Search Results for: investment management platform

Knot Closes $10 Million Series A Led by Nava Ventures To Transform Card-on-file Management
Digital Payments News

Knot Closes $10 Million Series A Led by Nava Ventures To Transform Card-on-file Management

PR Newswire
Knot, the platform that enables card issuers to automatically switch saved payment methods at the request of their users, announced a $10 million Series A raise led by Nava Ventures, with participation from Amex Ventures, Plaid, and 20+ world-leading CEOs and founders. The funding will be used to scale Knot’s services......
Idelic Introduces New Safety Suite Platform For Insurers
InsurTech News

Idelic Introduces New Safety Suite Platform For Insurers

Business Wire
A New Solution to Improve Commercial Fleet Insurance Profitability Idelic, a leading provider of advanced commercial driver performance management solutions, is proud to announce the launch of its first-to-market Safety Suite Platform for Insurers. This innovative solution addresses the challenges faced by insurers in risk pre-selection and monitoring, paving the......
Stephens Investment Banking Expands Technology Capabilities With New Sector Banker
Finance Investment Services News

Stephens Investment Banking Expands Technology Capabilities With New Sector Banker

PR Newswire
Stephens, an independent financial services firm, has hired Peter Gant to join the firm’s Investment Banking division as a Managing Director and Head of Technology. He will be based in Stephens’ Dallas office. “This solid foundation presents a great opportunity to further build momentum for Stephens in the technology sector.”......
Growth Equity Firm Edison Partners Adds Three New Hires to Investment and Value Creation Teams, Continues Expansion
Fintech Investment Services News

Growth Equity Firm Edison Partners Adds Three New Hires to Investment and Value Creation Teams, Continues Expansion

Business Wire
Edison Partners, a leading growth equity investment firm, announced the addition of three new hires, strengthening its investment and value creation teams. The latest members of the investment team are Shelby McKeown and Felix Rauch, and Nonnie Egbuna joins the Edison Edge team. Latest Fintech Interview Global Fintech Interview with......
ROTH MKM Announces the Addition of Doug Gonsalves as Head of Technology Investment Banking
Banking Investment Services News

ROTH MKM Announces the Addition of Doug Gonsalves as Head of Technology Investment Banking

Business Wire
ROTH MKM, a relationship-driven investment bank focused on serving growth companies and their investors, announced that Doug Gonsalves has joined the firm as Managing Director and Head of Technology Investment Banking. Doug has over 25 years of investment banking experience advising companies operating across the enterprise software and digital media......
Ramp Passes $600 Million in Savings; Chosen by Shopify as Its Sole Expense Management Provider
Finance News

Ramp Passes $600 Million in Savings; Chosen by Shopify as Its Sole Expense Management Provider

PR Newswire
Introduces new platform offering with advanced capabilities for complex businesses Ramp, the finance automation platform and first corporate card designed to help businesses spend less, has helped its 15,000+ customers collectively save more than $600 million and over 8.5 million hours of employee time by controlling spend and automating manual tasks. This figure grew......
Druid Ventures, Sponsored by SCP&CO, Scales Up Investments in Digital Asset Technologies While Others Flee
Investment Services News

Druid Ventures, Sponsored by SCP&CO, Scales Up Investments in Digital Asset Technologies While Others Flee

Business Wire
Launched on March 31st, 2022, Druid Ventures is one of the only dedicated digital asset funds in the Southeast USA and is on track to complete 25 – 30 investments (including follow-on rounds) by next year. Druid Ventures, a ~$13 million early-stage venture fund that is actively investing in digital......
RFG Advisory Secures Significant Growth Investment from Long Ridge Equity Partners
Investment Services News

RFG Advisory Secures Significant Growth Investment from Long Ridge Equity Partners

PR Newswire
The strategic capital will further RFG’s commitment to fueling the success of its independent advisor community. RFG Advisory, an innovative and fast-growing platform for independent advisors, announced that it has secured a substantial growth investment from Long Ridge Equity Partners, a private equity firm with significant experience in the financial......
Financial Information Technologies Announces Strategic Investment from General Atlantic
Fintech News

Financial Information Technologies Announces Strategic Investment from General Atlantic

Business Wire
Financial Information Technologies, LLC (“Fintech”), a leading technology provider serving the beverage alcohol industry, announced it has received a strategic investment from General Atlantic, a leading global growth equity firm. General Atlantic will join existing investor TA Associates (TA). Latest Fintech Interview: Global Fintech Interview with Jim Stickley, Chief Executive......
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