Canapi Ventures Welcomes New Principals Kristie Han and Connie Qian
Former Bain Capital Ventures and Forgepoint investors bring their expertise to Canapi, strengthening its focus on growth-stage companies
Former Bain Capital Ventures and Forgepoint investors bring their expertise to Canapi, strengthening its focus on growth-stage companies
Integrated solution from Advyzon Institutional redefines family wealth management
The new tool converts complex signature documents into personalized, interactive, and simple questionnaires.
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, 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 (“Forum” or the “Firm”), 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 websites—ForumCapAdvisors.com, representing the firm’s investment management arm, and ForumRE.com, its core real estate owner/operator platform—into a single, streamlined digital experience providing visitors with a thorough understanding of the firm’s capabilities in real estate debt, private credit and equity investing. Recognized for...
Firm continues growth in the Greater Denver Area with addition of experienced team focused on high-net-worth families
New feature enables retail investors to trade 24 hours a day, 5 days a week
Apollo and Motive led a $20 million Series A investment in Vega to scale its alternative asset manager client service technology platform – Vega AltOS – building on Vega’s $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...
Brad Boggess Joins as a Managing Director