Funding and Investment
Free News Articles Category: Funding and Investment Industry News Articles
Klingenstein Fields Wealth Advisors: In Memoriam – Frederick A. Klingenstein
NEW YORK, N.Y. — The Members of Klingenstein Fields Wealth Advisors (KFWA) mourn the passing of Fred Klingenstein, a founding member of the firm and Chairman Emeritus. Together with his brother, John Klingenstein, and colleague, Kenneth H. Fields, Fred established the firm in 1989 to provide investment advice and guidance to high-net-worth individuals and families. Prior to KFWA, Fred was CEO of Wertheim & Company and Co-Chairman of Wertheim-Schroder & Company….
Bindable announces an investment round led by EPIC, Motive Partners and Wafra
BOSTON, Mass. — Bindable, an insurance technology company whose goal is to transform the affinity distribution of insurance, today announced an investment from EPIC Holdings, the corporate parent overseeing investments across the entire EPIC platform, including EPIC Insurance Brokers & Consultants, and a Wafra advised fund, in conjunction with Motive Partners, a global private equity firm focused on investing in financial technology companies….
Ndex Systems launches a significant breakthrough in consolidating data for reporting to clients on investment, fixed indexed annuity and insurance accounts
BOSTON, Mass. — Ndex Systems U.S. today announced the launch of a major enhancement in its ability to generate consolidated reports for portfolios that include indexed annuities and insurance accounts. Now financial advisors can generate consolidated reports to include both market-based investment accounts as well as detailed information on annuity and insurance contracts….
Friday the 13th original stars reunite in ’13 Fanboy’!
NOGAL, N.M. — “Friday the 13th” has a passionate fan base that has been waiting for almost a decade for another installment. With the lawsuit between Victor Miller and Sean Cunningham still not resolved a new film isn’t likely for several more years, but Voorhees Films has a solution for your much-needed fix, “13 Fanboy.”…
Byte Back Wins CDN $1 Million TD Grant for Expansion
WASHINGTON, D.C. — Today, TD announced nonprofit Byte Back, Inc. as one of 10 recipients of the inaugural TD Ready Challenge grants. Each recipient organization will receive CDN $1 million (USD $775,000) to help them scale innovative solutions aimed at preparing North Americans for the economy of the future….
The Pap Corps Receives $100,000 Matching Gift Challenge by The Yass Family
BOCA RATON, Fla. — The Pap Corps Champions for Cancer Research has announced a $100,000 matching gift challenge by The Yass Family. This gift will be utilized to enhance the 2018 Dr. Kevin Berkowitz Memorial End of Year Giving Campaign, which will be directed towards melanoma research at Sylvester Comprehensive Cancer Center at the University of Miami Miller School of Medicine….
Cold Chain Capital, LLC launches: Private Equity Firm Focused on Air Conditioning and Refrigeration
SYRACUSE, N.Y. — Cold Chain Capital LLC, a Fayetteville, N.Y.-based private equity firm, announced its launch today. The company focuses on the heating, ventilation, air conditioning and refrigeration industry (“HVACR”)….
Chartered Retirement Planning Counselor shares how to engage your grown kids about preparations for their own retirement
WASHINGTON, D.C. — In his compact new book, “Parent’s Guide to Your Child’s Retirement: 21 Thought-Provoking Conversations to Have with Your Adult Children” (ISBN: 978-0999641415) Chartered Retirement Planning Counselor(SM) Rodger Alan Friedman, delivers an easy to follow structure that may serve to enable you and your grown children to have positive, engaging and thoughtful conversations regarding their future retirement….
Klingenstein Fields Wealth Advisors Ranked in Financial Times 2018 Top 300 Registered Investment Advisers
NEW YORK, N.Y. — KFWA (Klingenstein Fields Wealth Advisors) is pleased to announce it has been named to the 2018 edition of the FT 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the FT in collaboration with Ignites Research….
Cloudvirga Raises $50M to Deliver a Truly Digital Mortgage Experience
IRVINE, Calif. — Cloudvirga, a leading provider of digital mortgage point-of-sale (POS) software whose enterprise technology is powered by the intelligent Mortgage Platform, today announced the closing of a $50-million Series C funding round led by private-equity firm Riverwood Capital (Riverwood) with ongoing participation from Upfront Ventures….