Search Results for: real estate portfolio

StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services
Fintech News

StrateFi Wealth Management Launches With Support of LPL Strategic Wealth Services

Fintech News Desk
by Fintech News Desk0
LPL Financial LLC  announced that financial advisors Jason Sherr and Merrick Nguyen have launched a new independent practice, StrateFi Wealth Management, through affiliation with LPL Financial’s Strategic Wealth Services (SWS) model designed to support the unique needs of breakaway advisors. The advisors reported having served approximately $235 million in advisory, brokerage......
CIT Provides $28.2 Million in Financing for California Apartment Complex Development
Finance News

CIT Provides $28.2 Million in Financing for California Apartment Complex Development

Fintech News Desk
by Fintech News Desk0
CIT Group Inc. announced that its Real Estate Finance business provided $28.2 million in financing for construction of the Via Del Lago apartments in the Moreno Valley region of Greater Los Angeles. Via Del Lago is planned as a 135-unit multifamily apartment complex in the attractive Rancho Belago real estate submarket. Amenities in the complex will include a swimming......
Nayax Appoints Four New Board Members
Commerce Digital Payments Fintech News

Nayax Appoints Four New Board Members

Fintech News Desk
by Fintech News Desk0
Following approval at the shareholder meeting held on August 3, four technology veterans will join the Audit Committee, Balance Sheet Committee and Remuneration Committee effective immediately Nayax Ltd., a global commerce enablement and payments platform designed to help merchants scale their business, announced the nomination of four new board members......
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......
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......
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,......
Kin, the Only Pure-Play Direct-to-Consumer Home Insurance Technology Company, to Go Public
InsurTech News

Kin, the Only Pure-Play Direct-to-Consumer Home Insurance Technology Company, to Go Public

Fintech News Desk
by Fintech News Desk0
Kin Insurance, Inc. and Omnichannel Acquisition Corp. (NYSE: OCA) Enter Into Business Combination Agreement; Transaction Implies An Approximate $1.03 Billion Combined Company Pro Forma Enterprise Value Kin Also Announces Plans for National Expansion; Signs Agreement to Acquire Inactive Insurance Carrier with Licenses in More than 40 States Kin’s Proprietary Technology......
Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida
Fintech Investments News

Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida

Fintech News Desk
by Fintech News Desk0
UBS Private Wealth Management announced today that a six-person Financial Advisor team has joined the firm in Tampa, Florida. The team offers a broad range of multigenerational wealth management services, including portfolio and investment strategies, corporate and individual retirement and 401(k) planning, liquidity events, succession planning, estate planning, wealth transfer planning and philanthropy.......
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