Search Results for: investment strategies

Risk Strategies Acquires Parady Financial Group
News Risk Management

Risk Strategies Acquires Parady Financial Group

GlobeNewswire
by GlobeNewswire0
Adds to specialty capabilities of National Financial and Wealth Services Practice Risk Strategies, a leading national specialty insurance brokerage and risk management and consulting firm, today announced its acquisition of Parady Financial Group, Inc., a Florida-based firm focused on helping retirees achieve and maintain financial security in retirement. The acquisition......
Lateral Investment Management Expands Distribution Team to Focus on Retail Channel
Investment Services News

Lateral Investment Management Expands Distribution Team to Focus on Retail Channel

Business Wire
by Business Wire0
Lateral Investment Management, a private investment firm focused on transformational growth at owner-operated middle market businesses in North America, announced the expansion of its sales team with the addition of Betsy Ward as Director of National Accounts, Angela Clakley as Vice President of Internal Sales, and Ken Johnson as Regional......
Trinity Hunt Partners Announces Strategic Investment in Supreme Optimization
Investment Services News

Trinity Hunt Partners Announces Strategic Investment in Supreme Optimization

PR Newswire
by PR Newswire0
Trinity Hunt Partners, a growth-oriented private equity firm focused on services businesses, is pleased to announce a majority investment in Supreme Optimization, a digital marketing agency focused exclusively on life sciences. Supreme was founded in 2015 and has grown rapidly to become a thought leader in the life sciences marketing......
Masttro Secures $43 Million Growth Equity Investment Led By FTV Capital
Fintech Funding News

Masttro Secures $43 Million Growth Equity Investment Led By FTV Capital

Business Wire
by Business Wire0
Investment will expand Masttro’s global reach as leading software platform serving high-net worth ecosystem Masttro, a leading wealth tech company serving family offices, financial advisors and large institutions managing the wealth of ultra-high-net worth (UHNW) families, announced a $43 million growth equity investment. The funding was led by FTV Capital,......
Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments
Finance Investment Services News

Only 2% of Americans Can Identify Financial Solutions With Tax Advantages, Despite One-Third Wanting to Prioritize These Investments

Business Wire
by Business Wire0
Company shares five tax-efficient strategies to consider as part of a holistic financial plan As consumers focus on filing their taxes and spending those returns, a new study reveals a need for increased awareness around tax-efficient financial strategies. Lincoln Financial Group’s Consumer Sentiment Tracker reports that only 2% of Americans can correctly......
94% Of Banks Eyeing Investment in Modern Payment Tech, to Keep Pace with Fintech Innovation
Digital Payments News

94% Of Banks Eyeing Investment in Modern Payment Tech, to Keep Pace with Fintech Innovation

PR Newswire
by PR Newswire0
Research from Aite-Novarica Group, supported by Finastra, indicates that banks must invest in new technologies as business customers demand more robust payment capabilities Aite-Novarica Group research reveals that payments is an important area of growth and innovation within the commercial banking space, and legacy systems cannot support end-user demand for......
BestEx Research Secures $10 Million Investment
Investment Services News

BestEx Research Secures $10 Million Investment

PR Newswire
by PR Newswire0
Award-Winning Algorithmic Execution Platform Continues Expansion BestEx Research Group LLC, an independent provider of high-performance algorithmic execution solutions for equity, futures and foreign exchange trading, is pleased to announce a $10 million follow-on investment from its existing investors. The investment will allow BestEx Research to accelerate its growth, expanding its global team......
Upshot Enters NFT Lending Space With Managed Strategies Backed By Its Industry-Leading Appraisals
Fintech News

Upshot Enters NFT Lending Space With Managed Strategies Backed By Its Industry-Leading Appraisals

Business Wire
by Business Wire0
Breadth And Accuracy Of ML Appraisal Models To Provide More Reliable LTV For Lenders Upshot, a firm building financial infrastructure for NFTs and other traditionally illiquid assets, has announced its entrance into the NFT lending space. Utilizing their Machine Learning-powered NFT appraisals with industry-leading breadth of coverage – over 100M......
CloudShare Report: Investment in Virtual Software Experiences Is on the Rise
B2B News

CloudShare Report: Investment in Virtual Software Experiences Is on the Rise

Fintech News Desk
by Fintech News Desk0
Emboldened by tools that enable personalized experiences and boost engagement, B2B software vendors are spending more money than ever on virtual sales and training CloudShare, the product experience company, has published its 2023 State of  Virtual Sales and Training Experiences report. The big takeaway is that interest in virtual sales and......
Commerce DeFi News Technology

DeFi Investment Platform Parcl Launches Protocol Offering Novel Approach To Real Estate Exposure

Fintech News Desk
by Fintech News Desk0
Parcl announced the launch of the real estate investment platform, the Parcl Protocol, allowing users to trade the price movements of real estate markets around the world. Users can now invest in and trade specific geographical markets, which can be used for directional investment and hedging strategies in a traditionally opaque......
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