Search Results for: fund management

The Influence of Mobile Apps WeChat Pay and Alipay Extends Far Beyond China’s Borders
Fintech Fintech Funding Investment Services Lifestyle News

Fund Management Companies Enjoy Significant Followings on Alipay Open Digital Lifestyle Platform

Fintech News Desk
by Fintech News Desk0
Alipay, the world’s leading open digital lifestyle platform, revealed that 82 fund management companies in China have collectively attracted over 120 million followers on their official corporate accounts on Alipay as of June 9, 2020. Further, 128 of 143 fund management companies in China are now offering products and services......
CI Global Asset Management Announces Estimated Annual Reinvested Distributions for JFT Strategies Fund
Fintech Funding News

CI Global Asset Management Announces Estimated Annual Reinvested Distributions for JFT Strategies Fund

Business Wire
by Business Wire0
NOT FOR DISSEMINATION TO U.S. NEWSWIRE SERVICES OR FOR DISSEMINATION IN THE UNITED STATES OF AMERICA CI Global Asset Management (“CI GAM”) announces the estimated reinvested distributions (the “Estimated Reinvested Distributions”) for JFT Strategies Fund (the “Fund”), a closed-end fund, for the year ending December 31, 2025. Please note that these......
Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds
Finance Fintech News

Eton Solutions Secures $58M Series C to Bring AI-Driven Wealth Management Technology to the World’s Leading Family Offices, PEs and Funds

Business Wire
by Business Wire0
Navis Capital Partners Leads Round to Accelerate AI innovation and Global Expansion of Solution That 800 Families Use to Manage More Than $1 Trillion in Assets Eton Solutions, the wealth management platform that the world’s wealthiest single and multi-family offices rely on to manage over $1 trillion in assets, announced......
Seeds Secures $10 Million Series A Funding Round To Reimagine Personalized Investment Management
Fintech Funding Investment Services News

Seeds Secures $10 Million Series A Funding Round To Reimagine Personalized Investment Management

Business Wire
by Business Wire0
Led by Portage, the investment will drive product innovation, accelerate team expansion, and amplify go-to-market efforts with a strategic rebrand. Seeds (formerly ‘Seeds Investor’)—a fintech company enabling advisors to create a personalized investing experience and streamline portfolio operations—announced the successful completion of a $10 million Series A funding round led......
Euna Solutions Acquires AmpliFund, Expanding Its Grant Management Offerings
Fintech News

Euna Solutions Acquires AmpliFund, Expanding Its Grant Management Offerings

Business Wire
by Business Wire0
The strategic acquisition grows Euna Solutions’ industry-leading SaaS offerings for the public sector Euna Solutions, a leading provider of best-in-class SaaS solutions purpose-built for the public sector, announced the acquisition of AmpliFund, a leading grant management platform provider. This strategic move enhances Euna Solutions’ existing grant management product suite, further......
Flex Raises $225 Million in Equity and Debt Funding to Build All-in-One Business and Personal Financial Management Platform for Business Owners
Fintech News

Flex Raises $225 Million in Equity and Debt Funding to Build All-in-One Business and Personal Financial Management Platform for Business Owners

Business Wire
by Business Wire0
Company Surpasses $1 Billion in Total Payment Volume in 18 Months Flex, the fintech company that empowers business owners to automate their back offices and grow, announced it has raised $225 million in equity and debt funding to accelerate the buildout of its payments infrastructure and personal finance software for......
Questal Secures Strategic Funding to Accelerate Next-Gen Personal Financial Management Platform
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Questal Secures Strategic Funding to Accelerate Next-Gen Personal Financial Management Platform

Cision PRWeb
by Cision PRWeb0
Questal Inc., owner and operator of financial wellness service provider Questis and a leader in innovative financial technology, announced the successful closing of its Seed Series funding round. The $3.2 million investment, led by a prominent Silicon Valley family office and seasoned experts in retirement planning, wealth management, and financial services is a......
OneVest Secures $20 Million in Series B Funding Led by Salesforce Ventures to Revolutionize Wealth Management
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OneVest Secures $20 Million in Series B Funding Led by Salesforce Ventures to Revolutionize Wealth Management

Business Wire
by Business Wire0
OneVest, a comprehensive wealth management technology platform, announced the closure of a $20 million USD Series B equity funding round. The round was led by Salesforce Ventures, with participation from new investors, Allianz Life Ventures and TIAA Ventures. Returning investors include OMERS Ventures, Deloitte Ventures, Fin Capital, Luge Capital, and......
Red Sky Health Secures $3M in Seed Funding to Revolutionize Healthcare Claims Management
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Red Sky Health Secures $3M in Seed Funding to Revolutionize Healthcare Claims Management

PR Newswire
by PR Newswire0
Led by Trevor Burgess and Charles River Data Alumni, Gleb Drobkov and Mike Dezube, RSH Aims to Combat $262 Billion in Annual Insurance Claim Denials Red Sky Health (RSH), an AI-driven platform designed to optimize healthcare claims management, has raised $3 million in seed funding. The round was led by serial entrepreneur and investor Trevor Burgess, alongside notable alumni......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
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