Tag: financial advisor

Performive, a managed IT services provider for mid-market enterprises, has recently secured a majority investment from Renovus Capital Partners. The Philadelphia-based private equity firm's investment...

NexPhase Capital, a private equity firm known for its thematic and operational focus, has announced an investment in Insurance Systems Inc., ISI, a provider of enterprise software solutions to the property and casualty insurance industry.

Selma Finance, a Switzerland-based WealthTech platform, recently concluded a successful crowdinvesting campaign. This innovative digital financial advisor secured more than €1.3m from its vibrant community of supporters, exceeding its original fundraising target by a significant 30%.

Financial advisor Wealth Wizards will use Moneyhub Enterprise data APIs to provide customers with holistic advice that is backed by real-time consent driven personal data.