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Asset Management
Press Release
Jun 8, 2021
Mercer FundWatch™ Teams Up With Leading Due Diligence Platform DiligenceVault
DiligenceVault offers Mercer's FundWatch Ratings and research through its platform to empower investors in their investment decision making process
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Press Release
Jun 8, 2021
Ellavoz Impact Capital Announces David Kaye to Their Advisory Board
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May 26, 2021
Liberty One Investment Management Reaches $1 Billion Milestone
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May 26, 2021
Southeastern Trust Company Expands Nashville Office With Addition of Trust Officer
Christopher Haigler to advise high-net-worth clientele on trust and estate matters for private wealth management firm
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Press Release
May 11, 2021
Orthogonal Adds Leading Academics on SPACs and Corporate Governance From Harvard and Stanford as Advisors
Professors Michael Klausner of Stanford and Guhan Subramanian of Harvard join advisory board of the Orthogonal SPAC Advantage Fund.
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Press Release
May 6, 2021
Proxymity and SLIB Partner to Deliver First Overseas Connection to Votaccess
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Press Release
May 3, 2021
Zoe Financial Announces Its Collaboration with Vista Wealth Management
Zoe Financial, a digital leader in connecting highly vetted fiduciary financial advisors and clients, today announced a partnership with Vista Wealth Management.
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Press Release
Apr 26, 2021
Proxymity Delivers Digital Proxy Services in Ten Markets With Citi
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Press Release
Apr 16, 2021
Orthogonal Launches SPAC Fund Anchored by Institutional and Individual Investments Exceeding $10 Million
Orthogonal is targeting a $100 million first raise to invest in pre-merger SPACs and other SPAC-related opportunities. Trading began on April 6, 2021.
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Press Release
Apr 2, 2021
Barron's Again Names Jeffrey Germain as One of Its Top 1,200 Financial Advisors in America in 2021
Jeff Germain is One of a Select Group of Financial Advisors Who was Recognized by Both Barrons and Forbes in 2021
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Press Release
Mar 30, 2021
Cortney Milner and Kathleen Townsend Promoted to Partner at Blue Rock Avenue One
Both women began their careers as interns. At just 35, talent and tenacity have helped Milner and Townsend reach the top.
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Press Release
Mar 26, 2021
Forbes Recognizes Jeffrey Germain Again as One of the Best in State Wealth Advisors in 2021
Jeff Germain Is Honored to Have Been Named a Top Financial Advisor in 2021 by Both Forbes and Barrons
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Press Release
Mar 25, 2021
Forbes Recognizes Jeffrey Germain Again as One of the Best in State Wealth Advisors in 2021
Jeff Germain Is Honored to Have Been Named a Top Financial Advisor in 2021 by Both Forbes and Barrons
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Press Release
Mar 25, 2021
risQ and Level 11 Analytics Launch Climate and ESG Analytics for Mortgage-Backed Securities
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Press Release
Mar 25, 2021
Zoe Financial Announces Partnership With Leading Wealth Management Firm Halbert Hargrove
Zoe Financial, a digital leader in matching highly vetted fiduciary financial advisors and clients, announced today a partnership with Halbert Hargrove, one of the 2020 CNBC top-rated advisory firms in the country and an InvestmentNews Best Places to Work firm
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Press Release
Mar 18, 2021
Augusta Precious Metals Receives '#1 Best Gold Company' Honor From IRAGoldAdvisor.com
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Press Release
Mar 16, 2021
Tekscape Rebrands, Launches New Visual Identity and Mission as an MSP
With the rebrand, the company plans to expand and provide a better future for companies through technology.
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Press Release
Mar 4, 2021
JR Dallas Wealth Management Enters Into Significant Joint Venture Agreement With Pacifica Hospital of the Valley and Southwest Healthcare
Private Equity Fund Manager Signs on to Assist Hospital System During Covid-19 Crisis
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Press Release
Feb 18, 2021
Michael S. Schwartz, CFP®, AEP® Makes Forbes' 2021 Best-in-State Wealth Advisors List
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Press Release
Feb 16, 2021
Centurion Wealth's Co-Founders Sterling Neblett, CEPA, CFP®, and Wendy Payne, CSA, CEP®, Named to Forbes Best-in-State Wealth Advisor List
Making waves within Financial Services Industry, Centurion plans for continued growth in 2021.
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Press Release
Feb 16, 2021
CION Investment Corporation Closes Offering of $125 Million Unsecured Notes Due in 2026
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Press Release
Feb 5, 2021
Frank Barbera Joins Financial Sense® Wealth Management
The San Diego-based wealth management firm with approximately $600M under management welcomes Frank Barbera, Senior Portfolio Manager, to its growing investment management team.
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Press Release
Feb 1, 2021
Rosemont Sells Minority Equity Interest in Boston Common Asset Management
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Press Release
Feb 1, 2021
EdgeLine Capital Partners Congratulates CapRock Partners on the Final Closing of Its Oversubscribed Debut Institutional Fund
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Press Release
Jan 29, 2021
SESAMm Closes Series B Round With NewAlpha Asset Management and the Carlyle Group
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Press Release
Jan 22, 2021
Frantz Widmaier Appointed CEO of Bill Good Marketing
The Leader in Practice Management for Financial Advisors
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Press Release
Jan 19, 2021
2020 Marks Another Successful Year for InterPro with New Products, Patent Award, Industry Accolades, New Hires and New Maximo Mobile Clients
Leading Maximo mobile provider exceeds revenue targets, earns Net Promoter Score that puts it in the top one percent of all software companies
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Press Release
Jan 12, 2021
International Association of Women Recognizes Ebonie Nolan as a 2021-2022 Influencer
Ebonie Nolan, Life Insurance Agent & Financial Consultant at Variety Insurance Protection, joins networking organization
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Press Release
Jan 6, 2021
Centurion Wealth Management Named a Top Wealth Management Firm by AdvisoryHQ
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Press Release
Dec 29, 2020
Orthogonal Asset Management Engaged by Calumet Capital to Enhance Analytics and Risk Management Platform for Law Firm Direct Lending
- Calumet's state-of-the-art underwriting and risk-management expertise will be enhanced by Orthogonal's support.
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Press Release
Dec 15, 2020
FundApps Wins Regulation Asia Award for Excellence
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Press Release
Dec 8, 2020
PixelPlex Presents an Updated Webpage About Its STO Platform
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Press Release
Dec 1, 2020
Zoe Financial Gives Insight on How a Wealth Manager Can De-risk a Portfolio
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Press Release
Nov 25, 2020
NYC-Based MSP Tekscape Swings Into Florida Tech Market: Lands Big Kahuna Sponsorship With (Big Brothers Big Sisters of the Sun Coast) Annual Charity Golf Outing
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Press Release
Oct 28, 2020
Altvia Sets All-Time Quarterly Sales Record Driven by Best-in-Class Capital Markets Software, Forecasting 100% Increase in Q4
Altvia growth proves need for strong investor communications and uncovering strategic insights to fuel decision-making across private capital markets firms
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Press Release
Oct 11, 2020
DiligenceVault Continues Global Expansion With the Opening of APAC Headquarters in Singapore
Leading fund diligence FinTech platform opens Singapore office, hires SaaS leader Giulia Baiocchi, and Dion Ong.
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Press Release
Sep 24, 2020
Trust Company Innovates Wealth Advising Industry With Powerful Tech
AET has built a fully digital product for RIAs to manage their customers and automate time-consuming tasks
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Press Release
Sep 1, 2020
NorthernVirginia Magazine Names Centurion Wealth Management as 'Top Financial Professionals' for 4th Straight Year
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Press Release
Jun 30, 2020
Magellan Financial, Inc. Donates to Pair of Racial Justice Organizations
The Lehigh Valley asset & wealth management firm makes cash commitments to the NAACP Legal Defense Fund and the National Bailout Fund
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Press Release
Jun 23, 2020
Rizing's Lyra ICP for SAP Data Warehouse Cloud Now Available on SAP® App Center
INTEGRATING SAP® SUCCESSFACTORS® WITH SAP ENTERPRISE ASSET MANAGEMENT SOLUTIONS, LYRA ICP TRACKS LABOR CAPACITY TO MEET DEMAND
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Press Release
Jun 22, 2020
Trustology and GCEX Partner to Build Secure Liquidity Network Backed by Institutional-Grade Custody for OTC Digital Asset Trading
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Press Release
Jun 15, 2020
Rizing Hydrogen Mobile User Experience Achieves SAP Certification as Powered by SAP NetWeaver® and Integrated With SAP S/4HANA®
Rizing's Hydrogen 1.0 Mobile User Experience achieves efficiencies and increased productivity for Asset Management
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Press Release
Jun 3, 2020
DiligenceVault Crosses 12,000 Users on Its Digital Diligence Ecosystem Across Americas, Asia-Pacific, and EMEA
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Press Release
May 21, 2020
KORE Private Wealth Selects ICE Climate Risk, Strengthening Thought Leadership for Clients
Adds to a rapidly growing number of municipal bond investors including climate risk in investment decisions
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Press Release
May 14, 2020
What's an Investment Portfolio? Tysons-Based Demand Wealth Provides Free Financial Consultations to Those Economically Affected by COVID-19
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Press Release
Mar 23, 2020
LM Funding Announces Business Combination Agreement With Hanfor and Concurrent $1.25 Million Private Placement of Common Stock
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Press Release
Mar 3, 2020
Rizing Wins SAP® Partner Excellence Strategic Industry Award
SAP Recognizes Rizing Enterprise Asset Management for Leadership in Energy and Natural Resources at Partner Kick-Off Meeting in Sydney
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Press Release
Jan 28, 2020
CION Ares Diversified Credit Fund Reaches Three-Year Milestone and Continues to Demonstrate Strong Performance
A successful track record along with increased demand for differentiated solutions has driven solid growth for the Fund across all channels. CION Ares Management believes this critical milestone positions the Fund for growth moving forward.
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Press Release
Jan 23, 2020
Kurtosys Raises Funding From Vistara Capital to Accelerate Global Growth
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Press Release
Jan 20, 2020
Kurtosys Releases the Real Growth Podcast With VP of Global Marketing Leeya Hendricks
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Press Release
Jan 15, 2020
Kurtosys Announces Global Rebrand and New Website
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Press Release
Dec 5, 2019
Arboretum Investment Advisors Closes $25 Million Senior Credit Facility With MidCap Financial
New relationship accelerates growth of Arboretum Investment Advisors as industry leader for private debt funds focused on equipment finance
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Press Release
Nov 26, 2019
Kurtosys Names Lee Godfrey as Advisor to Executive Team
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Press Release
Nov 21, 2019
Kirchner Assumes Management of Additional Fund
Firm continues to be industry leader in "portfolio optimization"
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Press Release
Oct 29, 2019
Kurtosys names Leeya Hendricks as VP of Global Marketing
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Press Release
Oct 28, 2019
Silver's Advisor Harmony Pilot Program to Provide Open Digital Wealth Platform for Shareholders Service Group (SSG)
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Press Release
Oct 22, 2019
Rizing, LLC Announces Brand Consolidation of SAP® Partners Vesta Partners, /N SPRO Consumer Industries, Synchrony Global and Rizing HCM
Rizing, LLC optimizes SAP customer engagement with business transformation to the Intelligent Enterprise and Human Experience Management under a unified brand - Rizing.
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Press Release
Oct 17, 2019
Main Management Hires Darol Ryan to Expand Investment Management Offering
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Press Release
Oct 10, 2019
Impact Labs Introduces IMPACT FULL STACK ('IMPACTx'): An Integrated ESG/Sustainable Investing and Reporting Solution — Responsible Investing, Redefined℠
The tech-enabled responsible investing offering is designed for investment professionals ready to graduate beyond traditional investing and incorporate impact, sustainability and values- or mission-aligned goals
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Press Release
Sep 26, 2019
MSR Indices Unveils Institutional Platform for Index Implementation
Provides investment programs to track MSR Investable Indices. Centralized portfolio management provided by global risk manager Milliman.
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