Home | Log in or Sign Up for full access | Tracked Organizations | Recent Tracked Activities

Recent Activities

Activities between Nov. 15, 2024, 7:56 p.m. and Nov. 22, 2024, 7:56 p.m. from: Financial Data Services.

Click on a document link to see the original source document. Click on the name of an organization to see more organization linkages and timelines.


Spirit Blockchain Acquires Dogecoin Portfolio Holding Corp., Paving the Way for Expanded Ecosystem Utility as the first public proxy and for Future Adoption

Document Date: Nov. 22, 2024, 2:34 p.m. / Source: GlobeNewswire
Activity Class: CorporateFinanceActivity / Type: Merger / Region: Vancouver
Buyer: Target: Document Extract: Vancouver, BC, Nov. 22, 2024 (GLOBE NEWSWIRE) - Spirit Blockchain Capital Inc. (CSE: SPIR) , ("Spirit") , a leader in digital finance and blockchain innovation, is pleased to announce the closing of the acquisition of Dogecoin Portfolio Holding Corp marking a pivotal milestone in our mission to lead the transformation from traditional asset management to a tokenized and digital asset world.
Document Source: https://www.globenewswire.com/news-release/2024/11/22/2986043/0/en/Spirit-Blockchain-Acquires-Dogecoin-Portfolio-Holding-Corp-Paving-the-Way-for-Expanded-Ecosystem-Utility-as-the-first-public-proxy-and-for-Future-Adoption.html (archive.org page / archive.org listing)


Spirit Blockchain Capital Inc. Upsizes Private Placement and Amends Terms

Document Date: Nov. 19, 2024, 1:06 a.m. / Source: GlobeNewswire
Activity Class: CorporateFinanceActivity / Type: Ipo / Region: United States
Vendor: Document Extract: VANCOUVER, British Columbia, Nov. 19, 2024 (GLOBE NEWSWIRE) - Spirit Blockchain Capital Inc. (the "Company" or "Spirit") (CSE: SPIR) , is pleased to provide an update regarding its non-brokered private placement offering (the "Offering") which was previously announced the Company's press releases dated September 24, 2024 and November 8, 2024.
Document Source: https://www.globenewswire.com/news-release/2024/11/19/2983225/0/en/Spirit-Blockchain-Capital-Inc-Upsizes-Private-Placement-and-Amends-Terms.html (archive.org page / archive.org listing)


Spirit Blockchain Capital Inc. Upsizes Private Placement and Amends Terms

Document Date: Nov. 19, 2024, 1:06 a.m. / Source: GlobeNewswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: United States
Target: Document Extract: Spirit Blockchain Capital Inc. Upsizes Private Placement and Amends Terms.
Document Source: https://www.globenewswire.com/news-release/2024/11/19/2983225/0/en/Spirit-Blockchain-Capital-Inc-Upsizes-Private-Placement-and-Amends-Terms.html (archive.org page / archive.org listing)


Powell Max Limited Announces Significant New Financing - Committed Equity Line of Credit up to $40 Million

Document Date: Nov. 22, 2024, 2:15 p.m. / Source: GlobeNewswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Hong Kong Special Administrative Region
Investor: Participant: Target: Document Extract: Powell Max Limited Announces Significant New Financing - Committed Equity Line of Credit up to $ 40 Million.
Document Source: https://www.globenewswire.com/news-release/2024/11/22/2986020/0/en/Powell-Max-Limited-Announces-Significant-New-Financing-Committed-Equity-Line-of-Credit-up-to-40-Million.html (archive.org page / archive.org listing)


Pathward Announces Strategic Partnership to Support Renewable Energy Loan Growth

Document Date: Nov. 21, 2024, 1:07 p.m. / Source: Business Wire
Activity Class: PartnershipActivity / Region: United States
Partnership: Document Extract: Pathward is excited to deepen our relationship with BridgePeak Energy Capital ." Over the past several years, BridgePeak has assisted Pathward in closing and servicing loans for more than 1.39 GW of projects totaling more than $ 2 billion in fundings. In addition to corporate and development capital, the partnership has focused on conventional construction loans and USDA-guaranteed loans under the Rural Energy for America and Business and Industry loan programs. " This partnership highlights Pathward's commitment to the U.S. renewable energy sector ," said Shawn Andrews, CEO of BridgePeak. " By offering credit products with proper risk adjusted pricing and efficient timelines, our partnership will create a new standard for middle market renewable energy lending.
Document Source: https://www.businesswire.com/news/home/20241121979011/en/Pathward-Announces-Strategic-Partnership-to-Support-Renewable-Energy-Loan-Growth (archive.org page / archive.org listing)


AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform

Document Date: Nov. 21, 2024, 1:30 p.m. / Source: GlobeNewswire
Activity Class: PartnershipActivity
Partnership: Document Extract: Through the integration of TIFIN Sage's AI capabilities, AssetMark aims to enable its investment consultants to rapidly gather insights, align advisory firm inputs, and deliver tailored model portfolios for an advisor's practice with greater efficiency. This increased scalability not only meets the rising demand within AssetMark's advisor network for individualized investment services but also empowers the organization to engage with incremental firms while preserving AssetMark's exceptional service quality. " We are excited to partner with AssetMark, a leader in wealth management, to integrate TIFIN Sage's advanced AI-powered platform into its consulting process ," said Brooke Juniper, Chief Executive Officer of TIFIN Sage. " This partnership enables AssetMark to scale its comprehensive, high-touch portfolio construction services, equipping advisors to refine the client experience and deliver enhanced wealth outcomes ." David McNatt, EVP of Investment Solutions at AssetMark, commented, "The collaboration with TIFIN Sage is another step in our transformative journey to integrate AI-driven insights directly into our platform.
Document Source: https://www.globenewswire.com/news-release/2024/11/21/2985205/0/en/AssetMark-Adds-TIFIN-AI-Capabilities-to-Enhance-and-Scale-its-Industry-Leading-Wealth-Management-Platform.html (archive.org page / archive.org listing)


AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform

Document Date: Nov. 21, 2024, 1:30 p.m. / Source: GlobeNewswire
Activity Class: PartnershipActivity
Partnership: Document Extract: AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform. BOULDER, Colo. and CONCORD, Calif., Nov. 21, 2024 (GLOBE NEWSWIRE) - TIFIN Sage, an advanced AI-powered investment platform and a division of TIFIN, is pleased to announce an expanded collaboration with AssetMark, Inc., a leading provider of wealth management and technology solutions for financial advisors. AssetMark will incorporate TIFIN Sage's cutting-edge AI capabilities into its wealth management platform through its investment consulting services, enabling AssetMark to streamline high-touch, personalized engagements. Through the integration of TIFIN Sage's AI capabilities, AssetMark aims to enable its investment consultants to rapidly gather insights, align advisory firm inputs, and deliver tailored model portfolios for an advisor's practice with greater efficiency. This increased scalability not only meets the rising demand within AssetMark's advisor network for individualized investment services but also empowers the organization to engage with incremental firms while preserving AssetMark's exceptional service quality.
Document Source: https://www.globenewswire.com/news-release/2024/11/21/2985205/0/en/AssetMark-Adds-TIFIN-AI-Capabilities-to-Enhance-and-Scale-its-Industry-Leading-Wealth-Management-Platform.html (archive.org page / archive.org listing)


AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform

Document Date: Nov. 21, 2024, 1:30 p.m. / Source: GlobeNewswire
Activity Class: PartnershipActivity
Partnership: Document Extract: TIFIN Sage's AI technology helps us empower more advisor practices and drive client outcomes in a rapidly evolving wealth management landscape ." Building on AssetMark's successful collaboration with TIFIN Give (another TIFIN subsidiary) , this agreement reinforces a shared commitment to driving innovation and delivering impactful wealth solutions that elevate outcomes for advisors and their clients. The AssetMark and TIFIN GIVE relationship has empowered financial advisors and their clients with a modern donor-advised fund (DAF) solution, designed to streamline charitable giving and enhance the impact of philanthropic and tax planning efforts. About TIFIN Sage. TIFIN Sage is an advanced AI-powered investment platform that utilizes state-of-the-art technology to empower financial advisors and home office professionals, enhancing the client experience with personalized, efficient portfolio construction and management.
Document Source: https://www.globenewswire.com/news-release/2024/11/21/2985205/0/en/AssetMark-Adds-TIFIN-AI-Capabilities-to-Enhance-and-Scale-its-Industry-Leading-Wealth-Management-Platform.html (archive.org page / archive.org listing)


Catona Climate Invests Catalytic Capital to Restore Nature in Colombia

Document Date: Nov. 20, 2024, 11:18 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Republic of Colombia
Investor: Document Extract: LOS ANGELES, Nov. 20, 2024 /PRNewswire/ - Global climate finance company Catona Climate has made a major milestone investment in an Assisted Natural Regeneration (ANR) project in Antioquia, Colombia.
Document Source: https://www.prnewswire.com/news-releases/catona-climate-invests-catalytic-capital-to-restore-nature-in-colombia-302312189.html (archive.org page / archive.org listing)


Catona Climate Invests Catalytic Capital to Restore Nature in Colombia

Document Date: Nov. 20, 2024, 11:18 p.m. / Source: PR Newswire
Activity Class: CorporateFinanceActivity / Type: Investment / Region: Republic of Colombia
Investor: Target: Document Extract: Catona Climate Invests Catalytic Capital to Restore Nature in Colombia.
Document Source: https://www.prnewswire.com/news-releases/catona-climate-invests-catalytic-capital-to-restore-nature-in-colombia-302312189.html (archive.org page / archive.org listing)


AFX Completes Migration of Trading Platform Technology with Transaction Network Services (TNS)

Document Date: Nov. 20, 2024, 1:30 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: Tom Lazenga, General Manager of TNS' Financial Markets business stated: "We are proud to partner with AFX, an organization aligned with TNS' commitment to providing fast and resilient solutions to the financial industry worldwide. We 're excited about the work we can do together ." In addition to the new TNS relationship, AFX has strong existing partnerships in place with Connamara Systems for the software development, Morningstar as Benchmark rate verification agenda and RSM for the development of the network surveillance oversight. About American Financial Exchange. The American Financial Exchange (AFX) is a self-regulated electronic exchange providing over 250 banks and financial institutions a marketplace for overnight unsecured interbank lending and borrowing.
Document Source: https://www.prnewswire.com/news-releases/afx-completes-migration-of-trading-platform-technology-with-transaction-network-services-tns-302310469.html (archive.org page / archive.org listing)


AFX Completes Migration of Trading Platform Technology with Transaction Network Services (TNS)

Document Date: Nov. 20, 2024, 1:30 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: Shay added: "As we continue to grow and look to raise more capital in the months ahead, having good, reliable partners in place to be part of our offering is a key factor in our success ." Tom Lazenga, General Manager of TNS' Financial Markets business stated: "We are proud to partner with AFX, an organization aligned with TNS' commitment to providing fast and resilient solutions to the financial industry worldwide. We 're excited about the work we can do together ." In addition to the new TNS relationship, AFX has strong existing partnerships in place with Connamara Systems for the software development, Morningstar as Benchmark rate verification agenda and RSM for the development of the network surveillance oversight. About American Financial Exchange.
Document Source: https://www.prnewswire.com/news-releases/afx-completes-migration-of-trading-platform-technology-with-transaction-network-services-tns-302310469.html (archive.org page / archive.org listing)


AFX Completes Migration of Trading Platform Technology with Transaction Network Services (TNS)

Document Date: Nov. 20, 2024, 1:30 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: CHICAGO, Nov. 20, 2024 /PRNewswire/ - The American Financial Exchange (AFX) , a self-regulated exchange that provides banks and financial institutions a marketplace for overnight unsecured interbank lending and borrowing, announced today that it has partnered with Transaction Network Services (TNS) , a global leader in providing mission-critical infrastructure for financial markets. As a result of this partnership, TNS will provide full management and hosting services for AFX's data center to support its marketplace and membership community consisting of more than 250 banks and financial institutions across the U.S. " By partnering with TNS, AFX gains more flexibility and independence, enabling us to provide increased optionality and better serve America's community and regional banks ," said AFX CEO John Shay. " With the support of TNS, we remain steadfast in providing our member banks and financial institutions with the marketplace they deserve for their overnight unsecured interbank lending and borrowing needs ." Shay added: "As we continue to grow and look to raise more capital in the months ahead, having good, reliable partners in place to be part of our offering is a key factor in our success ."
Document Source: https://www.prnewswire.com/news-releases/afx-completes-migration-of-trading-platform-technology-with-transaction-network-services-tns-302310469.html (archive.org page / archive.org listing)


Coverdash Partners With LendingTree to Launch Its First-Ever Insurance Offering for Startups and SMBs

Document Date: Nov. 20, 2024, 3 p.m. / Source: Business Wire
Activity Class: PartnershipActivity
Partnership: Document Extract: Coverdash, the fastest growing startup and SMB - focused insurtech broker, and LendingTree, the nation's leading online financial marketplace, today announced a partnership to provide LendingTree customers with access to business insurance for the very first time. This strategic collaboration expands LendingTree's suite of financial products for small to medium-sized businesses (SMBs) , providing them with an efficient and streamlined way to obtain business insurance and fulfill financial requirements. Coverdash's fully embedded insurance offering provides business insurance to LendingTree customers without ever having to leave the platform. This partnership marks an important step in LendingTree's evolution by expanding its services for small businesses beyond loans and financial products to now include comprehensive insurance solutions. A study by the Federal Reserve Bank found that businesses that demonstrated lower risk profiles - which includes carrying insurance - were 25 % more likely to be approved for loans compared to higher-risk businesses.
Document Source: https://www.businesswire.com/news/home/20241120864906/en/Coverdash-Partners-With-LendingTree-to-Launch-Its-First-Ever-Insurance-Offering-for-Startups-and-SMBs (archive.org page / archive.org listing)


Manulife CEO Roy Gori retires with more people asking why than 'why not'

Document Date: Nov. 21, 2024, 11:44 p.m. / Source: The Globe and Mail
Activity Class: RoleActivity / Type: Finishing
Role: Person: Organization: Document Extract: Manulife Financial Corp. MFC-T CEO Roy Gori says his decision to leave while the share price is at a record high is "perfect timing ," as he prepares to take on more philanthropic work and invest in health and wellness startups.
Document Source: https://www.theglobeandmail.com/business/article-manulife-ceo-roy-gori-retires-with-more-people-asking-why-than-why-not/ (archive.org page / archive.org listing)


STP Investment Services Strengthens Leadership Team with Key Strategic Moves Across Operations, Fund Administration, Compliance, and Investment Performance

Document Date: Nov. 19, 2024, noon / Source: Business Wire
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: STP Investment Services (STP) , a leading global provider of technology-enabled, end-to-end investment servicing solutions, announces the addition of several senior leaders across operations, fund administration, compliance, and investment performance.
Document Source: https://www.businesswire.com/news/home/20241119322056/en/STP-Investment-Services-Strengthens-Leadership-Team-with-Key-Strategic-Moves-Across-Operations-Fund-Administration-Compliance-and-Investment-Performance (archive.org page / archive.org listing)


STP Investment Services Strengthens Leadership Team with Key Strategic Moves Across Operations, Fund Administration, Compliance, and Investment Performance

Document Date: Nov. 19, 2024, noon / Source: Business Wire
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Ben Jones joins STP as Vice President of Business Development - Fund Administration.
Document Source: https://www.businesswire.com/news/home/20241119322056/en/STP-Investment-Services-Strengthens-Leadership-Team-with-Key-Strategic-Moves-Across-Operations-Fund-Administration-Compliance-and-Investment-Performance (archive.org page / archive.org listing)


STP Investment Services Strengthens Leadership Team with Key Strategic Moves Across Operations, Fund Administration, Compliance, and Investment Performance

Document Date: Nov. 19, 2024, noon / Source: Business Wire
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: STP Investment Services (STP) , a leading global provider of technology-enabled, end-to-end investment servicing solutions, announces the addition of several senior leaders across operations, fund administration, compliance, and investment performance.
Document Source: https://www.businesswire.com/news/home/20241119322056/en/STP-Investment-Services-Strengthens-Leadership-Team-with-Key-Strategic-Moves-Across-Operations-Fund-Administration-Compliance-and-Investment-Performance (archive.org page / archive.org listing)


STP Investment Services Strengthens Leadership Team with Key Strategic Moves Across Operations, Fund Administration, Compliance, and Investment Performance

Document Date: Nov. 19, 2024, noon / Source: Business Wire
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Cynthia Kelly has joined as a Senior Compliance Consultant specializing in registered investment adviser compliance.
Document Source: https://www.businesswire.com/news/home/20241119322056/en/STP-Investment-Services-Strengthens-Leadership-Team-with-Key-Strategic-Moves-Across-Operations-Fund-Administration-Compliance-and-Investment-Performance (archive.org page / archive.org listing)


STP Investment Services Strengthens Leadership Team with Key Strategic Moves Across Operations, Fund Administration, Compliance, and Investment Performance

Document Date: Nov. 19, 2024, noon / Source: Business Wire
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Ben Jones joins STP as Vice President of Business Development - Fund Administration.
Document Source: https://www.businesswire.com/news/home/20241119322056/en/STP-Investment-Services-Strengthens-Leadership-Team-with-Key-Strategic-Moves-Across-Operations-Fund-Administration-Compliance-and-Investment-Performance (archive.org page / archive.org listing)


STP Investment Services Strengthens Leadership Team with Key Strategic Moves Across Operations, Fund Administration, Compliance, and Investment Performance

Document Date: Nov. 19, 2024, noon / Source: Business Wire
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Cynthia Kelly has joined as a Senior Compliance Consultant specializing in registered investment adviser compliance.
Document Source: https://www.businesswire.com/news/home/20241119322056/en/STP-Investment-Services-Strengthens-Leadership-Team-with-Key-Strategic-Moves-Across-Operations-Fund-Administration-Compliance-and-Investment-Performance (archive.org page / archive.org listing)


Citizens Announces Key Leadership Appointments for Consumer Banking Team

Document Date: Nov. 18, 2024, 5:31 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Citizens is pleased to announce the appointment of three key executives to accelerate the bank's ongoing transformation and commitment to deliver the best experience for customers.
Document Source: https://www.businesswire.com/news/home/20241118304140/en/Citizens-Announces-Key-Leadership-Appointments-for-Consumer-Banking-Team (archive.org page / archive.org listing)


Citizens Announces Key Leadership Appointments for Consumer Banking Team

Document Date: Nov. 18, 2024, 5:31 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Citizens is pleased to announce the appointment of three key executives to accelerate the bank's ongoing transformation and commitment to deliver the best experience for customers.
Document Source: https://www.businesswire.com/news/home/20241118304140/en/Citizens-Announces-Key-Leadership-Appointments-for-Consumer-Banking-Team (archive.org page / archive.org listing)


Citizens Announces Key Leadership Appointments for Consumer Banking Team

Document Date: Nov. 18, 2024, 5:31 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting
Role: Person: Organization: Document Extract: Citizens is pleased to announce the appointment of three key executives to accelerate the bank's ongoing transformation and commitment to deliver the best experience for customers.
Document Source: https://www.businesswire.com/news/home/20241118304140/en/Citizens-Announces-Key-Leadership-Appointments-for-Consumer-Banking-Team (archive.org page / archive.org listing)


More Affordable Housing: Regions Bank Appoints Chase Simpson as Relationship Manager Serving Clients in Several States

Document Date: Nov. 20, 2024, 2 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting / Region: United States
Role: Person: Organization: Document Extract: More Affordable Housing: Regions Bank Appoints Chase Simpson as Relationship Manager Serving Clients in Several States.
Document Source: https://www.businesswire.com/news/home/20241120024122/en/More-Affordable-Housing-Regions-Bank-Appoints-Chase-Simpson-as-Relationship-Manager-Serving-Clients-in-Several-States (archive.org page / archive.org listing)


More Affordable Housing: Regions Bank Appoints Chase Simpson as Relationship Manager Serving Clients in Several States

Document Date: Nov. 20, 2024, 2 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Starting / Region: United States
Role: Person: Organization: Document Extract: Regions Bank on Wednesday announced Chase Simpson has been named vice president and relationship manager in the Regions Affordable Housing division.
Document Source: https://www.businesswire.com/news/home/20241120024122/en/More-Affordable-Housing-Regions-Bank-Appoints-Chase-Simpson-as-Relationship-Manager-Serving-Clients-in-Several-States (archive.org page / archive.org listing)


Growth Resources Draw Advisor with $110 Million to Ameriprise Financial from LPL

Document Date: Nov. 21, 2024, 4:07 p.m. / Source: Business Wire
Activity Class: RoleActivity / Type: Moving To
Role: Person: Organization: Document Extract: Ameriprise Financial, Inc. (NYSE: AMP) today announced that financial advisor Steve Salmon, MBA, recently joined the firm's independent channel from LPL Financial with $ 110 million in assets.
Document Source: https://www.businesswire.com/news/home/20241121714939/en/Growth-Resources-Draw-Advisor-with-110-Million-to-Ameriprise-Financial-from-LPL (archive.org page / archive.org listing)


HSBC poaches Citi veteran to lead Innovation Banking

Document Date: Nov. 21, 2024, 10:16 a.m. / Source: City AM
Activity Class: RoleActivity / Type: Finishing / Region: United Kingdom of Great Britain and Northern Ireland
Role: Person: Organization: Document Extract: HSBC has poached Citigroup veteran Emily Turner to be chief executive of its Innovation Banking arm, formerly known as Silicon Valley Bank UK.
Document Source: https://www.cityam.com/hsbc-poaches-citi-veteran-to-lead-innovation-banking/ (archive.org page / archive.org listing)

Archive.org page links will work if the page has already been archived by archive.org, but we can't guarantee which pages archive.org has archived so far.

Treat sameAsNameOnly relationship as same? Yes (Turn Off)

Site Stats | About (includes privacy and cookie notices)
(c) by 1145, 2023-2024. Data licensed under the Open Database License. Please send an email if you need a non-share-alike license and/or you need API access.