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HOSTED by: Navigating Inflation, Interest Rates, and a...

This week, our top deal came in at $775M for an Israeli-based B2B credit platform. B2B credit seems to be a growing category for fintech venture investment.

HOSTED by: Generating Income for Investment Clients During...

March 16, 2022 – Exodus (the “Company”), the leading non-custodial cryptocurrency software platform, and Securitize Markets (“Securitize”), the...

LDER, CO and NEW YORK, NY / ACCESSWIRE / February 16, 2022 / TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor experiences, announced that Clout by TIFIN is partnering with Commonwealth Financial Network® and Sanctuary Wealth to provide personalized marketing to attract and engage the next generation of advisors and clients.

Fintechs are flooding the publicly traded markets, and SPAC deals will persist at least until 2022. A leading crypto investment firm is expanding into wealth management for high-net-worth investors. Banks are strengthening their tech stacks, and consumers are gearing up for holiday shopping. 

Wealth Enhancement Group (WEG), an independent wealth management firm with nearly $40.2 billion in client assets*, and Onex Corporation (TSX: ONEX), an investment firm and asset manager, today announced a new equity investment from Onex Partners V and certain Onex co-investors, including Onex Corporation (together “Onex”), to help drive WEG’s next stage of organic growth and M&A expansion.

Advisor Group, the nation's largest network of independent wealth management firms, today announced the significant advancement of its growth strategy with the appointment of Kristen Kimmell as the company’s new Executive Vice President, Business Development. In this role, Ms. Kimmell will integrate and lead recruiting, transitions and onboarding for Advisor Group’s network of firms, encompassing FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.

SIMON Markets LLC (“SIMON”) today announced it will integrate cryptocurrency education into its leading-edge fintech platform for wealth management professionals, delivering on what firms and their financial professionals have been asking for amidst a rapidly growing market.

Global investment bank and advisory Entoro Capital LLC (“Entoro”), which aims to optimize the traditional banking process with the efficiency of modern technology, is now working as a node operator and helping to secure the Polymesh blockchain, currently in testnet phase.