Search Results for: portfolio management

Westwood to Acquire Salient Partners’ Asset Management Business
Investment Services News

Westwood to Acquire Salient Partners’ Asset Management Business

Fintech News Desk
by Fintech News Desk0
Strategic Combination Creates Strong Investment Management Boutique With Specialization and Scale Across U.S. Equity, Multi-Asset, Real Assets and Alternatives Westwood Holdings Group, Inc., a Dallas-based investment management boutique and wealth management firm, has entered into a definitive agreement with Salient Partners, L.P. (“Salient”), a Houston-based investment firm, and its related......
Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes
Finance News

Vise Partners with Paul Hatch’s Vestria Capital to Help Financial Advisors Create Custom Portfolios in Minutes

Fintech News Desk
by Fintech News Desk0
Vise, the technology platform that allows financial advisors to build custom portfolios for their clients in minutes, is partnering with Vestria Capital, a new RIA accelerator led by Paul Hatch that provides flexible capital to growth-oriented firms. A 30-year veteran of the financial advisory industry, Mr. Hatch is the former Vice Chairman......
MassMutual Becomes Equity Investor in Kudu Investment Management
InsurTech Investment Services News

MassMutual Becomes Equity Investor in Kudu Investment Management

Fintech News Desk
by Fintech News Desk0
Kudu Investment Management, LLC (Kudu), an independent provider of permanent capital solutions to asset and wealth managers worldwide, announced that Massachusetts Mutual Life Insurance Company (MassMutual), a leading U.S. mutual life insurance company, has become an equity investor – joining White Mountains Insurance Group, Ltd.. Since 2018, New York-based Kudu has......
Marqeta Adds Evolve Bank & Trust as Bank Partner to Expand Program Management Capabilities
Banking News

Marqeta Adds Evolve Bank & Trust as Bank Partner to Expand Program Management Capabilities

Fintech News Desk
by Fintech News Desk0
With Evolve’s Unique Banking-as-a-Service Solutions, Marqeta Diversifies its Offering, Increasing Flexibility and Speed for Customers Marqeta, the global modern card issuing platform, announced the addition of Evolve Bank & Trust as a new bank partner to offer additional solutions for customers that take advantage of Marqeta’s full program management capabilities.......
Joffre Capital Announces Successful Fundraise at Portfolio Company Coins.ph
Investment Services News

Joffre Capital Announces Successful Fundraise at Portfolio Company Coins.ph

Fintech News Desk
by Fintech News Desk0
Joffre Capital, a technology-focused investment firm, announced the completion of a $30 million Series C funding round at portfolio company coins.ph, the Philippines’ leading fiat and crypto wallet services provider. The round was led by Ribbit Capital, and joined by other strategic investors. “We are thrilled to be able to......
Swiss Private Bank Selects Temenos to Digitally Transform Wealth Management Services
Banking News

Swiss Private Bank Selects Temenos to Digitally Transform Wealth Management Services

Fintech News Desk
by Fintech News Desk0
Temenos open platform gives Mirabaud agility to adapt to changing investment opportunities and client expectations Temenos, the cloud banking platform, announced that Mirabaud, the Swiss private bank, has selected Temenos to move from a traditional on-premise system to a digital end-to-end wealth management platform on Temenos Banking Cloud. With the......
Horizon Technology Finance Management Expands Operations and Investment Teams
Investment Services News

Horizon Technology Finance Management Expands Operations and Investment Teams

Fintech News Desk
by Fintech News Desk0
Horizon Technology Finance Management LLC, a registered investment adviser that underwrites and manages secured loans made to companies in the technology, life science, healthcare information and services, and sustainability industries, and the manager and adviser for Horizon Technology Finance Corporation, announced that it has added six professionals across its operations,......
Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations
Investment Services News Trading

Orion to Acquire TownSquare Capital and Expand its Wealth Management Operations

Fintech News Desk
by Fintech News Desk0
TownSquare’s full-service investment and trading platform will add $6 billion to Orion’s $60 billion in TAMP assets Orion Advisor Solutions, a leading provider of transformative wealthtech solutions for fiduciary advisors, announced a definitive agreement to expand its existing wealth management business by acquiring TownSquare Capital (TownSquare). Serving the financial advisor......
HOAM Ventures Adds TownSq To Fast-Growing PropTech Portfolio
Investment Services News

HOAM Ventures Adds TownSq To Fast-Growing PropTech Portfolio

Fintech News Desk
by Fintech News Desk0
TownSq Acquisition Solidifies HOAM Ventures Expanded PropTech Footprint in Managed Community Sector HOAM Ventures, an independently operated investment firm specializing in PropTech and real estate technology, has acquired TownSq, the community management industry’s leading technology provider of global community living solutions. TownSq offers “Enterprise Level” community management services designed to......
OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform
Finance Fintech News

OneVest Raises CAD $5 Million and Launches Canada’s First Embedded Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
OneVest, an embedded wealth management platform serving fintechs, digital banks and financial institutions, announced that it has secured $5M in venture financing to expand the team, grow sales and drive product development. “Our mission is to make investing more accessible to everyone, and available anytime, anywhere and through any channel.”......
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