Home Search
capital - search results
If you're not happy with the results, please do another search
Genstar Capital Takes on Docupace
The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...
Multi-family office RIA Caprock Makes Grey Street Capital its First Acquisition
Caprock, an RIA serving ultra-high-net-worth clients, announced it acquired Chicago-based Grey Street Capital, a boutique advisor firm with $2.2 billion in client assets.
The deal...
Rethink. Financial Advice Podcast: What Can Advisors Learn from the Former CEO of PayPal...
For over 25 years Bill Harris has been at the intersection of money, taxes, and digital technology. As a pioneer in financial technology Bill brings...
AI-Powered Alternative Investments Assistant Helix by HL Secures $6M Seed+ Funding Led by FINTOP...
The joint venture between TIFIN and Hamilton Lane, launched in June 2023, provides an AI assistant that allows advisors and investors to navigate the...
WEALTHTECH INSIDER: Three Ways Wealthtech Helps Advisors Through Capital Gains Tax Hikes
No matter how the politics in Washington play out, you can count on investors making tax management a larger part of their decision-making process.
RightCapital and PreciseFP Launch Data Integration Partnership
RightCapital, a financial planning software provider, and PreciseFP, the client engagement and data gathering platform from Docupace, recently announced a bi-directional data integration partnership.
A new Application...
SS&C to Eliminate “Burdensome Operations Processes” for Alt-Platform Crystal Capital Partners
The Hartford, Connecticut area-based SS&C Technologies Holdings, Inc. recently announced Crystal Capital Partners, the turnkey alternative investment platform for financial advisors engaged the company to “further optimize its...
NewEdge Capital Group Reports Adding $4.38 Billion in AUA Throughout 2022
The Pittsburgh-based NewEdge Capital Group says its “range of affiliation models” have been critical in driving record recruiting results for the 2022 full year,...
VIDEO: Learn About Ultra Blue Capital’s Algorithmic Fundamentals ETF (UBCB)
HOSTED by:
Ultra Blue Capital's Algorithmic Fundamentals ETF...
DWealth Muse Podcast: Ways to Legally Capitalize on Web 3.0, NFTs & the Metaverse
DWealth Muse is a podcast series on Digital Wealth News that bridges the knowledge gap between conventional and...