Search Results for: investment management platform

Altoo Harnesses the World of Knowledge Around Wealth Management and Introduces Altoo Insights
Fintech News

Altoo Harnesses the World of Knowledge Around Wealth Management and Introduces Altoo Insights

PR Newswire
by PR Newswire0
Altoo AG, a Swiss-based fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth through the cutting-edge Altoo Wealth Platform, announces the introduction of Altoo Insights. The news and features channel on the company’s website aims to bring clients and the broader public closer......
J.P. Morgan Launches Private Markets Fund Expanding Investor Access to Private Equity Investment Opportunities
Investment Services News

J.P. Morgan Launches Private Markets Fund Expanding Investor Access to Private Equity Investment Opportunities

PR Newswire
by PR Newswire0
’40 Act private equity fund provides access to qualified individual and institutional investors The Private Equity Group (“PEG”) of J.P. Morgan Asset Management announced the launch of JPMorgan Private Markets Fund (“JPMF”), a 1940 Act-registered, evergreen private equity fund. JPMF is designed to provide access to private equity investments for......
Vlorish Launches All-in-One Finance Platform to Simplify Freelance Financial Management
Finance News

Vlorish Launches All-in-One Finance Platform to Simplify Freelance Financial Management

PR Newswire
by PR Newswire0
Vlorish, an innovative financial technology startup, officially launches its new freelancer finance platform aimed at disrupting traditional bookkeeping, budgeting and credit scoring models for the freelance market. The first-of-its-kind web platform offers freelancers, solopreneurs, independent contractors, and employees with side hustles a way to manage their personal and business finances......
Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel
Fintech News

Pontera and Savant Wealth Management Join Forces to Expand Wise Retirement Counsel

PR Newswire
by PR Newswire0
Investment advisory firm now overseeing more than $300 million in outside assets selects Pontera to deliver comprehensive 401(k) management Pontera, the fintech company helping retirement savers receive professional 401(k) management from their trusted financial advisor, announced its partnership with Savant Wealth Management (“Savant”), an independent, fee-only registered investment advisor (RIA) providing services to individuals,......
SVB Financial Group Completes Sale of Investment Banking Business to Management Team Group
Investment Services News

SVB Financial Group Completes Sale of Investment Banking Business to Management Team Group

PR Newswire
by PR Newswire0
SVB Financial Group announced that it has completed the sale of its investment banking business, SVB Securities LLC (now named Leerink Partners LLC), to the management team bidder group led by Jeff Leerink, Leerink Partners’ Chief Executive Officer and Founder, and backed by funds managed by The Baupost Group L.L.C.......
RiverStone International to Drive Investment Strategy with Clearwater Analytics
Analytics Investment Services News

RiverStone International to Drive Investment Strategy with Clearwater Analytics

PR Newswire
by PR Newswire0
Delivers Greater Transparency for Lloyd’s Reporting and RiverStone International’s Growing Business Clearwater Analytics, a leading provider of SaaS-based investment management, accounting, reporting, and analytics solutions, announced that RiverStone International, a leading global nonlife run-off insurance business specialist and the largest provider of legacy solutions in the Lloyd’s market, has successfully implemented......
Arro Launches on All App Store Platforms and Announces Strategic Partnership with Dovly
Fintech Startups Machine Learning News

Arro Launches on All App Store Platforms and Announces Strategic Partnership with Dovly

PR Newswire
by PR Newswire0
Arro, the pioneering fintech startup reshaping the consumer credit landscape, is excited to announce its official launch on major app store platforms, making its innovative credit card solution accessible to the public. To mark this milestone, Arro is also proud to unveil a strategic partnership with Dovly, a formidable leader......
Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program
Banking Investment Services News

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program

PR Newswire
by PR Newswire0
Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. “This new relationship allows us to further broaden and deepen our existing relationships with our clients,” said Lori Hilman, PSB president......
NCR Announces Transformational Partnership and Investment in Clip Money
Finance Fintech News

NCR Announces Transformational Partnership and Investment in Clip Money

Business Wire
by Business Wire0
Cardless Business Deposits Enabled Coast to Coast Serving Issuers and Merchants NCR Corporation, a leading enterprise technology provider, announced a strategic investment in Clip Money Inc. and has established a long-term, firmware exclusive, commercial collaboration that will combine Clip’s pioneering business cash deposit solution with NCR’s cardless cash deposit API and......
B2B Fintech Startups News

ABCM™ Platform Customized For Startups By Fintech Startup Okoora

Fintech Staff Writer
by Fintech Staff Writer0
Okoora’s AI-powered platform Okoora, a Swiss-Israeli fintech business, has customized the ABCM™ platform to meet the special needs of startups for managing global payments, banking, and risks. Okoora’s ABCM™ platform, powered by AI, offers operational tools, currency risk management, and access to a vast bank and transaction room network. Since......
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