investments - FinTecBuzz

Stanford Markets Launches Data Tools for Financial Transparency

November 8, 20249 min

Stanford Markets unveiled a new suite of tools designed to support investor decision-making through greater transparency and accessible data. The new offering combines real-time data insights with options for sustainable investing, aiming to help investors of all levels gain a clearer view of the financial landscape Commitment to Transparent and Accurate Data At the core of these updates is Stanford Markets’ commitment to providing accurate, straightforward market data. Understanding that informed choices depend on reliable...

by BusinessWire

Investments

NewEdge Wealth Welcomes Experienced Wealth Manager Christopher Ayer

November 8, 20243 min

Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office

by PRNewswire

Investments

Sequoia Financial Group Acquires Family Asset Management

November 7, 20245 min

Sequoia Financial Group, LLC (Sequoia Financial), an SEC-registered wealth manager with $21.5 billion in assets under management as of Sept. 30, 2024, and Family Asset Management (FAM), a Charleston, South Carolina-based investment advisory firm, announced that Sequoia Financial has acquired FAM. Financial terms were not disclosed. Founded in 2004, FAM is an SEC-registered investment advisor with more than $300 million in assets under management as of Sept. 30, 2024. FAM provides financial planning and investment management services to high net worth clients,...

by BusinessWire

Investments

Miracle Mile Advisors Opens Chicago Office

November 6, 20244 min

National RIA expands to Chicago, enhancing wealth management offerings in the Midwest

by BusinessWire

Investments

EP Wealth Advisors Announced Two New Acquisitions

November 6, 20245 min

The partnerships expand the firm’s presence in the New England and North Texas regions

by BusinessWire

Investments

Fred Matera Promoted to Chief Executive Officer of CoreVest

November 5, 20245 min

CoreVest American Finance Lender, LLC (“CoreVest”), a leading lender to residential real estate investors nationwide and a division of Redwood Trust, Inc. (“Redwood”), is pleased to announce the promotion of Fred Matera to Chief Executive Officer. A tenured leader at Redwood, Fred has served as CoreVest’s Co-Head for the last year and has been an integral part of Redwood’s leadership team since 2019. In his new role, Fred will continue to report to Dash Robinson,...

by PRNewswire

Investments

Piper Sandler and BC Partners Credit Announce Strategic Alliance

November 4, 20246 min

Piper Sandler Companies, a leading investment bank, and BC Partners Credit, the $8 billion credit arm of international investment firm BC Partners, announced a strategic alliance. The alliance, which leverages the expertise and broad networks of Piper Sandler’s Financial Services Debt Capital Markets team and BC Partners Credit, paves the way for Piper Sandler’s clients across the financial services sector to best access the debt capital markets with customized structures and financing solutions as they grow...

by GlobeNewswire

Investments

MONECO Advisors Named to Forbes’ America’s Top RIA Firms 2024

November 4, 20243 min

MONECO Advisors, LLC announces its inclusion in the Forbes’ America’s Top RIA Firms 2024 ranking. Dedicated to driving conscious growth, the firm’s Managing Partner, Charlie Rocco, JD/MBA, CFP®, CIMA® comments that: “While others may chase Wall Street profits, we find fulfillment in developing client relationships and providing financial plans that help our clients pursue their milestones and goals. This top industry ranking from Forbes confirms we are on the right track with this approach as we...

by BusinessWire

Crypto Currencies

Kraken Appoints Arjun Sethi as Co-CEO

October 31, 20244 min

Kraken, one of the longest-standing and most secure cryptocurrency platforms, announced that Arjun Sethi has been appointed as co-CEO, serving alongside David Ripley, who will become co-CEO. Sethi also serves as Co-Founder and Chairman of Tribe Capital and is widely recognized as one of the top early-stage venture investors in Silicon Valley. Notable investments include xAI, Rippling, Applied Intuition, Slack, Gusto, Swarm, and Carta. Sethi is also a successful two-time founder who joined Yahoo’s executive...

by PRNewswire

Investments

Evoke Advisors Acquires Crescent Bay Advisors

October 31, 20244 min

Evoke Advisors (“Evoke”), a $25.3 billion† registered investment advisory firm, announced the strategic acquisition of the business of Crescent Bay Advisors (CBA), a multi-family office. The acquisition will enhance Evoke’s current service offerings and allow the firm to provide a full range of family office services to their clients, which include ultra-high net worth families and individuals. The combined firm is headquartered in Los Angeles with additional office locations in Orange County, California, and West Palm Beach, Florida. Evoke’s Co-Founder and...

Newer Posts

Older Posts