Tagged: Portfolio Management

Momnt Announces $15M Investment, Committed to Accelerating Fintech Innovation

Momnt, a Fintech company specializing in real-time lending and payment solutions for businesses, is announcing the closing of its latest capital raise, “totaling $15 million.” TruStage Ventures led the investment round “with participation from Saluda Grade Ventures, existing investors, and a new investment from a… Read More

Institutional-Grade DeFi Platform, Avantgarde, Appoints New Portfolio Management Specialist

Institutional-grade DeFi platform, Avantgarde, has appointed portfolio management specialist Ainsley To as head of asset management. Avantgarde is known for building and “maintaining the world’s first on-chain asset management protocol, Enzyme.” Appointed to research, design, and manage Avantgarde’s on-chain strategies, To brings a wealth of… Read More

Tommy Johnson: PsyFi Co-Founder Explains Why Crypto Needs Structured Products

In the fast-paced world of cryptocurrencies, managing investments can be complex and time-consuming. However, structured products offer a solution by simplifying the investment process for individuals and providing them with opportunities to mitigate volatility and manage risks. To delve deeper into this topic, Crowdfund Insider… Read More

Digital Asset Hedge Fund ARK36 Launches Algorithmic Machine Learning Trading Software

ARK36, the Cyprus-based leading alternative investment digital asset fund, has announced today the launch of a proprietary machine learning-based trading software system, “to improve the way its portfolio management team can navigate the dynamic world of cryptocurrency trading.” The new software will “leverage advanced algorithms… Read More

STP Investment Services Acquires Wealth Advisory Fintech WealthSite

STP Investment Services (STP), a global, technology-enabled, end-to-end investment operations service provider, announced it has acquired WealthSite, a firm that provides “a fully integrated and highly customized accounting, portfolio management, reporting and analytics platform to single and multi-family offices, traditional wealth advisory firms and money… Read More

Decentralized Finance: Sommelier Brings Ethereum (ETH) DeFi Strategy Assets to Injective

Sommelier, the automated DeFi portfolio management platform, announces that it has launched Ethereum DeFi strategy tokens “for the first time on Injective, a layer 1 Cosmos blockchain optimized for finance.” Sommelier is a blockchain/DLT-based platform “built with the Cosmos SDK that executes advanced crypto portfolio… Read More

Solana’s Portfolio Management Platform Friktion Launches Institutional Undercollateralized Lending

Friktion, Solana’s portfolio management platform launched in December 2021, has successfully attracted crypto-native and traditional institutions “managing up to $60 billion in AUM who seek to access leading risk-adjusted and transparent yields on DeFi.” Friktion Institutional is “a new arm of the protocol aimed to… Read More

Moneythor Introduces Digital Engagement Tool for Wealth Management

Moneythor, a solution provider of personalized customer experiences for banks and embedded financial services firms, announced at the Singapore FinTech Festival (SFF) the launch of “a wealth & portfolio management add-on module to its award-winning data-driven personalization and digital engagement solution.” Blending enterprise-scale technology with… Read More

CEPRES Predictive Intelligence Launches to Assist Private Market Investors

CEPRES — which claims to be the leader in private market investment technology and data —  announced the launch of CEPRES Predictive Intelligence, which is described as “an enhanced, future-oriented portfolio management suite based on CEPRES’s proven and backtested forecasting technology.” CEPRES Predictive Intelligence enables… Read More

Debut Cellar Launches on Sommelier DeFi Investment Platform

Sommelier, the automated DeFi portfolio management platform, announced the launch of the first Cellar, or “community-governed,” dynamic investment strategy vehicle, on the platform. This Cellar is “active on Aave and leverages machine learning to dynamically move assets between several stablecoin lending positions.” Users need “only… Read More

TS Imagine Connects to Coinbase Prime

TS Imagine, which claims to be a global leader in trading, portfolio and risk management solutions for capital markets, has successfully connected with Coinbase Prime, the prime broker for digital assets, in order “to offer institutional clients a fully regulated path to trade cryptocurrencies.” TS… Read More

Finary Scores €8 Million to Tackle Private Banking

Finary, a French fintech that allows its users to track all of their assets on a single platform, this week announced an €8 million Series A round which was supported by Speedinvest and Y Combinator Founder and CEO Mounir Laggoune said Finary’s mission began last… Read More

TORA Purchased by London Stock Exchange Group in $325M Deal, Adds Digital Asset Trading

TORA, a cloud-based technology provider that supports customers trading multiple asset classes across global markets has been purchased by the London Stock Exchange Group in a $325 million deal, it was announced this week. Following completion, TORA will be part of the exchange’s data and… Read More

IHS Markit Partners CloudAttribution to Integrate Performance Attribution into thinkFolio Investment Management Solution

IHS Markit (NYSE: INFO), a provider of critical information, analytics and solutions, has partnered with CloudAttribution in order to integrate their performance attribution capabilities into the thinkFolio investment management platform. This latest partnership aims to complement thinkFolio’s business strategy of enhancing flexibility, interoperability and offering… Read More

Current Trends Indicate Bitcoin Volatility to Decline Over Time, so Implied BTC Allocations May Increase: Report

European digital asset manager CoinShares notes that as growing numbers of investors start taking Bitcoin (BTC) “more seriously,” it raises an important question: what would be an “appropriate” or ideal amount of Bitcoin in an investment portfolio? According to CoinShares research team, the “real answer”… Read More

US and Asian Wealth Management Professionals Discuss Financial Planning and Effective Use of Robo-Advisory Services

When discussing wealth management strategies and how Fintech solutions can help investors better manage their portfolios, analysts often talk about how to create new wealth. They may discuss goal setting, risk profile management, and investment management. Dr. Sekar Jaganathan, Director of Digital Strategy at Kenanga… Read More

PAG, a Major Asian Investment Group, has Selected Broadridge as Cloud enabled Portfolio Management Solution Provider

Broadridge Financial Solutions, Inc. (NYSE:BR), an established provider of investor communications and tech-driven solutions to banks and asset managers, has announced that PAG, a major Asia-focused investment group, has selected Broadridge as a Cloud-enabled portfolio management solution provider. As confirmed in a release, the enhancement… Read More

Dash Investment Foundation, Supporter of Digital Asset Dash, Invests in Gold to Diversify and Strengthen Portfolio

The Dash Investment Foundation (DIF), an organization that makes Dash (digital currency) denominated business loans and equity investments within the blockchain and crypto-asset sector, has purchased gold for the first time. The organization said it will be introducing its Dash-to-gold rebalancing strategy, which involves diversifying… Read More