investment management - FinTecBuzz

Agora Secures $34M Series B Funding

May 17, 20246 min

Agora, a leading innovator in real estate investment management solutions, announced the successful completion of its $34 million Series B funding round, led by Israel-based growth fund Qumra Capital, along with Insight Partners and Aleph. The investment will enable Agora to accelerate its expansion efforts and further enhance its innovative product offerings. “We are thrilled to secure this significant investment, which is a testament to the strength of our platform and the promise it holds for reinvigorating...

by PRNewswire

Investments

Park Avenue Securities launches new Private Client Group

May 16, 20244 min

New Private Client Group enhances firm's high-net-worth offerings with new premium products and services, providing an elevated wealth management experience.

by BusinessWire

Investments

Edelman Financial Engines acquires Soundmark Wealth Management

May 14, 20245 min

Expands presence in Pacific Northwest and increases planner network; broadens firm’s financial planning capabilities

by PRNewswire

Crypto Currencies

Dechert adds Neel Maitra as a partner in financial services practice

May 2, 20245 min

Dechert LLP announced today the addition of Neel Maitra as a partner in its financial services practice group, bolstering the firm’s capabilities in fintech, cryptocurrency, broker-dealer and securities regulatory compliance. Mr. Maitra will join the firm’s Washington D.C. office. “The arrival of Neel is testament to the growth and innovation of our financial services practice and the firm at large,” said Dave Forti, co-chair of Dechert. “Providing the full spectrum of services for asset managers and financial institutions is...

by PRNewswire

Investments

BIP Wealth acquires the Money Advisor Group

May 2, 20246 min

The strategic partnership opens new private investment opportunities for investors in the Columbus, Georgia market

by PRNewswire

Investments

Fortis Capital Advisors acquires ClearPath Financial, LLC

April 10, 20243 min

Fortis Capital Advisors, a rapidly growing RIA based in the Kansas City area, announced that it continues to expand its national footprint with the acquisition of Chicago, Illinois based firm ClearPath Financial, LLC. As a native of the suburbs of Chicago, I couldn’t be more excited about the acquisition of ClearPath,” said Fortis Capital CEO, Rob Hagg. “Stan Nieminski built an amazing business that continues to grow with his daughter Jessica. The companies’ philosophies align with an emphasis on strong...

by PRNewswire

Investments

Stratos Wealth Holdings names Brian L. Sullivan Head of Distribution

March 5, 20243 min

Experienced Investment Management Leader to Identify Growth Opportunities for Advisors, Stratos Investment Management

by PRNewswire

Investments

Pathstone to acquire Crestone Capital LLC

February 19, 20245 min

The acquisition continues to strengthen Pathstone's position as the largest independent Registered Investment Advisor ("RIA") focused on serving ultra-high net worth ("UHNW") families

by PRNewswire

Investments

Clearwater Analytics named Keith Viverito as Managing Director, EMEA

February 7, 20244 min

New Managing Director to Drive Clearwater Growth in Europe & APAC

by PRNewswire

Investments

Kim Chapman elected to FINRA’s National Adjudicatory Council

January 19, 20244 min

Chief Compliance Officer of Berthel, Fisher & Company Financial Services, Inc. Wins Four-Year Term for Mid-Size Firm Seat, Beginning January 2024 Chapman, Also a Member of FINRA's Mid-West Regional Committee, Has Over 30 Years of Industry Experience and Over 20 Years of Compliance Experience

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