Search Results for: investment products

M Financial Selects Proteus as an Alternative Investment Partner
Finance Investment Services News

M Financial Selects Proteus as an Alternative Investment Partner

Fintech News Desk
Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform. M Financial will leverage Proteus’ leading technology platform and related infrastructure to seamlessly offer alternative investments throughout their Member Firms in both wealth management accounts and in insurance-based separate accounts. M Financial Group will make available to......
Seismic Partners With Leading Investment Banks to Increase Productivity Through Automation
Finance News

Seismic Partners With Leading Investment Banks to Increase Productivity Through Automation

Fintech News Desk
Investment banks turn to enablement tech to drive digital transformation, attract fresh talent, and drive more deals Seismic, the global leader in enablement, shared several product capabilities to aid investment banks in their digital transformation journeys, including technology for content automation and distribution, AI-powered insights and analytics, social media engagement,......
Oppenheimer Selects +SUBSCRIBE to Power Alternative Investment Platform
Investments News

Oppenheimer Selects +SUBSCRIBE to Power Alternative Investment Platform

Fintech News Desk
Innovative enterprise software streamlines workflows for advisors across the full life-cycle of alternative investment funds +SUBSCRIBE, the leading platform for centralizing and managing private market fund transactions, announced its selection by Oppenheimer & Co. Inc, a leading global private bank and wealth management business, to provide a custom alternative investment......
Trive South Africa, the New Investment Company, Begins Client Onboarding
Investment Services News

Trive South Africa, the New Investment Company, Begins Client Onboarding

Fintech News Desk
Trive South Africa has announced it has begun onboarding clients. Based in Bryanston, Johannesburg, Trive South Africa is a new multi-asset investment firm, providing digitally advanced competitive offerings and products, bringing to clients a seamless trading experience. Trive South Africa offers a wide selection of diverse investment products to suit client’s......
Enate Announces Its Latest Investment Round Of £2 Million And Unveils A New CEO As It Accelerates The Growth Of Its Intelligent Automation Platform
Fintech Funding Investment Services News

Enate Announces Its Latest Investment Round Of £2 Million And Unveils A New CEO

Fintech News Desk
This latest funding round and support from Mercia is designed to accelerate Enate’s vision to become an Intelligent Automation leader and extend its no-code process orchestration platform globally Enate, a fast-growing and pioneering intelligent automation platform, announced it has received a follow-on investment round of £2 million from Mercia, a......
bolttech Secures Series B Investment to Continue the Company’s Rapid Global Growth
InsurTech News

bolttech Secures Series B Investment to Continue the Company’s Rapid Global Growth

Fintech News Desk
Tokio Marine, alongside other shareholders, will lead bolttech’s Series B funding round that follows its largest ever Series A raised by an insurtech bolttech, one of the world’s fastest growing international insurtech companies, announced Tokio Marine, alongside other shareholders, will lead bolttech’s Series B funding round. The investment values bolttech,......
CUBE Announces Strategic Growth Investment from Bregal Milestone
Investment Services News

Bregal Milestone Announces Strategic Growth Investment in CUBE

Fintech News Desk
Bregal Milestone, (“Milestone”), a leading technology growth capital firm with c.€1.2 billion of capital raised dedicated to investments in high-growth, market-defining technology companies, announced a strategic growth investment in CUBE Global (“CUBE”), a global leader in Automated Regulatory Intelligence (“ARI”). Terms of the transaction were not disclosed. Latest Fintech Insights......
Investments News

Dynasty Financial Partners And Allocate Partner To Give Rias Access To Venture Capital Investment Opportunities

Fintech News Desk
Allocate, a digital investment platform that provides investors a streamlined way to access venture funds and co-investments, today announced a partnership with Dynasty Financial Partners, a provider of back and middle-office outsourced solutions for registered investment advisors (RIAs). The partnership will provide Dynasty network partner RIAs with a digital solution......
Ardian and iCapital® Partner to Broaden Private Markets Investment Access for Wealth Managers Globally
Investment Services Investments News

Ardian and iCapital Partner to Broaden Private Markets Investment Access for Wealth Managers Globally

Fintech News Desk
Ardian’s network of wealth managers serving high-net-worth clients will gain streamlined access to Ardian’s offerings via customized technology and solutions powered by iCapital. Ardian, a world leading private investment house, has entered into a partnership with iCapital1, the leading global fintech platform driving access and efficiency in alternative investing for the......
Germania Insurance to Accept and Disburse Payments Using Both PremiumPay and ClaimsPay Products from One
Digital Payments News

Germania Insurance to Accept and Disburse Payments Using Both PremiumPay and ClaimsPay Products from One

Fintech News Desk
One , the leading payments network for the insurance industry, announced that Germania Insurance, the largest farm mutual insurance company in Texas, has selected One Inc’s ClaimsPay and PremiumPay products for a fully integrated and digitized customer payment disbursement experience. The implementation will create a more synchronized company workflow by......
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