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Kingswood U.S. Automated Alts Platform Surpasses 1,200 Subscriptions, $129 Million in Investments in Three Years - Vimarsana News

Kingswood U.S. Automated Alts Platform Surpasses 1,200 Subscriptions, $129 Million in Investments in Three Years

Published: October 31, 2022

/PRNewswire/ -- Kingswood U.S., a network of wealth management firms that oversees more than $3 billion in client assets, today announced its industry-leading...

Source: prnewswire.com
Related Topics:
United StatesMichael NessimAnthony ScaramucciPrnewswire KingswoodDouglas BlakeFirm Launches Covered Security Submission PortalHaven Tower GroupKingswood GroupInvestment Solutions At KingswoodAlts PlatformProvide AccessCovered SecuritiesInterval FundsManaging PartnerCovered Security Submission PortalKingswood Conference SeriesSkybridge Capital FounderManaging Partner AnthonyManaging DirectorInvestment SolutionsKingswood Us
Crystal Capital Partners' Inaugural FA Survey Indicates Surging Demand for Advanced Alts Analytics - Vimarsana News

Crystal Capital Partners' Inaugural FA Survey Indicates Surging Demand for Advanced Alts Analytics

Published: October 21, 2022

/PRNewswire/ -- Crystal Capital Partners, a turn-key alternative investments platform for financial advisors, today announced the results of its inaugural Alts...

Source: prnewswire.com
Related Topics:
United StatesSteven BrodJoseph Kuo Michael DuganAndrew JensenPortfolio Building TechnologyHaven Tower GroupSentiment Among Financial AdvisorsAlts PlatformAnalytical ToolsCrystal Capital PartnersAlts SurveyCapital PartnersCrystal CapitalSenior Wealth AdvisorAlternative InvestmentsZermatt Wealth PartnersZermatt Wealth
March 2022 Riskalyze Fintech Five - Vimarsana News

March 2022 Riskalyze Fintech Five

Published: March 31, 2022

Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.

Source: wealthmanagement.com
Related Topics:
Susan MckennaTed ObrienTyrone RossRon CarsonNimesh PatelLiz FritzEric ErvinJess LiberiTechnology OfficerFirst Trust Capital SolutionsCarson Group AddsCarson GroupRiskalyze Fintech FiveCross TakesOnramp InvestO Brien LeavingBecome FidelityFidelity InstitutionalAddress EquityGirls Who CodeAlts PlatformFirst Trust CapitalFirst TrustGroup AddsChief Technology