Tag : Investments

Wells Trecaso Financial Group Joins Carson Wealth to Expand Services and Build Future Growth
Fintech News

Wells Trecaso Financial Group Joins Carson Wealth to Expand Services and Build Future Growth

GlobeNewswire
by GlobeNewswire0
Carson Group, a leading wealth advisory firm with over $48 billion* in assets under management (AUM),  announced that Akron, Ohio-based Wells Trecaso Financial Group has joined Carson Wealth. Led by Managing Partners and Wealth Advisors Douglas Wells and Ralph Trecaso, the firm serves approximately $570 million AUM. Wells and Trecaso,......
MoneyGram Reinvents Cross-Border Finance with Next-Generation App
Digital Payments Finance News

MoneyGram Reinvents Cross-Border Finance with Next-Generation App

PR Newswire
by PR Newswire0
Launching first in Colombia, the app will leverage USD-pegged stablecoins to provide access to a fast and modern way to move and hold money across borders  MoneyGram, a leading global payments network for consumers, businesses and communities, announced its next-generation mobile app, introducing a digital, USD-backed stored value account designed to......
iCapital® Announces Strategic Investment in Tangible Markets, Partners to Deliver Scalable Liquidity Solutions for Alternative Investment Funds
Fintech Funding Investments News

iCapital® Announces Strategic Investment in Tangible Markets, Partners to Deliver Scalable Liquidity Solutions for Alternative Investment Funds

Business Wire
by Business Wire0
Strategic investment underscores iCapital’s commitment to create a more robust secondary market experience. iCapital1, the global fintech company shaping the future of investing, announced a strategic investment in, and partnership with, Tangible Markets, a leading liquidity solutions provider for private market positions held via wealth management channels. Together, the firms......
Canterbury Capital Wealth Management Announces Launch of Fully Independent RIA, Offering an Entrepreneurial, Comprehensive Approach to Wealth Management
Fintech Investment Services News

Canterbury Capital Wealth Management Announces Launch of Fully Independent RIA, Offering an Entrepreneurial, Comprehensive Approach to Wealth Management

GlobeNewswire
by GlobeNewswire0
Veteran financial advisor Blake Butler announced the launch of Canterbury Capital Wealth Management, LLC, an independent registered investment advisor (RIA), which will serve clients in all aspects of their financial lives, from investments and insurance to tax and estate planning, providing integrated advice coupled with execution. Before launching an independent advisory......
LeydenJar Closes New Investment Round to Launch First 100% Silicon Anode Production Facility
Investment Services News

MIG Accelerates International Expansion with Focus on Tech Investments in the U.S. and Beyond

EIN Presswire
by EIN Presswire0
Master Investment Group, a leading UAE-based investment firm, unveils its bold new strategy to elevate its global investment footprint, with a strong emphasis on technology firms in the United States and beyond. Central to this vision is the ambition to act as a powerful bridge between the world’s innovation centers......
Kevin O'Leary's Beanstox Launches Simple & Straightforward Investing in Bitcoin and Gold
Cryptocurrency Investment Services News

Kevin O’Leary’s Beanstox Launches Simple & Straightforward Investing in Bitcoin and Gold

Cision PRWeb
by Cision PRWeb0
Kevin O’Leary’s Beanstox now brings everyday investors a straightforward way to add Bitcoin and Gold to their portfolios; no wallets, vaults, or guesswork required. With automated investing, clients can start small and grow over time. Beanstox, the personal investing App, co-owned by Chairman Kevin O’Leary, announces a simple way to invest in Bitcoin and Gold using......
Northwestern Mutual Appoints Beth Rodenhuis as Chief Operating Officer & Business Architect
Finance Investments News

Northwestern Mutual Appoints Beth Rodenhuis as Chief Operating Officer & Business Architect

PR Newswire
by PR Newswire0
Northwestern Mutual, a leading financial services company providing comprehensive financial planning through insurance and investments, announced Beth Rodenhuis will join the company as executive vice president – chief operating officer and business architect. In this role, Rodenhuis will be accountable for technology and digital strategy with oversight of strategic execution and......
Capitolis Announces Strategic Investments from Barclays, BNP Paribas, and J.P. Morgan, Alongside Existing VC Investors Canapi Ventures, 9Yards Capital, and Greenfield Partners
Banking Investments News

Capitolis Announces Strategic Investments from Barclays, BNP Paribas, and J.P. Morgan, Alongside Existing VC Investors Canapi Ventures, 9Yards Capital, and Greenfield Partners

Business Wire
by Business Wire0
Close of latest strategic round of funding, totaling $56 million, includes investments previously announced in November 2024 from Citi, Morgan Stanley, State Street, and UBS Investments will support next phase of Capitolis’ rapid growth and expansion Capitolis, the financial technology company, announced additional strategic investments from leading global banks and......
Experian’s 10th Annual Survey Finds Over a Third of Businesses Report Using AI to Fight Fraud
Artificial Intelligence Fintech News

Experian’s 10th Annual Survey Finds Over a Third of Businesses Report Using AI to Fight Fraud

Business Wire
by Business Wire0
Fraud losses increased for nearly 60% of companies, while over half of consumers are still concerned about doing things online Experian, a global data and technology company, released its 2025 U.S. Identity and Fraud Report revealing over a third of companies say they are using AI, including generative AI, to fight......
Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice
Artificial Intelligence Fintech News

Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice

Business Wire
by Business Wire0
Former LPL Financial CEO and Chairman Mark Casady participates in company’s Series B funding round, joins its Board of Directors to help build the future of wealth management Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered around modernizing human financial advice, announced the successful close of a $72......
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