Tag : Investment Management

Enterprise Financial Services Corp Announces Receipt of Regulatory Approvals for Acquisition of First Choice Bancorp
Banking Finance Fintech News

Enterprise Financial Services Corp Announces Receipt of Regulatory Approvals for Acquisition of First Choice Bancorp

Fintech News Desk
by Fintech News Desk0
Enterprise Financial Services Corp, the holding company of Enterprise Bank & Trust (“EB&T”), announced today that it has received regulatory approval or received a regulatory waiver from the Federal Deposit Insurance Corporation and the Federal Reserve Bank of St. Louis, as applicable, and preliminary approval from the Missouri Division of......
Bambu Acquires Investment Management Technology Provider Tradesocio to Accelerate Global Growth
Investments News Trading

Bambu Acquires Investment Management Technology Provider Tradesocio to Accelerate Global Growth

Fintech News Desk
by Fintech News Desk0
The acquisition of Tradesocio will extend Bambu’s digital wealth capabilities, doubling the number of employees to 130 and further accelerating global expansion  Bambu is pleased to announce the acquisition of Tradesocio, a WealthTech company with 65 employees, specialising in investment management and trading technologies with offices in Singapore, India, and Dubai. This acquisition......
Phoenix American Announces New Client Partnership with Real Estate Fund Sponsor Bonaventure
Investments News

Phoenix American Announces New Client Partnership with Real Estate Fund Sponsor Bonaventure

Fintech News Desk
by Fintech News Desk0
Phoenix American is pleased to announce its new client partnership with real estate investment management firm Bonaventure. Phoenix American will support Bonaventure with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system as well as integrated fund accounting services. Bonaventure will benefit from Phoenix American’s combination of advanced technology, focus on customer......
Exencial Wealth Advisors Partners with First United Bank
Fintech News

Exencial Wealth Advisors Partners with First United Bank

Fintech News Desk
by Fintech News Desk0
Leading RIA receives a minority investment from one of the nation’s largest community banks, expanding and deepening its service offering for clients Leading independent wealth management firm Exencial Wealth Advisors (Exencial) announces its partnership with First United Bank (First United), a Spend Life Wisely Company® and one of the nation’s premier financial institutions, which......
Genstar Capital to Acquire a Majority Stake in Foreside Financial Group from Lovell Minnick Partners
Fintech Investments News Risk Management

Genstar Capital to Acquire a Majority Stake in Foreside Financial Group from Lovell Minnick Partners

Fintech News Desk
by Fintech News Desk0
Genstar Capital (“Genstar”), a leading private equity firm focused on investments in targeted segments of the financial services, healthcare, industrials, and software industries, announced the signing of a definitive agreement to acquire a majority stake in Foreside Financial Group, LLC (“Foreside” or “Company”) from Lovell Minnick Partners (“LMP”). Foreside provides......
CoinShares to Acquire Global Blockchain Equity Index
Blockchain Fintech Investments News

CoinShares to Acquire Global Blockchain Equity Index

Fintech News Desk
by Fintech News Desk0
CoinShares expands footprint into equities market with acquisition of the ETF index business from Elwood Technologies The Invesco Elwood Global Blockchain Equity UCITS ETF has over $1B in assets under management CoinShares also adds equity research unit and coverage of cryptocurrency and blockchain-related equities CoinShares International Limited, Europe’s largest digital......
Dakota Wealth Management to Acquire Persimmon Capital Management
Investments News

Dakota Wealth Management to Acquire Persimmon Capital Management

Fintech News Desk
by Fintech News Desk0
Strategic acquisition expands footprint into the Philadelphia area Dakota Wealth Management, an independent investment management firm serving high-net-worth individuals and families, has entered into an agreement to acquire Persimmon Capital Management, a boutique wealth advisory firm managing approximately $260 million in Blue Bell, PA. With the addition of Persimmon, Dakota Wealth Management now......
EchoNous Secures $60 Million in Funding from Kennedy Lewis Investment Management
Investments News

EchoNous Secures $60 Million in Funding from Kennedy Lewis Investment Management

Fintech News Desk
by Fintech News Desk0
Investment to Accelerate the Commercial Launch of Kosmos, EchoNous’ Handheld Point-of-Care Ultrasound Platform EchoNous, the leader in portable AI-guided ultrasound tools and software, announced it has raised $60 million in funding from Kennedy Lewis Investment Management (“Kennedy Lewis”), a leading opportunistic credit manager with a strong track record of supporting......
Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership
Investments News

Criptonite Asset Management and US-Based Wave Financial Announce Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Criptonite AM, an innovative Swiss wealth management company, announced its strategic partnership with Wave Financial (Wave), a SEC regulated digital asset investment manager founded in 2018 with over $500 million in assets under management. The partnership will bring together the experience of traditional Swiss wealth management and the technology focus of one of......
Broadridge Further Strengthens its Capital Markets Team with the Addition of Ray Tierney
Finance Fintech News Trading

Broadridge Further Strengthens its Capital Markets Team with the Addition of Ray Tierney

Fintech News Desk
by Fintech News Desk0
Industry veteran to lead front-office trading solutions Continuing to invest in its Capital Markets business, Broadridge Financial Solutions, Inc., a global Fintech leader, announced that it has further strengthened its leadership team with the appointment of Fintech and financial services veteran Ray Tierney as President of Itiviti. With extensive experience on both......
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