Search Results for: equity investment

Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Fintech News

Oranj Adds KraneShares China-Focused ETFs to Its Model Marketplace for Financial Advisors

Fintech News Desk
by Fintech News Desk0
Full suite of KraneShares ETFs and model portfolios now available on the Oranj custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that China-focused global asset management firm KraneShares has been added as a best-in-class manager to the Oranj free to low-cost platform.......
CitiDirect BE® Earns Top Ranking in Greenwich Associates Study
Banking Fintech News Risk Management

Citi CEO Michael Corbat Announces Plans to Retire in February 2021

Fintech News Desk
by Fintech News Desk0
Citi CEO Michael Corbat announced that, after 37 years at Citi, including the last eight years as CEO, he plans to retire from Citi and step down from its Board of Directors in February of 2021. The Board of Directors selected Jane Fraser, currently Citi’s President and CEO of Global......
Raymond James Expands Relationship with Tegra118 to Build Additional UMA Functionality
Fintech Investment Services News

Tegra118 Partners With Wealth Access to Amplify Digital Experiences for Advisors and Investors

Fintech News Desk
by Fintech News Desk0
Integrated Software Solution Solves Industry’s Need for End-to-End Retirement Income Planning Tegra118, a top provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – is investing in its technology with strategic partnerships that meaningfully enhance the advisor experience......
Northern Trust Launches New Cloud-Based Insurance Accounting and Analytics Application
Fintech InsurTech Investment Services News

Northern Trust Launches New Cloud-Based Insurance Accounting and Analytics Application

Fintech News Desk
by Fintech News Desk0
Advanced, interactive digital tools provide enhanced user experience and greater depth of data analysis and insights Northern Trust (Nasdaq: NTRS) today announced the launch of its new cloud-based reporting application which further enhances its Insurance Investment Accounting and Analytics Services solution, developed to support the full spectrum of investment portfolio......
Financial Technology Industry Titans Nellie Levchin and Sim Tshabalala Join Motive Partners' Global Advisory Council
Fintech Investment Services News

Financial Technology Industry Titans Nellie Levchin and Sim Tshabalala Join Motive Partners’ Global Advisory Council

Fintech News Desk
by Fintech News Desk0
Nellie Levchin & Sim Tshabalala join Motive Partners’ Global Advisory Council to further deepen the firm’s industry expertise, network and origination capabilities Motive Partners, a specialist private equity firm focused on software and information services companies that serve the financial services industry, announces its formal partnership with Nellie Levchin and Sim Tshabalala as new......
LendingUSA™ Appoints Narine Yenovkian as Vice President of Compliance
Business Fintech News Risk Management

LendingUSA™ Announces the Appointment of Three New Board Members

Fintech News Desk
by Fintech News Desk0
LendingUSA, a leading point-of-sale financing provider, has announced the addition of three new board members: Scott Carter, Scott Lascelles, and Bryan E. Sullivan. These appointments add decades of leadership experience in finance, marketing, risk management, and technology to LendingUSA. Read More: How Should Fintechs Choose Partner Strategies To Scale Their......
Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors
Business Fintech News

Purpose Advisor Solutions Closes Merger With Wealthsimple For Advisors

Fintech News Desk
by Fintech News Desk0
Combined entity provides advisors access to leading technology and partnerships Agreement unites two experienced teams and technology to further strengthen leadership in advisor and portfolio manager services in Canada Today, Purpose Advisor Solutions (“PAS”) and Wealthsimple for Advisors (“W4A”) announced they have completed their merger into a single business. The......
Insurance Technologies Announces Acquisition by Thomas H. Lee Partners
Business Fintech InsurTech Investment Services News

Insurance Technologies Announces Acquisition by Thomas H. Lee Partners

Fintech News Desk
by Fintech News Desk0
Insurance Technologies, LLC (“InsTech” or the “Company”), a provider of sales and regulatory automation solutions for the insurance and financial services industries, and Thomas H. Lee Partners, L.P. (“THL”), a premier private equity firm investing in growth companies, today announced that they have entered into a definitive agreement under which......
Brazilian Fintech SUPERSIM Raises Debt Financing to Fund Rapid Loan Book Growth
Fintech Fintech Startups Investment Services News

Brazilian Fintech SUPERSIM Raises Debt Financing to Fund Rapid Loan Book Growth

Fintech News Desk
by Fintech News Desk0
Securitized debt raise of approx. $6 million led by NAVI to support loan book growth, which already exceeds 30% per month SuperSim Análise de Dados e Correspondente Bancário Ltda. (“SUPERSIM”), a leading Brazilian fintech startup with a focus on promoting technology-enabled financial inclusion for the working class, recently announced a......
Dynamo Acquires Imagineer Technology Group, Expanding Its Leading Market Position in Cloud Software for the Global Alternatives Industry
Fintech Investment Services News

Dynamo Acquires Imagineer Technology Group, Expanding Its Leading Market Position in Cloud Software for the Global Alternatives Industryf

Fintech News Desk
by Fintech News Desk0
Dynamo will now serve nearly half of top 50 hedge funds by AUM Dynamo Software, the premier provider of comprehensive cloud software for the alternative investment industry, announced today that it acquired Imagineer Technology Group, combining two of the top alternatives software vendors. The acquisition adds significant value across Dynamo’s product......
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