Partners Capital

Wealth Management

Secfi | September 28, 2022

Secfi, the leading provider of equity planning, today announced the launch of Secfi Wealth, offering personalized financial advice, investment management, and access to alternative investments opportunities for those with startup equity. As a registered investment advisor (RIA), Secfi will now expand on its equity planning expertise to provide comprehensive financial advice and ongoing investment management specifically for the startup community. Equity is the most exciting yet da...

Investment Management, Wealth Management

Businesswire | May 19, 2023

Marstone, Inc., a leading digital wealth technology firm, today announced it has partnered with American Bank & Trust, N.A., a $500 million community bank, to provide its turnkey digital wealth management platform and Wealth Management-as-a-Service offering across American Bank & Trust’s branches. A wholly-owned subsidiary of AmBank Holdings, Inc., American Bank & Trust is based in Davenport, IA, with seven branches across Iowa and Illinois. “Marstone wor...

Financial Management

Capital Engine | July 05, 2022

Following market demands, Capital Engine® has introduced a preconfigured version of its highly regarded Capital Engine® Investor Management software solution called “Capital Engine® Go”. Capital Engine® Go delivers the same usability as Capital Engine’s existing “Professional” version and includes our tried and tested, capital raising tools and investor management functionality. In addition, the preconfigured nature of Capital Engine&r...

Cision PR Newswire | September 03, 2020

Eventide is pleased to announce the launch of its seventh mutual fund, the Eventide Core Bond Fund (ETARX, ETCRX, ETNRX, ETIRX). With a primary objective of pursuing total return consistent with income generation, the Fund seeks to invest in bonds and other securities that offer a positive yield advantage, discounted price, and improving credit profile with an expected weighted average duration between three and nine years. The Core Bond Fund, along with all of Eventide's funds, seeks to pro...