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Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors
Investment Services News

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Business Wire
by Business Wire0
Leading private markets platform introduces a collaborative model for custom multi-manager private market funds, elevating advisor offerings Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables......
Boosted.ai Announces Boosted Insights 3.0 - Generative AI Combined With Finance-Specific Algorithms to Supercharge Investment Manager’s Productivity
Investment Services News

Boosted.ai Announces Boosted Insights 3.0 – Generative AI Combined With Finance-Specific Algorithms to Supercharge Investment Manager’s Productivity

Business Wire
by Business Wire0
Boosted.ai launches its most all-encompassing update yet – combining generative AI with its finance-specific algorithms – to save investment managers time, reduce their risk and help make data-driven decisions Boosted.ai, makers of the Boosted Insights platform for investment managers, announced the release of Boosted Insights 3.0, the most powerful update......
D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware
Fintech News

D.A. Davidson Acts as Exclusive Financial Advisor to Vizlib in Its Sale to insightsoftware

Business Wire
by Business Wire0
D.A. Davidson & Co. announced that it has served as exclusive financial advisor to Vizlib, a UK-based software company that builds powerful visual analytics products for Qlik Sense users, in its sale to insightsoftware. Browse more about Interview Insights: Global Fintech Interview with Scott Macfee, CEO of SpendHQ “The Vizlib......
Featured Fintech News Recommended

Global Fintech Fest 2023 – Outcomes

Fintech Staff Writer
by Fintech Staff Writer0
3 days, 125+ Countries, 800+ Stalwarts, 15+ Thought Leadership Reports, 81 Papers, 50+ Workshops, 250+ Sessions, 250+ Investors, 500+ exhibitors, 50000+ Delegates and the list goes on… What more can we expect from GFF23? GFF23- Agenda GFF 2023 was held at the Jio World Convention Centre in Mumbai from September......
BlackRock Capital Investment Corporation Announces Credit Agreement Amendment
Investment Services News

BlackRock Capital Investment Corporation Announces Credit Agreement Amendment

Business Wire
by Business Wire0
BlackRock Capital Investment Corporation announced that it has entered into an amendment (the “Amendment”) to its $265 million senior secured revolving credit agreement (as amended, including by the Amendment, the “Revolving Credit Facility”). The Amendment, among other things: Browse more about Interview Insights: Global Fintech Interview with Scott Macfee, CEO......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS
Investment Services News

Mariner Wealth Advisors Expands Structured Note Investment Capabilities with CAIS

Business Wire
by Business Wire0
Introduction of structured note SMAs helps Mariner Wealth Advisors scale its alternative investment offerings through CAIS’ best-in-class technology CAIS, the leading alternative investment platform for independent financial advisors, announced that it will introduce the independent wealth channel to Mariner Wealth Advisors’ separately managed accounts (SMAs) capabilities for structured notes. Mariner......
Gemspring Capital Acquires Midland Industries
Fintech News

Gemspring Capital Acquires Midland Industries

PR Newswire
by PR Newswire0
Gemspring Capital Management, LLC (“Gemspring”), a middle-market private equity firm, is pleased to announce that an affiliate has acquired Midland Industries, LLC (“Midland” or the “Company”), a manufacturer and distributor of pipe, valve, and fitting products across North America. Existing investor Wynnchurch Capital, L.P. (“Wynnchurch”) will retain a minority stake in......
Oxford Science Enterprises Appoints Ed Bussey as Chief Executive Officer
Investment Services News

Oxford Science Enterprises Appoints Ed Bussey as Chief Executive Officer

GlobeNewswire
by GlobeNewswire0
OSE introduces Chief Investment Officer role, appointing Jack Edmondson Oxford Science Enterprises (OSE), the independent investment company created to found, fund and build transformational businesses via its unique partnership with the University of Oxford, announces the appointment of Ed Bussey as CEO and Jack Edmondson as CIO. We are delighted......
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