Search Results for: deal management

LPL Financial and the Financial Services Network Welcome Encore Capital Management
Finance News

LPL Financial and the Financial Services Network Welcome Encore Capital Management

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC announced that Encore Capital Management has joined LPL Financial’s broker-dealer and corporate registered investment advisor (RIA) model, aligning with The Financial Services Network, an existing firm supporting LPL-affiliated advisors. The advisors of Encore Capital reported having served approximately $205 million in advisory, brokerage and retirement plan assets*. They join......
CI Global Asset Management and HarbourVest Partner to Offer Private Infrastructure Investment Solution
Investments News

CI Global Asset Management and HarbourVest Partner to Offer Private Infrastructure Investment Solution

Fintech News Desk
by Fintech News Desk0
NOT FOR RELEASE, PUBLICATION OR DISTRIBUTION IN WHOLE OR IN PART INTO THE UNITED STATES, TO U.S. NEWSWIRE SERVICES, OR OTHERWISE FOR DISSEMINATION TO THE UNITED STATES OF AMERICA CI Global Asset Management (“CI GAM”)  announced it has partnered with HarbourVest Partners (“HarbourVest”) to offer an investment solution providing Canadian accredited investors......
SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform
Investments News

SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform

Fintech News Desk
by Fintech News Desk0
The expansion comes as SMArtX continues to see support from asset management firms including Goldman Sachs Asset Management. SMArtX Advisory Solutions (“SMArtX”), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced the addition of 43 new investment strategies to......
D.A. Davidson Continues Investment in Technology with Addition of Jonathan Lejuez, Managing Director, to Cover Infrastructure Management and Cyber Security
Banking News Uncategorized

D.A. Davidson Continues Investment in Technology with Addition of Jonathan Lejuez, Managing Director, to Cover Infrastructure Management and Cyber Security

Fintech News Desk
by Fintech News Desk0
D.A. Davidson & Co. announced its continued investment to broaden its Technology Investment Banking Group with the addition of Jonathan Lejuez as Managing Director. Jonathan will focus on serving clients in the infrastructure management software and cyber security sectors and various sub-segments. Latest Fintech News: Digital Asset Liquidity Innovator Tritum Raises......
Westwood to Acquire Salient Partners’ Asset Management Business
Investment Services News

Westwood to Acquire Salient Partners’ Asset Management Business

Fintech News Desk
by Fintech News Desk0
Strategic Combination Creates Strong Investment Management Boutique With Specialization and Scale Across U.S. Equity, Multi-Asset, Real Assets and Alternatives Westwood Holdings Group, Inc., a Dallas-based investment management boutique and wealth management firm, has entered into a definitive agreement with Salient Partners, L.P. (“Salient”), a Houston-based investment firm, and its related......
Enable Announces New Products That Add to Its Rebate Management Leadership
B2B Fintech News

Enable Announces New Products That Add to Its Rebate Management Leadership

Fintech News Desk
by Fintech News Desk0
Enable, the leading cloud-based software solution for B2B rebate management, announces the release of three new products to help manufacturers, distributors, and retailers better manage their complex trading agreements. The new product add-ons will be available on Enable’s Rebate Cloud: Special Pricing Agreements (SPAs), Promotions, Executive & Partner Dashboards. “What......
LevelField Financial Selects METACO to Launch Digital Asset Management Capabilities on IBM Cloud
Digital Asset Management News

LevelField Financial Selects METACO to Launch Digital Asset Management Capabilities on IBM Cloud

Fintech News Desk
by Fintech News Desk0
US financial services firm and banking platform to launch digital asset custody services underpinned by Tier-1 bank-grade technology LevelField Financial, the premier U.S. financial services firm uniting digital assets and traditional banking services in one trusted platform has selected METACO, the market-leading provider of digital asset custody orchestration technology to complex,......
DealShare Appoints Venkatesh Tarakkad as Chief Financial Officer
E-commerce News

DealShare Appoints Venkatesh Tarakkad as Chief Financial Officer

Fintech News Desk
by Fintech News Desk0
Strengthening its senior leadership team further, DealShare, the social e-commerce pioneer and recent unicorn, announced the appointment of Venkatesh Tarakkad as Chief Financial Officer. Venkatesh brings over 25 years of experience in enabling businesses to scale quickly, increasing efficiency & improving profitability, taking companies public. He will be in charge......
HashKey Group Strengthens Leadership with Key Senior Hires in Exchange Business and Risk Management
Digital Asset Management News

HashKey Group Strengthens Leadership with Key Senior Hires in Exchange Business and Risk Management

Fintech News Desk
by Fintech News Desk0
HashKey Group, a digital asset financial services group in Asia, has appointed David Leahy as Chief Operating Officer of the Group’s Exchange Business and WK Chim as Senior Advisor to the Board (Risk Management). As Chief Operating Officer, David Leahy will be responsible for overseeing the core operations for the Group’s Exchange......
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
Investment Services News Trading

Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations

Fintech News Desk
by Fintech News Desk0
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets Orion Advisor Solutions, a leading provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive agreement to expand its existing wealth management business by acquiring TownSquare Capital (TownSquare). Serving the financial advisor......
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