Tag : Investment Management

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......
Xignite Enhances Popular Interbanks and Rates APIs In Preparation for LIBOR Rates Transition Adds Four Alternative Risk Free Rates (RFRs)
Fintech Investments News

Xignite Enhances Popular Interbanks and Rates APIs In Preparation for LIBOR Rates Transition Adds Four Alternative Risk Free Rates (RFRs)

Fintech News Desk
by Fintech News Desk0
Xignite, Inc., a provider of market data distribution and management solutions for financial services and technology companies, announced it has enhanced the data coverage for its’ interbanks and interest rates APIs in preparation for the required transition from the London Interbank Offered Rate (LIBOR) benchmark interest rate at the end of 2021. Used in......
Melvin L. Flowers Appointed to Broadridge Board of Directors
Finance Fintech Investments News

Melvin L. Flowers Appointed to Broadridge Board of Directors

Fintech News Desk
by Fintech News Desk0
Broadridge Financial Solutions, Inc. , a global Fintech leader, is pleased to announce the appointment of Melvin L. Flowers as an independent member of its Board of Directors, effective June 8, 2021. Following his appointment, Broadridge’s Board consists of 11 members, 9 of whom are independent. Mr. Flowers worked at Microsoft Corporation for......
MoneyLion Names Financial Regulatory and Industry Veterans, Annette Nazareth and Ambassador Dwight Bush Sr., to Board of Directors
Finance Fintech Investments News

MoneyLion Names Financial Regulatory and Industry Veterans, Annette Nazareth and Ambassador Dwight Bush Sr., to Board of Directors

Fintech News Desk
by Fintech News Desk0
Appointments to take effect following completion of the company’s public listing MoneyLion, an award-winning, data-driven, digital financial platform, which recently announced it would become a public company via a merger with special purpose acquisition company, Fusion Acquisition Corp., announced the appointments of The Honorable Annette Nazareth, senior counsel at Davis......
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