Search Results for: Wealth Advisory

OppZo Raises $260 Million in Funding to Drive Capital to Distressed Communities
Finance Fintech Funding News

OppZo Raises $260 Million in Funding to Drive Capital to Distressed Communities

Fintech News Desk
by Fintech News Desk0
Funding backed by Arcadia Funds OppZo, Inc. a mission driven financial technology company focused on unlocking access to capital for small and medium sized businesses, announces over $260M in debt and equity funding. The equity portion of the funding, worth $5M, was led by Arcadia Funds, LLC. The debt portion of the funding,......
Nonprofit Finance Fund Selects Aisha Benson as CEO and President
Finance News

Nonprofit Finance Fund Selects Aisha Benson as CEO and President

Fintech News Desk
by Fintech News Desk0
Aisha Benson, a leader with a substantial track record advancing racial equity in community development finance, was selected after an extensive nationwide search and brings exceptional industry expertise, deep networks, and a passion for social justice to the position. She will be NFF’s third permanent CEO and President in its......
Pallas Capital Advisors Expands its Northeast Footprint into Newport, RI; Opens Fifth Office in Under Three Years
Investments News

Pallas Capital Advisors Expands its Northeast Footprint into Newport, RI Opens Fifth Office in Under Three Years

Fintech News Desk
by Fintech News Desk0
Pallas Capital Advisors, LLC (“Pallas Capital”), a leading independent financial planning and investment advisory firm, is pleased to announce the opening of its fifth office in Newport, Rhode Island. Latest Fintech News: Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools The firm spent 2021......
FTI Consulting Strengthens Financial Services Practice with Addition of Big Four Veteran Denis Reynolds
Finance News

FTI Consulting Strengthens Financial Services Practice with Addition of Big Four Veteran Denis Reynolds

Fintech News Desk
by Fintech News Desk0
FTI Consulting, Inc announced the continued investment in its Financial Services practice within the Forensic and Litigation Consulting segment with the appointment of Denis Reynolds as a Senior Managing Director. Latest Fintech News: GLUE42 Upends Desktop Interop Market With Latest Product Launch Mr. Reynolds, who is based in Toronto, has more than......
Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools
Investments News

Outsourced Investment Firms Totaling Nearly $160 billion in Assets Under Advisement Adopt Lenox Park Solutions’ Diversity Tools

Fintech News Desk
by Fintech News Desk0
Growing Number of Outsourced Chief Investment Officer (“OCIO”) Firms Adopt Data Aggregation Technology, Impact Scores, and Benchmarking Metrics Developed by Lenox Park Solutions as Standard Tools to Measure Diversity, Equity and Inclusion (“DEI”) Latest Fintech News: GLUE42 Upends Desktop Interop Market With Latest Product Launch Lenox Park Solutions, Inc. (“Lenox Park”,......
Enigma Securities Receives FINRA Approval for Corporate Equity Securities Broker Services
News Security

Enigma Securities Receives FINRA Approval for Corporate Equity Securities Broker Services

Fintech News Desk
by Fintech News Desk0
This designation reinforces the firm’s position as a leader in equity securities in the technology sector, providing liquidity and a commitment to transparency and data security Enigma Securities (“Enigma”), a Broker-Dealer providing liquidity and advisory services, announced it has received Financial Industry Regulatory Authority (FINRA) approval to operate as a......
Marathon Capital and Sumitomo Mitsui Banking Corporation Form Strategic Partnership
Banking Investment Services News

Marathon Capital and Sumitomo Mitsui Banking Corporation Form Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Partnership to expand the reach and service offerings of both Marathon Capital and SMBC, providing clients comprehensive strategic and financial support necessary to facilitate their global energy transition goals Marathon Capital, LLC (“Marathon Capital”), a leading independent investment banking firm, has entered into a strategic collaboration agreement (“SCA”) with Sumitomo......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
by Fintech News Desk0
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
Sunflower Bank, N.A. Response to Forbes Article
Banking News

Sunflower Bank, N.A. Response to Forbes Article

Fintech News Desk
by Fintech News Desk0
Sunflower Bank, N.A. (“Sunflower Bank”) and its holding company, FirstSun Capital Bancorp, issued the following statement related to a recent article published in Forbes Latest Fintech News: Earned Wage Access Platform Tapcheck Raises $20 Million Series A “As a financial institution dedicated to maintaining the safety and soundness of our banking......
AIkido Inc. Announces the Formation of a New Financial Services Subsidiary
Finance News

AIkido Inc. Announces the Formation of a New Financial Services Subsidiary

Fintech News Desk
by Fintech News Desk0
AIkido Pharma Inc. announced the formation of a wholly owned subsidiary with the purpose of making strategic investments and acquisitions across the fintech and financial services industries. The new subsidiary is expected to be the centerpiece of a long-range plan to diversify AIkido’s business beyond biotechnology, in order to reduce......
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