Tag: fintech
iCapital and Ares Wealth Management Solutions Expand Partnership
iCapital, a global fintech platform focused on alternative investments, and Ares Wealth Management Solutions (AWMS) have expanded their partnership to provide financial advisors and...
iCapital to Buy UBS’s $7 Billion Alternative Investment Feeder Fund Platform
iCapital, a global fintech platform focused on alternative investments, has agreed to purchase UBS Fund Advisor LLC, the alternative investment manager and the feeder...
iCapital Completes Acquisition of SIMON Markets
iCapital, a global fintech platform focused on alternative investments, has completed the acquisition of SIMON Markets. Financial terms were not disclosed.iCapital said that, through...
Sponsored: Altigo Surpasses $2 Billion in Transactions
Only seven months after hitting the $1 billion mark, Altigo has crossed $2 billion in alternative investments completed on the platform, representing more than...
iCapital Secures Strategic Investment from Bank of America
iCapital, a global fintech platform focused on alternative investments, reported that Bank of America has made a strategic investment in the company. Financial terms...
Sponsored: The True Cost of Not Taking Your Real Estate Investment...
By: Michael Sebastian, Industry Principal, AppFolio Investment Management Quantifying the return on investment (ROI) of real estate investment management software isn’t as simple as, say,...
iCapital Inks Deal to Buy SIMON Markets
iCapital, a global fintech platform focused on alternative investments, has agreed to acquire SIMON Markets. SIMON is an advisor platform for structured investments, annuities,...
Guest Contributor: Good Tech Decisions Will Inspire Investor Loyalty
By: Lani Oneil, Vice President at Envision Financial SystemsStrong returns have put the wind at the backs of many alternatives sponsors, helping their fundraising...
UBS, Envestnet and iCapital Launch Alternatives Exchange Platform
UBS (NYSE: UBS), Envestnet (NYSE: ENV), and iCapital have launched the Alternatives Exchange, a platform that provides private market investment opportunities to Envestnet's client...
iCapital to Buy Stifel Feeder Fund Platform
iCapital, a global fintech platform focused on alternative investments, has agreed to purchase the alternative investment feeder fund platform of Stifel Financial Corp. (NYSE:...
Rowe Capital Targets Millennials with Launch of First Fund
Rowe Capital Group, a new digital investment platform, has launched its first fund, CryptoWell Investments.According to the company, its debut fund will invest in...
Sponsored: Two Risks Hurting Your Investment Management Business
By: Michael Sebastian, Industry Principal at AppFolio Investment ManagementYour business is evolving every day. The tools your company uses in real estate are tried...
AIX Announces Integration with UMB Fund Services’ Systems
Alternative Investment Exchange (AIX), an alternative investment technology firm, has developed a direct data connection with UMB Fund Services, a registered and alternative investment...
iCapital Completes Latest Round of Fundraising
iCapital Network, a global financial technology platform focused on alternative investing for the asset and wealth management industries, has raised $440 million in its...
iCapital Network Hires Chief Investment Strategist
iCapital Network, a global financial technology platform focused on alternative investing for the asset and wealth management industries, has hired Anastasia Amoroso as chief...
iCapital and Allfunds Partner to “Improve” Global Client Access to Private...
iCapital Network, a financial technology platform focused on alternative investing for the asset and wealth management industries, has partnered with fund distribution platform and...
WealthForge and Industry Transfer Agent Announce Partnership for Digital Alts Investing
Phoenix American, a transfer agent and fund administration provider for alternative investments, has partnered with WealthForge, a registered broker-dealer and developer of Altigo, a...
Kingswood Partners with WealthForge to Launch Digital Alts Investing Platform
Kingswood U.S., a network of wealth management firms that oversees more than $2.1 billion in client assets, has launched a digital retail alternative investments...
Altigo Signs Tenth Broker-Dealer Partnership
Altigo, an electronic processing platform for alternative investments, has signed its tenth broker-dealer partnership with the addition of Aurora Securities.Other broker-dealers that have joined...
iCapital Affiliate Appointed Investment Adviser of KKR Fund, KKR Closes Investment...
iCapital RF Adviser, a new subsidiary of financial technology platform iCapital focused solely on registered fund management, has been appointed investment adviser of the...
