Green Valley Wealth Advisors

Green Valley Wealth Advisors offers guidance to help savers grow their wealth & protect their assets. We hope you find enlightening economic & financial education & commentary (and feel free to share). Green Valley is a San Francisco based wealth advisory firm and an affiliate of Naples Asset Management Company (www.namcoa.com), a federally registered investment advisory firm (RIA). Green Valley Wealth offers a boutique wealth advisory experience to individuals, families and businesses looking to invest for the future. One that is unconstrained by hierarchy, commission-based investment solutions, or that has disparate business lines that could lead to a loss of vision in helping investors succeed.

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FINANCIAL MANAGEMENT

PAG SELECTS BROADRIDGE AS CLOUD-BASED PORTFOLIO MANAGEMENT TECHNOLOGY PROVIDER TO STRENGTHEN PRIVATE DEBT OPERATIONS

Broadridge Financial Solutions, Inc. | October 27, 2020

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Broadridge Financial Solutions, Inc. a worldwide Fintech pioneer, declared that PAG, one of the world's biggest Asia-centered speculation gatherings, has picked Broadridge as a cloud-based portfolio the board innovation supplier. The improvement will uphold PAG's capacities for its private obligation activities. Broadridge will give PAG an exceptionally adaptable cloud-based framework that will additionally upgrade its abilities. The Broadridge Sentry portfolio the executi...

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DERIVATIVE PATH RAISES $35 MILLION IN GROWTH EQUITY FUNDING FROM FTV CAPITAL

FTV Capital | June 24, 2020

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Derivative Path, Inc. (DPI), a leading capital markets financial technology and services company, announced today that it has secured $35 million in growth equity funding from FTV Capital, a successful investor in innovative, high-growth companies within the enterprise technology and services, financial services, and payments and transaction processing sectors. The investment is DPI’s first outside institutional round and will be used to expand its product offerings and help accelerate the...

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BITCOIN AND CRYPTO

FOUNDRY JOINS THE BLOCKCHAIN ASSOCIATION TO HELP SHAPE REGULATORY FUTURE OF CRYPTO INDUSTRY

Foundry Digital LLC | March 08, 2022

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Foundry Digital LLC ("Foundry"), a wholly-owned subsidiary of Digital Currency Group (DCG) focused on digital asset mining and staking, is proud to announce its membership with the Blockchain Association, a member-led organization dedicated to improving the public policy environment for digital assets. This announcement is part of Foundry's mission to highlight the transformative potential of decentralized blockchain technologies and the infrastructure that makes cryptocurrencies, ...

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PAYMENTS

PRIORITY AND MASTERCARD TRACK JOIN FOR A NEW PARTNERSHIP TO MODERNIZE B2B PAYMENTS

Priority Technology Holdings, Inc | March 04, 2022

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Priority Technology Holdings, Inc., a well-known payments technology company, has announced its new partnership with Mastercard Track™ to modernize B2B payment solutions for their customers. Mastercard Track Business Payment Service has automated its payments-related data information between buyers and suppliers. The payment data information consists of a portfolio of B2B solutions. Mastercard Track helps businesses increase flexibility, simplicity, and efficiency by providing these soluti...

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news image

FINANCIAL MANAGEMENT

PAG SELECTS BROADRIDGE AS CLOUD-BASED PORTFOLIO MANAGEMENT TECHNOLOGY PROVIDER TO STRENGTHEN PRIVATE DEBT OPERATIONS

Broadridge Financial Solutions, Inc. | October 27, 2020

Broadridge Financial Solutions, Inc. a worldwide Fintech pioneer, declared that PAG, one of the world's biggest Asia-centered speculation gatherings, has picked Broadridge as a cloud-based portfolio the board innovation supplier. The improvement will uphold PAG's capacities for its private obligation activities. Broadridge will give PAG an exceptionally adaptable cloud-based framework that will additionally upgrade its abilities. The Broadridge Sentry portfolio the executi...

Read More
news image

DERIVATIVE PATH RAISES $35 MILLION IN GROWTH EQUITY FUNDING FROM FTV CAPITAL

FTV Capital | June 24, 2020

Derivative Path, Inc. (DPI), a leading capital markets financial technology and services company, announced today that it has secured $35 million in growth equity funding from FTV Capital, a successful investor in innovative, high-growth companies within the enterprise technology and services, financial services, and payments and transaction processing sectors. The investment is DPI’s first outside institutional round and will be used to expand its product offerings and help accelerate the...

Read More
news image

BITCOIN AND CRYPTO

FOUNDRY JOINS THE BLOCKCHAIN ASSOCIATION TO HELP SHAPE REGULATORY FUTURE OF CRYPTO INDUSTRY

Foundry Digital LLC | March 08, 2022

Foundry Digital LLC ("Foundry"), a wholly-owned subsidiary of Digital Currency Group (DCG) focused on digital asset mining and staking, is proud to announce its membership with the Blockchain Association, a member-led organization dedicated to improving the public policy environment for digital assets. This announcement is part of Foundry's mission to highlight the transformative potential of decentralized blockchain technologies and the infrastructure that makes cryptocurrencies, ...

Read More
news image

PAYMENTS

PRIORITY AND MASTERCARD TRACK JOIN FOR A NEW PARTNERSHIP TO MODERNIZE B2B PAYMENTS

Priority Technology Holdings, Inc | March 04, 2022

Priority Technology Holdings, Inc., a well-known payments technology company, has announced its new partnership with Mastercard Track™ to modernize B2B payment solutions for their customers. Mastercard Track Business Payment Service has automated its payments-related data information between buyers and suppliers. The payment data information consists of a portfolio of B2B solutions. Mastercard Track helps businesses increase flexibility, simplicity, and efficiency by providing these soluti...

Read More