Search Results for: Principal

NewEdge Wealth Adds Ben Emons to Investment Team Lineup
Investment Services News

NewEdge Wealth Adds Ben Emons to Investment Team Lineup

Fintech News Desk
by Fintech News Desk0
Widely known global fixed income expert hired to further boost rapidly growing ultra high net worth firm NewEdge Wealth, LLC, a registered investment adviser specializing in advising ultra high net worth families, family offices and institutional clients, has hired Ben Emons as Principal, Senior Portfolio Strategist. Mr. Emons joins the......
LendingClub Acquires $1 Billion Personal Loan Portfolio
Banking Finance News

LendingClub Acquires $1 Billion Personal Loan Portfolio

Fintech News Desk
by Fintech News Desk0
Seasoned, Quality Portfolio to Support Growth in Recurring Revenue LendingClub Corporation announced an agreement to acquire a $1.05 billion loan portfolio. The portfolio consists of personal loans that were originated through LendingClub’s marketplace and will support its growing revenue stream of recurring net interest income. The personal loans were previously acquired by......
Investments News

Creation Investments Closes Fifth Impact Fund With More Than $270 Million Of Capital Commitments

Fintech News Desk
by Fintech News Desk0
Creation Investments Capital Management, LLC (Creation Investments), a global impact investment manager in emerging markets, today announced the final close of Creation Investments Social Ventures Fund V (Creation V), the most recent portfolio in its flagship private equity fund family. Creation V is oversubscribed with more than $270 million in commitments......
Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners
InsurTech News

Warburg Pincus to Acquire K2 Insurance Services from Lee Equity Partners

Fintech News Desk
by Fintech News Desk0
Partnership with Management to Support Company’s Next Phase of Growth K2 Insurance Services, a leading independent specialty insurance program manager, announced that Warburg Pincus, a leading global growth investor, has agreed to acquire the company from Lee Equity Partners, LLC a growth oriented middle market private equity firm. The investment......
nCino Appoints New Board Member
Banking Cloud News

nCino Appoints New Board Member

Fintech News Desk
by Fintech News Desk0
Co-founder and former CEO of Global Data Consortium, Bill Spruill, joins nCino’s Board of Directors nCino, a pioneer in cloud banking and digital transformation solutions for the global financial services industry, announced that it has appointed William (Bill) Spruill to its Board of Directors. “Bill is a dynamic and entrepreneurial......
CyberCube Enables Proactive Cyber Cat Management at Point of Underwriting With Latest Account Manager Release
Analytics News Risk Management

CyberCube Enables Proactive Cyber Cat Management at Point of Underwriting With Latest Account Manager Release

Fintech News Desk
by Fintech News Desk0
Cyber risk analytics leader CyberCube has launched Version 4.0 of Account Manager, the software-as-a-service (SaaS) solution designed explicitly for single risk (re)insurance underwriters. “For too long, insurance carriers have been relegated to using solutions designed for other purposes to inform their decisions. ” Resulting from CyberCube’s continuous analysis of cybersecurity data......
Excalibur Investment Banking Advises Long Point Capital on its Partnership with Allnorth
Banking News

Excalibur Investment Banking Advises Long Point Capital on its Partnership with Allnorth

Fintech News Desk
by Fintech News Desk0
On November 1, 2022 Excalibur Investment Banking is pleased to announce that Long Point Capital has partnered with management and made a significant equity investment in Allnorth Consultants Limited. With over 750 employees and 21 locations across Canada, Mexico and the U.S., Allnorth provides multi-disciplinary engineering, project delivery and construction......
Rockhill Capital & Investments Joins Forces With Horizon Capital Partners
Finance Investment Services News

Rockhill Capital & Investments Joins Forces With Horizon Capital Partners

Fintech News Desk
by Fintech News Desk0
Now under one roof as Rockhill Capital & Investments, the merger is advancing the North Texas firm’s leadership team and real estate investing capabilities Veteran North Texas real estate development firm, Rockhill Capital & Investments, announced its merger with North Texas-based real estate investment firm, Horizon Capital Partners. Now under one roof......
Modera Wealth Management Expands to Virginia
Finance News Technology

Modera Wealth Management Expands to Virginia

Fintech News Desk
by Fintech News Desk0
Modera Wealth Management, LLC (Modera), a fee-only comprehensive financial planning firm, is pleased to announce it has expanded to Virginia in November 2022 through a transaction with Bernhardt Wealth Management. The entire Bernhardt team has joined Modera. Gordon Bernhardt, CFP®, Tim Koehl, AAMS®, CFP®, and Solon Vlasto, CFP® have joined Modera as Principals and Wealth Managers......
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