Linqto announces Key Leadership Promotions
September 8, 20233 min
Joseph A. Endoso named President and Patty Brewer becomes Chief Operating Officer
Trinity Capital Inc. announced CEO Transition
September 7, 20237 min
Trinity Capital Inc, a leading provider of diversified financial solutions to growth-stage companies, announced that as part of the Company’s long-term succession plan, its Board of Directors has named Kyle Brown as Chief Executive Officer, effective January 1, 2024. At the same time, Trinity’s current CEO, Steve Brown, will become Executive Chairman of the Board of Directors. This carefully designed leadership transition reflects the vision and planning of the Company’s management team and Board of Directors, who have...
TDC Investment Advisory announces rebrand to TFO Wealth Partners
September 1, 20233 min
TDC Investment Advisory announces rebrand to TFO Wealth Partners
Brightly named an Industry Leader in AIP Software
August 31, 20235 min
Recognition represents the company’s commitment to deliver intelligent asset management and capital planning solutions to the global market
Ingsai Finance Inc secures $80 Mn Strategic Investment from Grong Capital
August 30, 20236 min
Ingsai Finance Inc, a trailblazing USA-based financial services company renowned for its expertise in high-frequency and algorithmic trading, has achieved a monumental stride toward its journey of prosperity. Grong Capital, a distinguished name in the investment realm, has announced a strategic infusion of $80 million into Ingsai Finance Inc. This financial boost is poised to propel Ingsai’s Cloud-Based AI Bot to new heights, expanding its server capabilities for automated trading. Furthermore, the collaboration with Grong...
BuildESG adds Free Version of BuildRI Software
August 29, 20234 min
The BuildRI Platform for LPs, Lenders and Investment Managers Emerges as the Network for Assessing, Supporting and Sharing Responsible Investment and ESG Information
Sowell Management grows organically, ahead of RIA Curve
August 28, 20238 min
RIA adds more advisor partners to its expanding firm
Palmer Square Capital Management hires Andy Wedderburn-Maxwell
August 25, 20233 min
Palmer Square is excited to announce the hiring of Andy Wedderburn-Maxwell as a Managing Director based in New York. Given his depth of experience in investment banking and capital markets, Andy is focused on further enhancing the firm’s banking relationships with a particular focus on private credit and our Business Development Company (“BDC”) platform. In addition, Andy will work with our business development team on capital raising as the firm continues to grow and deepen its client roster. According...
Opto Investments appoints Matt Dunn as Head of Marketing
August 22, 20235 min
Private market investments leader adds institutional marketing veteran to support RIA adoption
Beacon Capital Management recognized in 2023 RIA Ranking
August 17, 20232 min
As the Demand for Innovative Investment Solutions Rises, The Dayton-based RIA has Experienced Remarkable Growth