CAIS Models Marketplace enables wealth management firms to host and access multi-asset and multi-manager alternative investment models while giving advisors a more efficient way to integrate alternatives into client portfolios.
Copia Wealth Studios today announced the launch of “Copia – Clarity,” an advanced wealth management platform designed specifically for sophisticated allocators managing diverse investment portfolios. The new solution addresses the growing complexity faced by successful entrepreneurs and family offices who manage multiple alternative investments across fragmented investor portals. “Today’s ultra-high-net-worth investors, particularly those who have recently exited businesses, face huge challenges making sense of their expanding investment portfolios,” said Michael Sikorsky, CEO of Copia Wealth...
Significant revenue and user adoption fuelled by new partnerships and market expansion Over 125 platform enhancements, including automated dividend forecasting and a revamped mobile app Trebling in mobile user logins over 12 months, highlighting the interest and importance of wealth ‘on the go’ Strong client satisfaction showcased via client survey and new case studies in Altoo’s Resource Center Altoo AG, a Swiss fintech bridging technology and wealth management, achieved significant milestones in 2024, including a more than...
Tech-enabled lender recognized by prestigious awards program for its unique application of data, AI/ML models, and technology to revolutionize the financing experience for real estate investors nationwide
WealthTech Leader Relocates to State-of-the-Art Facility at 400 First Avenue
New platform brings firm’s signature visual storytelling, actionable insights to financial advisors
New models combine BondBloxx fixed income ETFs with best-in-class equity strategies
Federated Hermes MDT Advisers secures awards for multiple funds and performance periods Two active fixed-income strategies recognized for category outperformance through market cycles
Establishment of Board Advances Firm's Strategic Approach to Solving Industry's Complex Succession and Organic Growth Challenges
I Squared Capital, a leading independent global infrastructure investment firm, today announced two senior appointments to its investment and asset management teams in London. Philippe Lenoble will join the investment team as Managing Director, reporting to Mohamed El Gazzar, Senior Partner. Bogdan Ciobotaru will join the asset management team as Managing Director reporting to Maxime Jacqz, Managing Director, who leads asset management in Europe. The demands for new and improved infrastructure requires investors to balance...
