Tag : AUM

Largest Fintech Fund in Credit Union Industry History, Curql Fund II, Closes with $360 Million
Credit Bureaus Fintech News

Largest Fintech Fund in Credit Union Industry History, Curql Fund II, Closes with $360 Million

Business Wire
by Business Wire0
Curql’s $360M Fund II ranks among the top 25 U.S. venture capital fundraises in early 2025, signaling credit unions’ growing power in fintech innovation Curql, a collective of 160+ credit unions jointly investing in fintech, announced the final close of Curql Fund II at $360 million. The fund is 40% larger than......
Goldonline Launches Next-Generation CFD Trading Platform, Connecting to Global Financial Backbone
Finance News Trading

Goldonline Launches Next-Generation CFD Trading Platform, Connecting to Global Financial Backbone

GlobeNewswire
by GlobeNewswire0
Goldonline Global Ltd. announced the full launch of its next-generation trading execution system, officially connecting to Equinix NY4, one of the world’s top financial data centers. This significant deployment marks a key milestone in Goldonline’s construction of critical nodes within the global financial infrastructure network, solidifying its ongoing leadership in......
Ardian and ROYC Announce Partnership
Fintech Investment Services News

Ardian and ROYC Announce Partnership

Business Wire
by Business Wire0
ROYC, the leading global Platform-as-a-Service provider for alternative investments, and Ardian, one of Europe’s largest private investment firms managing and advising $180 billion in AuM, are happy to announce a partnership. ROYC will act as a key partner for Ardian in the rapidly growing private wealth segment in Europe. ROYC......
SAAS Startup Perfios Raises $229Million
B2B B2C Fintech News

Investing In Fintech SaaS Startup Perfios: Raises $229Million

Fintech Staff Writer
by Fintech Staff Writer0
Fintech company Perfios As part of its Series D funding round, Bengaluru-based fintech company Perfios has agreed to accept an investment of $229 Million from Kedaara Capital via a primary and secondary sale. The investment comes nearly 19 months after Perfios raised $70 million at a $400 million value, albeit......
Moran Wealth Management Announces Launch as Independent Registered Investment Advisor
Investments News

Moran Wealth Management Announces Launch as Independent Registered Investment Advisor

Fintech News Desk
by Fintech News Desk0
Moran Wealth Management, an investment management practice based in Naples, Florida, has announced its launch as an independent registered investment advisor. A boutique financial advisory practice with over $4 billion of assets under management (AUM) as of 5/31/22*, MWM provides comprehensive investment services for its sophisticated investors through personalized and customizable......
Voya Financial Completes Transfer of Majority of Allianz Global Investors US Business Begins New Strategic Distribution Partnership
Finance News

Voya Financial Completes Transfer of Majority of Allianz Global Investors US Business Begins New Strategic Distribution Partnership

Fintech News Desk
by Fintech News Desk0
Voya Financial, Inc, announced  that it has completed its previously announced transfer of certain assets and teams comprising the substantial majority of Allianz Global Investors’ (“AllianzGI”) U.S. business (“AGI U.S.”) to Voya Investment Management (“Voya IM”), the asset management business of Voya Financial. AllianzGI and Voya Financial announced on June......
As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals
Finance News

As Markets Tumble, Financial Advisors Rethink Growth Prospects, Finds Natixis Investment Managers 2022 Survey of Financial Professionals

Fintech News Desk
by Fintech News Desk0
Advisors look for double-digit growth in client assets, primarily from new and next-generation clients, but many overlook key client segments including women, LGBTQ and millennials Majority of client assets are now in model portfolios as advisor value proposition transitions from portfolio management to more holistic financial planning. One in four......
Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence
Finance News

Conquis Financial LLC Launches $200 Million New Advisory Firm with tru Independence

Fintech News Desk
by Fintech News Desk0
Katherine Simmonds selected tru for increased autonomy and an independent support model tru Independence, a national financial advisory partnership platform that provides breakaway and existing independent advisors with the support and resources needed to operate and grow, today announced that San Francisco-based advisor Katherine Simmonds, CFP®, has launched her new independent advisory......
Cary Street Partners To Acquire RIA Business from Atlantic Union Bank
Banking News

Cary Street Partners To Acquire RIA Business from Atlantic Union Bank

Fintech News Desk
by Fintech News Desk0
Atlantic Union Bankshares Corporation to Become a Strategic Investor in Cary Street Partners Cary Street Partners announced it has agreed to acquire Dixon, Hubard, Feinour & Brown, Inc. (“DHFB”) from Atlantic Union Bank, a wholly owned subsidiary of Atlantic Union Bankshares Corporation. Founded in 1981, DHFB is a Virginia-based wealth management......
MackeyRMS Introduces ESG Scorecards to Streamline Investment Selection, Monitoring and Reporting for ESG-Focused Portfolios
Fintech Fintech Funding Investment Services News

MackeyRMS Introduces ESG Scorecards to Streamline Investment Selection, Monitoring and Reporting for ESG-Focused Portfolios

Fintech News Desk
by Fintech News Desk0
The Release of ESG Scorecards Comes as Funds Applying ESG Investment Criteria Topped $1 Trillion AUM in Q2 2020 MackeyRMS, a provider of SaaS-based research management software built to give fundamental investment teams an easier way to create and share investment research in real time, today announced the release of......
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