Search Results for: portfolio managers

Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human
Finance Fintech News

Finance Industry Veterans Join Altruist to Make Independent Financial Advice Better, More Accessible, and More Human

Fintech News Desk
by Fintech News Desk0
Grace Mellis joins as Chief Financial Officer and Adam Grealish as Head of Investments, building on strong company growth and significant adoption of its modern RIA platform Altruist, the all-in-one custodial solution for modern financial advisors, announced two powerhouse leadership team hires. Grace Mellis, a former JPMorgan Chase managing director,......
LiquidX Named Finalist for Singapore Global FinTech Awards 2021
Fintech News

Coface Singapore – First Insurer in Asia-Pacific to Join the LiquidX Digital Trade Credit Insurance Platform

Fintech News Desk
by Fintech News Desk0
LiquidX, the global fintech solutions provider for working capital, trade finance, and insurance, announced that Coface Singapore Branch has joined its LiquidX 360 digital platform. The state-of-the-art tech platform offers enhanced operational efficiency and transparency for all participants in the trade credit insurance market, including carriers, brokers, and policyholders. Coface Singapore......
Jetty Announces New Strategic Sales Hires
Finance Fintech News

Jetty Announces New Strategic Sales Hires

Fintech News Desk
by Fintech News Desk0
Multifamily sales leaders will support Jetty’s continued expansion across the US Jetty, the financial services company on a mission to make renting a home more affordable and flexible, announced the hiring of Karen Blue and Marlo Simmons, two highly experienced multifamily sales leaders who will join the company’s strategic sales team. Karen......
Juniper Square Launches Institutional Reporting, a Revolutionary Investment Data Network
Investments News

Juniper Square Launches Institutional Reporting, a Revolutionary Investment Data Network

Fintech News Desk
by Fintech News Desk0
Game-changing solution streamlines institutional investor reporting with a centralized record of performance and asset data that GPs manage and control Juniper Square, the leading provider of investment management solutions for commercial real estate (CRE), today announced the launch of Institutional Reporting, the industry’s first networked reporting system designed to unite......
iCapital Network® Raises $440 Million in Latest Funding Round to Enhance Client Offerings
Fintech News

iCapital Network® Raises $440 Million in Latest Funding Round to Enhance Client Offerings

Fintech News Desk
by Fintech News Desk0
Temasek leads investment round joined by new investors Owl Rock, MSD Partners, Noah Holdings, and Golub Capital Existing investors WestCap, Ping An, Blackstone, UBS, Pivot, BNY Mellon, Wells Fargo, Morgan Stanley and Goldman Sachs Asset Management commit additional capital Latest financing will drive organic growth through technology advancements, operational investments,......
RIMES Adds ESG Solution to Its Managed Data Services
Finance Fintech Investments News

RIMES Adds ESG Solution to Its Managed Data Services

Fintech News Desk
by Fintech News Desk0
New service solves the problem of ESG data management for Investment Managers looking to identify truly sustainable assets RIMES, a strategic data partner for financial institutions, launches its ESG data management solution, powered by RIMES’ Managed Data Services (MDS). A new, cost-effective and flexible solution, it helps asset management firms......
OppFi Board of Directors Will Bring Diverse Experience in Driving Growth, Innovation, and Customer-Centric Excellence
Fintech News

OppFi Board of Directors Will Bring Diverse Experience in Driving Growth, Innovation, and Customer-Centric Excellence

Fintech News Desk
by Fintech News Desk0
Company will celebrate its recent listing on the New York Stock Exchange by ringing The Closing Bell® on July 27 OppFi Inc., a leading financial technology platform that powers banks to help the everyday consumer gain access to credit, announced it will celebrate its listing on the New York Stock......
CarVal Investors Launches Clean CLO Product Line
Investments News

CarVal Investors Launches Clean CLO Product Line

Fintech News Desk
by Fintech News Desk0
CarVal Investors, an established global alternative investment manager, announced the launch of the CarVal Clean CLO platform. The CLOs managed by the platform will utilize a new ESG risk assessment technology to pursue a high-performing, ESG-optimized portfolio which will be driven by proprietary technology developed by CarVal Investors and Insig......
Thoma Bravo Announces Merger of Calypso Technology and AxiomSL
Finance Fintech News Risk Management

Thoma Bravo Announces Merger of Calypso Technology and AxiomSL

Fintech News Desk
by Fintech News Desk0
Merger creates leading platform for driving automation and simplification of end-to-end workflows for trading, treasury, risk management, and regulatory compliance Transaction Follows Closing of Thoma Bravo’s Previously Announced Acquisition of Calypso Thoma Bravo, a leading software investment firm, announced the merger of Calypso Technology Inc. (“Calypso”), a provider of cloud-enabled,......
Hazeltree and Lionpoint Partner to Drive Treasury Management Modernization to Private Capital Markets
Banking Investments News

Hazeltree and Lionpoint Partner to Drive Treasury Management Modernization to Private Capital Markets

Fintech News Desk
by Fintech News Desk0
Hazeltree, the leading provider of integrated treasury management and portfolio finance solutions for investment managers, and Lionpoint Group, a global consulting firm for digital transformation in the alternative investments industry, today announced a strategic alliance.  Working with Hazeltree, Lionpoint officially launched its Treasury Management practice, focusing on private capital markets,......
1