Tag : financial advisor

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......
Bitsy Launches Version 2 of Its Platform
Finance News

Bitsy Launches Version 2 of Its Platform

Fintech News Desk
by Fintech News Desk0
New platform and integration partners prove value, need, and uniqueness of Bitsy’s offerings Financial advisor automation software company Bitsy is excited to announce the rollout of the second version of its platform. Bitsy specializes in workflow automation tools for financial advisors that are powerful and easy to use, providing a......
Vista Equity Partners Completes Acquisition of Avalara
Compliance management Investment Services News

Vista Equity Partners Completes Acquisition of Avalara

Fintech News Desk
by Fintech News Desk0
Avalara, Inc., a leading provider of tax compliance automation for businesses of all sizes, announced the completion of its acquisition by Vista Equity Partners, a leading global investment firm focused exclusively on enterprise software, data and technology-enabled businesses, in partnership with institutional co-investors, for $93.50 per share in cash. “As......
1