Pontera and Orion launch new integration
January 30, 20256 min
First-of-its-kind collaboration will enhance and streamline investment management inclusive of clients' 401(k) accounts
Frec Launches New Mobile App and Launches Portfolio Lines of Credit
December 24, 20245 min
Frec reaches $170M in customer assets simplifying complex tax strategies for self-directed investors
Concurrent Continues Growth Momentum With Addition of Six New Advisors
December 9, 20245 min
The multi-custodial RIA adds a combined $885 million in AUM
USfinances.com in Top Ten Internet Financial Platforms Globally in 2024
November 28, 20249 min
USfinances.com, a leading Internet-based financial platform, has officially ranked among the top ten financial platforms worldwide for 2024, according to a new report by the International Financial Technology Council (IFTC). This prestigious ranking reinforces USfinances.com’s position as a prominent player in the global fintech industry, widely recognized for its comprehensive financial services, cutting-edge technology, and user-centered approach. A Year of Achievement for USfinances.com The IFTC’s annual rankings are regarded as one of the most prestigious...
Three New Advisors Team Up with Sowell Management in 3rd Quarter
November 28, 20246 min
The advisors, who head separate and distinct businesses under the Sowell umbrella, represent over $220 million in combined AUM
Premialab appointed by LOIM to scale Quantitative Investment Strategies
November 19, 20245 min
Premialab's technology chosen to enhance QIS scaling, operational efficiency, and risk management.
Elwood and Boerse Stuttgart Digital to Enhance Digital Asset Trading
October 28, 20243 min
Elwood, a leading fintech that provides comprehensive digital asset trading and investing solutions to institutions, announced that Boerse Stuttgart Digital will be using Elwood’s technology to enhance its digital asset offering. Boerse Stuttgart Digital is Europe’s leading infrastructure partner for digital and crypto solutions. Boerse Stuttgart Group has built the largest crypto and digital asset business amongst European exchange groups with over 200 institutional clients, including leading banks, trading firms and asset managers. Through this partnership, institutional clients will gain access...
LineSlip Solutions Releases New Real Estate Enhancement
March 15, 20235 min
The new offering provides risk and commercial real estate executives a one-click overview of insurance coverage based on weather-related risks
Star Mountain Capital Names George Mattson as President
February 9, 20239 min
Star Mountain Capital, LLC (“Star Mountain”), a rapidly growing specialized investment company with approximately $3.5 billion in assets under management focused exclusively on investing in established, private small and medium-sized North American businesses (the “lower middle-market”), is pleased to announce that George Mattson has joined as President. Mr. Mattson has been a long-time investor and Senior Advisor to the firm, and in this newly created role, will work closely on all aspects of the firm’s...
Salt Financial and Franklin Templeton Announce Collaboration
January 27, 20233 min
Salt Financial has announced a collaboration with Franklin Templeton to develop a bespoke systematic strategies aimed at growing the Fixed Index Annuity (FIA) market, leveraging Salt’s patent-pending truVol® Risk Control Engine and Franklin Templeton’s more than seven decades of portfolio management expertise. By bringing together the complementary intellectual property of both firms, insurance companies can access a unique option that combines time-tested asset management experience with cutting-edge volatility control technology. The use of historical intraday data in truVol can...