Tag : investment

BrokerBot Names Financial Services Industry Veteran Kevin Dear as Chief Operating Officer
Finance InsurTech News

BrokerBot Names Financial Services Industry Veteran Kevin Dear as Chief Operating Officer

EIN Presswire
by EIN Presswire0
BrokerBot today announced the appointment of Kevin Dear as Chief Operating Officer and Product Owner. BrokerBot, the AI-powered client engagement platform built for Canadian financial services professionals, today announced the appointment of Kevin Dear as Chief Operating Officer and Product Owner. The appointment marks a defining moment for the company......
Cukierman & Co. Investment House and FOCUS Investment Banking Announce Strategic Partnership
Banking Investment Services News

Cukierman & Co. Investment House and FOCUS Investment Banking Announce Strategic Partnership

EIN Presswire
by EIN Presswire0
Cukierman & Co. Investment House and FOCUS Investment Banking announced a strategic partnership to expand global M&A access and strengthen buyer-side pathways for Israeli technology companies. The collaboration brings together Cukierman & Co.’s leading corporate finance platform in Israel with FOCUS’s U.S.-based M&A advisory capabilities and extensive network of strategic acquirers across......
BankPro Unveils Complete Redesign of Flagship Mobile App
Banking News

BankPro Unveils Complete Redesign of Flagship Mobile App

EIN Presswire
by EIN Presswire0
BankPro, the premier digital private bank for high-net-worth individuals and businesses, has announced the launch of its completely redesigned mobile application, a significant milestone in the company’s mission to set new standards in digital private banking and integrated wealth management. This complete redesign represents our commitment to continuous innovation and......
CFGMS Announces the Appointment of Patrick Connelly as a CFGMS Underwriting Franchise Partner
Finance Fintech Funding News

CFGMS Announces the Appointment of Patrick Connelly as a CFGMS Underwriting Franchise Partner

EIN Presswire
by EIN Presswire0
CFG Merchant Solutions® (CFGMS) is proud to announce the appointment of Patrick Connelly as an Underwriting Franchise Partner. This appointment reflects CFGMS’s continued investment in underwriting excellence, operational leadership, and scalable growth across its funding platform. Patrick has been with the company for more than nine years, serving as Vice President......
Heron Bay Capital Management Surpasses $1 Billion in Assets Under Management
Investment Services News

Heron Bay Capital Management Surpasses $1 Billion in Assets Under Management

EIN Presswire
by EIN Presswire0
Heron Bay Capital Management announced it has surpassed $1 billion in AUM, achieving this significant milestone in just over six years since inception. Heron Bay Capital Management (HBCM), an independent registered investment advisor, today announced it has surpassed $1 billion in assets under management (AUM), achieving this significant milestone in......
Arcline Investment Management to Acquire Hydraulics International, Inc.
Finance Investments News

Arcline Investment Management to Acquire Hydraulics International, Inc.

PR Newswire
by PR Newswire0
Arcline Investment Management (“Arcline”), a growth-oriented private equity firm, announced it has entered into a definitive agreement to acquire Hydraulics International, Inc. (“HII” or “the Company”), a leading provider of ground support equipment, mobile test systems, and specialized pumps for aerospace, defense and industrial applications. Founded in 1976, Hydraulics International......
First Liberty Building & Loan Investors Encouraged to Explore All Potential Recovery Options
Finance Investment Services News

First Liberty Building & Loan Investors Encouraged to Explore All Potential Recovery Options

EIN Presswire
by EIN Presswire0
Contact the Law Firm of KlaymanToskes for a Free and Confidential Consultation to Discuss Pursuing a Potential Recovery of Your Losses National investment loss and securities law firm KlaymanToskes is investigating potential recovery claims on behalf of investors who purchased investments in First Liberty Building & Loan through financial advisors or......
CoinShares-Reduces-Management-Fee-on-Europe's-Largest-Physically-Backed-Bitcoin-ETP-to-0.15%
Fintech News

CoinShares Reduces Management Fee on Europe’s Largest Physically-Backed Bitcoin ETP to 0.15%

GlobeNewswire
by GlobeNewswire0
Permanent fee reduction reinforces market leadership and commitment to accessible digital asset investment CoinShares International Limited, a global leading asset manager specialising in digital assets and Europe’s largest and longest-standing digital asset investment firm, announced a permanent reduction in the management fee on its flagship CoinShares Bitcoin ETP (ticker: BITC)......
Lendmire Expands DSCR Investor Loan Programs to 40 States and Washington D.C.
Finance Mortgage News

Lendmire Expands DSCR Investor Loan Programs to 40 States and Washington D.C.

EIN Presswire
by EIN Presswire0
Lendmire expands DSCR investor loan programs into 40 states and Washington D.C., offering rental income–based mortgage financing nationwide. Lendmire, a national mortgage brokerage recognized as a Scotsman Guide Top Mortgage Workplace in 2025 and 2026, announced the expansion of its DSCR (Debt Service Coverage Ratio) investor loan programs into 40......
Savant Report Uncovers Finance AI Automation Gap as 76% Plan Investment, Only 6% Deliver Advanced Implementation
Finance Investment Services News

Savant Report Uncovers Finance AI Automation Gap as 76% Plan Investment, Only 6% Deliver Advanced Implementation

EIN Presswire
by EIN Presswire0
Execution lags ambition for AI automation in finance, with governance the barrier to adoption Savant Labs, a leader in AI-powered analytics automation, announced the release of its 2026 Trends Report on Agentic Automation in Finance, Tax and Accounting, a research study examining how enterprise leaders are approaching AI and automation......
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