Tag : financial advisor

ZRG Raises New Growth Capital
Investment Services News

ZRG Raises New Growth Capital

Fintech News Desk
by Fintech News Desk0
ZRG closes significant investment from new and existing shareholders to accelerate growth of global talent advisory platform ZRG, a global talent advisory firm and portfolio company of RFE Investment Partners, announced that it has secured a new secondary equity investment from a consortium of new and existing institutional investors led......
Idaho-Based Tree City Advisors Joins Apollon Wealth Management
Finance News

Idaho-Based Tree City Advisors Joins Apollon Wealth Management

Fintech News Desk
by Fintech News Desk0
Boise firm is an independent RIA built on great ethics and high-quality service Apollon Wealth Management, LLC, a leading wealth management solutions firm, is excited to announce the addition of Tree City Advisors, LLC, an independent RIA practice in Boise, Idaho. With this partnership, Tree City Advisors clients will benefit......
Vector Capital Completes $100 Million Investment in Malwarebytes
Investment Services News Security

Vector Capital Completes $100 Million Investment in Malwarebytes

Fintech News Desk
by Fintech News Desk0
Vector Capital, a leading private equity firm specializing in transformational investments in established technology businesses, announced that it has successfully closed its previously announced $100 million minority investment in Malwarebytes, a global leader in real-time cyber protection. In connection with the closing, Vector Capital Managing Directors Sandy Gill and Dave......
CrossCountry Consulting Recapitalized by Investcorp
Finance Investment Services News

CrossCountry Consulting Recapitalized by Investcorp

Fintech News Desk
by Fintech News Desk0
RLH Equity Partners is pleased to announce that Investcorp, a global alternative investment firm, and Public Sector Pension Investment Board have acquired a majority ownership position in RLH’s portfolio company, CrossCountry Consulting from RLH and CrossCountry management. RLH reinvested in the recapitalization transaction, reflecting our confidence in the Company’s outstanding management team and......
Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors
Fintech Investment Services News

Record Tax Savings in Model Portfolios Underscore an Ongoing Opportunity for Investors

Fintech News Desk
by Fintech News Desk0
Data from 55ip’s tax-smart technology reveals a silver lining among the clouds of a down market as advisors leverage solutions and fuel record growth on the platform 55ip, the financial technology platform designed to deliver personalized, tax-smart investment management at scale, announced that data from its platform this year reveals......
Excalibur Investment Banking Advises Long Point Capital on its Partnership with Allnorth
Banking News

Excalibur Investment Banking Advises Long Point Capital on its Partnership with Allnorth

Fintech News Desk
by Fintech News Desk0
On November 1, 2022 Excalibur Investment Banking is pleased to announce that Long Point Capital has partnered with management and made a significant equity investment in Allnorth Consultants Limited. With over 750 employees and 21 locations across Canada, Mexico and the U.S., Allnorth provides multi-disciplinary engineering, project delivery and construction......
Celebal Technologies Announces $32 Million Investment From Norwest Venture Partners
Fintech Investment Services News

Celebal Technologies Announces $32 Million Investment From Norwest Venture Partners

Fintech News Desk
by Fintech News Desk0
First institutional round of funding bolsters Celebal Technologies’ mission to modernize traditional enterprises leveraging cloud innovation capabilities Celebal Technologies, a premier software consulting and delivery organization, specializing in cutting-edge technologies such as AI, Big Data, Data Science, and Enterprise Cloud, announced that it has secured a $32 million minority growth investment......
Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds
Investment Services News

Wealth Management Apps Essential to Attracting and Retaining Younger Investors, J.D. Power Finds

Fintech News Desk
by Fintech News Desk0
J.P. Morgan Wealth Management Ranks Highest in Wealth Management Digital Experience Satisfaction Mobile apps and websites have increasingly become the first resources that investors consult to review their investments, make transactions and conduct research, putting the focus squarely on digital as a critical component of the overall wealth management client......
AdvizorPro Launches Insurance Producer Data Module, Expanding Its Reach in the Financial Services Ecosystem
B2B InsurTech News

AdvizorPro Launches Insurance Producer Data Module, Expanding Its Reach in the Financial Services Ecosystem

Fintech News Desk
by Fintech News Desk0
AdvizorPro releases insurance producer dataset, the latest addition to AdvizorPro’s rapidly growing financial services intelligence platform AdvizorPro, a leading provider of B2B contact and company data intelligence, is excited to announce the release of its insurance producer dataset. The launch of the insurance offering provides customers a single unified platform to......
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