Tag: technology
CAIS Launches Software Platform for Alternatives
CAIS, an alternative investment platform for independent financial advisors, announced the launch of its new SaaS platform, CAIS Solutions, which the company says uses...
Aphorio Carter Fund Management Acquires $55 Million Data Center
Aphorio Carter Fund Management Company LLC, a division of Carter Funds focused on acquiring technology-related real estate, announced that it bought Fibertown Data Center...
Wealth Enhancement Group and CAIS Enter Partnership
CAIS, a financial product platform for independent wealth management, partnered with Wealth Enhancement Group, an independent wealth management firm with more than $57.7 billion...
Guest Contributor: Good Tech Decisions Will Inspire Investor Loyalty
By: Lani Oneil, Vice President at Envision Financial Systems
Strong returns have put the wind at the backs of many alternatives sponsors, helping their fundraising...
Strategic Capital Consolidates Brands Under New Name
Strategic Capital, a privately-held alternative investment management platform, has consolidated its various brands under a new name: StratCap.
Going forward, StratCap will encompass the firm’s...
Guest Contributor: Embracing Technology in a Legacy World
By: Shea Curran, director of business development for Tokensoft
The COVID-19 pandemic has impacted the world in a multitude of ways, but there is one...
Resolute Capital Partners Expands Sales Team with Two New Hires
Private equity firm Resolute Capital Partners has hired Jessica Neill and Steven Hill to serve as vice president of national accounts and director of...
Resolute Capital Invests in Firm Focused on Technological Innovations
Private equity firm Resolute Capital Partners has made a $20 million investment in Finance Technology Leverage LLC, a private equity firm, to finance technological...
iCapital Network to Buy Wells Fargo Alternative Investments Feeder Fund Platform
iCapital Network, a financial technology focused on alternative investing for the asset and wealth management industries, has agreed to purchase the alternative investments feeder...
Smarsh Acquires Cybersecurity and Compliance Software Firm
Smarsh, a compliance and regulatory technology firm for wealth management companies, has purchased Entreda, a provider of cybersecurity risk and compliance management software and...
iCapital to Buy Rival Alternative Investment Platform Artivest
iCapital Network, a financial technology platform focused on alternative investments, has agreed to purchase its competitor, Artivest, for an undisclosed sum.
Under the terms of...
LPL to Open Technology Hub in Austin
LPL Financial LLC, the nation’s largest independent broker-dealer, plans to open a technology center in Austin, Texas and is hiring for technology roles to...
Video: Fintech and Electronic Processing
At the most recent ADISA annual conference, The DI Wire sat down with Bill Robbins, chief executive officer of WealthForge, a financial technology firm...
iCapital Network Appoints Four Senior Executives
​​iCapital Network, an online platform that provides access to alternative investments, has added four senior executives including Michael Kushner as chief financial officer, Jennifer...
Artivest Names New Chief Financial Officer
Artivest, an independent digital platform for alternative investing, has appointed Karl Jaeger as chief financial officer.
Jaeger has more than 25 years of experience in...
Artivest Hires Former Raymond James Alternative Investment Platform Exec
Artivest, a digital platform for alternative investing, has hired former Raymond James executive James Hale as head of platform, a newly created position for...
Envision Financial Systems Names Mike Huisman Head of Alternative Investment Solutions
Envision Financial Systems Inc., a provider of investor recordkeeping technology, has hired Mike Huisman as head of alternative investment solutions. In his role, he...
