Search Results for: investment management platform

SurgePE Closes Elite Clinical Network Investment
Investment Services News

SurgePE Closes Elite Clinical Network Investment

Business Wire
by Business Wire0
Surge Private Equity, LLC (“Surge”) announced that it has formed a new strategic partnership with Elite Clinical Network, LLC (“ECN” or the “Company”), an integrated platform currently operating a network of phase I-IV clinical research sites throughout California, Arizona, and Nevada that has completed thousands of studies. The transaction, valued at ~$200MM, closed......
Avenue One Adds Investment Industry Leaders to Head Capital Partnerships Team
Investment Services News

Avenue One Adds Investment Industry Leaders to Head Capital Partnerships Team

Business Wire
by Business Wire0
Brent Elkins and Jeremy King Join Residential Rental Service Platform to Continue Transforming the Asset Class Avenue One, a technology service platform and investment marketplace for institutional owners, buyers and sellers of residential rental real estate, has announced the additions of Brent Elkins and Jeremy King to expand the reach......
OKX Wallet Now Integrated with Teahouse Finance, a DeFi Asset Management Platform
DeFi Finance News

OKX Wallet Now Integrated with Teahouse Finance, a DeFi Asset Management Platform

GlobeNewswire
by GlobeNewswire0
OKX Wallet is now integrated with Teahouse Finance, a DeFi asset management platform dedicated to secure and flexible wealth management. With this integration, users can access Teahouse Finance’s solutions via web extension, including its HighTable NFTs which serve as exclusive passes to Teahouse strategy vaults. Latest Fintech Interview : Global Fintech Interview with Ivan Matviak, Executive......
GLASfunds, a Leading Alternative Investment Platform, Acquires Fund Formation Group
Investment Services News

GLASfunds, a Leading Alternative Investment Platform, Acquires Fund Formation Group

Business Wire
by Business Wire0
The alternative investment platform will now service Fund Formation Group clients, and founder Thomas Haynes will join GLASfunds as Director of Business Development. GLASfunds, a turnkey alternative investment platform and alternative asset management firm, announces it will acquire Fund Formation Group (“FFG”), a Texas-based firm launching and operating fund structures......
GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch
Investment Services News

GMO’s Nebo Surpasses $1Billion in Platform Assets One Year After Launch

Business Wire
by Business Wire0
The Future of Financial Advising is Aligning the Plan with the Portfolio Grantham, Mayo, Van Otterloo & Co. LLC (GMO), a global investment manager, announced a major milestone for its Portfolio Design platform Nebo, which has surpassed $1 billion in platform assets1 one year since its September 2022 launch. Latest Fintech......
Certa Raises Oversubscribed $35 Million Series B to Further Reduce Third-Party Management Friction
Investment Services News

Certa Raises Oversubscribed $35 Million Series B to Further Reduce Third-Party Management Friction

Business Wire
by Business Wire0
Led by Fin Capital and Vertex Ventures SEAI, funding will help bolster go-to-market engine, deploy next-gen technologies, and expand into high-demand markets The all-in-one third-party management platform, Certa, announced it has raised a 2x oversubscribed Series B led by Fin Capital, and Vertex Ventures Southeast Asia and India, with participation from Tru Arrow Partners.......
Momnt Announces New $15 Million Investment, Continues to Drive Fintech Innovation
Digital Payments Fintech News

Momnt Announces New $15 Million Investment, Continues to Drive Fintech Innovation

Business Wire
by Business Wire0
Momnt has closed its latest capital raise, totaling $15 million led by TruStage Ventures with a new investment from a fund within Rockefeller Asset Management Momnt, a leading fintech company specializing in real-time lending and payment solutions for businesses, is announcing the closing of its latest capital raise, totaling $15......
Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors
Investment Services News

Opto Investments Expands Offerings to Include Custom Funds Capabilities, Pioneering Personalized Private Markets Solutions for Advisors

Business Wire
by Business Wire0
Leading private markets platform introduces a collaborative model for custom multi-manager private market funds, elevating advisor offerings Opto Investments (“Opto”), the technology-driven solution that empowers forward-looking investment advisors to confidently access private markets, announced the launch of new custom funds capabilities, further enriching its offering to RIAs. This enhancement enables......
Boosted.ai Announces Boosted Insights 3.0 - Generative AI Combined With Finance-Specific Algorithms to Supercharge Investment Manager’s Productivity
Investment Services News

Boosted.ai Announces Boosted Insights 3.0 – Generative AI Combined With Finance-Specific Algorithms to Supercharge Investment Manager’s Productivity

Business Wire
by Business Wire0
Boosted.ai launches its most all-encompassing update yet – combining generative AI with its finance-specific algorithms – to save investment managers time, reduce their risk and help make data-driven decisions Boosted.ai, makers of the Boosted Insights platform for investment managers, announced the release of Boosted Insights 3.0, the most powerful update......
Modern Wealth Management Announces Acquisition of Midwest Financial
Finance News

Modern Wealth Management Announces Acquisition of Midwest Financial

Business Wire
by Business Wire0
Firm successfully completes its fourth acquisition to expand Midwest Financial’s service offerings and accelerate organic growth Modern Wealth Management, a national registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and their clients, announced it has acquired the assets of Midwest Financial, located in......
1