Oversubscribed SDL III Significantly Exceeds Target, Creating the Largest Direct Lending Fund in the Firm’s History and the Largest Institutional Fund in the Market
Travis Alexander Named to “150 Advisors to Watch” List
July 30, 20245 min
AdvisorHub ranks Crux #50 on the list of financial advisory firms with over one billion in Client Assets
S64 Announces Successful Close of Series A Funding Round
July 29, 20245 min
S64, the global alternatives fintech and solutions partner to the wealth management industry, announced the successful close of its Series A funding round which includes investments from HPS Investment Partners and Sumitomo Mitsui Trust Bank, two prominent institutional investors. The new capital and strategic partnerships will accelerate S64’s growth and expansion strategy, enhancing its cutting-edge product manufacturing capabilities and proprietary technology platform. This investment will support the firm’s ambition to unlock rising demand from private...
GoldenTree Asset Management Hires Head of Real Estate Credit Origination
July 29, 20244 min
GoldenTree Asset Management LP, a global asset management firm with approximately $55 billion in assets under management, has announced the hiring of Sam Friedland as Principal and Head of Real Estate Credit Origination, a newly created role. He will be based in the firm’s New York office and will report to Lee Kruter, Partner and Head of Performing Credit. Friedland brings almost 15 years of expertise and relationships in the real estate industry to GoldenTree....
ASC Artificial Intelligence 20 Index available on Upwealth.io
July 29, 20244 min
Index offers AI-sector crypto exposure and market-leading performance to investors
Waverly Advisors Acquires River Capital Advisors
July 26, 20243 min
This is Waverly’s fifth location in Florida
Trovata and State Street’s Fund Connect announced integration
July 25, 20244 min
Fund Connect users get access to API-driven liquidity intelligence to maximize interest income
Lionpoint and BlueFlame AI Announce Strategic Partnership
July 25, 20245 min
Includes participation with the AI & Data Science Innovation Hub for Alternative Investment Management
She brings more than two decades of expertise in fostering growth across diverse industries
Priority Financial Group Achieves Significant Milestones
July 22, 20244 min
Priority Financial Group (PFG), a leading Independent Registered Investment Advisor (RIA), proudly announces the achievement of several key milestones, demonstrating its continued growth and commitment to excellence in financial advisory services. In June 2024, Priority Financial Group surpassed $5 billion in assets under management (AUM), a testament to the trust and confidence their clients place in the financial expertise of their dedicated team of advisors. This significant achievement underscores PFG’s dedication to providing exceptional service and...