Asset Management Press Releases

Michael S. Schwartz, CFP®, AEP® Makes Forbes’ 2021 Best-in-State Wealth Advisors List

Michael S. Schwartz, CFP®, AEP® Makes Forbes’ 2021 Best-in-State Wealth Advisors List

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’s Co-Founders Sterling Neblett, CEPA, CFP®, and Wendy Payne, CSA, CEP®, Named to Forbes Best-in-State Wealth Advisor List

Centurion Wealth’s Co-Founders Sterling Neblett, CEPA, CFP®, and Wendy Payne, CSA, CEP®, Named to Forbes Best-in-State Wealth Advisor List

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…

CION Investment Corporation Closes Offering of $125 Million Unsecured Notes Due in 2026

CION Investment Corporation Closes Offering of $125 Million Unsecured Notes Due in 2026

On February 11, 2021, CION Investment Corporation ("CIC"), a CION Investments company, closed an offering of $125 million aggregate principal amount of 4.50% senior unsecured notes due in 2026 (the "Notes"). CIC intends to use the net proceeds of the…

SESAMm Closes Series B Round With NewAlpha Asset Management and the Carlyle Group

SESAMm Closes Series B Round With NewAlpha Asset Management and the Carlyle Group

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…

2020 Marks Another Successful Year for InterPro with New Products, Patent Award, Industry Accolades, New Hires and New Maximo Mobile Clients

2020 Marks Another Successful Year for InterPro with New Products, Patent Award, Industry Accolades, New Hires and New Maximo Mobile Clients

InterPro Solutions, which offers the first and only suite of mobile solutions designed exclusively for IBM Maximo®, announced today that 2020 was another successful year marked with new product launches, industry accolades, a patent award, new hires and continued client…

PixelPlex Presents an Updated Webpage About Its STO Platform

PixelPlex Presents an Updated Webpage About Its STO Platform

PixelPlex has updated its Security Token Offering (STO) Platform webpage. This client-oriented blockchain developer always tries to present the most complete and up-to-date information on the website. After updating the page, the PixelPlex developers went into more detail about their…

Zoe Financial Gives Insight on How a Wealth Manager Can De-risk a Portfolio

Zoe Financial Gives Insight on How a Wealth Manager Can De-risk a Portfolio

Understanding the value of de-risking a portfolio can be challenging after years of a growth-focused investment approach. Yet, as the end state of an investment goal approach, so too does the importance of reducing volatility in the portfolio. A wealth…

Altvia Sets All-Time Quarterly Sales Record Driven by Best-in-Class Capital Markets Software, Forecasting 100% Increase in Q4

Altvia Sets All-Time Quarterly Sales Record Driven by Best-in-Class Capital Markets Software, Forecasting 100% Increase in Q4

Altvia, market-leading provider of cloud-based CRM, deal management, investor portal, and lifecycle systems for private capital markets, announces record-breaking Q3 financial results including total revenues, sales bookings, sales efficiency metrics, and upsell / net retention. The company's achievements were anchored…

RAK Group expanding its research team

RAK Group expanding its research team

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…

DiligenceVault Continues Global Expansion With the Opening of APAC Headquarters in Singapore

DiligenceVault Continues Global Expansion With the Opening of APAC Headquarters in Singapore

DiligenceVault, the global fund diligence platform for investors and fund managers, announced the opening of its Asia-Pacific (APAC) headquarters in Singapore with tremendous enthusiasm. This is DiligenceVault's fourth office, joining New York, Pune, and London. The opening of the APAC…

Trust Company Innovates Wealth Advising Industry With Powerful Tech

Trust Company Innovates Wealth Advising Industry With Powerful Tech

FinTech-focused Trust Company and Custodian AET released Trust Platform: a product that digitizes client onboarding and reporting for financial advisors. Advisors can invite customers to invest in a variety of alternative assets. Customers can also link bank accounts and deposit funds within…

NorthernVirginia Magazine Names Centurion Wealth Management as 'Top Financial Professionals' for 4th Straight Year

NorthernVirginia Magazine Names Centurion Wealth Management as 'Top Financial Professionals' for 4th Straight Year

In the August 2020 edition of Northern Virginia Magazine, the publication released their annual “Top Financial Professionals” list.  This year marks the fourth consecutive year that all three partners of Centurion Wealth Management, Sterling D. Neblett, Wendy Ann Payne, and Mark…

Magellan Financial, Inc. Donates to Pair of Racial Justice Organizations

Magellan Financial, Inc. Donates to Pair of Racial Justice Organizations

Magellan Financial, Inc., leading asset & wealth management firm in the Lehigh Valley since the 1950s, recently announced its support of the NAACP Legal Defense Fund and the National Bailout Fund. Partners communicated their decision to make the two cash…

Rizing's Lyra ICP for SAP Data Warehouse Cloud Now Available on SAP® App Center

Rizing's Lyra ICP for SAP Data Warehouse Cloud Now Available on SAP® App Center

Rizing today announced its Lyra Integrated Capacity Planning (Lyra ICP) solution built on SAP Data Warehouse Cloud is now available on SAP App Center, the digital marketplace for SAP partner offerings. Lyra ICP integrates with SAP® SuccessFactors® Employee Central and SAP Enterprise…

Trustology and GCEX Partner to Build Secure Liquidity Network Backed by Institutional-Grade Custody for OTC Digital Asset Trading

Trustology and GCEX Partner to Build Secure Liquidity Network Backed by Institutional-Grade Custody for OTC Digital Asset Trading

Leading crypto custody solutions provider Trustology has today announced a partnership with FCA-regulated, OTC broker, GCEX, to create a secure liquidity network backed by institutional-grade custody for digital asset trading amongst their client base of institutional investors, ultra-high-net-worth individuals and brokers.…

Rizing Hydrogen Mobile User Experience Achieves SAP Certification as  Powered by SAP NetWeaver® and Integrated With SAP S/4HANA®

Rizing Hydrogen Mobile User Experience Achieves SAP Certification as Powered by SAP NetWeaver® and Integrated With SAP S/4HANA®

Rizing, LLC, today announced that its Hydrogen 1.0 mobile user experience solution has achieved SAP certification as powered by SAP NetWeaver® and integrated with SAP S/4HANA®. The solution integrates with SAP NetWeaver and empowers asset-intensive industries to simplify work orders,…

DiligenceVault Crosses 12,000 Users on Its Digital Diligence Ecosystem Across Americas, Asia-Pacific, and EMEA

DiligenceVault Crosses 12,000 Users on Its Digital Diligence Ecosystem Across Americas, Asia-Pacific, and EMEA

DiligenceVault announces a significant client milestone, connecting over 12,000 users on its platform ecosystem, both asset managers and investors, helping them digitize and automate information exchange workflows to create game-changing diligence experiences. DiligenceVault addresses a common pain point for both…

KORE Private Wealth Selects ICE Climate Risk, Strengthening Thought Leadership for Clients

KORE Private Wealth Selects ICE Climate Risk, Strengthening Thought Leadership for Clients

risQ Inc., a start-up delivering best-in-class climate risk analytics, and ICE Data Services, which is part of Intercontinental Exchange, Inc. (NYSE: ICE), today announced that KORE Private Wealth has adopted ICE Climate Risk to provide climate risk data and analytics…

What's an Investment Portfolio? Tysons-Based Demand Wealth Provides Free Financial Consultations to Those Economically Affected by COVID-19

What's an Investment Portfolio? Tysons-Based Demand Wealth Provides Free Financial Consultations to Those Economically Affected by COVID-19

Demand Wealth, a leading expert in a variety of financial advisor niches and a provider of financial planning solutions, is now offering free online consultations to individuals who have been financially impacted by COVID-19.   Specializing in portfolio investments, Demand Wealth…

Rizing Wins SAP® Partner Excellence Strategic Industry Award

Rizing Wins SAP® Partner Excellence Strategic Industry Award

Rizing was awarded an SAP Partner Excellence Award at the SAP Partner Kick-Off meeting in Sydney, Australia, on Feb. 28, 2020. The award, presented by Pete Andrew, Chief Operating Officer for SAP Australia and New Zealand (ANZ), recognizes Rizing for…

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