investment solutions - FinTecBuzz

CUWG Launches Managed Direct Bond Investments for Member Portfolios

October 22, 20243 min

Credit Union Wealth Group (CUWG), a leading provider of digital wealth management programs for credit unions, announces the expansion of its fixed income capabilities, providing members with access to managed direct bond strategies. Members can access Treasury, TIPS, Agency, Municipal and Corporate managed bond and ladder investments as part of their portfolio. Members are interested in direct bond investments, but complexity and high minimums have often made strategies inaccessible. Through the CUWG wealth management program,...

by BusinessWire

Investments

Three SMA Models from Sound Income Strategies Now on Orion’s Platforms

October 21, 20244 min

Income Plus, Dividend River and Total Return strategies now available through Orion Communities and Orion Portfolio Solutions

by PRNewswire

Investments

Beacon Pointe Advisors Breaks New Ground in Minnesota

October 18, 20247 min

$1B Landmark Wealth Management Group Joins Beacon Pointe, Extending Vast Operational Opportunity Across Four Offices Nationwide

by BusinessWire

Investments

Lionpoint Group Rebrands to Alpha Alternatives

October 16, 20245 min

The rebrand further confirms Alpha Alternatives’ position as the leading trusted advisor for private markets investment managers globally, and the leading implementation partner for private markets technology.

by PRNewswire

Investments

Clearwater Analytics expands EMEA leadership team with three new hires

October 15, 20245 min

Welcomes Adrien de La Grange as Head of Business Development in France, Amina Troger as New Head of Global Delivery for EMEA, and Jose Salas as Head of Partnerships & Alliances for EMEA

by Invex Ventures

Investments

Invex Ventures acquires leading fintech infrastructure platform Manigo

October 15, 20244 min

• Acquisition will strengthen and expand Manigo’s Integrations Library and Core Banking capabilities for existing and future clients. • Manigo joins Invex Ventures’ portfolio of Fintech companies.

by PRNewswire

Investments

Best Egg Secures $500m Purchase Facility to Enable Personal Loan Offers

October 14, 20245 min

Forward-flow and back-book purchase commitment is led by Fortress Investment Group with Edge Focus

by PRNewswire

Investments

Arta Finance and Wio Invest launchs Wealth-as-a-Service for banks.

October 11, 20248 min

Fast-growing digital wealth management platform Arta Finance launched globally. Arta’s platform is now open to accredited investors in Singapore and to international investors open to managing their wealth in Singapore – a global wealth hub where an expected 1.6 million offshore investors are expected to manage $4.8 trillion in assets by 2028. The international launch follows Arta’s successful debut in the US in October 2023. Arta also took a major step on its B2B journey with the announcement that Abu Dhabi’s Wio Invest...

by PRNewswire

Investments

Toss Securities Appoints Gyubin Kim as New CEO

October 11, 20244 min

Toss Securities announced that Gyubin Kim, the former Head of Product, has been appointed as the new CEO. The decision, made during a general shareholders’ meeting on the 10th, is part of a strategy to bolster Toss Securities’ standing as an investment platform and broaden its range of services. Kim has been instrumental in driving service innovation since joining Toss Securities as a Product Owner (PO) in January 2022. His accomplishments include launching real-time fractional overseas...

by PRNewswire

Investments

HTX Ventures Reveals how AI and Web3 Will Revolutionize DeFi and Beyond

October 10, 20246 min

HTX Ventures, the global investment division of HTX, is paving the way for the future of AI and Web3 Integration. Edward, Managing Director of HTX Ventures, recently outlined the key investment opportunities and challenges in this sector, further underscoring HTX Ventures’ strategic approach to these emerging technologies. The Synergy of AI and Web3: Investment Opportunities and Challenges As AI technologies, such as ChatGPT, continues to disrupt industries, HTX Ventures has taken a cautious and focused...

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