Nebo Wealth Launches Enterprise Solutions Platform
March 4, 20257 min
Enterprise offering meets growing demand for scalable, goals-based investing capabilities for large advisor networks, TAMPs, and wealth platforms.
BMO Joins IBM Quantum Network to Boost Financial Services Innovation
February 10, 20254 min
BMO today announced it has joined the IBM Quantum Network, extending its technology leadership in North America to further drive real financial progress for its customers, clients, and the communities it serves. BMO gains access to IBM’s advanced quantum infrastructure, enabling the bank to develop and deploy quantum-powered solutions across its operations. The investment in advanced capabilities is at the core of BMO’s Digital First strategy to deliver progress and outcomes at scale by merging human expertise...
Pocketnest Forges Strategic Alliance with CU WealthNext
November 22, 20246 min
Fintech trailblazer partners with CUSO to ignite credit union innovation
Quicken adds robust investment tracking features to Simplifi
August 16, 20235 min
Amid this period of market volatility, new features offer users powerful investment balance and performance tracking capabilities
− Transaction Increases Scale and Enhances Access to Securitization Markets – − Synergistic Expansion Expected to Drive Earnings Accretion and Long-Term Growth −
Deep Limited Partnership Investment Details Will Help Compre Maintain AUM Growth, Now at 3X in Three Years
Trousdale Ventures, LLC., a preeminent privately-held investment firm (www.TrousdaleVC.com), is thrilled to announce the appointment of esteemed finance and data analytics authority, Sachin Seth, to the role of Finance and Climate Venture Capitalist. This strategic addition to the team enhances Trousdale’s leadership and aligns perfectly with the firm’s ambitious growth trajectory. With a rich 15-year tenure in the finance, data analytics, and semiconductor sectors, including a pivotal stint as a Senior Manager of Finance at...
Chicago Pacific Founders (“CPF”), an investment adviser that manages private equity funds, focused exclusively in value-based care innovation, healthcare services, and AI and tech enabled healthcare services, recently announced the promotion of Sameer Mathur to Partner. “We’re thrilled to announce Sameer’s promotion to Partner at CPF,” said Founder and Managing Partner Mary Tolan. “Sameer is a tremendously talented, diligent individual who recognizes the value of CPF’s collaborative ethos and continuously strives to generate outstanding results.” Sameer has...
The Marketing Alliance, Inc. (OTC: MAAL) (“TMA” or the “Company”), today announced financial results for its fiscal 2022 third quarter ended December 31, 2021. FY 2022 Third Quarter Financial Highlights (all comparisons to the prior year period) Operating income increased to $1,121,784 compared to $581,519 in the prior year period despite a 29% decrease in revenue to $5,694,085 Operating income (from continuing operations) increased in the quarter due in part to an Employee Retention Credit of...
CION Investment Corporation Forms CION/EagleTree Partners, LLC
December 29, 20214 min
Joint Investment Partnership with EagleTree Capital