Tag : investment platform

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program
Banking Investment Services News

Texas’ Plains State Bank Grows Client Offerings With Raymond James Wealth Management Program

PR Newswire
by PR Newswire0
Plains State Bank expands its portfolio of client services with a new wealth management program, offering clients access to the investment and wealth management services of Raymond James Financial Services, Inc., member FINRA/SIPC. “This new relationship allows us to further broaden and deepen our existing relationships with our clients,” said Lori Hilman, PSB president......
Socure Announces Partnership with Public to Launch Investment Service in the UK
Investment Services News

Socure Announces Partnership with Public to Launch Investment Service in the UK

PR Newswire
by PR Newswire0
Socure, the leading provider of digital identity verification and fraud solutions, announced its partnership with Public, a New York-based multi-asset investment platform, on its recent launch in the United Kingdom. U.K. members can now invest in over 5,000 U.S-listed equities, benefit from low FX fees*, zero-commission trading during U.S. market hours, and advanced data and......
Cardless Appoints Fintech Executive Fitz Tepper as Chief Operating Officer
Fintech News

Cardless Appoints Fintech Executive Fitz Tepper as Chief Operating Officer

PR Newswire
by PR Newswire0
Tepper will spearhead day-to-day company-wide operations, provide strategic leadership, and oversee the compliance, operations and marketing functions. San Francisco-based financial technology firm, Cardless, Inc. announced it has appointed Fitz Tepper as the company’s Chief Operating Officer. Tepper will be the first COO for the fintech company, joining the team to......
Linqto Introduces Refreshed Brand Identity and New Feature to Provide True Liquidity in Private Market Investing
Fintech Investment Services News

Linqto Introduces Refreshed Brand Identity and New Feature to Provide True Liquidity in Private Market Investing

Business Wire
by Business Wire0
Coupled with its rebrand, Linqto’s industry-first offering enables accredited investors to seamlessly trade private market investments Linqto, the world’s first financial technology investment platform democratizing access to private markets for accredited investors, takes a bold step forward to revamp its company mission and pioneer true liquidity in the private markets.......
Lafayette Square Provides Financing to Support Growth of DartPoints
Cloud Finance Investment Services News

Lafayette Square Provides Financing to Support Growth of DartPoints

PR Newswire
by PR Newswire0
Lafayette Square, a national investment platform, announced that it has served as a financial partner to DartPoints in its acquisition of Venyu. Headquartered in Dallas, TX, DartPoints is a leading provider of colocation, cloud, and cybersecurity services for edge markets. The acquisition of Venyu, a premier data center and cloud services provider......
Nest Egg Completes Strategic Financing Round
Fintech Funding Investment Services News

Nest Egg Completes Strategic Financing Round

Business Wire
by Business Wire0
Nest Egg Partners with OceanFirst Bank, Republic Bancorp, Inc., and Others to Expand its National Footprint Nest Egg, a technology-forward investment advice platform for customers of banks and credit unions, is pleased to announce its latest round of financing, led by partners OceanFirst Bank and Republic Bancorp, Inc., as well......
Moomoo Expands Into Malaysia Following Success In Singapore
Investment Services News

Moomoo Expands Into Malaysia Following Success In Singapore

PR Newswire
by PR Newswire0
Futu Holdings Limited announces its expansion into Malaysia with its super investment platform, moomoo, introducing a comprehensive suite of tech-driven offerings to promote financial inclusion. Through inclusive finance, Malaysia investors will enjoy lifelong access to a holistic suite of self-help educational resources, free-for-all market data and a supportive global community to unlock more opportunities. Says Robin......
Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers
Investment Services News

Evooq and Titanbay Announce Private Markets Partnership for Private Banks and Wealth Managers

Business Wire
by Business Wire0
Evooq, the Swiss-based wealth management software services company specialising in risk analytics, portfolio construction, and advisory platforms, and Titanbay, the private markets investment platform for sophisticated investors, have announced a partnership to provide a comprehensive private markets solution to private banks and wealth managers. “Joining forces with Titanbay enables our......
Forester Capital Enters Strategic Relationship with Sahul Sharma of Triveni Capital
Investment Services News

Forester Capital Enters Strategic Relationship with Sahul Sharma of Triveni Capital

Business Wire
by Business Wire0
Forester Capital, an alternative investment platform, will make a strategic investment into the flagship fund of Triveni Investments L.P., a long/short equity manager that seeks to identify mispriced investments in the financial sector and adjacent sectors. The fund is managed by Sahul Sharma, who was most recently a portfolio manager......
LG Capital Acquires Stake in 4x4 Capital
Investment Services News

LG Capital Acquires Stake in 4×4 Capital

Business Wire
by Business Wire0
4×4 Capital (“4×4”), a leading New York-based investment platform specializing in the consumer, services, and industrials sectors, is proud to announce the addition of LG Capital Investors, the family office of Lawrence Guffey, as a strategic financial investor. “We are thrilled to welcome Mr. Guffey and his family office as......
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