Asset Management

Cortney Milner and Kathleen Townsend were college interns when they first came to Blue Rock Avenue One. The financial advisory firm promoted both to partner, recognizing their status as authorities in their respective fields and their contributions and dedication to…

Today, New York MSP Tekscape Inc. announces the rebrand of their company and the launch of an updated mission. These changes are part of the company's evolution that aims to raise the bar on how they serve and support clients…

Magnus Financial Group LLC, a registered investment advisory (RIA) firm, is pleased to announce that its CEO & President, Michael S. Schwartz, CFP®, AEP®, has been listed for the third consecutive year on Forbes' Best-In-State Wealth Advisors (NYC) published in…

Centurion Wealth is honored to share that our founding partners, Sterling Neblett, CEPA, CFP®, Wendy Payne, CSA, CEP® were recently named to the 2021 Forbes Best-In-State Wealth Advisors List.Centurion Wealth is a forward-thinking Wealth Management firm located in McLean, Virginia…

SESAMm, one of the leading providers of analytics and artificial intelligence solutions for investment professionals and enterprises, has concluded a Series B funding round for over €7.5M led by the Fintech VC fund of NewAlpha Asset Management and global investment…

R.A.K. Group announced today that they are in the process of making a series of new hires to their Company Research team. R.A.K. Groups’ new additions represent a significant expansion of the group’s Emerging Markets and Cryptocurrency research departments and…

PEG Companies (“PEG”), a leader in hospitality and multifamily real estate development across North America, today announced the acquisition of an eight-hotel portfolio in major U.S. markets. PEG and "PEG Capital Partners Fund III" led a group of investors, with…

DiligenceVault, a data-driven platform for investment research and due diligence, is excited to announce partnership milestone in digitization and standardization of industry data. DiligenceVault has signed agreements with the following thought leaders: Alternative Investment Management Association (AIMA), Principles for Responsible Investment (UNPRI), and AITEC. This…

Inspire Investing is thrilled to make the cut with multi-billion dollar, money managers like Frontier Asset Management and Sawtooth Solutions. Other recent Inspire adopters include Howard Capital Management ($700 million AUM), Virtue Capital Management ($200 million AUM), and Creative Financial…

Active Allocator Holdings LLC ("ActiveAllocator”), the leading asset allocation optimization and portfolio construction portal for financial and investment advisors, today announced the launch of automatic client account and holdings aggregation using Morningstar® ByAllAccounts℠​. The newly released feature allows ActiveAllocator users…

Artificial intelligence Company based in Asia has raised USD375 Million in a Series A funding arranged by by Global Private Group (GPG). The Artificial intelligence Company will use the funding to accelerate its capabilities and invest in large‐scale projects internationally,…

​​Allocator Holdings LLC ("ActiveAllocator"), a financial technology company that owns the world's first and only asset allocation portal that seamlessly integrates traditional, illiquid and alternative investments within portfolios, announced today a milestone in the evolution of its asset allocation platform:…

Leveraging the most advanced research and trading infrastructure available to private investors, ReSolve Asset Management, a leader in global ETF managed portfolio solutions, is proud to announce the ReSolve Online Advisor. Finally, private investors can access leading active investment solutions…

​RueOne Investments, LLC (RueOne), the alternative asset manager that offers institutional asset owners and family offices direct investment opportunities on a deal by deal basis, today announced the appointments of Tracie Ahern and Hoyt Stastney to the RueOne Board of…