Search Results for: financial commitment

Steward Partners Welcomes Oswego Crest Financial Group
Finance News

Steward Partners Welcomes Oswego Crest Financial Group

PR Newswire
by PR Newswire0
$230 Million team formerly with Commonwealth Financial specializes in retirement planning Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Oswego Crest Financial Group affiliated with Steward Partners, based in Lake Oswego, OR, and formerly affiliated with Commonwealth Financial. The four-person team is made up of Partners and Wealth Managers......
Pinnacle Private Wealth Advisors Launches With Support From LPL Financial
Fintech News

Pinnacle Private Wealth Advisors Launches With Support From LPL Financial

Business Wire
by Business Wire0
LPL Financial LLC announced that financial advisors Matt Tabler, Mark Eberle and Mark Allison have joined LPL Financial to launch a new independent practice, Pinnacle Private Wealth Advisors. They chose to affiliate with LPL’s supported independence model, LPL Strategic Wealth Services, and reported having served approximately $650 million in advisory, brokerage......
OneSeven, Merchant Aligns with Cincinnati-based Callahan Financial
Capital Markets Investment Services News

OneSeven, Merchant Aligns with Cincinnati-based Callahan Financial

Business Wire
by Business Wire0
Strategic, collaborative partnership equips $200M RIA for next phase of growth OneSeven, an RIA specializing in supporting advisors with life-changing opportunities, announced, in conjunction with Merchant, its partnership with Cincinnati-based Callahan Financial. This co-investment signifies a strategic alliance to provide growth capital and innovative solutions for continued growth. Founded in 1987 by......
Cetelem uses DRUID’s conversational technology to simplify the process of updating personal data
Artificial Intelligence Fintech News

DRUID and MoData Forge Strategic Partnership to Revolutionize Customer Engagement and Financial Solutions

Fintech News Desk
by Fintech News Desk0
DRUID, an AI-driven conversational leader, has announced its strategic partnership with MoData (Pty) Ltd, an emerging forerunner in AI-powered customer engagement, fintech and data-driven financial applications. This collaboration is poised to blend DRUID’s advanced conversational AI capabilities with MoData’s transformative financial business operational insights, equipping businesses with powerful tools to......
iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals
Fintech News

iCapital Launches Architect, a New Innovative Portfolio Analytics Tool for Financial Professionals

Business Wire
by Business Wire0
iCapital Architect can help advisors set their practice apart from the competition by providing a robust toolkit for designing tailored client portfolios that incorporate alternatives and structured investments. iCapital,1 the global fintech platform driving access to alternative investments for the wealth management industry, unveiled iCapital Architect, an innovative portfolio construction tool......
Fiserv Supports FedNow Service with Multiple Financial Institution Clients Live at Launch
Digital Payments Fintech News

Fiserv Supports FedNow Service with Multiple Financial Institution Clients Live at Launch

Business Wire
by Business Wire0
Nearly 100 banks and credit unions have committed to be part of the service via Fiserv Fiserv, Inc., a leading global provider of payments and financial services technology, is keeping its clients at the forefront of real-time payments as one of the first service providers supporting transaction activity for financial......
Jefferies Finance Launches Direct Lending BDC with Anchor Commitment from ADIA
Investment Services News

Jefferies Finance Launches Direct Lending BDC with Anchor Commitment from ADIA

Business Wire
by Business Wire0
Jefferies Credit Partners, a leading private credit manager and the asset management arm of Jefferies Finance LLC, announced the intention to launch a private placement of a business development company (“BDC”) to further enhance its lending capacity in the private credit space. Jefferies Finance is a joint venture of Jefferies......
CoinFund Reinforces Commitment to Web3 Technology with the Close of $158M Seed IV Fund
Investment Services News

CoinFund Reinforces Commitment to Web3 Technology with the Close of $158 Million Seed IV Fund

Business Wire
by Business Wire0
CoinFund, a leading cryptonative investment firm and registered investment adviser, announces the close of $158 million (M) CoinFund Seed IV Fund LP (“Seed IV” or “The Fund”), backed by a combination of sophisticated institutional investors, family offices, and high net worth individuals. CoinFund Seed IV LP exceeded its initial target......
1