Liquidnet Reports Record Growth, Expands in Asia Pacific Markets
December 18, 20243 min
2024 milestones include record $40 million block trade in Hong Kong and successful rollout of its VWAP Cross solution in three additional markets
Zest AI Announces $200 Million Growth Investment from Insight Partners
December 16, 20247 min
Leader in AI lending technology to further accelerate product innovation and take aim at high impact M&A opportunities
MarketGrader Welcomes Mike Paul to Board of Directors
December 12, 20246 min
MarketGrader, a leader in smart beta investment solutions, today announced the addition of Mike Paul to its Board of Directors. With a focus on MarketGrader’s Smart Beta Indexes business, Paul will provide strategic guidance on matters of business development, key staffing considerations and commercialization opportunities for the firm’s global index library, as well as counsel on the product roadmap and partnerships. “Mike brings a vast amount of experience building, leading and advising asset managers and...
Lido Advisors Announces Partnership with Avitas Wealth Management
December 12, 20244 min
Avitas to Join with more than $1.1 Billion in RAUM and Enhance Lido's Los Angeles Home Base
Concurrent Continues Growth Momentum With Addition of Six New Advisors
December 9, 20245 min
The multi-custodial RIA adds a combined $885 million in AUM
Apex Fintech Solutions and Advyzon Expand Strategic Partnership With AIM
December 6, 20245 min
• Designed to provide an advisor-centric solution that reduces administrative tasks
Silver Oak Securities Grows Midwest Reach with Pathway Financial Design
December 5, 20244 min
The $155 million Michigan-based financial planning firm brings multi-generational financial planning experience
GTN appoints Christopher Gregory as CEO for Europe
December 4, 20244 min
GTN, a global fintech redefining investing and trading for all, is pleased to announce the appointment of Christopher Gregory as CEO for Europe. Chris will spearhead GTN’s strategic expansion across Europe, a key region in the company’s global growth strategy. With over two decades of experience in SaaS solutions, brokerage services, and the fintech landscape, Chris is a seasoned executive with a proven track record in launching and scaling fintech ventures. Chris’s deep understanding of regulatory landscapes, combined with...
Castine LLC Announces Acquisition of ResearchPool
December 4, 20243 min
Adds research management for internal- and broker-sourced research to Castine’s research invoicing, payment, and commission management suite.
Masttro Launches Next-Gen Platform for Wealth Management
December 2, 20244 min
New technology improves the user experience with new capabilities, empowering RIAs and family office managers to better service their UHNW clients