Canapi Ventures Welcomes New Principals Kristie Han and Connie Qian
November 19, 20244 min
Former Bain Capital Ventures and Forgepoint investors bring their expertise to Canapi, strengthening its focus on growth-stage companies
Advyzon Announces Auria, New Product for Family Offices & UHNW Clients
November 18, 20244 min
Integrated solution from Advyzon Institutional redefines family wealth management
Agora Announced the Launch of Smart Questionnaire
November 18, 20244 min
The new tool converts complex signature documents into personalized, interactive, and simple questionnaires.
CAPTRUST Expands New England Presence with Boston Financial Management
November 15, 20244 min
CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Boston Financial Management (BFM). The firm adds nearly $5 billion of client assets, an additional location in Boston, and two new locations in Cape Cod, Massachusetts, and Portland, Maine. Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and nonprofits. They bring deep expertise in wealth and financial planning, trust services, and estate planning. Led by President and CEO Louis Crosier, BFM adds 45 new colleagues to CAPTRUST across three locations....
Variant Investments Brings on Senior Hires to Support Ongoing Growth
November 15, 20246 min
Variant Investments, LLC (Variant), an SEC-registered alternative credit investment manager, today announced the appointments of Corey Perlmutter as Senior Vice President of Risk Management and Brandon Jones as Senior Vice President of Investment Analytics. Variant also announced that Erik Baun has joined the firm as Senior Associate of Valuations and Lorena Ledesma has joined as Senior Associate of Investments. Perlmutter and Jones both report to Bob Elsasser, a Co-founder and Principal at Portland, Oregon-based Variant. “As Variant continues to expand and evolve, we are building...
Forum Investment Group Unveils New Streamlined Website
November 14, 20245 min
Forum Investment Group (âForumâ or the âFirmâ), a private real estate investment management firm specializing in multifamily, today announced the launch of its new, unified website: ForumIG.com. The revamped site merges two previously separate websitesâForumCapAdvisors.com, representing the firmâs investment management arm, and ForumRE.com, its core real estate owner/operator platformâinto a single, streamlined digital experience providing visitors with a thorough understanding of the firmâs capabilities in real estate debt, private credit and equity investing. Recognized for...
Mercer Advisors Expands in Greater Denver Acquiring Chapel & Collins
November 14, 20246 min
Firm continues growth in the Greater Denver Area with addition of experienced team focused on high-net-worth families
Webull Launches Overnight Trading in the United States
November 13, 20243 min
New feature enables retail investors to trade 24 hours a day, 5 days a week
Vega Raises $20 Mn Series A Led by Apollo and Motive to Scale AltOS
November 13, 20248 min
Apollo and Motive led a $20 million Series A investment in Vega to scale its alternative asset manager client service technology platform â Vega AltOS â building on Vegaâs $8 million seed investment from Motive, Picus Capital, Citi Ventures, and 60+ senior financial services executives. Apollo has become an enterprise-scale anchor client, using Vega AltOS to power its client services across its institutional, family office, and global wealth channels. Additionally, Apollo will contribute Edna, one...
Houlihan Lokey Bolsters Capital Markets Team With Senior Hire
November 12, 20244 min
Brad Boggess Joins as a Managing Director