Asset Management Press Releases

Orthogonal Adds Leading Academics on SPACs and Corporate Governance From Harvard and Stanford as Advisors

Orthogonal Adds Leading Academics on SPACs and Corporate Governance From Harvard and Stanford as Advisors

Orthogonal, an asset management firm focused on legal and rule-driven investment opportunities, announced today the additions of Professor Michael Klausner of Stanford and Professor Guhan Subramanian of Harvard to the advisory board for its SPAC Advantage Fund.Professor Klausner is the…

Orthogonal Launches SPAC Fund Anchored by Institutional and Individual Investments Exceeding $10 Million

Orthogonal Launches SPAC Fund Anchored by Institutional and Individual Investments Exceeding $10 Million

Orthogonal Asset Management, LLC ("Orthogonal") is excited to announce the launch of a SPAC-focused vehicle with strategic anchor investments in excess of $10 million.The Orthogonal SPAC Advantage Fund employs a next-generation "quantamental" strategy that combines a bottom-up fundamental research approach…

Cortney Milner and Kathleen Townsend Promoted to Partner at Blue Rock Avenue One

Cortney Milner and Kathleen Townsend Promoted to Partner at Blue Rock Avenue One

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…

Augusta Precious Metals Receives ‘#1 Best Gold Company’ Honor From IRAGoldAdvisor.com

Augusta Precious Metals Receives ‘#1 Best Gold Company’ Honor From IRAGoldAdvisor.com

IRAGoldAdvisor.com, independent precious metals industry rating website, named Augusta Precious Metals "#1 Best Gold Company" of 2020. Augusta received a total Consumer Trust Factor rating of 4.9 stars out of five possible stars, more than any other company analyzed.According to…

Tekscape Rebrands, Launches New Visual Identity and Mission as an MSP

Tekscape Rebrands, Launches New Visual Identity and Mission as an MSP

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…

JR Dallas Wealth Management Enters Into Significant Joint Venture Agreement With Pacifica Hospital of the Valley and Southwest Healthcare

JR Dallas Wealth Management Enters Into Significant Joint Venture Agreement With Pacifica Hospital of the Valley and Southwest Healthcare

JRDWM has entered into a significant joint venture agreement with Pacifica Hospital of the Valley and its management/holding company, Southwest Healthcare Services, Scottsdale, Arizona. The JV is part of the strategic and synergistic growth of JRDWM in the healthcare industry. JRDWM…

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…

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…

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…

Jumpstart Joins MERJ to Offer US Investors Regulated Exposure to Tokenized Securities

MERJ, the official stock exchange of the Republic of Seychelles, teams up with U.S. broker-dealer Jumpstart and custodian Prime Trust to open its doors to American accredited investors seeking to take part in its equity offering. The move marks the…

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