investment solutions - FinTecBuzz

Garnett Station partners Promotes Jordan Garay to Partner

May 17, 20243 min

Garnett Station Partners (“Garnett Station”), a New York-based principal investment firm managing over $2.3 billion in assets, is pleased to announce the promotion of Jordan Garay to Partner. Since joining Garnett Station in 2016 as an Associate, Mr. Garay has been integral to the firm’s growth and value creation. “Jordan’s promotion is a testament to his unwavering dedication and significant contributions to our team,” said Alex Sloane, Co-Founder and Managing Partner of Garnett Station. “His...

by PRNewswire

Investments

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 BusinessWire

Investments

Marathon Asset Management announces expansion of leadership teams

May 16, 20246 min

Andrew Szmulewicz and Fernando Phillips Named as Co-Heads of Emerging Markets Debt Business; Gabriel Szpigiel to Depart Randy Raisman and Michael Alexander promoted to Leadership Team for U.S. Opportunistic Credit Business

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 PRNewswire

Investments

BCM Hires Jeffrey Klepacki as EVP and National Sales Manager

May 15, 20244 min

Bluerock Capital Markets (“BCM”), a leading distributor of institutional alternative investment products and the dedicated dealer manager for Bluerock, announced that it has hired industry veteran Jeffrey Klepacki to serve as Executive Vice President and National Sales Manager. In this role, Mr. Klepacki will be responsible for supervising and managing the company’s senior national sales teams and supporting the strategic growth and development of Bluerock investment programs across all intermediary distribution channels including the independent broker-dealer,...

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

Investments

Linnovate Partners Closes USD 40 Mn Funding Commitment Led by SeaTown

May 10, 20244 min

Linnovate Partners (“Linnovate”), a leader in asset servicing and fintech for the alternative investment industry, is pleased to announce the successful closure of USD 40 million funding commitment by SeaTown Private Capital Master Fund. SeaTown Private Capital Master Fund is managed by SeaTown Holdings International Pte. Ltd. (“SeaTown”), a leading Asia-focused alternative investments firm that is owned by Seviora, Temasek’s asset management group. This capital infusion marks a pivotal moment in Linnovate’s journey, enabling the firm to scale...

by BusinessWire

Investments

Nick Stonestreet Joins DLP Capital as President of Financial Services

May 10, 20243 min

DLP Capital, a private real estate investment and financial services firm, announced Nick Stonestreet as its new President of Financial Services. With over 30 years of experience in the financial services industry, Stonestreet brings a wealth of knowledge and enhanced service delivery. Before joining DLP Capital, Stonestreet was the CEO, chief investment officer, and senior partner of Blue Trust, where he played a pivotal role in developing strategic initiatives and overseeing the management of the...

by BusinessWire

Insurance

iPipeline Appoints First-Ever Chief Product Officer

May 10, 20246 min

Inaugural CPO Katie Kahl to establish strategic vision and roadmap for iPipeline’s innovative life insurance and wealth management technology product portfolio

by BusinessWire

Investments

Future Capital and Money Concepts strategically partner

May 9, 20243 min

Future Capital, a tech-enabled registered investment advisor (RIA), and Money Concepts, a privately owned broker dealer, announce their strategic partnership. This collaboration will bolster Money Concepts’ services, enhancing its solutions that encourage better retirement outcomes. Future Capital enables advisors to seamlessly manage their existing wealth management clients’ held-away 401(k) assets, with or without a relationship with the plan sponsor or plan provider. “Our partnership with Money Concepts strategically enables advisors to better serve their clients...

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