Search Results for: equity

TA and Evercore Enter Third Year of Partnership to Promote Diverse Representation in Private Equity
Banking Investment Services News

TA and Evercore Enter Third Year of Partnership to Promote Diverse Representation in Private Equity

Business Wire
TA-CORE aims to generate career opportunities for racially and ethnically diverse candidates through education, access and mentorship TA, a leading global private equity firm, and Evercore, a premier global independent investment banking advisory firm, recently launched the third year of TA-CORE. The TA-CORE program is designed to promote greater diversity......
NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager
Fintech Investment Services News

NewEdge Wealth Adds to Growing Miami Office With Former Wellington Management Equity Portfolio Manager

Business Wire
Gregory Pool Joins Eight-Member NewEdge Team in Brickell Neighborhood NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced that Gregory Pool has joined its growing Miami office. Latest Fintech Interview: Global Fintech Interview with Paul......
Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models Now Available on LPL’s Model Wealth Portfolios Platform
Finance News

Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models Now Available on LPL’s Model Wealth Portfolios Platform

Business Wire
WisdomTree, a global financial innovator, announced that its Siegel-WisdomTree Longevity and Siegel-WisdomTree Global Equity Models are now available on LPL Financial’s unified managed account platform Model Wealth Portfolios (MWP). Latest Fintech Interview: Global Fintech Interview with Paul Monk, Chief Executive Officer at Alpha Development Professor Jeremy Siegel, Senior Economist to......
Figure Launches HELOC Wholesale Model to Further Expand Access to Untapped Equity and Ease Originator Experience
Lending Mortgage News

Figure Launches HELOC Wholesale Model to Further Expand Access to Untapped Equity and Ease Originator Experience

PR Newswire
Wholesale model will offer originators direct access to Figure’s end-to-end HELOC platform Figure Technologies Inc., a leader in transforming financial services through the power of blockchain technology, announced the launch of their wholesale lending platform, which will enable originators to seamlessly access Figure’s home equity line of credit (“HELOC”) offering.......
BofA Surpasses $500 Million in Equity Investments to Support Minority and Women Entrepreneurs
Investment Services News

BofA Surpasses $500 Million in Equity Investments to Support Minority and Women Entrepreneurs

PR Newswire
Investments in Diverse-led Funds Result in Capital Deployed to Over 1,000 Companies Across the U.S. Bank of America announced that it has committed more than $500 million in equity investments to minority- and women-led funds, more than doubling its initial $200 million commitment. The bank has committed equity to more than 150 funds,......
Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners
Investment Services News

Mercer Advisors Announces Expansion of Strategic Investor Group With Equity Investment From Altas Partners

PR Newswire
Broad-based investor group shares a commitment to provide the highest standard of financial care to clients and continue to invest in the Mercer Advisors platform Mercer Advisors, a national Registered Investment Adviser (RIA) with Assets Under Management (AUM) of approximately $48 billion as of April 30th, 2023, announced that it is expanding......
Enumerate Launches as a Vertically Focused SaaS Accounting and Payments Leader After Prior Growth Equity Investment from Great Hill Partners
Digital Payments News

Enumerate Launches as a Vertically Focused SaaS Accounting and Payments Leader After Prior Growth Equity Investment from Great Hill Partners

Business Wire
Investment to support product roadmap, organic growth initiatives, and M&A Enumerate, the leading provider of software and payment solutions to communities, homeowners associations and other vertical markets, announced its rebrand after a previous growth equity investment from Great Hill Partners, a private equity firm that invests in high-growth, disruptive companies.......
Yieldstreet and Equity Trust Announce Strategic Partnership to Expand IRA Access to Private Markets
Investment Services News

Yieldstreet and Equity Trust Announce Strategic Partnership to Expand IRA Access to Private Markets

Business Wire
New WealthBridge platform makes adding alternative investments to retirement accounts as easy as buying a stock Yieldstreet, the leading private market investing platform, and Equity Trust, one of the largest self-directed IRA custodians in the U.S., announced a strategic partnership that will make it easier than ever to add alternative investments......
Vera Equity Launches With A $20 Million Fund
Fintech News

Vera Equity Launches With A $20 Million Fund

Business Wire
The firm’s first fund targets early stage fintech companies Vera Equity, a venture capital firm supporting early stage companies through its unique access to talent, announced it has raised a $20 million fund and invested in 20 innovative fintech startups to date. Vera Equity was co-founded by Michael Vaughan, former......
Tyfone Partners with Demopolis Equity Partners to Innovate and Scale the Digital Experience
Banking News

Tyfone Partners with Demopolis Equity Partners to Innovate and Scale the Digital Experience

Business Wire
Transaction includes merger with Cubus Solutions + Significant Investment by Demopolis Equity Partners Today, digital banking innovator Tyfone, Inc., announced a major transaction that includes a significant investment from Demopolis Equity Partners and a merger with digital banking provider Cubus Solutions, resulting in the combined entity operating under the Tyfone......
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