Search Results for: Private Client

Hightower's Nucleus Advisors Named to Barron's 2020 List of America's Top Private Wealth Teams
Fintech News

Hightower’s Nucleus Advisors Named to Barron’s 2020 List of America’s Top Private Wealth Teams

Fintech News Desk
by Fintech News Desk0
Hightower’s Nucleus Advisors has been ranked #41 on Barron’s 2020 list of America’s Top Private Wealth Teams, the second-annual ranking of U.S.- based wealth advisory teams that specialize in serving individuals and families. Read More: Celsius Network and Prime Trust partner to secure depositors funds and offer low-cost credit Led by Managing Partner......
Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
Fintech Investment Services News

Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution

Fintech News Desk
by Fintech News Desk0
Award-winning provider is recognized for its innovative cloud-based, multi-layer encryption and enhanced delivery of alternative investment reporting data  Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations, announced it has been named most Innovative Client Solution in Family Wealth Report’s 2020 awards program.......
Intapp, DealCloud, and S&P Global Market Intelligence Team Up to Provide Data and Insights to Professional and Financial Services Firms
Banking Fintech News

DealCloud Signs 100th Dispatch Client, Signaling Increasing Investment in Marketing and Communications Among Capital Markets Firms

Fintech News Desk
by Fintech News Desk0
Dispatch, DealCloud’s fully integrated email and web marketing platform, provides capital markets professionals with easy-to-use solutions for institutional relationship management DealCloud (an Intapp company), provider of a single-source deal, relationship, and firm management solution for capital markets firms, announced that over 100 of its clients have purchased Dispatch, the firm’s......
ZRG Adds Abe Doctor as Managing Director & Global Head of FinTech, Strengthening Its Private Equity and Technology Practices
Fintech News

ZRG Adds Abe Doctor as Managing Director & Global Head of FinTech, Strengthening Its Private Equity and Technology Practices

Fintech News Desk
by Fintech News Desk0
ZRG, recognized as the fastest-growing global executive search firm, announced that the firm has added Abe Doctor as Managing Director and Global Head of the FinTech Practice. Doctor joins ZRG from an entrepreneurial executive search firm where he served as Managing Partner and Head of North America, driving double-digit annual......
Automated Financial Systems, Inc. Supports All SOFR Rate Methods!
Fintech News

Automated Financial Systems, Inc. Announces New Platform Technology for AFSVision, More Options for Clients

Fintech News Desk
by Fintech News Desk0
Automated Financial Systems, Inc. (AFS) announced new technology options for clients using our end-to-end, straight-through processing, real-time commercial lending platform, AFSVision. Continuing the journey started 50 years ago of delivering world-class products based on operational excellence, AFS now offers a distributed server-based solution that will allow for a public cloud......
Canoe Intelligence Wins Family Wealth Report’s 2020 Award for Most Innovative Client Solution
Fintech Funding News

Canoe Intelligence Names Prime Buchholz as New Client

Fintech News Desk
by Fintech News Desk0
Canoe Intelligence, a financial technology company on a mission to automate and improve alternative investment operations for institutional investors, allocators and asset servicing firms, announced a new client relationship with Prime Buchholz, an independent investment advisory firm with an operational history of more 30 years and deep expertise in alternative......
Itiviti Recognized for Best Trading and Execution Platform at Asian Private Banker Technology Awards
Fintech News Trading

Itiviti Recognized for Best Trading and Execution Platform at Asian Private Banker Technology Awards

Fintech News Desk
by Fintech News Desk0
Itiviti, a leading technology and service provider to financial institutions worldwide, announced that its multi-asset trading and execution solution has won  Best Trading and Execution Platform at the 5th Asian Private Banker Technology Awards. The Technology Awards are judged by members of Asian Private Banker’s team. A growing number of Asian......
Lendified Makes Private Placement Offering Available to All Investors
Uncategorized

Lendified Makes Private Placement Offering Available to All Investors

Fintech News Desk
by Fintech News Desk0
First Ever Company to Utilize Dealsquare and Frontfundr for Pre-Go-Public Private Placement Lendified Holdings Inc. (“Lendified”), a FinTech company operating a lending platform for small businesses and a SaaS technology platform providing AI-enabled credit origination and analytics to financial institutions, previously launched a $4 million private placement and today made......
Private Capital Data Analytics Platform Aumni Raises $10 Million Series A
Capital Markets Fintech News

Private Capital Data Analytics Platform Aumni Raises $10 Million Series A

Fintech News Desk
by Fintech News Desk0
Aumni, Inc., a SaaS company developing a robotic process automation and data analytics platform for private capital investors, announced a $10 million Series A funding round led by SVB Financial Group, the parent company of Silicon Valley Bank. The round also included participation from existing investors Moneta Ventures, Next Frontier Capital and......
Phoenix American Financial Services Announces New Client Partnership with Forum Partners
Banking Business News

Phoenix American Financial Services Announces New Client Partnership with Forum Partners

Fintech News Desk
by Fintech News Desk0
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Forum Partners (“Forum”). Phoenix will support Forum with its full fund administration services suite including fund accounting as well as its industry leading investor services platform. Forum will benefit from Phoenix American’s combination of advanced technology, focus......
1