investments - FinTecBuzz

StratCap expands management team with two key hires

February 27, 20244 min

StratCap, a global alternative investment management platform, is proud to announce that it has expanded its executive leadership team with the addition of two key professionals in Katie Peterson as Vice President of National Accounts and Andre Hatibi as Vice President of Internal Sales. These additions will support the ongoing growth of the StratCap distribution team as the company continues to scale its digital infrastructure investing activities, highlighted by the company’s recent closing of nearly...

by PRNewswire

Investments

Copper Financial launches Guided Investing for Credit Unions

February 26, 20245 min

In collaboration with Apex Fintech Solutions Inc., credit unions now have a digital wealth management solution offered directly to members.

by PRNewswire

Investments

Merit Financial Advisors introduces Merit Amplify

February 26, 20245 min

New model offers flexible solutions for advisory firms looking for additional support while preserving their independence

by PRNewswire

Investments

Keebeck Wealth Management announced partnership with iCapital®

February 23, 20244 min

Partnership leverages iCapital's innovative technology platform and comprehensive educational resources to enhance Keebeck's tailored solutions and investment opportunities.

by BusinessWire

Investments

Valkyrie launches 2x Leveraged Bitcoin Futures ETF

February 23, 20244 min

The leveraged ETF follows the successful debut of the Company’s spot Bitcoin ETP

by BusinessWire

Investments

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 BusinessWire

Investments

Winston & Strawn announced a new addition

February 22, 20244 min

Winston & Strawn LLP is pleased to announce that Michelle Abad has joined the firm’s New York office as a partner in the Transactions Department and as a member of the firm’s Structured Finance Practice. Michelle joins Winston after serving as senior counsel for Rocket Central, the centralized hub for the Rocket Companies fintech platform, where she advised on funding strategies for the development and management of diverse financial products. She managed a broad array...

by PRNewswire

Investments

Steward Partners named Hybrid RIA of the Year

February 22, 20244 min

Steward Partners, a full-service, employee-owned, independent financial services firm, has been recognized as Hybrid RIA of the Year by Wealth Solutions Report in the second annual invitation-only Wealth Exemplar Awards. This honor is awarded to the top three Registered Investment Advisor (RIA) firms offering fee-based solutions alongside commissionable services through W-2 and independent financial advisors. “We are honored to be named Hybrid RIA of the Year by Wealth Solutions Report. This accolade is a testament to our team’s...

by PRNewswire

Investments

David Eisenhauer and team launch Greykasell Wealth Strategies, Inc.

February 20, 20244 min

Advisor and Team with Over 50 Years of Combined Financial Services Experience Launches Independent RIA to Better Serve Expanding Needs of High-Net-Worth Clients

by PRNewswire

Investments

Pathstone to acquire Crestone Capital LLC

February 19, 20245 min

The acquisition continues to strengthen Pathstone's position as the largest independent Registered Investment Advisor ("RIA") focused on serving ultra-high net worth ("UHNW") families

Newer Posts

Older Posts