Search Results for: investment advisor

Aureus to Upgrade E-Discovery Solution for Legal Profession, Powered by Microsoft Azure
Artificial Intelligence Fintech News

Aureus to Upgrade E-Discovery Solution for Legal Profession, Powered by Microsoft Azure

Fintech News Desk
by Fintech News Desk0
Aureus Tech Systems, a digital transformation company that provides accelerated intelligent cloud and edge solutions, brings major new capabilities to its Anvesa eDiscovery platform for the legal profession. Read More: Strider Announces John Mullen, Former Assistant Director of CIA, Joins Company as Advisor Aureus has integrated its Anvesa® 3.0 solution......
E*TRADE Study Reveals Significant Rebound in Bullish Sentiment
Fintech Investment Services News

E*TRADE Study Reveals Significant Rebound in Bullish Sentiment

Fintech News Desk
by Fintech News Desk0
E*TRADE Financial Corporation announced results from the most recent wave of StreetWise, the E*TRADE quarterly tracking study of experienced investors. Results indicate investors are bullish on the market but have a wary economic outlook: Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe Group “It’s encouraging to......
TrueBridge Capital Partners Raises $600 Million for Sixth Venture Capital Fund-of-Funds
Business Capital Markets Fintech Fintech Funding Investment Services News

TrueBridge Capital Partners Raises $600 Million for Sixth Venture Capital Fund-of-Funds

Fintech News Desk
by Fintech News Desk0
Venture capital investment firm TrueBridge Capital Partners announced the close of its sixth venture capital fund-of-funds, TrueBridge Capital Partners Fund VI, L.P. (“Fund VI”) with $600 million in limited partner commitments. With this latest fund, TrueBridge surpasses its previous fund of $450 million and now manages over $3.3 billion in assets. Read More: Strider Announces......
Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards
Fintech News

Schwab Intelligent Portfolios Premium™ Wins Hybrid Advice Category in Aite Group 2020 Digital Wealth Management Impact Innovation Awards

Fintech News Desk
by Fintech News Desk0
As part of Aite Group’s recently announced 2020 Digital Wealth Management Impact Innovation Awards, Schwab Intelligent Portfolios Premium has been named the winner in the Hybrid Advice Offering category. Schwab Intelligent Portfolios Premium is a subscription-based digital advisory service that combines automated investing with unlimited guidance from a CERTIFIED FINANCIAL PLANNER™ professional.......
Charles River Wins Best Front-Office Platform in WatersTechnology Asia Awards 2020
Fintech News Trading

Charles River Wins Best Front-Office Platform in WatersTechnology Asia Awards 2020

Fintech News Desk
by Fintech News Desk0
Charles River Development, a State Street Company, has won Best Front-Office Platform in the WatersTechnology Asia Awards 2020. These awards aim to recognize achievement in the deployment and management of financial information and technology across Asia’s capital markets. Read More: GlobalFintechSeries Interview with Patrick Turiano, Director of Marketing at Paysafe......
US Private Equity Activity Slows in Q2 2020 As Global Economies Struggle Through COVID-19 Pandemic
Fintech Fintech Funding News

US Private Equity Activity Slows in Q2 2020 As Global Economies Struggle Through COVID-19 Pandemic

Fintech News Desk
by Fintech News Desk0
PitchBook, the premier data provider for the private and public equity markets, today released its 2Q 2020 US Private Equity Breakdown, which found the velocity of US PE investment activity further diminished in Q2 2020 as dealmakers felt the impact of the coronavirus pandemic. In fact, many GPs sought to pull......
FDCTech Signs Term Sheet to Acquire 100% Equity Interest in Genesis Financial, Inc.
Business Fintech Investment Services News

Genesis Financial, Inc. Completes Acquisition of Ballast Group and Cosight Financial Limited

Fintech News Desk
by Fintech News Desk0
Genesis Financial, a globally diversified financial services company with a focus on Fintech Investment, Wealth Management and Lending Platforms, announced that it successfully completed its acquisition of Ballast Holdings Pty Ltd. (Ballast Group) on June 30, 2020. Read More: Kensho Collaborates with NVIDIA to Advance Automatic Speech Recognition Ballast operates as......
MoneyGram Continues to Deliver Remarkable Momentum in Digital Business with Strong Growth in September
Business Capital Markets Fintech News

MoneyGram Digital Growth Maintains Strong Momentum and Market Expansion Continues

Fintech News Desk
by Fintech News Desk0
MoneyGram International, a global leader in cross-border P2P payments and money transfers, reported 106% year-over-year digital transaction growth in June as strong consumer demand for its leading digital capabilities and customer-centric app continues to grow. The company also announced the expansion of its consumer direct channel and online presence to......
DCM Closes $880 Million for Newest Family of Global Funds
Business Fintech Investment Services News

DCM Closes $880 Million for Newest Family of Global Funds

Fintech News Desk
by Fintech News Desk0
DCM, an early-stage global venture capital firm, announced it has closed its largest family of funds to date, totaling $880 million. The committed capital includes $780 million for DCM IX, its largest ever global fund, and $100 million for its third A-fund dedicated to global seed-stage investments. Read More: Strider......
New Schwab Model Portfolios Designed to Help Advisors Keep Clients on Course
Fintech Investment Services News

For The First Time It’s Free To Hold Bitcoin In A Retirement Account – Introducing The No Annual Fee Choice IRA For Digital And Traditional Assets

Fintech News Desk
by Fintech News Desk0
28 years after Charles Schwab Trust Company introduced the no-annual-fee IRA for traditional assets, Choice by Kingdom Trust is breaking down that wall on the digital asset front with the no annual fee Choice IRA. Read More: Fintech Europe Selects Ten Startups for its Fifth Batch With the new No......
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