Asset Management

Sora Finance Raises $3.9M to Offer Credit Management as a Service to Financial Advisors and Employers

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Sora Finance, a fintech startup providing credit management and liability optimization as a service to financial advisors, planners, and employers, just announced a previously undisclosed $3.9M in funding.  Sora seamlessly onboards clients’ existing liabilities and executes advanced credit optimization strategies across all loans to maximize clients’ net worth. By partnering with wholesale and retail lenders, … Read more

Chris Elsmark Joins Coherra Fintech ApS Advisory Board

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Coherra, a pioneering marketing and data-intelligence platform for financial videos and virtual events, has further strengthened its advisory board with the appointment of Chris Elsmark. Bringing over 31 years of experience in financial services, Chris will further accelerate Coherra’s growth trajectory to deliver its vision to improve the engagement of financial businesses with investors in … Read more

Notice of Intent to Close APEX HealthCare ETF

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Regents Park Funds (RPF) has filed a supplemental ‘sticker’ notifying any shareholders and potential investors of its intent to close the APEX Healthcare ETF (“The Fund”). A copy of the supplement can be found on the Fund’s webpage at https://regentsparkfunds.com/our-funds/apex-healthcare-etf/. The Fund will cease trading on the Chicago Board Options Exchange (“CBOE”) and will be … Read more

Monticello Associates Announces Three New Partners

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Monticello Associates, Inc., one of the country’s leading asset management consultants, announced that John Harvan, William Howard, and Joseph Krawczak have been named Managing Directors of the Firm, effective January 2023. Mr. Howard is located in Monticello’s Denver office, and Messrs. Harvan and Krawczak are located in Monticello’s Cleveland office. “Monticello has continued over time … Read more

Centurion Wealth Management Partners Named Northern Virginia Magazine’s Top Financial Professionals for 2021

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The 2021 edition of Northern Virginia Magazine has released their annual “Top Financial Professionals” list and a familiar name appears once again. This marks the fifth consecutive year that all three partners of Centurion Wealth Management, Sterling D. Neblett, Wendy Ann Payne, and Mark C. McKaig, have been recognized as among the best Financial Professionals.   Northern Virginia … Read more

Ethereum-Based Linkflow Finance Soon to Launch IDO Platform

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LINKPAD is a new and exciting type of decentralized and permissionless crowdfunding platform that is opening up a new way of fundraising in the crypto space. Through a tiered participation system, LINKPAD has found a solution to provide fair investment opportunities to everyone who holds and stakes LF tokens, thereby giving current and future LF … Read more

Coherra Continue to Add Strength to the Organization and Cap Table With the Appointment of Thomas Ebeling as a New Member of the Advisory Board

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Coherra is strengthening its global business development ahead of the scaling phase with the appointment of Thomas Ebeling as Advisory Board Member. Thomas will be working with Coherra’s founder, Søren Haestrup on team expertise, the building of future revenue models and the drive for superior technological solutions that helps the global investor community. Thomas additionally joins the forthcoming investment phase of Coherra. … Read more

Asset Management Benchmark Report: Digital Innovation and Change in Distribution Enablement

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MarketBridge announces the release of “Next Generation Distribution Enablement: An Outlook for 2022,” a research-based outlook on how Asset Managers are innovating distribution with advances in analytics, improved customer experience, and business agility. This new research uncovers insights from 35+ leading asset management firms on their priorities and objectives for 2022 and beyond. In addition, … Read more