Holt Xchange Expands Fintech Portfolio with 4 New Investments

Holt Xchange announced the four companies joining their investment platform for 2022. Holt Xchange, along with their 600+ global Advisory group, provides these growth-stage fintechs with mentoring, network access and capital investment to further develop their solutions and expand their market. They include: Deaglo F/X hedging software for investors and their portfolios Mall IQ Geotargeting solution that targets banking customers in selected geofence with relevant offers prior to point of sale. Flight Claim Flight compensation coverage covering you for...

Investopia and SALT Announce a New Strategic Partnership

Investopia, the global investment platform launched by the UAE Government in September 2021, announced a new strategic partnership with SALT, a premier global thought leadership forum, at a ceremony held at SALT New York 2022.The parties signed a Memorandum of Understanding outlining collaboration on a joint event to take place in 2023 in the UAE. The agreement was signed by H.E. Abdulla Bin Touq Al Marri, UAE Minister of Economy and Chairman of Investopia, and Mr. Anthony Scaramucci,...

THOR Launches its First ETF

THOR Financial Technologies (“THOR”) today announced the launch of its first exchange-traded fund (ETF), THOR Low Volatility ( NYSE: THLV), an actively managed low volatility equity strategy on the New York Stock Exchange. The introduction of THOR’s low volatility strategy as an ETF brings the firms proprietary risk management technology to the masses, seeking to provide investment results that generally correspond, before fees and expenses, to the performance of the THOR U.S. Low Volatility Index. THOR’s Low Volatility...

Allspring Global Investments appoints Head of U.S. Distribution

Allspring Global Investments (Allspring), a leading independent asset manager with more than US$476 billion in assets under management*, today announced that John Moninger has been appointed Head of U.S. Distribution. John will be responsible for leading a next-generation, client-centric U.S. distribution model for Allspring. He will lead Allspring’s retail sales, institutional sales, platform development, and client service and consultant relations teams. John brings decades of industry experience and joins from Eaton Vance, a part of Morgan Stanley Investment Management,...

Truist names Mike Maguire as Chief Financial Officer

Truist Financial Corporation ( NYSE: TFC) today announced that Mike Maguire, Truist’s chief consumer finance and payments officer, has been named chief financial officer (CFO) effective Sept. 15. Maguire succeeds current Truist CFO Daryl Bible, whose retirement was announced in May and who will remain at Truist during a transition period. Maguire will continue to serve as a member of Truist’s executive leadership team reporting to Chairman and Chief Executive Officer Bill Rogers and will oversee accounting, tax, treasury, financial planning and...

DataSnipper Announces Minority Investment from Insight Partners

DataSnipper, the Amsterdam-based software company focused on transforming the financial audit industry, today announces a minority investment in growth equity from global software investor Insight Partners. The investment will be used to accelerate market expansion, attract talent, and further fuel development and enhancement of the company’s intelligent automation platform in Microsoft Excel. Audit work involves many manual and repetitive tasks, and auditors have a strong desire for innovative technology that helps them do this work more...

Aeris Partners Launches new Office; Hires Gray Eklund as Director

Aeris Partners LLC (“Aeris Partners” or “Aeris”), a leading technology M&A investment bank, is excited to announce the launch of its new San Francisco, California office and the addition of Gray Eklund, Director, to help drive the firm’s West Coast expansion. Aeris Partners provides best-in-class M&A advisory services to leading private equity, venture capital, and founder-owned software, SaaS, and tech-enabled services companies spanning a range of high-growth verticals, including EdTech, FinTech, GovTech and Healthcare IT, among others. The firm...

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