investment - FinTecBuzz

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...

by PRNewswire

Investments

Groundfloor named to Forbes Fintech 50 list

February 13, 20246 min

The alternative investing platform for real estate was recognized for its regulatory innovation, transparency and unique approaches to fundraising

by BusinessWire

Investments

Castle Creek Capital expands team and advisors

February 13, 20245 min

Castle Creek Capital, an alternative investment firm focused on the financial services sector, is pleased to announce four recent additions to the team. Collectively, these individuals will partner with our investment team and portfolio company management teams to source, underwrite, and implement sustainable operational improvements at Castle Creek portfolio companies. Kevin Ahern and Ryan Gilbert join Castle Creek in advisory roles as Senior Advisors1. Chris Bertsch joins as President of Compass Operating Partners, an advisor...

by BusinessWire

Investments

RIA industry veteran David Canter joins CAIS as Strategic Advisor

February 2, 20243 min

Canter’s two-plus decades serving the RIA community to bolster CAIS’ unwavering commitment to independent advisors

by PRNewswire

Investments

Pontera and Steward Partners Global Advisory announced partnership

February 1, 20244 min

Rapidly-growing RIA and broker-dealer announces a forward-thinking partnership with Pontera, equipping advisors with secure and comprehensive 401(k) account management and reporting capabilities

by BusinessWire

Investments

iCapital® names New Marketing Leadership to drive global growth

January 30, 20244 min

Magdalena Pandiloska as Chief Marketing Officer and Christine Dusek as Head of Global Communications

by BusinessWire

Investments

Objectway acquires Nest Wealth

January 23, 20243 min

Objectway, the Global Top 100 FinTech provider of as-a-service software and services to banks, wealth and asset managers, announced the acquisition of Nest Wealth, a leading Canadian provider of digital wealth solutions. Building on more than 30 years of business expertise, Objectway has built partnerships with banks, wealth and asset management firms to empower and scale their business through cutting-edge software and services, enabling financial institutions of all sizes and geographies to seamlessly embark on...

by BusinessWire

Investments

Stonepeak appointed Sung Eun Ahn as Chairman, Korea

January 22, 20244 min

Industry veteran Sung Eun Ahn to join Stonepeak as Chairman, Korea

by BusinessWire

Investments

Bridge Investment Group announces Key 2024 Promotions

January 18, 20244 min

Inna Khidekel and Lourdes Fisher Promoted to Co-Heads of Client Solutions Group

by BusinessWire

Investments

Robert Leary joins Voya Financial Board of Directors

January 15, 20243 min

Voya Financial, Inc., announced that Robert Leary has been elected to the company’s board of directors, effective Jan. 8, 2024. Leary has more than 30 years of experience across the asset management, employee benefits, retirement, insurance and annuities industries. He currently serves as a senior advisor at Leapfrog Investments, a private investment firm that invests in high-growth financial services, healthcare and climate solutions companies in emerging markets. He will serve on the compensation, benefits and...

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