investment - FinTecBuzz

CAPTRUST Expands New England Presence with Boston Financial Management

November 15, 20244 min

CAPTRUST Financial Advisors (CAPTRUST) today announced the addition of Boston Financial Management (BFM). The firm adds nearly $5 billion of client assets, an additional location in Boston, and two new locations in Cape Cod, Massachusetts, and Portland, Maine. Boston Financial Management provides wealth management and investment advisory services for individuals, families, endowments, and nonprofits. They bring deep expertise in wealth and financial planning, trust services, and estate planning. Led by President and CEO Louis Crosier, BFM adds 45 new colleagues to CAPTRUST across three locations....

by PRNewswire

Banking

Coldstream Appoints Rush Benton, CFA®, to Board of Directors

November 15, 20246 min

Gorman Jones CEO and former CAPTRUST executive brings extensive wealth management M&A experience to growing Pacific Northwest firm

by BusinessWire

Investments

Forum Investment Group Unveils New Streamlined Website

November 14, 20245 min

Forum Investment Group (“Forum” or the “Firm”), a private real estate investment management firm specializing in multifamily, today announced the launch of its new, unified website: ForumIG.com. The revamped site merges two previously separate websites—ForumCapAdvisors.com, representing the firm’s investment management arm, and ForumRE.com, its core real estate owner/operator platform—into a single, streamlined digital experience providing visitors with a thorough understanding of the firm’s capabilities in real estate debt, private credit and equity investing. Recognized for...

by BusinessWire

Platforms

Kwanti Introduces Risk Profiling & xPDF to Portfolio Analytics Platform

November 13, 202410 min

Award winning portfolio analysis solution adds impactful new features for financial advisors

by BusinessWire

Investments

Vega Raises $20 Mn Series A Led by Apollo and Motive to Scale AltOS

November 13, 20248 min

Apollo and Motive led a $20 million Series A investment in Vega to scale its alternative asset manager client service technology platform – Vega AltOS – building on Vega’s $8 million seed investment from Motive, Picus Capital, Citi Ventures, and 60+ senior financial services executives. Apollo has become an enterprise-scale anchor client, using Vega AltOS to power its client services across its institutional, family office, and global wealth channels. Additionally, Apollo will contribute Edna, one...

by PRNewswire

Compliance & Scoring

Azimuth extends relationship with Truist to enhance automation

November 13, 20243 min

Azimuth, a pioneer in compliance automation, announced today that it is growing its strategic partnership with Truist Financial Corp (NYSE: TFC). With this multi-year expansion of their current partnership, Truist will implement Azimuth’s VALIDATOR software, enabling the bank to deploy automated, full-population compliance monitoring across multiple consumer businesses. This multi-year agreement broadens the partnership that began in December 2021 with an investment from Truist Ventures and integration with several of Truist’s individual business lines and products. “Truist is...

by BusinessWire

Payments

Morgan Stanley Expansion Capital Makes $20 Mn Investment in NovoPayment

November 13, 20244 min

Funding to help accelerate product and commercial growth and strengthen position in the banking and payment vertical SaaS market

by Binance Labs

Blockchain

Binance Labs Invests in Brevis to Boost Off-Chain Computation Tools

November 13, 20244 min

Binance Labs has invested in Brevis, a ZK-coprocessor platform that unlocks new use cases for apps by allowing verifiable, trust-free computations on historical on-chain data. Brevis’ flagship product, the ZK-coprocessor, empowers smart contracts to trustlessly access and run arbitrary computations on historical on-chain data, such as transactions, events, and states, enabling a wide range of use cases from user engagement and retention features to dynamic optimizations for DeFi dApps, intent automation and many more. Using...

by PRNewswire

Investments

Wealth Enhancement Group Acquires M&R Capital Management, Inc.

November 12, 20244 min

This partnership marks Wealth Enhancement Group's sixth location in New Jersey and brings the firm's total client assets to more than $96.6 billion.

by BusinessWire

Insurance

AIG Elects Courtney Leimkuhler to its Board of Directors

November 11, 20244 min

American International Group, Inc. (NYSE: AIG) today announced that Courtney Leimkuhler, co-founder and Managing Partner of the venture fund, Springbank, has been elected to its Board of Directors as an independent Director, effective November 5, 2024. Ms. Leimkuhler is a highly accomplished executive who previously held positions at Goldman Sachs, NYSE Euronext and MarshMcLennan. Ms. Leimkuhler began her career in investment banking at Goldman Sachs, before spending nearly a decade at NYSE Euronext, where she...

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