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Barclays Adds Two Senior Technology Investment Banking Leaders

Fintech Staff Writer
by Fintech Staff Writer0
Ms. Taylor as Global Head of Internet Coverage and Ms. Chan as a new Managing Director are the latest strategic hires for Barclays and demonstrate a continued commitment to investing in industry-leading talent in the Corporate and Investment Bank. Ms. Taylor joins Barclays after over 20 years in technology banking,......
Pickering Energy Partners Picks Up Top Energy Investment Banking Team From Bulge Bracket Firm
Banking News

Pickering Energy Partners Picks Up Top Energy Investment Banking Team From Bulge Bracket Firm

Business Wire
by Business Wire0
Pickering Energy Partners (“PEP”) announces that a team led by Managing Directors Robyn Underwood and Jason Kivett have joined the PEP Investment Banking practice. The former Barclays investment bankers have worked together for over a decade with extensive experience across the energy sector. The team, which includes several financial and......
Financial Advisors Have Used FIDx's Platform for More Than $1B in New Annuity Contracts
InsurTech News

Financial Advisors Have Used FIDx’s Platform for More Than $1 Billion in New Annuity Contracts

PR Newswire
by PR Newswire0
Accelerated Growth Driven by Increased Adoption from Financial Advisors Fiduciary Exchange LLC (FIDx) is celebrating a significant milestone: financial advisors have utilized FIDx’s platform, which includes tools and integrated technology solutions for managing annuities, for more than $1 billion in new annuity contracts since the platform’s full market launch in September 2021. “Our......
Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors
Investment Services News

Dynasty Financial Partners and YCharts Extend Partnership to Empower Financial Advisors

Business Wire
by Business Wire0
Dynasty Financial Partners and YCharts announce a multi-year extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ web-based investment research and client communications platform. “Their exceptional customer support is second to none and has proven to immensely boost productivity for our network of advisors.” Through its continued......
Apex Advisor Solutions to Offer Robust Trading and Rebalancing Capabilities Through Integrations With AdvisorArch
Fintech News Trading

Apex Advisor Solutions to Offer Robust Trading and Rebalancing Capabilities Through Integrations With AdvisorArch

Business Wire
by Business Wire0
Enhanced UI and vertically integrated platforms will provide advisors and fintechs with open architecture, flexibility and a broad set of trading and rebalancing capabilities to personalize portfolios Apex Advisor Solutions is a product of Apex Fintech Solutions (“Apex”), the fintech for fintechs powering innovation and the future of digital wealth......
Barclays Appoints Lee Counselman as a Managing Director in Technology Investment Banking
Banking News

Barclays Appoints Lee Counselman as a Managing Director in Technology Investment Banking

Business Wire
by Business Wire0
Mr. Counselman will further develop strategic dialogue and provide differentiated solutions for clients in the Technology Software sector Barclays announces the appointment of Lee Counselman as a Managing Director within the Technology Investment Banking business. In this role, he will work closely with Ben Freeland, Global Head of Software Banking,......
Carlsquare Opens Office in Vancouver to Strengthen Focus on Software and Technology Investment Banking
Banking Investment Services News

Carlsquare Opens Office in Vancouver to Strengthen Focus on Software and Technology Investment Banking

PR Newswire
by PR Newswire0
Carlsquare North America announced the opening of a new office in Vancouver, marking an important next step in establishing the international tech-focused investment bank’s presence in Canada. Located in downtown Vancouver, Carlsquare Vancouver will focus on M&A and private capital raising for technology entrepreneurs and founders. “The opening of our Vancouver office is an......
Leading Insurtech Quility Announces Significant Investment from F&G
InsurTech News

Leading Insurtech Quility Announces Significant Investment from F&G

PR Newswire
by PR Newswire0
F&G’s investment will expedite Quility’s advancement of its proprietary insurance technology and automation platforms, as well as its products Quility, a leading insurtech company, announced a significant investment from F&G Annuities & Life, Inc. (“F&G”) for a minority stake in Quility. F&G is a leading provider of insurance solutions serving......
One Model Announces $41 Million Growth Investment from Riverwood Capital
Investment Services News

One Model Announces $41 Million Growth Investment from Riverwood Capital

PR Newswire
by PR Newswire0
Human resources technology and people analytics trailblazer announces funding to meet demand for its world-class, talent decision platform that orchestrates workforce data to unlock deep insights while satisfying the most stringent enterprise data governance standards. One Model, the foremost people analytics software company, announced the successful completion of its growth......
Ninepoint Partners Announces Successful Investment Exit in Flagship Private Credit Strategy
Investment Services News

Ninepoint Partners Announces Successful Investment Exit in Flagship Private Credit Strategy

Business Wire
by Business Wire0
Ninepoint Partners LP (“Ninepoint”), one of Canada’s leading alternative investment managers, and Third Eye Capital Corporation (“TEC” or “Third Eye Capital”), whose affiliate, Third Eye Capital Management Inc., is sub-advisor of the Ninepoint-TEC Private Credit Fund and the Ninepoint-TEC Private Credit Fund II (“the Funds”), announced that the Funds successfully......
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