Search Results for: investment advisor

BMO Makes First Direct Equity Investment in Commercial Development with DL3 Realty Advisors
Investment Services News

BMO Makes First Direct Equity Investment in Commercial Development with DL3 Realty Advisors

Fintech News Desk
by Fintech News Desk0
BMO Financial Group and DL3 Realty Advisors, LLC, a Black-owned commercial real estate development firm whose Venture Development model is leading a new wave of institutional investment in Chicago’s neighborhoods, announced an equity partnership in the redevelopment of a vacant big box store that will create 1,000 new jobs in the......
Liberty Street Advisors Partners with GAM Investments
Investment Services News

Liberty Street Advisors Partners with GAM Investments

Fintech News Desk
by Fintech News Desk0
Providing non-U.S.-based clients with access to privately-owned, late stage, high growth innovation companies Liberty Street Advisors, Inc. announced that it has entered into a strategic partnership with GAM Investments to provide clients with access to high-quality late-stage privately-owned technology and innovation-driven companies for non-U.S. investors. The team at Liberty Street currently manages......
Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions
Fintech Investment Services News

Vestmark Names Agnes Hong Chief Investment Officer and Head of Advisory Services For Vestmark Advisory Solutions

Fintech News Desk
by Fintech News Desk0
Ms. Hong, a veteran of Vanguard and Charles Schwab Investment Management, will be responsible for managing the development and growth of new Vestmark offerings related to direct indexing, ESG preferences and other client customizations, and tax transition. Vestmark, Inc., a leading provider of portfolio management tools and trading software, announced......
B. Riley Financial Announces Acquisition of Focalpoint Securities, LLC, a Leading Middle Market M&A Advisory Investment Bank
Banking Investment Services News

B. Riley Financial Announces Acquisition Of Focalpoint Securities, LLC, a Leading Middle Market M&A Advisory Investment Bank

Fintech News Desk
by Fintech News Desk0
Transaction marks a major step toward creating the premier middle market-focused investment banking platform B. Riley Financial, Inc., a diversified provider of business advisory and financial services, announced it has agreed to acquire FocalPoint Securities, LLC, a leading independent investment bank based in Los Angeles, for total consideration of up......
Mercer Advisors Acquires HawsGoodwin Investment Management, Inc.
Investment Services Investments News

Mercer Advisors Acquires HawsGoodwin Investment Management, Inc.

Fintech News Desk
by Fintech News Desk0
Acquisition of HawsGoodwin Investment Management, LLC Expands Mercer Advisors’ Tennessee Presence Mercer Global Advisors, Inc. (“Mercer Advisors”), a full-service wealth management firm and national Registered Investment Adviser (RIA), announced the acquisition of HawsGoodwin Investment Management, Inc. d/b/a HawsGoodwin Wealth, (“HawsGoodwin”), a respected wealth management firm located in Franklin, Tennessee. HawsGoodwin......
SMC Retains Buckman, Buckman & Reid to Provide Investment Banking and Up Listing Advisory Services
Banking Fintech News

SMC Retains Buckman, Buckman & Reid to Provide Investment Banking and Up Listing Advisory Services

Fintech News Desk
by Fintech News Desk0
SMC Entertainment, Inc. and its 100% wholly owned subsidiary Genesis Financial, Inc., a diversified financial services company with a focus on fintech-powered wealth management advisory services, are pleased to announce that they have retained Buckman, Buckman & Reid, Inc. (“BB&R”) to provide investment banking services, help in facilitating a capital......
SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management
Fintech Investment Services News

SMArtX Advisory Solutions Establishes Strategic and Commercial Relationship with Morningstar Investment Management

Fintech News Desk
by Fintech News Desk0
SMArtX’s unified managed account technology to power Morningstar’s turnkey asset management platform SMArtX Advisory Solutions , a leading innovator in unified managed accounts (‘UMA’) technology and architect of the SMArtX turnkey asset management platform (‘TAMP’), announced a strategic and commercial relationship with Morningstar Investment Management, LLC a subsidiary of leading......
GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management
Digital Asset Management Investments News

GeoWealth Secures $19 Million in Series B Funding Led by Kayne Anderson Capital Advisors with Follow-on Investment from J.P. Morgan Asset Management

Fintech News Desk
by Fintech News Desk0
The modern TAMP focused on servicing the needs of RIAs will use the minority investment to accelerate product expansion and distribution GeoWealth, a modern turnkey asset management program (TAMP) built for advisors, announced it has raised a $19 million Series B funding round led by Kayne Partners Fund, the growth......
Surge Battery Metals Announces Network 1 Financial Securities as its Corporate Advisor and Investment Banker
Banking Investments News

Surge Battery Metals Announces Network 1 Financial Securities as its Corporate Advisor and Investment Banker

Fintech News Desk
by Fintech News Desk0
Surge Battery Metals Inc. is pleased to announce that it has entered into a Corporate Advisory and Investment Banking Agreement with Network 1 Financial Securities, Inc. (“Network 1”) effective October 21, 2021.  Network 1 is an experienced and independent, full-service securities firm headquartered out of Red Bank, New Jersey. Network 1 provides......
1