Privately-held broker-dealer and corporate RIA managing over $13 billion in assets across 95,000+ client accounts partners with Pontera to offer secure professional 401(k) management capabilities to their over 400 financial professionals
Cloud-native front-to-back investment management system streamlines trading, optimizes efficiencies and costs
Chartis Research Acknowledges Clearwater Analytics' Excellence in Investment Management Technology
SeedBlink, Europe’s tech-focused venture investment and equity management platform, introduces a series of product enhancements as part of Fall Release. These updates are designed to simplify and enhance the equity understanding and access processes for European companies and their stakeholders. The new tools are for founders but also for investors. “SeedBlink is determined to transform Europe’s approach to equity ownership, bridging the gap between financial and intelligent capital. Unlike the thriving equity culture in the...
Former LPL Financial advisor brings over two decades of experience to fast-growing, modern RIA
AMG invests in Ara Partners, a specialized private markets manager focused on industrial decarbonization Partnership enhances AMG’s exposure to secular growth areas: private markets and sustainable investing AMG partnership facilitates increase in Ara Partners’ management equity ownership in the firm Ara Partners to leverage AMG’s strategic capabilities to enhance business development and growth initiatives
Wealth Management Firm Unveils New Look, Elevated Service Offerings
Daniel Carr (formerly Ares Management) and Peter Weiss (formerly Prospect Ridge) co-found and lead new platform with anchor capital from GCM Grosvenor
Mandy Chiu, CFA, brings deep experience developing innovative investment solutions for international markets
First-of-its-kind Digital Lending Insurance Product is Designed to Promote Financial Resilience for Lenders and Borrowers.
