Search Results for: capital firm
Clearlake and Motive-Backed Software Platform BetaNXT Expands Capabilities with Acquisition of Mediant Communications
Transaction builds on firm’s end-to-end wealth solutions software platform, adds investor communications and proxy solutions BetaNXT, a provider of wealth management infrastructure software with real-time data capabilities and an enhanced advisor experience, announced that certain affiliates of BetaNXT have acquired Mediant Communications, a provider of investor communications technology and technology-enabled solutions......
Orion’s Inaugural Wealthtech Survey Heralds Strong Year for Tech Investments
Despite macro headwinds, 47% of advisor respondents plan to increase investment in client-facing technology to save time and money, deliver bespoke experiences, and drive growth Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, has unveiled the results of its inaugural wealthtech survey during the opening......
Arbor Digital and Polygon Advisory Group Announce Strategic Partnership to Offer Tax Advice
Arbor Digital, the leading direct exposure crypto-asset investment solution for individual investors and RIAs, has announced a strategic partnership with Polygon Advisory Group, the leading crypto-tax service provider in the industry. Through the partnership, Arbor Digital and its SMA clients will have access to Polygon’s tax planning strategy expertise in the crypto-industry. Marc Nichols,......
Omniapp.ai Raises Pre-Seed Funding To Build AI Powered Dapp, Set To Kick Off Seed Round For Early Adopters
Omniapp.ai has raised an undisclosed pre-seed investment from Meldstone capital, a web3 angel investment firm to bring the most out of AI by utilizing the artificial intelligence with blockchain technology. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder at FLUIDEFI Omniapp.ai will be releasing it’s AI powered App,......
NAV Facilities Gain Momentum Among Alternatives Funds
Growth in Net Asset Value (NAV) credit facilities has increased exponentially in importance among private equity and other alternative investment funds since the pandemic relative to the secondary trading of assets as a means of creating liquidity, according to the Citco group of companies (Citco). Latest Fintech Interview: Global Fintech......
Blockchain Founders Fund Announces Final Close of Its 75 Million Fund
Blockchain Founders Fund (BFF) announced the final close of its Fund II with participation from key investors, family offices and institutions in the industry including Polygon, Ripple, Octava, NEO Global Capital (NGC), Appworks, Sebastien Borget COO of The Sandbox, GSR, LD Capital, Metavest Capital, and more. BFF’s Fund II aims to support high growth potential pre-seed and seed stage Web3 and......
Johnson Financial Group Chooses nCino To Update Several Business Lines
Johnson Financial Group (JFG), a privately held financial services firm and registered investment advisor, will use nCino’s cloud banking platform across multiple lines of business, including Commercial, Small Business, Retail, and Deposit Account Openings, according to nCino, Inc., a pioneer in cloud banking for the global financial services sector. To......
Arena Investors Announces Lending Up to $100 Million to Kettera Financial Solutions
Arena Investors, LP (“Arena”), a leading global investment firm, announced that it is lending up to $100 million of secured debt to Kettera Financial Solutions (“KFS”) for the purpose of providing Latin American SMEs with access to capital against their high-quality receivables. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder at FLUIDEFI Kettera Financial Solutions, based......
Ping An Bank Hong Kong Branch Granted Insurance Agency License
Ping An Insurance (Group) Company of China, Ltd. announced that Ping An Bank Hong Kong Branch (the “branch”) has been granted an insurance agency license by the Hong Kong Insurance Authority. Latest Fintech Interview: Global Fintech Interview with Lisa Loud, CEO & Co-founder at FLUIDEFI Hu Haibo, Vice President of Ping An......