fintech News

Qraft Technologies Closes US$146 Million Investment from SoftBank Group Entering into a Strategic Partnership

Fintech News Desk
by Fintech News Desk0
AI enabled fintech company Qraft Technologies, Inc. announced that it has closed a US$146 million investment from SoftBank Group Corp., which includes primary growth capital and secondary capital that will be used to fund share purchases from investors. The proposed transaction is expected to accelerate Qraft’s ongoing expansions into the US......
Regions Bank Equipment Finance Builds Technology Solutions Platform, Hires Veteran Banking Team
Banking News

Regions Bank Equipment Finance Builds Technology Solutions Platform, Hires Veteran Banking Team

Fintech News Desk
by Fintech News Desk0
Jay Cannon, Mark Moro, and Riley Thompson bring decades of technology finance and leasing experience to serve Regions’ business clients Regions Bank on Thursday announced the Regions Equipment Finance Corporation (REFCO), a subsidiary of Regions Bank, is expanding its specialty capabilities to include a new Technology Solutions platform and team. The platform will......
Fiducient Advisors Onboarded On Arcons Technology Billing Platform
Fintech News Technology

Fiducient Advisors Onboarded On Arcons Technology Billing Platform

Fintech News Desk
by Fintech News Desk0
Arcons’ billPort Client billing & revenue sharing solution meets Fiducient specific needs Arcons Technology announced that Fiducient Advisors headquartered in Chicago, IL advising over $250 billion in assets, has selected its billing platform ‘billPort’ for their quarterly billing process. Arcons’ billPort, offered for over a decade, features seamless advisory client billing and revenue sharing.......
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