Tag : family offices

Swedish Tech Startup DealPotential Secures $1M Seed Funding for Global Growth and Industry Innovation
Investment Services News

Swedish Tech Startup DealPotential Secures $1M Seed Funding for Global Growth and Industry Innovation

EIN Presswire
by EIN Presswire0
DealPotential secures $1M to boost its Investment Intelligence Platform, aiming to reshape decision-making in the investment sector. DealPotential, a Swedish tech startup specializing in the investment industry, has successfully closed a $1 million Seed funding round. This achievement represents a significant step forward in the company’s mission to empower investment professionals......
FFL Partners Makes Strategic Investment in Abacus Group, a Leading IT Managed Services Provider Focused on Financial Services
Finance News

FFL Partners Makes Strategic Investment in Abacus Group, a Leading IT Managed Services Provider Focused on Financial Services

Fintech News Desk
by Fintech News Desk0
Firm Specializes in Serving Leading Investment Management Firms Including Hedge Fund, Private Equity, Venture Capital, and Family Offices FFL Partners (“FFL”), a private equity firm focused on growth investments in tech-enabled business services and healthcare companies, today announced that it has completed a strategic growth investment in Abacus Group (“Abacus,”......
FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards
Banking Fintech InsurTech Investment Services News Risk Management

FIS Unity Wealth Management Platform Named Best Technology Platform For Family Offices At Private Asset Management Awards

Fintech News Desk
by Fintech News Desk0
FIS Unity was named Best Technology Platform for Family Offices at the 2021 Private Asset Management (PAM) Awards. FIS was also recognized as Best Family Office Service Provider – New Innovations for its wealth management solutions. Financial technology leader FIS®  has received two awards for its wealth management solutions and services at......
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Caissa Announces New, Pan-Asset Class Dashboards

Fintech News Desk
by Fintech News Desk0
BNY Mellon among organizations leveraging Caissa to offer clients this unique dashboard customization capability, to be demonstrated on Caissa’s upcoming webinar. Caissa, LLC, the leading data and investment technology provider for endowments, foundations, pension funds, family offices, and outsourced CIOs, has released new customizable dashboards. The new feature allows clients......
Artificial Intelligence Business Fintech Fintech Funding

MaxMyInterest Announces Morningstar Integration

Fintech News Desk
by Fintech News Desk0
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Morningstar® ByAllAccounts®, the award-winning data aggregation service, to meet the needs of advisors seeking better ways to deliver a higher yield on client cash. Max lets financial advisors offer an industry-leading solution......
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