offering - search results

This week - all but one deal exceeded $100M USD in funding - again. The THREE deals topping $200M+ USD were in retail fraud protection, insurtech and neo-banking (back end platforms).

What's new? Lets start with one word.....COINBASE......the public offering of Coinbase happens on Wednesday. That's the BIG news of the week and certainly sets the tone for BITCOIN.

COINBASE IS GOING PUBLIC. Yes, the largest (by trading volume) cryptocurrency exchange in the U.S. will be offering shares of its stock to the public this week (4/14). But beyond the basic headline, this offering is EVEN BIGGER when you drill down.

Orion Advisor Solutions announces the completion of its acquisition of HiddenLevers, lays out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s wealthtech platform

Friends, a GINORMOUS week in the digital wealth sector as we wait for the Coinbase public offering to roll out on Wednesday.

Kingswood U.S. is a network of wealth management firms that includes two SEC-registered RIAs and two FINRA-licensed broker-dealers collectively overseeing more than $2.1B in assets

In part II of this special two-part episode, host Dara Albright and guest, Mark Yusko, founder and chief investment officer of Morgan Creek Capital Management, have more hashtag fun making the case for bitcoin and democratized finance, establishing once and for all why bitcoin is NOT a fad.

Wealthcare, two technology-enabled RIAs, and business units of Financeware, a NewSpring Holdings platform company, continues to attract advisors interested in leveraging their platform and service offering to transform their practices.

Tipalti, the leading global payables automation platform, announced its acquisition of Approve.com, a cloud procurement solutions provider, to expand its portfolio of financial operations offerings.

Envestnet, Inc. (NYSE: ENV) announced today that it has expanded its partnership with Practifi, the business management platform powering high-performing financial advice firms around the world through solutions in automated workflows and unified data.