Growing team of advisors have access to Savvy Wealth’s proprietary technology designed to enhance the client-advisor relationship and improve advisor productivity
Inaugural Award Recognizes Exceptionalism in Wealth and Investment Management
Investcorp, a leading alternative investment firm, and Securitize, the leader in tokenizing real-world assets, announced a strategic partnership to explore fund tokenization opportunities initially within Investcorp’s Strategic Capital Group (“ISCG”). ISCG is focused on acquiring minority interests in alternative asset managers (GPs), particularly GPs who manage longer-duration private capital strategies. The group manages approximately $1.5 billion of AUM and has completed 12 investments since its launch in 2019, placing it among the most active GP stakes investors...
Experienced manager joins from The Macro Institute with experience at TIAA/Nuveen, UBS Wealth Management and New York Federal Reserve Bank
Dynamo Investor Portal v3.0 Provides ALTS Investment Teams with Unparalleled Digital Experience for Building Optimal Engagement and a Professional Presence with Clients
The firm adds first Chief Technology Officer and appoints Chief Marketing Officer
Funding round led by industry leaders, strategic partners, and management team will fuel next stage of growth and innovation
Certuity announced that Scott Welch has joined the firm as Chief Investment Officer. Mr. Welch brings more than 25 years of investment experience to his role, most recently as a member of the WisdomTree Asset Allocation and Investment Committees and Chief Investment Officer of their model portfolios. Prior to WisdomTree, Mr. Welch served as Chief Investment Officer of Dynasty Financial Partners, as well as Co-Founder and Chief Investment Officer of Fortigent, LLC, a provider of...
Fast-growing fintech firm looks to round out its investment offerings to a rapidly expanding client base
Goldman Sachs and BlackRock Alum joins $4bln+ RIA
