E*TRADE Earns Top Marks in Investopedia’s 2020 Online Broker Review
April 4, 20203 min
E*TRADE named Best Broker for Ease of Trading and Best Broker for Beginning Options Traders
CreditEase Wealth Management Wins Five Best Wealth Manager Awards
April 2, 202017 min
CreditEase Wealth Management is a long-term partner to Chinese high net worth (HNWs), and provides services and products related to investment, quality of life, succession, education and philanthropy. CreditEase Wealth Management combines digital innovation with deep economic and investment research, to deliver wealth management solutions to clients Core to CreditEase Wealth Management’s proposition is our ‘Three Golden Principles for Asset Allocation’ investment strategy, which highlights the importance of allocation across geographies and asset classes, as...
ARM Insight to Re-Brand Company – Change Name to Facteus
March 18, 20203 min
New brand more closely aligns to company’s data-centric mission
Investments Soar on Cryptocurrency Company Ternio
March 18, 20204 min
Investment demand from retail investors quickly surpassed $350,000 and continues to climb. More than 1,300 investors have participated in Ternio's first equity offering and less than 50 days remain until the opportunity to invest is closed.
Holt Accelerator – Seeking the World’s Best Early Stage Fintechs to Join Cohort 3.0
March 6, 20206 min
Holt Fintech Accelerator is currently receiving applications for their 2020 cohort – version 3.0. This will be the third cohort following active investments in 18 top fintechs, enabling 30+ deals for their startups (ie. half with financial institutions as customers / partners, half with institutional investors), resulting in companies raising an additional $30 M following the program, up from $12 million prior to entering the program. Of Holt’s 18 active portfolio companies, 6 are from Canada, and 8 are now incorporated in Canada....
Crosspoint Capital Partners Launches to Provide Differentiated Investment Exposure
February 19, 20206 min
Crosspoint Capital Partners today announced that it has assembled a highly differentiated team of leading operators, investors and technologists to offer investment access to the cybersecurity and privacy sectors. The cybersecurity and privacy sectors represent a large and growing market opportunity, and cyberattacks must be defended against across all economic cycles. Greg Clark, Managing Partner at Crosspoint Capital Partners and former CEO of cybersecurity giant Symantec said: “Security and privacy are global issues across all...
Avalara to Present at Upcoming Investor Conferences
February 10, 20203 min
Avalara, Inc. (NYSE:AVLR), a leading provider of tax compliance automation for businesses of all sizes, today announced the following upcoming investor conference presentations. Chief Executive Officer Scott McFarlane will present at: Goldman Sachs Technology and Internet Conference in San Francisco on Thursday, February 13, 2020, at 9:30 a.m. PT (12:30 p.m. ET). Morgan Stanley Technology, Media & Telecom Conference in San Francisco on Monday, March 2, 2020, at 12:45 p.m. PT (3:45 p.m. ET). Chief...
Oranj Adds New Low-Cost, Liquid Investment Solutions
February 7, 20207 min
IDX Advisors join the expanding list of asset managers on the custodian-agnostic platform
TokenSoft launches self-managed investment accounts for security tokens
February 3, 20207 min
TokenSoft Investments Accounts to offer a brokerage-style experience for investors