Search Results for: Private Client

Dynamo Software Enhances Data Automation for Private Investment Industry by Acquiring Smonik Systems
Investments News

Dynamo Software Enhances Data Automation for Private Investment Industry by Acquiring Smonik Systems

Fintech News Desk
by Fintech News Desk0
By Adding Smonik’s Data Management and Reconciliation Software, Dynamo Provides Industry’s Only True End-to-End Alternative Investment Software and Data Offering for Limited Partners Dynamo Software, Inc., a market-leading provider of end-to-end cloud software solutions for the alternative investment management industry, announced today its acquisition of Smonik Systems, a leader in data......
BitPay Adds ApeCoin (APE) and Euro Coin (EUROC), Further Expanding Coin Integrations
Banking News

FNZ Acquires Swiss Private Banking Technology Company New Access to Open Up Wealth Together

Fintech News Desk
by Fintech News Desk0
The acquisition represents a further investment by FNZ in the growing private banking sector and will increase its presence in the cross-border wealth centers of Switzerland, Liechtenstein and Luxembourg. New Access’ award-winning private banking digital solutions and talent will further enhance FNZ’s transformational full service, end-to-end wealth management platform. FNZ, the global wealth management......
Asset Class Secures $11.6 Million Series A Funding Led By Canapi Ventures to Help Democratize Private Capital Investing
Fintech Funding News

Asset Class Secures $11.6 Million Series A Funding Led By Canapi Ventures to Help Democratize Private Capital Investing

Fintech News Desk
by Fintech News Desk0
Funding to Accelerate Software and Business Development Capabilities as Asset Class Continues U.S. and European Growth Series A Round Includes Live Oak Ventures, Plexus Capital and Total Technology Ventures Asset Class, a financial technology (fintech) company headquartered in Dublin with offices in New York and London, announced that it has......
Cityfalcon, the Spotify of Financial Content, Raises $2Million From a Client, TBH, Holt, and Seedrs
Investment Services News

CityFALCON, the Spotify of Financial Content, Raises $2Million From a Client, TBH, Holt, and Seedrs

Fintech News Desk
by Fintech News Desk0
London and Malta based fintech CityFALCON closed an equity fundraising campaign on Seedrs of £1.65m ($2m) to scale up the business and bring even more insightful products to market faster. Latest Fintech News: Parallel Finance Continues Rapid Product Expansion With Launch of Omni: NFT Money Market On Seedrs, the leading UK private investment platform, CityFALCON has......
42% of AUM across private capital is managed by funds that have an active ESG policy Demand For ESG Investment is Rising
Investments News

42% of AUM across Private Capital is managed by Funds that have an active ESG policy Demand For ESG Investment is Rising

Fintech News Desk
by Fintech News Desk0
Preqin, the global leader in alternative assets data, tools, and insights, has published its annual Environmental, Social, and Governance (ESG) report: ESG in Alternatives 2022: The Transparency Tipping Point. The report provides the latest insights on developments in what is becoming a necessary competency for private markets managers that want......
Indagare Offers Luxury Travel Experiences to Bank of America Clients
Banking News

Indagare Offers Luxury Travel Experiences to Bank of America Clients

Fintech News Desk
by Fintech News Desk0
Expanded Loyalty Program Provides Ultra High-Net-Worth Clients Access to World-Renowned Locations Bank of America announced the availability of exclusive travel experiences for ultra-high-net-worth clients through Indagare, a members-only, boutique travel-planning company. The relationship offers clients, including Merrill and Private Bank clients, behind-the-scenes access to unforgettable locations, as well as unique......
Sanjay Sharma to Lead SEI's Private Banking Business
Banking News

Sanjay Sharma to Lead SEI’s Private Banking Business

Fintech News Desk
by Fintech News Desk0
Evolution of SEI’s Leadership Reinforces Strategic Focus on Driving Growth SEI announced that Sanjay Sharma has been appointed to lead its Private Banking business segment. Sharma will be responsible for overall strategy and business growth through the delivery of comprehensive technology, operational, and investment solutions for U.S. and U.K. wealth management organizations.......
NACCA Partners with Block, On First Private Indigenous Growth Fund Investment
Investment Services News

NACCA Partners with Block, On First Private Indigenous Growth Fund Investment

Fintech News Desk
by Fintech News Desk0
Block invests $3 million CAD in Canada’s largest and most innovative Indigenous social impact fund The Indigenous Growth Fund (IGF Inc.) welcomes its first private investment, marking an important public and private partnership milestone focused on restoring growth and prosperity for the Indigenous economy. The IGF, an Indigenous investment fund, is......
Anubi Digital enters a partnership with Maple Finance to bring its Clients new opportunities in institutional DeFi
DeFi News

Anubi Digital enters a Partnership with Maple Finance to bring its Clients new Opportunities in institutional DeFi

Fintech News Desk
by Fintech News Desk0
After being one of the first Italian companies subscribing to the Italian OAM’s special registry for Virtual Assets Service Providers (VASP), the crypto custodian Anubi Digital entered its third international agreement in a few months. Latest Fintech News: FullCircl Releases Company Group Explorer Anubi Digital is bringing institutional DeFi to Italy for the......
J.P. Morgan Private Bank Adds Two Billion-Dollar Advisor Teams to Its New York City Business
Banking News

J.P. Morgan Private Bank Adds Two Billion-Dollar Advisor Teams to Its New York City Business

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Private Bank announced that six seasoned advisors who collectively oversaw more than $2 billion in client assets in their prior positions have joined the firm in New York. The Private Bank’s New York region has seen extensive growth over the past five years and has doubled its business in terms of assets......
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