Tag : investment professionals

Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go
Fintech Investment Services News

Altoo Unveils Next-Gen Mobile App, Enhancing Wealth Management On-The-Go

PR Newswire
Altoo AG, a fintech that empowers investment professionals, family offices, and individual wealthy clients to conveniently oversee their wealth, has announced a significant upgrade to its mobile app. This enhancement empowers users to make informed financial decisions with greater confidence, while also allowing financial advisors to focus more on client......
Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life
Investment Services News Trading

Addepar Launches Powerful Trading Solution, Intuitive Dashboards, and Enhanced Design to Bring Data to Life

PR Newswire
Addepar Elevates RIA Efficiency and Client Service with Powerful Platform Upgrades Addepar, a leading global technology and data platform for investment professionals, announced the launch of Addepar Trading, Dashboards, and other design enhancements to streamline advisor workflows and deliver deeper insights for clients. In today’s evolving market, these tools empower......
Swedish Tech Startup DealPotential Secures $1M Seed Funding for Global Growth and Industry Innovation
Investment Services News

Swedish Tech Startup DealPotential Secures $1M Seed Funding for Global Growth and Industry Innovation

EIN Presswire
DealPotential secures $1M to boost its Investment Intelligence Platform, aiming to reshape decision-making in the investment sector. DealPotential, a Swedish tech startup specializing in the investment industry, has successfully closed a $1 million Seed funding round. This achievement represents a significant step forward in the company’s mission to empower investment professionals......
Altoo Harnesses the World of Knowledge Around Wealth Management and Introduces Altoo Insights
Fintech News

Altoo Harnesses the World of Knowledge Around Wealth Management and Introduces Altoo Insights

PR Newswire
Altoo AG, a Swiss-based fintech that empowers investment professionals, family offices and individual ultra-high-net-worth clients to conveniently oversee their wealth through the cutting-edge Altoo Wealth Platform, announces the introduction of Altoo Insights. The news and features channel on the company’s website aims to bring clients and the broader public closer......
S3 Partners Announces Partnership with Boosted.ai
Artificial Intelligence News

S3 Partners Announces Partnership with Boosted.ai

Fintech News Desk
Data from S3 BLACK App and S3 Blackwire OMS now natively available through Boosted Insights S3 Partners, a leading financial data marketplace and workflow platform, announced a new strategic partnership with Boosted.ai, a leading distributed machine learning platform for global investment professionals. The new partnership expands the distribution network of......
Prometheus Alternatives Launches New Access Funds Program
Investment Services News

Prometheus Alternatives Launches New Access Funds Program

Fintech News Desk
Next Generation Solutions for Accredited Investors, Wealth Advisors, Asset Managers Prometheus Alternative Investments, Inc., a Los Angeles, California-based social marketplace platform providing institutional-quality information, insights, and alternative investment opportunities to high-net-worth (HNW) investors, wealth advisors, and asset managers, announced the successful launch of its Access Funds program. “We’re proud to......
Bitwise Launches First Full-Length TV Ad, Highlighting Importance of a Trusted Guide in Crypto
Cryptocurrency News

Bitwise Launches First Full-Length TV Ad, Highlighting Importance of a Trusted Guide in Crypto

Fintech News Desk
Bitwise Asset Management, the world’s leader in crypto index funds, announced the launch of the firm’s first full-length TV ad campaign, “Crypto Doesn’t Have to Be Overwhelming,” designed to raise awareness of Bitwise’s role as a trusted guide in crypto. “But what we love most is that it captures Bitwise’s......
KKR Launches Self-Storage Investment Platform with Jonathan Perry
Investment Services News

KKR Launches Self-Storage Investment Platform with Jonathan Perry

Fintech News Desk
KKR, a leading global investment firm,  announced the launch of a platform to invest in self-storage real estate across the United States. Industry veteran Jonathan Perry will serve as CEO of the platform, Alpha Storage Properties (ASP), and work closely with KKR’s real estate team to acquire and manage a......
FundCount Named Best Partnership Accounting System at the Private Asset Management 2021 Awards
Business Fintech News

FundCount Named Best Partnership Accounting System at the Private Asset Management 2021 Awards

Fintech News Desk
FundCount, LLC, a worldwide provider of accounting and investment analysis software, today announced that it won Best Partnership Accounting System for the second year in a row at the 2021 Private Asset Management Awards. Read More: Reef Finance Becomes the Marquee Project in Pioneering Decentralized Finance with Binance, the World’s Largest......
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