Members now have access to a variety of investment and trading options via the credit union’s website and app.
CAIS Names Tim Shannon and Brad Walker as Co-Presidents
February 28, 20254 min
Newly Created Leadership Structure to Enhance Coordination Between Growth-Focused Initiatives and Operational Excellence
Nomura Strategic Ventures makes an investment in Nada
February 26, 20253 min
New financing will accelerate Nada’s home equity agreement origination business and innovative Homeshares investment platform.
Proteus and Pathway Collaborate on Private Investment Access Platform
February 6, 20254 min
Proteus, LLC (“Proteus”), a leading alternative investment platform, is thrilled to announce its collaboration with Pathway Capital Management, LP (“Pathway”), a leader in private markets investing. This collaboration introduces a private investment access platform and an innovative approach to co-investments tailored for the wealth management channel, helping broaden the access to private markets for Registered Investment Advisors (RIAs) and their high-net-worth clients. “We are thrilled to collaborate with Pathway on this important initiative,” said Jason Brown,...
PPB Strengthens Position with Key Milestones in 2024
January 16, 20254 min
PPB Capital Partners, a pioneer alternative investment platform and operational service provider, is pleased to announce another successful year underscored by several strategic developments in both their core business practices and industry influence. Specifically, PPB is seeing record sales and expansion in firm operations. PPB increased their customized solutions business by 30% and expanded their operational team by 60% to support growth. The results of 2024’s achievements have propelled the company to new levels. In...
Frec Launches New Mobile App and Launches Portfolio Lines of Credit
December 24, 20245 min
Frec reaches $170M in customer assets simplifying complex tax strategies for self-directed investors
B2BROKER and Spotware Fully Integrate B2COPY with cTrader
August 30, 20249 min
B2BROKER, a leading technology provider and the developer of the advanced investment platform B2COPY, has announced the full integration of B2COPY with Spotware’s cTrader, the premium and first Open Trading Platform™. This cooperation allows brokers and traders on cTrader to utilise both the platform’s and B2COPY’s unique advantages for a better and more effective copy trading experience. B2COPY on cTrader – What Can You Expect? B2COPY is the first-ever solution to provide an institutional-level trade copier for cTrader...
Alternative real estate investment platform recognized again for its rapid growth and product innovation
TIFIN announces Brooke Juniper as CEO of Sage
March 15, 20243 min
TIFIN, a leading AI and innovation platform for wealth, announces the appointment of Brooke Juniper as the Chief Executive Officer of Sage, its AI-driven investment platform that acts as a personalized CIO, helping advisors through quick ideation and actionability for each client and prospect portfolio. With an extensive background in finance and technology, Brooke Juniper brings a wealth of experience and expertise to her new role at Sage. Before joining Sage, Brooke spent 16 years at BlackRock, where most recently...
SnowSeed secures $5 Million strategic investment
March 13, 20245 min
SnowSeed, an NFT investment platform launched by PT. Gaudi Verse Indonesia, announced on the 8th that it has secured $5 million in investment from Buckingham Holdings Indonesia and MCI (Medi Crypto International). PT. Gaudi Verse Indonesia, established in December 2023, is a platform that launched a Special NFT Offering (SNO) based on NFTs. It introduces a concept akin to a basic income, allowing investors to earn USDC interest and mine PDT coins from the invested...