Tag : Investment Management

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients
Finance News Security

cleverDome and United Planners Increase Cybersecurity for Financial Advisors and their Valued Clients

Fintech News Desk
United Planner’s DefendUP offering takes its critical infrastructure and access to key cloud applications “dark” and off the open internet cleverDome, Inc., a cybersecurity solution for the wealth management and legal industries that protects confidential consumer information by taking that information “Under the Dome” (i.e. secure and off the open......
Westwood to Acquire Salient Partners’ Asset Management Business
Investment Services News

Westwood to Acquire Salient Partners’ Asset Management Business

Fintech News Desk
Strategic Combination Creates Strong Investment Management Boutique With Specialization and Scale Across U.S. Equity, Multi-Asset, Real Assets and Alternatives Westwood Holdings Group, Inc., a Dallas-based investment management boutique and wealth management firm, has entered into a definitive agreement with Salient Partners, L.P. (“Salient”), a Houston-based investment firm, and its related......
MassMutual Becomes Equity Investor in Kudu Investment Management
InsurTech Investment Services News

MassMutual Becomes Equity Investor in Kudu Investment Management

Fintech News Desk
Kudu Investment Management, LLC (Kudu), an independent provider of permanent capital solutions to asset and wealth managers worldwide, announced that Massachusetts Mutual Life Insurance Company (MassMutual), a leading U.S. mutual life insurance company, has become an equity investor – joining White Mountains Insurance Group, Ltd.. Since 2018, New York-based Kudu has......
ComplySci Appoints New Chief Technology, Chief Product and Chief Legal Officers
Compliance management News

ComplySci Appoints New Chief Technology, Chief Product and Chief Legal Officers

Fintech News Desk
Company adds to executive leadership team as part of rapid growth and product offering expansion ComplySci, the leading provider of regulatory technology and compliance solutions for the financial services sector, is continuing to grow its experienced leadership team with three recent appointments. The company has named Helen Johnson as chief technology officer, Robert......
As Most Advisors Report They Lack Confidence Counseling on Cryptocurrenciesi, Fidelity Expands Its Lineup of Digital Assets Education Offerings
Digital Asset Management News

As Most Advisors Report They Lack Confidence Counseling on Cryptocurrenciesi, Fidelity Expands Its Lineup of Digital Assets Education Offerings

Fintech News Desk
Strategic Alliance with DACFP Provides Fidelity Institutional Clients with Preferred Rate on Certificate in Blockchain and Digital Assets Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions, and insights to wealth management firms and institutions, announced the company’s latest efforts to educate advisors on digital assets, including......
CapIntel Raises $11.0Million USD Series A To Expand Wealth Management Sales Platform, Launching in US Market
Investment Services News

CI Global Asset Management Advances Technology Toolkit with CapIntel

Fintech News Desk
Wealth management technology enables wealth firms to provide enhanced services leading to outsized growth. In recognizing the value of CapIntel’s sophisticated platform, CI Global Asset Management continues to keep a pulse on leading FinTech CapIntel, a leading financial technology company that improves day-to-day workflow efficiency and fund analysis for financial......
IMTC Raises Funding Led By Nyca Partners and Appoints Russell Feldman as CEO
Investment Services News

IMTC Raises Funding Led By Nyca Partners and Appoints Russell Feldman as CEO

Fintech News Desk
IMTC secures funding in its first external investment round from Nyca Partners and other top venture firms in order to accelerate product development and growth IMTC, a leading provider of fixed income investment management technology, has secured its first external funding round, which was led by Nyca Partners. This investment......
Wave Financial Launches Stable Asset Yield Fund
DeFi News

Wave Financial Launches Stable Asset Yield Fund

Fintech News Desk
The Wave Stable Asset Yield Fund is designed to capture attractive yields with minimal volatility and low beta to cryptocurrency price movements Wave Financial LLC (Wave), the SEC regulated digital asset investment management company, is pleased to announce that following increased investor demand, it is launching its 8th digital asset fund......
DigitalBridge to Acquire AMP Capital’s Global Infrastructure Equity Investment Management Business
Investment Services News

DigitalBridge to Acquire AMP Capital’s Global Infrastructure Equity Investment Management Business

Fintech News Desk
Acquisition to Enhance DigitalBridge’s Capabilities in Complementary Mid-Market Segment DigitalBridge Group, Inc. announced that an affiliate, DigitalBridge Investments, LLC, has agreed to acquire AMP Capital’s global infrastructure equity investment management business, part of its Collimate Capital subsidiary, in a transaction valued at $328 million*, comprising upfront payments for the management......
Hedonova Invests in the Alternative Asset Fund, ALTS 1
Investment Services News

Hedonova Invests in the Alternative Asset Fund, ALTS 1

Fintech News Desk
The new partnership will give investors access to many diverse asset classes Hedonova, an alternative assets hedge fund, has invested $3 million in the ALTS 1 Fund, the latest fund from the alternative investment management firm, Alts. The new partnership provides Hedonova’s investors with access to the ALTS 1 fund’s ten asset classes, which......
1