The TIFIN Group Announces Capital Partners and Investment
February 21, 20205 min
Infusion of Capital Coincides with Expansion of Executive Team
Motive Partners Acquires Majority Interest of Fiserv Investment Services Business
February 21, 20206 min
Motive Partners, a specialist private equity firm focused on technology-enabled business and financial services companies, today announced the closing of its previously announced transaction with Fiserv, Inc. (NASDAQ: FISV), a leading global provider of payments and financial services technology solutions, under which Motive Partners has acquired a majority interest in the Investment Services business of Fiserv. Fiserv retained a 40% equity interest in the business. Effective immediately, Investment Services, a former business unit of Fiserv, will...
Verdane Acquires Market Research, Customer Experience and Employee Experience Leader Confirmit
February 21, 20204 min
Verdane, the Northern European specialist growth equity investor, has acquired Confirmit, the leading global solutions provider for Customer Experience (CX), Employee Experience and Market Research. Verdane is the major investor in data visualization reporting firm Dapresy and will merge the two companies. “The combination of the Dapresy and Confirmit solutions will be unmatched in the market research and customer experience arena,” said Pål Malmros, responsible for the investment at Verdane. Tobi Andersson, CEO of Dapresy added, “Dapresy has comprehensive CX and market research reporting...
Orion Advisor Tech Announces Updates to Connect Integration on Salesforce AppExchange
February 17, 20206 min
Orion Advisor Technology (Orion), the premier provider of financial advisor technology and investment solutions, today announced it has updated the Orion Connect integration on Salesforce AppExchange, enabling advisors to work more efficiently through a more flexible and customizable data sync. The upgrade offers advisors increased options for data mapping, faster delta syncs, and supportive error message prompting—so they can access their data how they want, and more quickly. Built on the Salesforce Platform, Orion is currently...
STP Investment Services Acquires Accusource
February 15, 20203 min
STP Investment Services, a leading provider of middle office and investment operations outsourcing, fund services and technology solutions, today announced that it has expanded the breadth of its existing services with the acquisition of Accusource, an investment operations firm serving the investment management industry. The acquisition reinforces STP’s remarkable growth story, best-in-class operations, technology solutions, dashboards and reporting portals, and broadens STP’s service footprint by enhancing its Business Process Outsourcing capabilities. Accusource partners with investment management...
eVest Technology Launches Innovative Marketplace
February 5, 20206 min
eVest Marketplace Platform delivers investment opportunities in a myriad of industries via a comprehensive and convenient digital process featuring instant updates, automated funding, and dividend processing, without brokerage or attorney fees eVest Technology, ushering in the next generation of investing, long recognized for its savvy, industry-leading syndication software, has introduced a unique investing platform exclusively for accredited investors, eVest Marketplace. Through the innovative platform of the company, accredited investors, (those with an income above $200K...
Cielo Global Holdings Announces Financial Partnership between CieloAlliance and Barrington Consulting
February 5, 20203 min
Cielo Global Holdings (CGH) has announced a strategic investment partnership between CieloAlliance, their management consulting portfolio company, and Barrington Consulting, a transformational business and IT service firm based out of Nova Scotia, Canada. The investment of Barrington Consulting by their managing partner, Andrew Creaser, and his team of associates is instrumental in helping to grow CieloAlliance by combining their knowledge, expertise, and insight with the leadership and industry experience of CieloAlliance president, Michelle Stash. “Partnering with Andrew and...
Ideanomics’ MEG Sales Subsidiary Receives Investment from Qingdao City at 2 Billion RMB valuation
January 30, 20203 min
Ideanomics, (NASDAQ: IDEX) (“Ideanomics” or the “Company”), has today announced that its MEG Group subsidiary Qingdao Mobile New Energy Vehicle Sales Co. Ltd. has received an initial investment of ¥50 Million RMB (approx. $7.2M US) from Qingdao Xingyang City Investment Co., Ltd. as part of a series of investments valuing the subsidiary at ¥2 Billion RMB (approx. $288M US). The follow-on investments will come as the newly formed MEG-owned sales group realizes sales targets of ¥10 Billion RMB per additional investment tranche of 50...