investment technology - FinTecBuzz

Conning to Acquire Pearlmark

November 11, 20224 min

Conning Adds Real Estate Expertise with Majority Stake in Pearlmark, Expanding its Investment Capabilities Partnership Provides Pearlmark with Support to Strengthen and Grow its Platform Conning, a leading global investment management firm, and Pearlmark Real Estate, L.L.C. (“Pearlmark”), a specialist investment manager of commercial real estate debt and equity strategies, today announced the signing of a definitive agreement for Conning & Company to acquire a majority stake in Pearlmark. Pearlmark will continue to operate autonomously...

by BusinessWire

Investments

Distributed Ventures Announces New Hires

November 10, 20226 min

Early-stage venture capital firm taps Joe Flanagan as Growth Partner and Alex Carvalho as Associate while continuing to grow portfolio of insurtech, fintech, and healthtech investments

by PRNewswire

Investments

Reorg agrees to acquire FinDox

November 10, 20224 min

Reorg, a global provider of financial and legal intelligence and data, announced today that it has agreed to acquire FinDox, a leading document, compliance and data management provider. “As part of our global growth strategy across a variety of credit verticals, Reorg continues to invest in solutions to better serve our customer base. We’re excited to bring the FinDox team into Reorg to enhance our overall data and workflow solutions for leveraged finance and private...

by BusinessWire

Investments

Hamilton Reserve Bank Partners with Rosenblatt Global Advisors LLC

November 10, 20223 min

Hamilton Reserve Bank (www.hrbank.com), the award-winning hometown bank of America’s founding father Alexander Hamilton and the largest global bank in its region, has partnered with Rosenblatt Global Advisors LLC (www.rbltga.com), a sister company of Rosenblatt Securities (www.rblt.com), the largest floor broker on the New York Stock Exchange (NYSE), to offer holistic investment solutions to a global clientele. Through a co-branding arrangement, Hamilton Reserve Bank’s large and rapidly expanding global customer base will access Rosenblatt’s broad...

by PRNewswire

Investments

M Financial Selects Proteus as an Alternative Investment Partner

November 9, 20223 min

Proteus, LLC announced that M Financial Group approved Proteus, LLC as an alternative investment platform. M Financial will leverage Proteus’ leading technology platform and related infrastructure to seamlessly offer alternative investments throughout their Member Firms in both wealth management accounts and in insurance-based separate accounts. M Financial Group will make available to their Member Firms private alternative investment products that have been sourced and due diligenced by Proteus alongside Callan, Proteus’ research partner. Further, Member Firms will have available...

by GlobeNewswire

Investments

Nicola Wealth Announces Acquisition of Levine Financial Group

November 8, 20223 min

Nicola Wealth continues its strategic growth plan in Ontario with the expansion of its insurance division

by PRNewswire

Investments

Beacon Announces New President

November 2, 20224 min

James Corrigan, former SimCorp and SunGard Systems Executive, joins as President of Beacon Platform.

by PRNewswire

Investments

Santa Cruz County Bank Announces New CFO, Cecilia Situ

November 2, 20226 min

Santa Cruz County Bank (OTCQX: SCZC) www.sccountybank.com with assets of $1.86 billion, today announced Cecilia Situ has joined the Bank as Executive Vice President and Chief Financial Officer. Ms. Situ brings more than 20 years of well-rounded financial management experience, including financial accounting and SEC reporting, interest rate risk and investment portfolio management, business combination, financial planning, Sarbanes-Oxley internal control and procedures, and team development. Most recently, she was Senior Vice President and Treasurer at Bank of Marin, a publicly traded bank with $4.3 billion in...

by PRNewswire

Investments

Mercer Advisors Acquires Mark D. Cunningham

November 1, 20225 min

Mercer Global Advisors, Inc. (“Mercer Advisors”), a national Registered Investment Adviser (RIA), today announced the acquisition of Mark D. Cunningham, a sole proprietorship affiliated with Raymond James (hereinafter “Cunningham”). Cunningham, a respected wealth management firm located in Bellaire Texas, serves clients with assets under management (AUM) of approximately $360 million. Mark D. Cunningham, CFP®, CDFA®, founded Cunningham in 1997. His team has been helping clients achieve financial freedom through comprehensive wealth management and financial planning. Their approach to financial planning...

by PRNewswire

Investments

Thoma Bravo Completes Growth Investment in SMA Technologies

November 1, 20223 min

Thoma Bravo, a leading software investment firm, today announced the completion of its strategic growth investment in SMA Technologies (“SMA”), a leading provider of automation solutions for financial services. The investment will enable SMA to significantly expand its offering of automation solutions for its clients while accelerating growth geographically and into tangential industries over time. Founded in 1980 by automation experts at NASA, SMA Technologies is dedicated to simplifying IT complexity through its workload automation...

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