Search Results for: investment advisor

Leading IP Bankers Launch Tech+IP Capital
Capital Markets Fintech Investment Services News

Leading IP Bankers Launch Tech+IP Capital

Fintech News Desk
by Fintech News Desk0
Elvir Causevic and Ed Fish, formerly Co-Heads of Houlihan Lokey’s Tech+IP Advisory Group, formed by acquisition over three years ago of their boutique investment bank, announced the launch of Tech+IP Capital, LLC (“Tech+IP Capital”)(www/techip.cc). The new firm recognizes the increasing need in IP markets, ventures and transactions for a wider range of......
North Capital Authorized to Trade Digital Asset Securities Through its PPEX Alternative Trading System
Capital Markets Fintech News

North Capital Authorized to Trade Digital Asset Securities Through its PPEX Alternative Trading System

Fintech News Desk
by Fintech News Desk0
NCPS completes a FINRA continuing membership application process to qualify PPEX ATS. North Capital, a market-leading provider of technology and brokerage services for exempt securities offerings, announced that it has completed the membership approval process with FINRA and achieved acceptance of Form ATS Initial Operations Report by the U.S. Securities and......
AvidXchange Adds Four Industry Executives to Leadership to Fuel Continued Growth
Capital Markets Fintech Fintech Funding News

AvidXchange Secures Additional $128 Million in Funding, Raising a Total of $388 Million in Latest Financing

Fintech News Desk
by Fintech News Desk0
B2B leader fuels disruption of traditional accounts payable industry and e-payment adoption AvidXchange, the leading provider of accounts payable (AP) and payment automation solutions for the middle market, announced it has raised an additional $128 million in equity capital. This latest financing effort was oversubscribed with a total of more than $388 million raised and......
Avii, What Their SaaS and Accounting Software Platform
Fintech News

Avii’s New Cost Calculator Shows Accountants Exactly What Their SaaS and Accounting Software Platform Functionality Costs

Fintech News Desk
by Fintech News Desk0
The tool is free and the results confidential, and most accountants and practices are extremely surprised  How do you audit an auditor? It may seem like the price accounting practices are paying for accounting software is an easy answer, but in most cases, the genuine answer may be a giant......
Openinvest Closes $10.5 Million Series a1 Strategic Financing Round
Fintech Investment Services News Uncategorized

Openinvest Closes $10.5 Million Series a1 Strategic Financing Round

Fintech News Desk
by Fintech News Desk0
OpenInvest, the tech-enabled asset manager that provides customization, direct indexing, and ESG investing at scale, announced it has completed a $10.5 million Series A1 round of strategic financing. QED Investors led the investment round with participation from existing investor SystemIQ and two additional investors: Resolute Investment Managers and ABN AMRO......
First Rate Selects FinMason to Deliver Third-Party ESG Data
Fintech Investment Services News

ATA RiskStation Selects FinMason to Deliver Lipper Data via API

Fintech News Desk
by Fintech News Desk0
FinMason, a FinTech firm, and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has partnered with ATA RiskStation, a comprehensive portfolio risk oversight technology for financial advisors and compliance professionals, to deliver the Refintiv Lipper Global Data Feed via their proprietary API. Read......
Capital Markets Fintech Investment Services News

LINQTO Presents Virtual Investor Conference, Digital Opportunities Amid COVID-19

Fintech News Desk
by Fintech News Desk0
Virtual event gathering investors and founders to trade in real-time on a mobile app Linqto, a leader in liquidity for the private sector, is proud to present the inaugural Virtual Investor Conference on April 29, 2020, from 8 am – 5 pm PT. Utilizing their virtual platform, Keiretsu Connect, they are doing their part during......
OpenFin Hires Adrian Crockett as Chief Product Officer
Banking Fintech News

OpenFin Hires Adrian Crockett as Chief Product Officer

Fintech News Desk
by Fintech News Desk0
OpenFin, the operating system (OS) of finance, announced the hire of Adrian Crockett as Chief Product Officer. Based in New York, Crockett brings a wealth of experience in building innovative products and leading digital transformation within capital markets. Read More: Finhabits Launches Microlearning Journeys to Help Diverse Communities Build Healthy Financial......
Kestra Financial Nabs Industry Leader, Stephen Langlois, as President
Fintech News

Kestra Financial Onboards Russell Giammarino Wealth Management

Fintech News Desk
by Fintech News Desk0
$325 million advisor group joins Kestra Financial-associated firm Coastline Wealth Management Russell Giammarino Wealth Management has joined industry-leading independent advisor platform Kestra Financial,(Kestra Financial) after forming a new partnership with Coastline Wealth Management, a Long Island-based firm already associated with Kestra Financial. “By partnering with Kestra Financial, they will have the freedom to......
Dennis Queal Named New Executive Vice President at Data Center Inc. (DCI)
Banking Fintech News

Dennis Queal Named New Executive Vice President at Data Center Inc. (DCI)

Fintech News Desk
by Fintech News Desk0
CFO Prioritizes the Balance of Growth & Efficiency for Bank Tech Developer Data Center Inc. (DCI), the privately-owned developer of iCore360 core banking software and related digital technologies, has announced the promotion of Dennis Queal to Executive Vice President and Chief Financial Officer. Read More: Jack Henry & Associates Launches Core-Integrated......
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