Tag : Investment Management

Jakub Kubrak Launches Kubrak Wealth Advisors to Simplify Complex Wealth Management
Fintech News

Jakub Kubrak Launches Kubrak Wealth Advisors to Simplify Complex Wealth Management

GlobeNewswire
by GlobeNewswire0
Seasoned Financial Advisor Jakub Kubrak has launched his own independent Fiduciary firm, Kubrak Wealth Advisors, to simplify complex wealth management topics for everyday individuals. Drawing on more than a decade of experience at top financial institutions, including Fisher Investments, JPMorgan, and Texas Capital Bank, Kubrak now leads his firm with......
SoftPak Financial Systems CEO to Deliver Keynote ‘AI Revolution in Investment Management’ at RIA Edge Los Angeles 2025
Finance Investment Services News

SoftPak Financial Systems CEO to Deliver Keynote ‘AI Revolution in Investment Management’ at RIA Edge Los Angeles 2025

EIN Presswire
by EIN Presswire0
Naaz Scheik, CEO of SoftPak shares how RIAs can embed AI into portfolio, compliance, and client service at RIA Edge LA 2025. SoftPak Financial Systems, a leading provider of custom software solutions for the wealth management industry, announced that its Chief Executive Officer, Naaz Scheik, will deliver a keynote address at......
Manatt Adds Seasoned Investment Funds Partner to its Growing Corporate Practice
Fintech Investment Services News

Manatt Adds Seasoned Investment Funds Partner to its Growing Corporate Practice

GlobeNewswire
by GlobeNewswire0
Peter Tsirigotis brings nearly 30 years of experience advising domestic and international clients on fund formation, investment management, securities and financial services regulation Manatt, Phelps & Phillips, LLP, a multidisciplinary, integrated professional services firm, announced the arrival of Washington, D.C.-based Partner Peter Tsirigotis to the Firm’s M&A, Private Equity, Capital Markets......
Ridgeline Expands Leadership Team with Appointments of Daniel Eriksson and Lisa Faucher
Fintech Investment Services News

Ridgeline Expands Leadership Team with Appointments of Daniel Eriksson and Lisa Faucher

Cision PRWeb
by Cision PRWeb0
Industry leaders bring world-class expertise from investment management and enterprise SaaS domains Ridgeline, the AI-embedded cloud platform for investment management, announced the appointments of Daniel Eriksson as Senior Vice President of Product Strategy, and Lisa Faucher as Senior Vice President of People and Operations. In their respective roles, Eriksson will define and execute......
Allvue Redefines Workflow Intelligence in Private Equity and Fund Administration with AI Agent
Fintech Investment Services News

Allvue Redefines Workflow Intelligence in Private Equity and Fund Administration with AI Agent

Business Wire
by Business Wire0
Allvue Systems, LLC, a leading provider of investment management technology solutions for alternative asset managers, announced the launch of Andi for Fund Accounting. Andi, an advanced AI-powered knowledge agent, is now available to private equity and fund administration professionals using Allvue’s Fund Accounting platform. Leveraging Allvue’s secure Agentic AI Platform,......
Wealthbox Integrates with Envestnet for Smarter Investment Management
Fintech Investment Services News

Wealthbox Integrates with Envestnet for Smarter Investment Management

PR Newswire
by PR Newswire0
Wealthbox is excited to announce a new integration with Envestnet, infusing powerful investment management capabilities directly into advisors’ Wealthbox CRM platform. With this integration, advisors can seamlessly access Envestnet account and position information, navigate between platforms using single sign-on, and initiate investment proposals—all within Wealthbox. The seamless connection between these two essential......
Margarita Finance Launches Agentic Stablecoin Technology with 20% APY Yield-Bearing Token
Finance Investment Services News

Margarita Finance Launches Agentic Stablecoin Technology with 20% APY Yield-Bearing Token

EIN Presswire
by EIN Presswire0
DeFAI Protocol Simplifies Onchain Investment Management Through AI-Powered Custom Vaults and SOL20 Stablecoin Margarita Finance announced the launch of its agentic stablecoin technology to an invite-only user base this week, introducing a DeFAI protocol that automates AI-based institutional investment management through yield-bearing stablecoins. The company’s new protocol autonomously builds and issues......
PureFacts Financial Solutions to Enhance Revenue Management Capabilities with BNY Pershing
Fintech Investment Services News

PureFacts Financial Solutions to Enhance Revenue Management Capabilities with BNY Pershing

Business Wire
by Business Wire0
PureFacts identified as select provider for Pershing clients’ fee billing and advisor compensation and incentive planning and management needs. PureFacts Financial Solutions, the leading provider of revenue management and optimization solutions for the investment management industry, announced a deepened relationship with BNY Pershing as the select provider for their clients’ billing......
Deloitte Releases 2025 Financial Services Industry Predictions Report
Finance Fintech News

Deloitte Releases 2025 Financial Services Industry Predictions Report

PR Newswire
by PR Newswire0
Disruptive forces including evolving market dynamics and technology advancement may reshape banking and capital markets, investment management, insurance, and commercial real estate by 2030 Deloitte released its “2025 Financial Services Industry Predictions” series, which outlines some of the most significant emerging trends across the financial services industry over the next three......
Clearwater Analytics Finalizes Acquisition of Enfusion
Fintech Investment Services News

Clearwater Analytics Finalizes Acquisition of Enfusion

Business Wire
by Business Wire0
Clearwater Will Deliver Industry’s First Unified, Cloud-Native Front-to-Back Platform for Institutional Investors Clearwater Analytics, the most comprehensive technology platform for investment management, announced the successful completion of its acquisition of Enfusion, Inc. a leader in software-as-a-service (SaaS) solutions for the investment management and hedge fund sectors, in a deal valued......
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