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InvestorKeep, an independent, third-party service provider that monitors financial and investment accounts while alerting users to challenges and opportunities across their entire financial portfolio, announced the release of their companion app on the Apple Store and Google Play. InvestorKeep is a fintech company in Northern California designed to keep your financial accounts aligned with your financial goals. Trying to understand the nuances of every investment, loan, and banking account is overwhelming, time-consuming, and often leads to lost...

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Monroe Capital LLC today announced it has expanded its institutional and high net worth business development team with the addition of Brian Dutzar, serving as Director and based in Chicago, Mark Friedrich, serving as Managing Director and based in Los Angeles, and Brian Lee, serving as Director and based in New York. Prior to Monroe, Brian Dutzar was an Executive Director at Perella Weinberg Partners/Agility, a firm specializing in Outsourced Chief Investment Officer services, where...

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New York Life Investments today released its first ever Environmental, Social and Governance (ESG) Report. This comprehensive report highlights the activities and accomplishments of the firm and its affiliated boutiques, demonstrates how ESG is being integrated within investment processes and defines New York Life Investments’ commitment to people, climate and responsible investing. The report is centered around the concept of “progress, together” and is aligned with three fundamental beliefs: We believe it’s our responsibility to consider material...

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David Gibson-Moore, a veteran banker and prominent figure in the financial services industry, has joined the board of directors of Dalma Capital as part of a continued drive to enhance the company’s capabilities in investment banking services, in addition to its asset management platform. David brings with him a wealth of relationships and experience with a track record of over 30 years in corporate finance, investment banking and asset management. David joins the board of...

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Access to direct trading on NYSE brings an upgraded investing experience UP Fintech’s number of licenses and qualifications worldwide grows to 59 A new milestone marks UP Fintech’s growing industry-wide recognition UP Fintech Holding Limited (“UP Fintech” or the “Company”, Nasdaq: TIGR), a world-leading online brokerage, announced today that its subsidiary TradeUP Securities, Inc. is the latest member of the New York Stock Exchange (NYSE). The NYSE’s approval gives the company membership in New York Stock Exchange...

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