Tagged: jarrett lilien

New York Fintech AdvisorEngine Acquires Junxure & Secures Additional Growth Funding

January 3, 2018 @ 9:11 am By Samantha Hurst |

On Tuesday, New York-based fintech company AdvisorEngine announced it has acquired CRM Software, Inc., also known as Junxure, a CRM (client relationship management) software provider. The combined company will pair digital solutions with consulting services to help financial advisors use technology as a competitive advantage. According to AdvisorEngine, the acquisition… Read More

Read more in: Fintech | Tagged acquisition, advisorengine, crm, fintech, jarrett lilien, wisdomtree

Asurvest, Bendigo Partners Set to Offer Risk Management for Equity Crowdfunding

December 9, 2013 @ 9:55 pm By JD Alois |

Bendigo Partners LLC and Asurvest Join Forces to Deliver the First Risk Management Products for Equity Crowdfunding. A person familiar with the situation has indicated that Asurvest, Inc., a developer of risk management products, and Bendigo Partners, LLC, a private investment firm, are expected to… Read More

Read more in: General News | Tagged asurvest, bendigo, insurance, jarrett lilien