Tag : wealth management

iCapital Network® Raises $440 Million in Latest Funding Round to Enhance Client Offerings
Fintech News

iCapital Network® Raises $440 Million in Latest Funding Round to Enhance Client Offerings

Fintech News Desk
by Fintech News Desk0
Temasek leads investment round joined by new investors Owl Rock, MSD Partners, Noah Holdings, and Golub Capital Existing investors WestCap, Ping An, Blackstone, UBS, Pivot, BNY Mellon, Wells Fargo, Morgan Stanley and Goldman Sachs Asset Management commit additional capital Latest financing will drive organic growth through technology advancements, operational investments,......
SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform
Fintech News

SIMON Raises $100 Million in Series B Funding to Fuel Next Growth Phase for Digital Wealth Management Platform

Fintech News Desk
by Fintech News Desk0
Spun-out from Goldman Sachs in December 2018, SIMON announces capital raise led by WestCap with participation from existing investors SIMON Markets LLC (“SIMON”), a fintech company transforming the digital wealth management landscape through its leading platform for financial professionals, and which makes risk-managed and alternative investment solutions broadly available, has closed......
Evli Bank Is Demerging Through a Partial Demerger Into a New Asset Management Company That Is to Be Listed and a Company That Will Continue Banking Services and Into Which Fellow Finance Will Merge
Banking Fintech News Risk Management

Evli Bank Is Demerging Through a Partial Demerger Into a New Asset Management Company That Is to Be Listed and a Company That Will Continue Banking Services and Into Which Fellow Finance Will Merge

Fintech News Desk
by Fintech News Desk0
Evli Bank Plc and Fellow Finance Plc have signed a combination agreement. The Combination Agreement sets out an arrangement by which Evli will demerge through a partial demerger into a new asset management group that will be listed (“New Evli”) and a company that will carry on Evli’s banking services......
Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida
Fintech Investments News

Six-Person Advisor Team Joins UBS Private Wealth Management in Tampa, Florida

Fintech News Desk
by Fintech News Desk0
UBS Private Wealth Management announced today that a six-person Financial Advisor team has joined the firm in Tampa, Florida. The team offers a broad range of multigenerational wealth management services, including portfolio and investment strategies, corporate and individual retirement and 401(k) planning, liquidity events, succession planning, estate planning, wealth transfer planning and philanthropy.......
Evonne Tan appointed Head of Barclays Private Bank, Singapore
Finance Fintech News

Evonne Tan Appointed Head of Barclays Private Bank, Singapore

Fintech News Desk
by Fintech News Desk0
Barclays Private Bank has appointed Evonne Tan as Head of Barclays Private Bank, Singapore. In her new role, Evonne will focus on building on the collaboration between the Private Bank and Barclays Corporate and Investment Bank in Singapore to bring enhanced, tailored investment propositions and provide clients with access to......
Flinks
Fintech News

Cascades and Flinks Form Strategic Partnership

Fintech News Desk
by Fintech News Desk0
Collaboration will provide financial services firms with best-in-class retirement income planning experience Cascades Financial Solutions Inc., a PureFacts company, and Flinks announced a strategic partnership to provide financial services firms with a best-in-class retirement income planning experience. The collaboration will see the integration of Cascades’ decumulation planning engine with Flinks’ financial......
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......
Renault Bank, the Savings Offer of Renault Group, Enters the Netherlands via Savings
Banking Fintech News

Renault Bank, the Savings Offer of Renault Group, Enters the Netherlands via Savings platform Raisin.nl

Fintech News Desk
by Fintech News Desk0
The Renault Group automotive captive RCI Bank and Services and fintech Raisin DS have announced their new exclusive cooperation to bring the bank’s first retail banking offer to the Netherlands through the Renault Bank brand. Raisin Netherlands, a platform operated by the German wealth management fintech Raisin DS, now features......
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......
BankFinancial Announces National Expansion of its Commercial Finance Division
Banking Fintech News

BankFinancial Announces National Expansion of its Commercial Finance Division

Fintech News Desk
by Fintech News Desk0
BankFinancial NA, the national banking association subsidiary of BankFinancial Corporation announced the expansion of its Commercial Finance Division and the appointments of Carol Bader Apicella as Senior Vice President – Government Finance, and Lindsay Gordon as Senior Vice President – Commercial Finance. Based in Tyson’s Corner, VA, Carol Apicella is......
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