Search Results for: investment management platform

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial
Finance Fintech News

Entrepreneurial Spirit Drives $1.7 Billion Wealth Management Firm to Join Kestra Financial

Business Wire
by Business Wire0
Symonds Wealth Management cites supportive culture, resources, and strong partnership to drive growth as rationale for joining Kestra Kestra Financial, an industry-leading independent wealth management platform, announced the addition of Symonds Wealth Management to its network, whose financial professionals oversee $1.7 billion assets. “At Kestra Financial, we’re dedicated to equipping financial......
Goldman Sachs Asset Management Raises Over $15 Billion for Private Market Secondaries Strategies
Investment Services News

Goldman Sachs Asset Management Raises Over $15 Billion for Private Market Secondaries Strategies

Fintech News Desk
by Fintech News Desk0
Fundraises closed above their original targets, drawing strong interest from institutional and high net worth investors Goldman Sachs Asset Management announced the final closes of its private market secondaries funds, Vintage IX and Vintage Infrastructure Partners. The Vintage Funds, which provide liquidity solutions to private market limited partner investors and general......
Kestra Investment Management Reaches $1 Billion in Assets Under Management
Investment Services News

Kestra Investment Management Reaches $1 Billion in Assets Under Management

Business Wire
by Business Wire0
Kestra Holdings subsidiary demonstrates rapid growth, hitting major milestone in just two years of operation Kestra Investment Management, a division of Kestra Holdings, an industry-leading wealth management platform provider, announced it reached $1 billion in assets under management (AUM), just one year after launching its first model portfolios. “Our portfolio management......
CAZ Investments Selects Palantir for its Artificial Intelligence Platform (AIP)
Artificial Intelligence Investment Services News

CAZ Investments Selects Palantir for its Artificial Intelligence Platform (AIP)

Business Wire
by Business Wire0
CAZ Investments (“CAZ”), a Houston-based investment manager, and Palantir Technologies, a leading builder of operating systems for the modern enterprise, announced a 5-year partnership for Palantir to provide its Artificial Intelligence Platform (AIP) in support of CAZ’s growth and innovation. Read More About Fintech Interview: Global Fintech Interview with Randall Tidwell,......
OneStream Innovations Increase Speed to Insights Across Financial Performance Management, Operational Planning & Analytics
Fintech News

OneStream Innovations Increase Speed to Insights Across Financial Performance Management, Operational Planning & Analytics

Business Wire
by Business Wire0
OneStream Software, a leader in corporate performance management (CPM) solutions for advancing financial close, consolidation, reporting, planning and forecasting, announced several key innovations designed to increase end-user speed to insights across Financial Performance Management, Operational Planning & Analytics and Forecasting processes at its 2023 Splash Berlin Global User Conference and Partner Summit.......
Cloudinary Introduces Nexus, a Free AI-Powered Digital Asset Management Solution for SMBs and Teams
Digital Asset Management News

Cloudinary Introduces Nexus, a Free AI-Powered Digital Asset Management Solution for SMBs and Teams

Business Wire
by Business Wire0
Cloudinary, the image and video platform that powers many of the world’s top brands, extends its asset management suite with the launch of Cloudinary Nexus, a digital asset management (DAM) solution built explicitly for small and medium-sized businesses (SMBs). Available now with free and paid tiers, the new AI-enabled solution......
Gurucul Announces Partner Program Enhancements and Substantial Investments to Accelerate Partner-First Sales Motion
Investment Services News

Gurucul Announces Partner Program Enhancements and Substantial Investments to Accelerate Partner-First Sales Motion

Business Wire
by Business Wire0
Unified AI-powered TDIR platform provides high-margin and service-rich opportunities for Partners Gurucul, the most visionary Next-Gen SIEM provider, announced major upgrades to the Gurucul Partner Program as part of its commitment to a Channel-First sales motion. The enhancements improve the ability for Gurucul and its selling partners to co-develop and......
Broadridge Announces International Launch of its Next-Gen Digital Investor Communications Platform
Fintech News

Broadridge Announces International Launch of its Next-Gen Digital Investor Communications Platform

PR Newswire
by PR Newswire0
Improving investors’ experiences with regulatory, transactional and governance communications for a digital world To better serve investors around the world with a new enriched investor communications and governance solution experience, global Fintech leader Broadridge Financial Solutions, announced the international launch of its next-gen digital communications platform, the Broadridge Communications Cloud. The end-to end......
KKR Increases Investment in USI Insurance Services
InsurTech Investment Services News

KKR Increases Investment in USI Insurance Services

GlobeNewswire
by GlobeNewswire0
Significant Investment Supports USI’s Long-Term Growth and Continued Innovation as an Industry Leader USI Insurance Services (“USI” or the “Company”), a leader in risk management, employee benefits and retirement consulting, announced that existing shareholder KKR is making a new equity investment of more than $1 billion in the Company. Read......
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