Tag : AUM

SAAS Startup Perfios Raises $229Million
B2B B2C Fintech News

Investing In Fintech SaaS Startup Perfios: Raises $229Million

Fintech Staff Writer
by Fintech Staff Writer0275
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 Desk0296
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 Desk0501
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 Desk0270
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 Desk0339
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 Desk0471
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 Desk0418
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......
AC Milan to Join Sports Crypto Movement with Launch of $ACM Fan Token
Banking Fintech News

SmartAsset’s Live Connections Recognized Among ‘Best Wealth Management Solution’

Fintech News Desk
by Fintech News Desk0590
SmartAsset, an award-winning financial technology company that helps more than 65 million people each month make smart financial decisions, today announced that its Live Connections program has been recognized as a ‘Best Wealth Management Solution’ finalist at the 2020 Finovate Awards. The Finovate Awards recognize the best and brightest in the fintech......
QuantConnect Increases Access to Alpha Streams Market
News Trading

QuantConnect Increases Access to Alpha Streams Market

Fintech News Desk
by Fintech News Desk0487
More funds can now license alphas from QuantConnect’s community of over 110,000 algorithmic traders QuantConnect today announced expanded access to its pioneering Alpha Streams market, the world’s first marketplace for alpha where funds can shop for and license algorithmic trading strategies. By lowering the minimum AUM threshold for trading firms looking......
AssetBook Enhances Portfolio Reporting for Financial Advisors
Fintech News Robotic Process Automation

AssetBook Enhances Portfolio Reporting for Financial Advisors

Fintech News Desk
by Fintech News Desk0427
AssetBook announced the release of Pulse by AssetBook, containing enhanced features for portfolio monitoring and reporting. AssetBook continues to develop innovative portfolio management solutions for wealth advisors, leveraging years of experience in building powerful, secure and scalable applications. Built on an open API, Pulse seamlessly integrates as an additional technology......
1