Enzo Villani joins MarketMind as Chairman and Co-Founder
February 27, 20245 min
Alpha Transform Holdings makes strategic investment in MarketMind Technologies Inc., a company providing generative AI-based solutions for retail investor engagement.
Sybbex leads fintech innovation from Ireland
February 27, 20244 min
Sybbex, emerging from Ireland’s renowned tech-savvy environment, announces a global innovation in the fintech sector. This strategic launch aims to transform global financial markets through blockchain and cryptocurrency technologies. Located in Ireland, a country celebrated for its advanced financial legislation and strong economic framework, Sybbex is introducing groundbreaking fintech solutions to revolutionize traditional trading systems. Ireland’s Role as a Innovation Hub of Finance: Ireland’s global recognition as a fintech innovation hub provides Sybbex with unparalleled strategic advantages....
StratCap expands management team with two key hires
February 27, 20244 min
StratCap, a global alternative investment management platform, is proud to announce that it has expanded its executive leadership team with the addition of two key professionals in Katie Peterson as Vice President of National Accounts and Andre Hatibi as Vice President of Internal Sales. These additions will support the ongoing growth of the StratCap distribution team as the company continues to scale its digital infrastructure investing activities, highlighted by the company’s recent closing of nearly...
Copper Financial launches Guided Investing for Credit Unions
February 26, 20245 min
In collaboration with Apex Fintech Solutions Inc., credit unions now have a digital wealth management solution offered directly to members.
Merit Financial Advisors introduces Merit Amplify
February 26, 20245 min
New model offers flexible solutions for advisory firms looking for additional support while preserving their independence
Keebeck Wealth Management announced partnership with iCapital®
February 23, 20244 min
Partnership leverages iCapital's innovative technology platform and comprehensive educational resources to enhance Keebeck's tailored solutions and investment opportunities.
Valkyrie launches 2x Leveraged Bitcoin Futures ETF
February 23, 20244 min
The leveraged ETF follows the successful debut of the Company’s spot Bitcoin ETP
Accordant ODCE Index Fund added to Leading RIA Custodian Platforms
February 23, 20243 min
Accordant Investments LLC (“Accordant”) has announced that the Accordant ODCE Index Fund (ticker: ODCEX), the first ever private real estate index fund, is now available on four of the largest registered investment adviser custodian platforms: Schwab Advisor Services™, Fidelity Investments®, Pershing, and Matrix Trust Company ODCEX is a fully registered interval fund with a patented indexing investment approach that seeks to track the NFI-ODCE Index. The NFI-ODCE Index is considered to be the most comprehensive...
Winston & Strawn announced a new addition
February 22, 20244 min
Winston & Strawn LLP is pleased to announce that Michelle Abad has joined the firm’s New York office as a partner in the Transactions Department and as a member of the firm’s Structured Finance Practice. Michelle joins Winston after serving as senior counsel for Rocket Central, the centralized hub for the Rocket Companies fintech platform, where she advised on funding strategies for the development and management of diverse financial products. She managed a broad array...
Steward Partners named Hybrid RIA of the Year
February 22, 20244 min
Steward Partners, a full-service, employee-owned, independent financial services firm, has been recognized as Hybrid RIA of the Year by Wealth Solutions Report in the second annual invitation-only Wealth Exemplar Awards. This honor is awarded to the top three Registered Investment Advisor (RIA) firms offering fee-based solutions alongside commissionable services through W-2 and independent financial advisors. “We are honored to be named Hybrid RIA of the Year by Wealth Solutions Report. This accolade is a testament to our team’s...