Search Results for: investment advisor

Silverneedle Ventures Onboards Viiveck Verma as Strategic Advisor & Venture Partner
Investment Services News

Silverneedle Ventures Onboards Viiveck Verma as Strategic Advisor & Venture Partner

Fintech News Desk
by Fintech News Desk0
Silverneedle Ventures (SNV), an early-stage technology focussed fund announced the hiring of Viiveck Verma as Strategic Advisor & Venture Partner. Viiveck joins Silverneedle after 6 months of the launch of the fund. Viiveck comes with over three decades of sectoral and cross-functional work experience. He is also a Founder and......
iCapital Launches Structured Investments Through the Envestnet Platform
Fintech Investment Services News

iCapital Launches Structured Investments Through the Envestnet Platform

Business Wire
by Business Wire0
iCapital, the global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced it has launched a holistic structured investment ecosystem within Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, that includes full proposal generation and the......
Sound Point Capital to Acquire Assured Investment Management, and Receive $1 Billion Investment Commitment
Investment Services News

Sound Point Capital to Acquire Assured Investment Management, and Receive $1 Billion Investment Commitment

Business Wire
by Business Wire0
Sound Point Capital Management, LP, a credit-oriented investment manager overseeing approximately $32 billion in total assets, is pleased to announce that it has entered into an agreement to acquire Assured Investment Management LLC and certain of its related asset management entities (“Assured-IM”), which conducts the institutional asset management business of......
TCW and Lakemore Partners Form a CLO Equity Investment Partnership
Investment Services News

TCW and Lakemore Partners Form a CLO Equity Investment Partnership

Business Wire
by Business Wire0
Strategic Partnership Fosters Growth of TCW’s Leading Credit Business and Augments Lakemore’s Network of Prominent U.S. Institutional Clients The TCW Group, a leading global asset management firm, announced that it has entered into a strategic partnership with Lakemore Partners Ltd. and its group entities, a leading private credit investment firm primarily......
FusionIQ Announces Enhanced Connectivity to Allow Advisors, Firms and Investors to Better Manage Emerging Forms of Risk
Investment Services News

FusionIQ Announces Enhanced Connectivity to Allow Advisors, Firms and Investors to Better Manage Emerging Forms of Risk

PR Newswire
by PR Newswire0
Firm Now Provides Users a Seamless View into Six of the Nation’s Largest Custodians, Up from Two at the Beginning of the Year FusionIQ – the first-of-its-kind digital investing platform empowering financial advisors to deliver a personalized, end-to-end investment experience to their clients at scale – announced that it has......
GoLogiq to Acquire Boutique Investment Manager, Bateau Asset Management, Providing Entry to Southeast Asian Fund Management Market
Fintech News

GoLogiq to Acquire Boutique Investment Manager, Bateau Asset Management, Providing Entry to Southeast Asian Fund Management Market

GlobeNewswire
by GlobeNewswire0
GoLogiq, a U.S.-based global provider of fintech and consumer data analytics, has entered into a non-binding letter of intent to acquire a controlling interest in Australia-based Bateau Asset Management, a boutique global investment manager. Latest Fintech Interview: Global Fintech Interview with Jyotirmoy Chakravorty, Founder at Ubona Technologies The acquisition would......
AllGen Financial Welcomes Growth to Investment Management Department
Finance Investment Services News

AllGen Financial Welcomes Growth to Investment Management Department

Fintech News Desk
by Fintech News Desk0
AllGen Financial Advisors is strengthening its investment management department with the hiring of a new Director of Fixed Income, Christina Shaffer, CFA, and promoting financial analyst Ryan Staton to Director of Trading and Portfolio Implementation AllGen Financial Advisors, Inc., a financial advisory firm in Orlando, Florida, is thrilled to expand its......
CapIntel to Equip Advisors with ESG Metrics
Finance Fintech News

CapIntel to Equip Advisors with ESG Metrics

PR Newswire
by PR Newswire0
CapIntel ESG addresses the growing investor demands for advisors to align portfolios with environmental, social and governance values CapIntel, a leading financial technology company that improves fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors, announced the launch of CapIntel ESG. CapIntel ESG equips advisors......
Advisor Group Launches Expanded Access To Liquidity Solutions With New Digital Securities-Based Lending Offering
Finance News

Advisor Group Launches Expanded Access To Liquidity Solutions With New Digital Securities-Based Lending Offering

PR Newswire
by PR Newswire0
An Expansion of the Firm’s Wealth Management Offerings, Personal Credit Line Enables Financial Professionals to Manage and Navigate their Clients’ Life Changes While Keeping Them On Track to their Long-Term Financial Goals Advisor Group, one of the nation’s largest networks of independent wealth management firms, announced the launch of Personal Credit......
Adeptia Announces $65 Million Strategic Growth Investment Led By PSG
B2B Investment Services News

Adeptia Announces $65 Million Strategic Growth Investment Led By PSG

Business Wire
by Business Wire0
Company Taps Experienced Industry Veterans Vance Loiselle as CEO and Paul Moriarity as CRO Adeptia, a leader in B2B data integration and business data exchange, announced a $65 million strategic growth investment round led by PSG, a leading growth equity firm partnering with software and technology-enabled services companies to help......
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