Milo Surpasses $65 Million in Crypto Mortgage Volume
March 3, 20255 min
Milo continues to lead in crypto real estate financing, allowing digital asset holders to leverage Bitcoin and Ethereum for homeownership without selling their assets.
SEI launched VQ and Impact Report with YourStake’s partnership
August 8, 20233 min
New Applications Help Advisors Connect Investors to What Matters Most. SEI® announced the launch of the Values Questionnaire (VQ) and Impact Report through a strategic partnership with YourStake, a top-rated1 financial advisor solution for environmental, social, and governance, faith-based, and values-based investing. The VQ empowers financial advisors utilizing the SEI Wealth PlatformSM to understand a client’s top values in order to facilitate personalized portfolio research. The VQ creates a Values Persona for an individual investor by identifying personality...
CrowdStreet announced the Next Phase in Its Evolution
August 1, 20236 min
Broker-Dealer Designation, Planned Launch of First Brokered Offering Unlocks Institutional-Level Services for Accredited Investors
− Transaction Increases Scale and Enhances Access to Securitization Markets – − Synergistic Expansion Expected to Drive Earnings Accretion and Long-Term Growth −