Search Results for: Private Client

Mimo Announces the Launch of KUMA Interest Bearing Bond-Backed Tokens
DeFi News

Mimo Announces the Launch of KUMA Interest Bearing Bond-Backed Tokens

Fintech News Desk
by Fintech News Desk0
KUMA tokens, built as a smart contract compatible with most blockchains, are designed to provide holders with a reliable source of passive income through the accrual of interest on their holdings Decentralized Finance Innovator Mimo is launching “KUMA Protocol”: the first DeFi protocol issuing tokens backed by regulated NFTs, themselves......
Quilter Investors Extends Transfer Agent Relationship with SS&C
Fintech Funding News

Quilter Investors Extends Transfer Agent Relationship with SS&C

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, Inc.announced that Quilter Investors Limited, the fund management arm of Quilter Plc, has extended its long-term transfer agency relationship with SS&C Global Investor and Distribution Solutions (GIDS). Quilter Investors specialises in the creation and management of multi-asset investment portfolios. SS&C first started working with Quilter Investors in......
Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors
Investment Services News

Prime Capital Investment Advisors Joins Forces with Industry Leading SRI Firm, Earth Equity Advisors

Fintech News Desk
by Fintech News Desk0
Renowned wealth management firm brings responsible investing expertise and signature fossil fuel-free portfolios Prime Capital Investment Advisors (PCIA) announced that it has partnered with Earth Equity Advisors (Earth Equity) to expand PCIA’s national footprint and provide the firm with valued momentum in the sustainable, responsible and impact investing (SRI) space while......
Risk Strategies Acquires Statewide Condominium Insurance
InsurTech News Risk Management

Risk Strategies Acquires Statewide Condominium Insurance

Fintech News Desk
by Fintech News Desk0
Condominium Specialty Broker Adds to Florida Real Estate Capabilities Risk Strategies, a leading national specialty insurance brokerage and risk management firm, announced its acquisition of Statewide Condominium Insurance, a retail broker focused on the condominium and apartment complex risk sectors. Terms of the deal were not announced. Based in Vero......
Risk Strategies Acquires Worldwide Assurance, Inc.
News Risk Management

Risk Strategies Acquires Worldwide Assurance, Inc.

Fintech News Desk
by Fintech News Desk0
Miami-area specialist adds to national employee benefits practice capabilities Risk Strategies, a leading national specialty insurance brokerage, and risk management firm, announced it has acquired Worldwide Assurance, a health and benefits-focused retail agency. The terms of the deal were not released. Founded in 2012, Worldwide Assurance is a specialist in......
Marsh McLennan Agency Acquires McDonald Zaring Insurance
InsurTech News

Marsh McLennan Agency Acquires McDonald Zaring Insurance

Fintech News Desk
by Fintech News Desk0
Expands Presence in Northwest Region Marsh McLennan Agency (MMA), a subsidiary of Marsh, announced the acquisition of McDonald Zaring Insurance (MZI), a full-service agency located in Walla Walla, Washington. Terms of the acquisition were not disclosed. “McDonald Zaring Insurance prides itself on its extensive experience and deep client relationships, aligning......
Stablehouse Announces Partnership With Apex Group
Digital Asset Management News

Stablehouse Announces Partnership With Apex Group

Fintech News Desk
by Fintech News Desk0
Stablehouse, the digital assets investment platform on a mission to make crypto a part of everyday finance, announced a white label integrated digital asset and trading solution partnership with Apex Group, a global financial services provider. Apex Group delivers an expansive range of services to asset managers, financial institutions, private......
IQ-EQ Expands Its US Business With The Acquisition Of JGM Fund Services
Fintech Funding News

IQ-EQ Expands Its US Business With The Acquisition Of JGM Fund Services

Fintech News Desk
by Fintech News Desk0
Global Investor Services Group IQ-EQ deepens its US foothold with strategic acquisition IQ-EQ, an Astorg portfolio company, is pleased to announce the acquisition of JGM Fund Services (“JGM”) an industry leading US provider of fund administration and tax services for alternative investors specializing in Real Estate and Private Equity asset classes.......
LevelField Financial Makes Strategic Acquisition of Netshares Financial Services LLC
Banking News

LevelField Financial Makes Strategic Acquisition of Netshares Financial Services LLC

Fintech News Desk
by Fintech News Desk0
– New Platform to Launch; LevelField Capital, An Investment Bank Providing Services to Private Customers and Businesses – LevelField Financial (LevelField), the U.S. financial services firm seeking to unite traditional banking and digital asset products and services in one trusted platform, announced today that it has acquired of Netshares Financial......
Mortgage tech Startup, EASY launches FOXCARD
Banking News

Signature Bank Appoints Corporate Mortgage Finance Group

Fintech News Desk
by Fintech News Desk0
Private Client Banking Team Members, Resources and Systems Now in Place for Launch of New Business Line Signature Bank a New York-based, full-service commercial bank, announced the appointment of its Corporate Mortgage Finance (CMF) Group. The CMF group provides financing solutions for a range of mortgage-related collateral across Signature Bank’s......
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