investment - FinTecBuzz

KeyCorp Receives Strategic Minority Investment from Scotiabank

PRNewswireAugust 12, 20247 min

Opportunistic capital raise on attractive terms Accelerates capital and earnings improvement; capital raise estimated to result in pro forma CET1 of 12.4% Further strengthens Key's capacity for growth

Investments

Leon Capital Group, iCapital® to Expand Investment Opportunities Access

PRNewswireAugust 7, 20246 min

Innovative Collaboration Enhances Access to Leon's Investment Strategies for Financial Advisors and High-Net-Worth Investors

Banking

Stori, the Mexican unicorn, secures US$212 million investment

PRNewswireAugust 7, 20247 min

Stori, the pioneering Mexican startup dedicated to revolutionizing consumer finance with a suite of groundbreaking products and services, announced a new round of equity and debt financing totaling US$212 million. This includes US$105 million in equity led by Notable Capital and BAI with participation from new and existing investors ACE Redpoint Ventures, GIC, General Catalyst, Goodwater, Lightspeed Ventures, and Tresalia, and US$107 million in new debt financing provided by Goldman Sachs and Davidson Kempner Capital Management LP. This investment represents...

Investments

Intellectia.AI Unveils AI Investment Platform at LSEG Conference

GlobeNewswireAugust 2, 20245 min

Intellectia.AI (“the Company”), a pioneering fintech startup championing the next wave of AI-native financial platforms for discerning investors, shared insights into the application of AI in financial investment research at the AI Innovation and the Future of Data Intelligence Summit in Shenzhen organized by LSEG (London Stock Exchange Group) Data & Analytics. Founded in 2023, Intellecita.AI has built a comprehensive AI-powered investment research platform for retail investors globally with a mission to democratize financial analysis....

Banking

AmInvestment Bank Enhances Securities Finance Services with Broadridge

PRNewswireJuly 22, 20244 min

To transform and expand their prime brokerage business lines and as part of its broader efforts to add and enhance value for its clientele, AmInvestment Bank, a company in the Ambank Group and one of the largest banking groups in Malaysia, has deployed global Fintech leader Broadridge Financial Solutions, Inc.’s (NYSE: BR) Securities Finance and Collateral Management platform to enable their Securities Borrowing and Lending product offerings. This single platform allows AmInvestment Bank to simplify and innovate trading, manage...

Banking

Matera Announces $100M Investment from Warburg Pincus

PRNewswireJuly 18, 20246 min

Growth investment strengthens development of innovative core banking software solutions and further expansion into global markets

Investments

World Investment Advisors acquires Boston Harbor Wealth Advisors

PRNewswireJuly 17, 20244 min

$3.5 billion firm joins World to expand its growth strategy and enhance its offering to advisors and clients

Investments

EP Wealth Advisors Acquires Sloan Investment Management, LLC

BusinessWireJuly 8, 20245 min

Deal builds on EP presence in region; Veteran team provides personalized approach to financial planning

Investments

NewEdge Wealth Welcomes Brian Nick to Investment Management Team

BusinessWireJune 27, 20244 min

Experienced manager joins from The Macro Institute with experience at TIAA/Nuveen, UBS Wealth Management and New York Federal Reserve Bank

Investments

Certuity Names Scott Welch as Chief Investment Officer

BusinessWireJune 25, 20244 min

Certuity announced that Scott Welch has joined the firm as Chief Investment Officer. Mr. Welch brings more than 25 years of investment experience to his role, most recently as a member of the WisdomTree Asset Allocation and Investment Committees and Chief Investment Officer of their model portfolios. Prior to WisdomTree, Mr. Welch served as Chief Investment Officer of Dynasty Financial Partners, as well as Co-Founder and Chief Investment Officer of Fortigent, LLC, a provider of...

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