ADM Investor Services

FINANCIAL MANAGEMENT, INVESTMENT MANAGEMENT

Pretium and iCapital | March 13, 2023

Pretium, a specialized investment company that manages over $50 billion in assets, and iCapital1, a fintech platform that provides access to alternative investments for the wealth management industry worldwide, have recently come together to announce a custom technology and distribution partnership. Don Mullen, Founder and CEO of Pretium, expressed, "We're excited about our new partnership with iCapital and the range of tech-enabled solutions it will unlock for our priv...

FINANCIAL MANAGEMENT

Credit Human | March 28, 2022

Lumin Digital and Credit Human Federal Credit Union (Credit Human) announced that they had signed an agreement for Lumin Digital's cloud-native platform as an initiative to enhance its online and mobile digital banking services. Lumin Digital will support Credit Human's more than 200,000 members through the initiative once I will go live on its platform in September 2022. Lumin Digital is a PSCU company, whereas Credit Human is headquartered in San Antonio. Credit Human is...

FINANCIAL MANAGEMENT, INVESTMENT MANAGEMENT

Outcome Capital | August 26, 2022

Outcome Capital, a highly specialized life science and healthcare investment banking group, today announced the formal launch of an Advisory Services Practice in response to demand from client companies and their Boards for earlier access to Outcome’s broad scientific, clinical, financial and strategy capabilities. The firm’s advisory services will include bespoke tax and accounting solutions provided by Michaele Esdale, PhD, CPA, who joined the firm earlier this year. Read More

Hightower Advisors | August 11, 2020

Hightower today announced it has made a strategic investment in Teak Tree Capital Management, a $600 million advisory business in Fort Worth, Texas, that specializes in financial planning and research-driven investment strategies designed to protect and grow wealth. Founded in 2009, Teak Tree has seven employees, including three advisors, serving entrepreneurs, business professionals, and multi-generational families. Teak Tree’s mission is to educate clients, organize and simplify th...