Search Results for: wealth manager

AssetLink Launches First AI-Powered Bidirectional Platform for Investment Discovery
Artificial Intelligence Fintech News

AssetLink Launches First AI-Powered Bidirectional Platform for Investment Discovery

Fintech News Desk
by Fintech News Desk0
Asset Link is connecting asset managers, advisors, and accredited investors to revolutionise capital introductions AssetLink, an AI-powered, bidirectional platform for asset managers and financial advisors, officially launches today. Led by Devon Drew, founder & CEO, the platform connects buyers and sellers, bringing efficiency and to investment discovery. “The future of......
The Mission Driven Bank Fund Names Performance Trust as Capital Markets Advisor and Structuring Agent to The Fund
Banking News

“The Mission Driven Bank Fund Partners with Performance Trust Capital Partners “

PR Newswire
by PR Newswire0
The Fund taps Performance Trust to advise on its mission-driven bank capital investments. Performance Trust, the largest full-service investment bank focused on community financial institutions, has established a dominant presence in the capital raising and advisory space to CDFIs and MDIs nationwide. The Mission Driven Bank Fund (“The Fund”) and......
Star Mountain Closes Lending Fund IV Above Target
Fintech Investments News

Star Mountain Closes Lending Fund IV Above Target

Business Wire
by Business Wire0
Star Mountain Capital, a private credit and secondaries specialist investment firm focused on delivering systematic alpha and uncorrelated market returns from the harder to access U.S. lower middle-market, announced it closed its direct lending Fund IV above its $750 million LP capital target at approximately $1.2 billion (committed capital including......
Leo Ventures Launches 10 Million Venture Capital Fund to Finance Tech Startups
Finance News

Leo Ventures Launches 10 Million Venture Capital Fund to Finance Tech Startups

GlobeNewswire
by GlobeNewswire0
Leo Ventures emerges as a powerhouse in tech investments, setting the stage for a new era of innovation with a 10 Million fund Singapore-based venture capital firm, Leo Ventures, emerges as a powerhouse in tech investments, setting the stage for a new era of innovation with a 10 Million fund. As......
Yahoo Finance Debuts New Design and Features to Empower Everyday Investors
Fintech Investment Services News

Yahoo Finance Debuts New Design and Features to Empower Everyday Investors

Business Wire
by Business Wire0
The #1 Consumer Finance Property Unveils New Investing Tools and Expanded News Coverage Yahoo today announced the rollout of a new design and features for Yahoo Finance, the #1 consumer finance property with an audience of over 90 million monthly US visitors.* The initial update includes a fresh desktop and......
Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs
Investment Services News

Morningstar Investment Management & Envestnet Team Up to Deliver Personalized IRAs

PR Newswire
by PR Newswire0
New Managed Accounts Offering Will Enable Asset Management Firms to Offset High Cost of Administering IRA The IRA Accounts and Servicing will be Powered by Leading Fintech Company, IRALOGIX The retirement groups within Morningstar Investment Management LLC (“Morningstar Retirement”), a subsidiary of investing insights firm Morningstar, and Envestnet, a leading......
Women We Admire Announces Top 50 Women Leaders in Investment Management of 2023
Fintech News

Women We Admire Announces Top 50 Women Leaders in Investment Management of 2023

PR Newswire
by PR Newswire0
Please join us in celebrating the accomplishments of The Top 50 Women Leaders in Investment Management of 2023 Please join us in celebrating the accomplishments of The Top 50 Women Leaders in Investment Management of 2023. Put simply, investment management refers to the supervision of financial assets and investments, extending......
Ninepoint Partners Closes 2023 Short Duration Flow-Through LP With Over $20 Million In Proceeds
Fintech News

Ninepoint Partners Closes 2023 Short Duration Flow-Through LP With Over $20 Million In Proceeds

GlobeNewswire
by GlobeNewswire0
Ninepoint Partners LP (“Ninepoint”) is pleased to announce that the Ninepoint 2023 Short Duration Flow-Through Limited Partnership (the “Partnership”) has completed the second and final closing in connection with its offering of Class A and Class F limited partnership Units (the “Units”) pursuant to a prospectus dated September 27, 2023.......
FX Tampa Delivers Diverse Product Range to Japanese Traders
Fintech News Trading

FX Tampa Delivers Diverse Product Range to Japanese Traders

Business Wire
by Business Wire0
Delivering superior customer satisfaction, extensive market knowledge, and advanced technical infrastructure, FX Tampa brings a wealth of over 200 financial instruments to Japanese traders, backed by 20 years of experience in financial markets and a decade in the forex sector. As Japanese retail investors’ interest in financial markets and investment......
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