Search Results for: Private Client

Pacific Western Bank Launches Digital Learn Platform To Support Client Experience
Banking Digital News

Pacific Western Bank Launches Digital Learn Platform To Support Client Experience

Fintech News Desk
by Fintech News Desk0
Pacific Western Bank announced the launch of a new digital learning platform  that will enhance continuing efforts to empower current and future clients throughout their journey with the Bank. Their Digital Learn Platform, powered by Horizn, will enable PWB clients to have 24/7, on-demand access to step-by-step guidance for performing frequently requested......
MarketWall and Morningstar Launch Morningstar Global Market, a GEMINA-Based Research and Market Data Offering For Enterprise Clients
Fintech News

MarketWall and Morningstar Launch Morningstar Global Market, a GEMINA-Based Research and Market Data Offering For Enterprise Clients

Fintech News Desk
by Fintech News Desk0
Artificial Intelligence company, AnalytixInsight’s FinTech affiliate, MarketWall, together with Morningstar, Inc., a leading provider of independent investment research, announced the launch of Morningstar Global Market, an innovative enterprise research and market data platform targeted for institutional users of financial data and related investment products. Latest Fintech Insights: Global Finance Names ICD......
Green Project Technologies, a SAAS-Based Esg Accounting Platform Serving Private Markets and Supply Chains, Closes Over $1.8mm in Seed Funding
Finance Fintech Funding News

Green Project Technologies, a SAAS-Based Esg Accounting Platform Serving Private Markets and Supply Chains, Closes Over $1.8mm in Seed Funding

Fintech News Desk
by Fintech News Desk0
Green Project’s all-in-one ESG software leverages targeted API integrations with a company’s existing data systems to cut through the cost and complexity of collecting, processing and reporting ESG data in-house Green Project Technologies, Inc. (“Green Project”), a leading SaaS-based ESG data management and reporting platform for SMEs, portfolio companies and......
Novotech Completes $255M Private Placement Transaction And $505m Refinancing To Accelerate Implementation Of Growth Initiatives
Finance News

Novotech Completes $255M Private Placement Transaction And $505m Refinancing To Accelerate Implementation Of Growth Initiatives

Fintech News Desk
by Fintech News Desk0
Proceeds from the transactions will provide strong support to Novotech Holdings’ organic and inorganic growth strategies Novotech Health Holdings Pte. Ltd. (“Novotech Holdings” or the “Company”) announced the completion of a financing round of US$760 million (about 1.06 billion AUD) comprising a US$255 million private placement and a US$505 million refinancing transaction, setting itself as......
Framework Rebrands to Daappa, Heralding a New Phase in Fintech Solutions Designed for Private Asset Markets
Fintech News

Framework Rebrands to Daappa, Heralding a New Phase in Fintech Solutions Designed for Private Asset Markets

Fintech News Desk
by Fintech News Desk0
Global fintech, Framework PEIDM, has announced a new name and brand identity – alongside a new product release – as the final phase of its multi-year digital transformation. Building on a long pedigree, Framework has rebranded to daappa, as the firm looks to stay ahead of the rapidly evolving private......
Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration
Banking Investment Services News

Summit Financial, Merchant Investment Management and Fieldpoint Private Announce Strategic Investment Advisory and Banking Collaboration

Fintech News Desk
by Fintech News Desk0
Partnership is anticipated to make Summit one of the nation’s largest independent wealth management firms, and position Fieldpoint to become the nation’s premier private bank to the independent advisor community Summit Financial Holdings, Merchant Investment Management and Fieldpoint Private announced that Summit and Merchant together will acquire Fieldpoint’s investment advisory......
Bradley Patton Joins Audax Private Debt to Oversee Capital Markets for Origination Platform
Capital Markets News

Bradley Patton Joins Audax Private Debt to Oversee Capital Markets for Origination Platform

Fintech News Desk
by Fintech News Desk0
Audax Private Debt, the debt financing unit of Audax Group, a leading alternative investment manager specializing in investments in North American middle market companies, announced that Bradley Patton has joined as a Managing Director and will be overseeing Capital Markets for the Private Debt Origination platform. Based in New York,......
Fieldpoint Private’s New Atlanta Offices Mark Next Phase in Company’s Southeast Banking Expansion
Banking News

Fieldpoint Private’s New Atlanta Offices Mark Next Phase in Company’s Southeast Banking Expansion

Fintech News Desk
by Fintech News Desk0
Atlanta, Orlando and Miami Offices Offer Private, Commercial, Personal Banking and Wealth Management Fieldpoint Private, the fast-growing private banking and wealth advisory firm serving entrepreneurs, families, and institutions, announced its expansion into the Atlanta, Georgia market. The full-service office, located in the heart of Midtown (1075 Peachtree St.), adds to the......
Generational Equity Advises RJS Trading International in its Sale to Private Investor
News Trading

Generational Equity Advises RJS Trading International in its Sale to Private Investor

Fintech News Desk
by Fintech News Desk0
Generational Equity, a leading mergers and acquisitions advisor for privately held businesses, is pleased to announce the sale of its client RJS Trading International, LTD to a Private Investor. The transaction closed November 15, 2021. Located in Richmond, British Columbia, RJS Trading International (dba Alamode Home) is a home textile wholesaler. The......
Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor
Banking Fintech News

Wilmington Trust Bolsters Southeast Team: Adds Senior Private Banker and Senior Wealth Advisor

Fintech News Desk
by Fintech News Desk0
Wilmington Trust, a leader in wealth management and corporate and institutional services, announced that it has expanded its Southeast team, hiring an additional senior private banker and senior wealth advisor in its Atlanta office. Latest Fintech Insights: Pinnacle Partners Launches $100 Million Opportunity Zone Investment Fund These hires are two of many that......
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