Range Raises $28 Million Series B Led by Cathay Innovation
November 27, 20244 min
The new face of wealth management creates ai powered software to drive optimization; membership is increasing 20% MoM, Appoints Chris Davidson of House Call Pro as CTO
Financial Advisor Team Joins UBS Private Wealth Management in Miami
November 26, 20246 min
UBS Private Wealth Management today announced that financial advisor team AMD Wealth Partners has joined the firm. The team is led by Financial Advisors Ary Velasco, Michael von Borsig and David Cardenas. They join the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the downtown Miami office. Together, the Private Wealth Management team was responsible for managing over $1.4 billion in client assets. “On behalf of the entire...
Silver Point Closes $8.5 Bn in New Capital for Direct Lending Franchise
November 25, 20245 min
Direct Lending Now Comprises Over $15 Billion of Investable Capital Within $35 Billion Silver Point Platform
TrendSpider Announced the Launch of AI Strategy Lab
November 21, 20247 min
AI Strategy Lab empowers investors to seamlessly create and refine custom AI trading strategies that help identify the best time to enter trades with an optimized risk/reward profile – without a computer science degree
Broadridge Significantly Enhances Structured Product Trading Capabilities
November 21, 20244 min
New enhancements address industry needs to quote at unprecedented scale, while optimizing trading technology to unlock significant efficiency gains for traders
Glazer Capital Expands Investment Team with New Hire in London
November 12, 20243 min
Glazer Capital, LLC, a global investment firm primarily focused on arbitrage and event-driven investing, with approximately $2 billion in assets under management, is pleased to announce that Richard Payman has joined its investment team. Mr. Payman, a former Director at European investment bank, Berenberg, specializes in European M&A and event-driven situations and will be based in Glazer Capital’s recently established London office. Paul Glazer, Chief Executive Officer and Chief Investment Officer of Glazer Capital, stated, “We’re excited to bring Richard...
InvestorFlow Opens London Operations
June 29, 20234 min
InvestorFlow, the Alternatives Cloud for Deals and Investors, announced at Salesforce World Tour London the opening of its London-based operation, InvestorFlow UK Ltd, expanding its presence to the UK and Continental Europe. The company has also hired Richard Davies as Vice President, Head of European Operations. As a leading provider of investor portals and CRM for alternative asset managers, InvestorFlow delivers next-generation investor experiences, fundraising, investor relations, and deal pipeline management for the largest US-based...
Obie Raises $25 Million in Series B Funding Round
May 20, 20235 min
In a sign of momentum, Obie secures a second round of funding, showing investor confidence in embedded insurance solutions for real estate investors
Digitradedepot.com, the next-generation cryptocurrency exchange designed to bring high-quality projects to its community of investors, recently officially launched its beta version. Streamlined Project Discovery Digitradedepot.com distinguishes itself from other cryptocurrency exchanges by offering users a curated selection of innovative projects, simplifying the process of discovering promising investment opportunities. By conducting thorough research and due diligence, the exchange presents users with a handpicked portfolio of high-potential projects, ensuring a more efficient and enjoyable investment experience. Comprehensive...
Online Brokerage tastyworks Changes Name to tastytrade
February 24, 20233 min
tastyworks, the online broker created by traders to give self-directed investors the tools to manage their own money, today announced changing its name to tastytrade. Since the brokerage’s introduction in 2017, tastytrade has helped to transform the retail brokerage industry by making it easier to trade retail options, futures, and crypto on one platform, while offering investors access to information about trading strategies, advocating for do-it-yourself investors, and challenging customers to think and trade strategically....