AI
Tifin hires ex-BlackRock MD Brooke Juniper as CEO of its AI investment platform Sage
Tifin, a wealth tech firm based in New York, has appointed Brooke Juniper as the new CEO of its AI-driven investment platform, Sage.
...
Banking
InvestCloud names Motive Partners’ Jeff Yabuki as new CEO and chairman
InvestCloud:US-based global wealth and asset management solutions provider, InvestCloud, has appointed Jeff Yabuki as its new Chairman and CEO.
Jeff Yabuki, currently...
Banking
Bill Crager to step down as CEO of Envestnet
Envestnet Leadership Transition:CEO Departure: Bill Crager, co-founder of Envestnet, is stepping down from his role as CEO, effective March 31, 2024.
Transition to...
Banking
VersiFi hires two senior execs from Hazeltree to boost tech and infrastructure development
VersiFi's Executive Team Expansion:VersiFi, a US-based digital asset firm, appoints Sol Zlotchenko and Daniel Zayfman to its executive team.Zlotchenko as Chief...
Banking
Trading solutions provider CQG agrees to executive ownership deal
Ownership Transition:CQG, a financial trading solutions provider, is set to be acquired by a group of its senior executives.Company Background:Founded...
Banking
Wealth management firm Farther more than doubles valuation following $31m Series B
Farther raises $31 million in Series B funding, valuing the wealth management firm at $131 million, doubling its previous valuation.
FactsRaised $31 million in...
Banking
Goldman Sachs sells personal financial management business to Creative Planning
Goldman Sachs is selling its personal financial management (PFM) business to Creative Planning, a wealth management firm, in a move to serve more ultra-high-net-worth...
Subscribe
- Never miss a story with notifications
- Gain full access to our premium content
- Browse free from up to 5 devices at once
Must read
