Search Results for: Software Asset Management

GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management
Digital Asset Management Investments News

GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management

Fintech News Desk
by Fintech News Desk0
The modern TAMP focused on servicing the needs of RIAs will use the minority investment to accelerate product expansion and distribution GeoWealth, a modern turnkey asset management program (TAMP) built for advisors, announced it has raised a $19 million Series B funding round led by Kayne Partners Fund, the growth......
FeeX Tapped By Priority Financial Group to Power Held-Away Account Management
Fintech News

FeeX Tapped By Priority Financial Group to Power Held-Away Account Management

Fintech News Desk
by Fintech News Desk0
PFG’s Retirement Plan Center gives advisors a platform to monitor, trade and report on client 401(k)s and other held-away assets Priority Financial Group (PFG) announced it has partnered with FeeX, a financial technology provider, to power the firm’s Retirement Plan Center. The Center will allow advisors to securely trade and manage clients’......
MioTech Raises Additional Financing from J.P. Morgan Asset Management and HSBC Asset Management's Financial Technology Venture Capital Fund
Fintech News

MioTech Raises Additional Financing from J.P. Morgan Asset Management and HSBC Asset Management’s Financial Technology Venture Capital Fund

Fintech News Desk
by Fintech News Desk0
MioTech furthers its commitment to develop sustainability innovations that support a net-zero global economy MioTech announced that it has secured investments from J.P. Morgan Asset Management and HSBC Asset Management’s Financial Technology Venture Capital Fund. This is an extension to its latest series B+ funding round led by Guotai Junan......
Industry-Leading Companies Including Manulife Investment Management, JBG SMITH, Boston Properties, QuadReal and BentallGreenOak Continue to Implement Fitwel Viral Response Module
Investments News

Industry-Leading Companies Including Manulife Investment Management, JBG SMITH, Boston Properties, QuadReal and BentallGreenOak Continue to Implement Fitwel Viral Response Module

Fintech News Desk
by Fintech News Desk0
Green Cities Company, Gaedeke Group and Miron Construction among others leveraging Fitwel’s viral mitigation strategies to safeguard occupant health and wellness Fitwel, the healthy building certification system operated by the Center for Active Design (CfAD), is pleased to announce that leading companies including Manulife Investment Management, JBG SMITH, Boston Properties (BXP),......
J.P. Morgan Asset Management Launches Active Fixed Income ETF: JPMorgan Income ETF (JPIE)
Finance Investments News

J.P. Morgan Asset Management Launches Active Fixed Income ETF: JPMorgan Income ETF (JPIE)

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Asset Management announced the launch of JPMorgan Income ETF (JPIE) (“the fund”), an active fixed income ETF which targets debt securities across the fixed income universe, seeking to deliver yield with lower volatility and attractive distributions.  Using sector allocation shifts, JPIE invests in a wide variety of debt securities that have the......
Bridge Bank Issues $10 Million Asset-based Line of Credit to Shippabo
Banking News

Bridge Bank Issues $10 Million Asset-based Line of Credit to Shippabo

Fintech News Desk
by Fintech News Desk0
Bridge Bank announced that its Capital Finance Group has issued a $10 million asset-based line of credit to Shippabo, a cloud-based supply chain-management platform serving the shipping and logistics industries. Shippabo, based in Los Angeles, will use the asset-based line of credit to support working capital needs and finance its growth. Shippabo......
Rebalance Tops $1 Billion in Client Assets Under Management
Investments News

Rebalance Tops $1 Billion in Client Assets Under Management

Fintech News Desk
by Fintech News Desk0
Firm’s Success Attributed to Client-Centric Approach to Money Management, Passion for Investing Literacy Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning, and personalized advice to individual investors and small businesses, announced that the firm has surpassed the milestone of managing more than $1 billion in client investments.......
Tokenization of Assets: A Disrupting Way to Raise Capital for SMBs
Fintech Investments News

Tokenization of Assets: A Disrupting Way to Raise Capital for SMBs

Fintech News Desk
by Fintech News Desk0
Billions of dollars have been raised to foster smart ideas and innovative business models that can change the world. LiveTrade Token (LTD), Never has technology been integrated this much to all fields and aspects of life, and there is no doubt that it is making huge transformations to society. In fact,......
Valour Inc., DeFi Technologies' Wholly Owned Subsidiary, Reaches Record US$300 Million in Assets Under Management
Digital Asset Management Investments News

Valour Inc., DeFi Technologies’ Wholly Owned Subsidiary, Reaches Record US$300 Million in Assets Under Management

Fintech News Desk
by Fintech News Desk0
More than a US$50 million asset increase in two weeks As of November 1, Valour’s AUM was at US$305M DeFi Technologies Inc., a technology company bridging the gap between traditional capital markets and decentralized finance, announced that its wholly owned subsidiary, Valour Inc. (“Valour“), the pioneering issuer of digital asset exchange traded products (“ETPs“),......
CIT Providing $70 Million in Financing to Maritime Asset Partners
Finance News

CIT Providing $70 Million in Financing to Maritime Asset Partners

Fintech News Desk
by Fintech News Desk0
CIT Group Inc. announced that its Maritime Finance business is providing $70 million in financing to Maritime Asset Partners for the refinancing of Sterling LLC. Maritime Asset Partners is a specialized finance platform focused on leasing, secured lending and structured equity solutions. Sterling owns and operates 11 Handysize dry bulk vessels, a majority of......
1