Tag : investment banking

Republic Capital Group Serves TrustCore in Significant Ria Transaction With CAPTRUST
Investment Services News

Republic Capital Group Serves TrustCore in Significant RIA Transaction With CAPTRUST

Fintech News Desk
by Fintech News Desk0
Republic Capital Group, an investment banking firm specializing in the RIA, asset and wealth management, and securities-related industries, congratulates its client, TrustCore Financial Services, on its transaction with CAPTRUST Financial Advisors. Republic Capital Group served as TrustCore’s exclusive financial advisor in the transaction. TrustCore, the registered investment advisor (RIA), is based in Nashville,......
William Blair Continues Investment Banking Growth With Consumer and Retail Managing Director
Banking Investment Services News

William Blair Continues Investment Banking Growth With Consumer and Retail Managing Director

Fintech News Desk
by Fintech News Desk0
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, announced that it has further expanded its investment banking team with the addition of William Kallop as a managing director in the firm’s consumer and retail group. Based in Chicago, Kallop will focus on clients......
Upstream Advances in Technology With Financing From the National Bank of Greece
Banking Finance News

Upstream Advances in Technology With Financing From the National Bank of Greece

Fintech News Desk
by Fintech News Desk0
Trust in the leading martech company by the NBG, with 14 million euros loan Upstream, the global mobile marketing technology specialist, has secured a loan agreement of 14 million euros with the National Bank of Greece. The financing, which highlights the bank’s support for the country’s verdant and promising technology ecosystem,......
The BGL Consumer Insider - eCommerce: Omni-Channel Strategies Rewarded with Loyalty and Value Creation
E-commerce News

The BGL Consumer Insider – eCommerce: Omni-Channel Strategies Rewarded with Loyalty and Value Creation

Fintech News Desk
by Fintech News Desk0
Customer needs and expectations are continuing to evolve, and so are the omni-channel strategies driving consumer engagement and building brand loyalty, according to an industry report released by the eCommerce investment banking team from Brown Gibbons Lang & Company (BGL). Omni-channel strategies are expected, should be seamless across channels, and must provide a cohesive and......
Web3 Studios Reports Lootmogul As One Of The Top Sports Metaverse
Banking Investment Services News

Web3 Studios Reports Lootmogul As One Of The Top Sports Metaverse

Fintech News Desk
by Fintech News Desk0
LootMogul is listed as one of the top sports metaverse projects. As researched by Web3 Studios and reported by VentureBeat, this vertical is expected to grow exponentially to $80 billion by 2030. Web3 Studios (“w3s”) is an investment banking firm exclusively focused on companies building the open economy. Founded by Blackstone and McKinsey alumni; W3s mission is......
Dalma Capital Group Acquires The Global CIO Office Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory
Banking Investment Services News

Dalma Capital Group Acquires The Global CIO Office: Creates Full Service Integrated Platform for Funds, Investment Banking and Wealth Advisory

Fintech News Desk
by Fintech News Desk0
Investment industry leader Gary Dugan named Chief Investment Officer of Dalma Capital Dalma Capital Group, a global alternative investment management platform and advisor, has agreed to acquire The Global CIO Office, an independent, outsourced chief investment officer services business with a global network of investment professionals. The Global CIO Office will become the Dalma......
Jon V. Rogers Joins Freedom Capital Markets
Capital Markets News

Jon V. Rogers Joins Freedom Capital Markets

Fintech News Desk
by Fintech News Desk0
Appointment Recognizes Leadership and Contributions to Future Growth Freedom Capital Markets (FCM), the investment banking and equity capital markets arm of Prime Executions, Inc., a wholly-owned subsidiary of Freedom Holding Corp. is pleased to announce the appointment of Citigroup veteran Jon V. Rogers as Executive Vice President and a member......
StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY
Finance News

StratCap Advisory and Fintrust Announce a Merger to Form UPWISERY

Fintech News Desk
by Fintech News Desk0
A boutique and holistic financial advisory and services firm StratCap Advisory, recognized among the top investment banking firms in India, and Fintrust Advisors, one of the fastest growing multi-client family office advisory firms, have announced a merger to create ‘UPWISERY‘, a multi-disciplinary professional advisory and financial services firm. Speaking on this......
Janney Taps SS&C for Investment Performance Measurement and Reporting
Investments News

Janney Taps SS&C for Investment Performance Measurement and Reporting

Fintech News Desk
by Fintech News Desk0
SS&C Technologies Holdings, Inc. announced Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, chose SS&C to service its investment performance and reporting. Janney will leverage SS&C’s performance measurement and client reporting technology and outsourced operational services for its wealth management business. “SS&C offers a strong......
Piper Sandler Completes Acquisition of DBO Partners, Bolstering Technology Investment Banking Platform
Banking Investment Services News

Piper Sandler Completes Acquisition of DBO Partners, Bolstering Technology Investment Banking Platform

Fintech News Desk
by Fintech News Desk0
Piper Sandler Companies, a leading investment bank, announced that it has completed the acquisition of DBO Partners, an independent technology investment banking firm in the San Francisco Bay Area. Latest Fintech Insights : Goldman Sachs Asset Management and Cleanhill Partners Acquire Majority Stake in EPC Power Corp. “The combination of......
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