Search Results for: capital firm

iCapital Network to Acquire Axio Financial, a Leading Service Provider to the US Structured Notes Market
Fintech News

iCapital Network to Acquire Axio Financial, a Leading Service Provider to the US Structured Notes Market

Fintech News Desk
Expands iCapital’s suite of alternative investments available to financial advisors and augments distribution capabilities Strengthens commitment to financial advisor education iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Axio Financial LLC (Axio), a leading end-to-end......
GTS Founder Announces New Digital Asset Trading Firm “Radkl”
Digital Asset Management Fintech News

GTS Founder Announces New Digital Asset Trading Firm “Radkl”

Fintech News Desk
Driven by Innovation and Premier Technologies, Radkl Will Focus on Proprietary Trading and Investing Strategies in Digital Asset Markets Point72’s Steven A. Cohen Has Agreed in Principle to be an Early Investor Radkl, a pioneering digital asset investment and proprietary trading firm, was launched by partners of GTS today. Point72’s Steven A. Cohen has......
Victory Capital Launches Alternative Investments Platform with Acquisition of New Energy Capital Partners
Investment Services News

Victory Capital Launches Alternative Investments Platform with Acquisition of New Energy Capital Partners

Fintech News Desk
Victory Capital Holdings, Inc. announced that its wholly owned operating subsidiary Victory Capital Management Inc. has reached a definitive agreement to acquire 100% of New Energy Capital Partners (“NEC”). “We are very excited to be partnering with an industry leader—Victory Capital—to enhance operating support and accelerate our growth trajectory” NEC......
Diversis Capital Announces Completion of $675 Million Fund II
Investments News

Diversis Capital Announces Completion of $675 Million Fund II

Fintech News Desk
Raised in 3 Months, Fund II Will Build Upon Fund I Bringing Additional Firepower to Lower Middle-Market Technology Companies Diversis Capital Management, LP (“Diversis” or the “Firm”), a Los Angeles-based private equity firm focused on investing in software and technology-enabled services organizations, announced the completion of Diversis Capital Partners II, L.P. (the “Fund”),......
Personal Finance Leader Quicken Inc. Announces New Majority Investment from Aquiline Capital Partners LLC
Fintech News

Personal Finance Leader Quicken Inc. Announces New Majority Investment from Aquiline Capital Partners LLC

Fintech News Desk
Leader in personal finance management looks to drive industry’s digital future Quicken Inc. (“Quicken”), maker of America’s best-selling personal finance software, announced that it has entered into a definitive agreement for Aquiline Capital Partners LLC (“Aquiline”) to acquire a majority stake in the company. Quicken CEO Eric Dunn will continue to......
BMO Harnesses AI Technology for Capital Markets Structured Note Pricing and Scenario Analysis
Artificial Intelligence Capital Markets News

BMO Harnesses AI Technology for Capital Markets Structured Note Pricing and Scenario Analysis

Fintech News Desk
BMO Financial Group and Riskfuel Analytics a Toronto-based start-up, announced a partnership to develop models for pricing and scenario analysis of structured derivatives transactions. This comes following a successful pilot project, which saw quantitative researchers from both firms develop a solution to speed up valuation of autocallable notes which previously presented significant runtime challenges......
Horizon Investments and Altamont Capital Partners Announce Strategic Initiative for Growth
Investments News

Horizon Investments and Altamont Capital Partners Announce Strategic Initiative for Growth

Fintech News Desk
Horizon Investments, LLC, has announced a new strategic investment from Altamont Capital Partners that will further Horizon’s position as a leader in goals-based investment solutions. Horizon, a registered investment advisor headquartered in Charlotte, North Carolina for more than 20 years, has grown into a nationally recognized leader in asset management. Commenting on the......
Qualis Capital Commences SSO Integration with Envestnet
Finance Investments News

Qualis Capital Commences SSO Integration with Envestnet

Fintech News Desk
Single Sign-On Access to Qualis Portal Simplifies the Process of Making Direct Investments in Alternatives at Lower Minimums & Institutional Pricing for Financial Advisors Qualis Capital LLC announced its single sign-on integration with its latest strategic partner, Envestnet, a leading provider of intelligent systems for wealth management and financial wellness.......
Treliant
Banking Fintech News

Treliant Acquires Vox Financial Partners, Strengthening its Capital Markets Capabilities and Expanding its Footprint into Europe

Fintech News Desk
Treliant announced that it has acquired Vox Financial Partners (Vox), a leading Capital Markets consulting firm that helps global financial institutions deliver regulatory and business change. The transaction between the two privately-owned firms closed on August 13, 2021 and terms were not disclosed. The acquisition of Vox is a milestone for......
Mesirow Appoints Three New Internal Directors to Firm's Board of Directors
Business Fintech News

Mesirow Appoints Three New Internal Directors to Firm’s Board of Directors

Fintech News Desk
– Ben Blakney, Garry W. Cohen, and Thomas F. Hynes appointed to the Board – New Directors bring wide-ranging skills from across Mesirow’s diverse, differentiated capabilities – Appointments follow Larry D. Richman joining the Board in July 2021 as the first external Director  Mesirow, an independent, employee-owned financial services firm,......
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