Search Results for: fund management

Sowell Management Creates Strategic Partnership with Capital Connect to Provide Advisors with M&A Services for Small Business Clients
Finance News

Sowell Management Creates Strategic Partnership with Capital Connect to Provide Advisors with M&A Services for Small Business Clients

PR Newswire
by PR Newswire0
Continued build-out of strategic partner network allows Sowell to expand value-added services for advisors Sowell Management (Sowell), a leading Registered Investment Advisor (RIA) serving financial advisors and their clients nationwide, announced it has entered into a strategic partnership with Capital Connect to provide advisors with merger and acquisition consulting, valuation,......
David Morrissey joins FundBank as it launches new Dublin operation
Digital Asset Management Investments News

David Morrissey joins FundBank as it launches new Dublin operation

PR Newswire
by PR Newswire0
FundBank is pleased to announce the appointment of David Morrissey to the position of Country Head, Ireland of its new Dublin operation. A funds industry expert, David has over 30 years’ experience working within financial services, including senior leadership roles at global firms such as SEI Investments and Waystone. David......
Obligo Announces a New Embedded, End-to-End Solution to Fully Outsource Security Deposit Management
Digital Payments News

Obligo Announces a New Embedded, End-to-End Solution to Fully Outsource Security Deposit Management

PR Newswire
by PR Newswire0
The solution will allow property managers to outsource deposit collection, management, and refunds, all seamlessly embedded within their existing property management software workflows  Obligo, the fintech company on a mission to rid renters and property managers of the burden of security deposits and establish a new standard of trust in......
Gradient AI Partners with Connexure to Streamline Risk Management Workflows for Carriers and MGUs
Finance InsurTech News

Gradient AI Partners with Connexure to Streamline Risk Management Workflows for Carriers and MGUs

Business Wire
by Business Wire0
Gradient AI’s integrated Risk Management Life Cycle Solution Coupled with Connexure’s Software Platform Enhances End to End Performance for Self-Funded Plans Gradient AI, a leading enterprise software provider of artificial intelligence (AI) solutions in the insurance industry, announced a partnership with Connexure, a leading provider of quoting, underwriting and administrative......
Pagaya Closes AAA-Rated $400 Million RPM ABS with Strategic Funding Partner, One William Street
Artificial Intelligence Finance News

Pagaya Closes AAA-Rated $400 Million RPM ABS with Strategic Funding Partner, One William Street

Business Wire
by Business Wire0
Fifth RPM transaction of 2025 brings Pagaya’s auto ABS issuance to an annual record of ~$1.7 billion year-to-date One William Street Capital Management partners with Pagaya through its acquisition of the residual certificates, supporting continued build-out of Pagaya’s auto platform and improving its capital efficiency Pagaya Technologies LTD.  (“Pagaya” or......
Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management
Fintech Investments News

Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management

Business Wire
by Business Wire0
Technology-driven RIA blends fiduciary advisors with agentic AI, delivering hyper-personalized, tax-optimized Dynamic Portfolios designed to deliver higher after-tax performance Serial fintech entrepreneur Bill Harris announced the launch of Evergreen Wealth, a digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients......
CoinShares Set to Acquire Bastion Asset Management to Strengthen Actively Managed Digital Asset Capabilities
Digital Asset Management Fintech News

CoinShares Set to Acquire Bastion Asset Management to Strengthen Actively Managed Digital Asset Capabilities

GlobeNewswire
by GlobeNewswire0
A strategic acquisition complementing CoinShares’ U.S. expansion plans CoinShares International Limited, the leading European asset manager specializing in digital assets with ~US$10 billion in AuM, announced the acquisition of Bastion Asset Management Limited (“Bastion”), a London-based, FCA-regulated crypto-focused alternative investment manager. The acquisition significantly strengthens CoinShares’ actively managed capabilities, as......
Alkymi Launches Alkymi Alts to Transform Alternative Investment Data Management
Analytics Investments

Alkymi Launches Alkymi Alts to Transform Alternative Investment Data Management

PR Newswire
by PR Newswire0
End-to-end platform automates alternative investment workflows from sourcing data in investor portals to analytics Alkymi, the leading solution for managing private markets data, launched Alkymi Alts, a turnkey solution designed to modernize how institutional investors, private banks, wealth managers, and service providers manage alternative investment data. Alkymi Alts is a......
Visa Direct Taps Stablecoins to Unlock Faster Funding for Businesses
Digital Payments Finance News

Visa Direct Taps Stablecoins to Unlock Faster Funding for Businesses

Business Wire
by Business Wire0
Cross-border payments get a long overdue upgrade through Visa Direct’s new stablecoin prefunding option. The way businesses fund cross-border payments is about to get faster, smarter and more flexible. At SIBOS 2025, Visa announced it will launch a stablecoin prefunding pilot through Visa Direct, giving businesses a new way to......
Citi Achieves Industry First: Integrating Citi® Token Services with 24/7 USD Clearing for Real-Time Cross-Border Payments and Liquidity Management
Digital Payments Finance News

Citi Achieves Industry First: Integrating Citi® Token Services with 24/7 USD Clearing for Real-Time Cross-Border Payments and Liquidity Management

Business Wire
by Business Wire0
Citi is integrating its Citi Token Services platform with its 24/7 USD Clearing solution, enabling 24/7, multibank cross-border instant payments for institutional clients in the UK and US. This industry-first solution offers unprecedented control and flexibility. It reduces payment delays and enables smarter cash flow through real-time liquidity management for......
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