Tag:
investment management
Investment and Budget Allocation
DebtBook Introduces Investment Management, Creating Unified Treasury Management System for Public Finance Teams
DebtBook, a leading provider of cloud-based software for public finance teams, introduced its Investment Management solution. With this new solution, DebtBook delivers on its vision...
Investment and Budget Allocation
Wellesley Asset Management Announces Acquisition of Halbert Wealth
Wellesley Asset Management, an independent SEC-registered Investment Advisor, a leading provider of wealth management, and investment management services, is pleased to announce the acquisition...
Investment and Budget Allocation
Savvy Wealth Appoints Anshul Sharma as Chief Investment Officer
Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered around modernizing human financial advice, announced the appointment of Anshul Sharma as chief investment officer (“CIO”)....
Investment and Budget Allocation
Confluence Technologies Names Spiros Giannaros Chief Executive Officer
Confluence Technologies, Inc., a global provider of enterprise data, software, and AI-driven solutions for the investment management industry, has appointed Spiros Giannaros as Chief...
Investment and Budget Allocation
Amplify Reinvents Risk Assessment with Launch of QuantumRisk™
Proprietary risk engine gives advisors a radical upgrade from legacy models using a straightforward metric, helping build trust and protect portfolios from extreme market...
Quick Byte
Aquiline Finalizes Acquisition of SEI’s Family Office Services, Relaunches as Archway
Aquiline, a private investment firm specializing in financial services and technology, has completed its acquisition of SEI’s Family Office Services business, officially rebranding the...
News
Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice
Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced the successful close of a $72 million Series B...
Investment and Budget Allocation
Forge Global Expands Investment Management and Wealth Capability with Completion of Accuidity Capital Management Acquisition
Forge Global Holdings, Inc., a leading provider of marketplace infrastructure, data services, technology, and investment solutions for the private market, announced that it had...