Peak Capital Investment Services

peakcapital.com

At Peak Capital Investment Services, LLC, we offer comprehensive financial services that help you improve your long-term financial success. We focus our retirement planning almost exclusively on high net worth individuals and corporations, helping them establish and manage qualified plans, whether for themselves or for their employees. While our home base remains in Denver, we also have offices in Dallas, Houston, San Antonio and New Jersey. The firm is comprised of a group of financial professionals with diverse backgrounds.

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FINTECH

VOLANTE TECHNOLOGIES NAMED TO PRESTIGIOUS IDC FINTECH RANKINGS TOP 100 FOR SECOND YEAR RUNNING

Volante Technologies | September 23, 2022

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Volante Technologies, the global leader in cloud payments and financial messaging, today announced that it has been named to The IDC FinTech Rankings Top 100 for the second year in a row. The IDC FinTech Rankings 2022 evaluates and categorizes the top IT vendors based on 2021 calendar year revenues and the percentage of revenues exclusively attributed to financial institutions. This accolade follows a number of other recent wins for Volante, including placing first in the IBS Inte...

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FUNDING

USQ EXPANDS INVESTMENT PLATFORM WITH PREDEX ACQUISITION

USQ, Chatham Financial | August 02, 2022

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Union Square Capital Partners, LLC, announced today it acquired the management of PREDEX, a real estate-focused interval fund. PREDEX (Ticker: PRDEX) has $163 million in AUM as of July 27, 2022, bringing total assets of USQ interval funds to approximately $400 million. “True diversification matters, and most investors have been reminded of that over the first half of this year,” said Thomas Miller, Chief Executive Officer of Union Square Capital Partners. Since both fu...

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ING ECONOMIST: THE US HAS MOST TO LOSE IN WAR OF DIGITAL CURRENCIES

Finextra | March 05, 2020

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The US dollar's position as the unrivalled global currency means it has the most at stake should central banks begin to issue their own digital currencies, according to ING economist Carlos Cocuzzo. "If there's anybody that stands to lose in this game, it's really the US," Cocuzzo has said at Blockchain Week 2020 in London. 90% of the world's foreign exchange turnover runs on dollars, meaning it pervades into the economies of almost every country. This is in light of Fe...

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VIGILANTCS AND PORTFOLIOAID FORMED STRATEGIC COMPLIANCE PARTNERSHIP TO AUTOMATE AND DIGITIZE CORE CFR

Business Wire | September 17, 2020

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Canadian RegTech solution providers, PortfolioAid and VigilantCS, have formed a strategic partnership to help Canada’s wealth management industry tackle client-focused reforms (CFRs) with award-winning technology. Under CFR, firms must comply with new conflict of interest provisions by June 30, 2021, and new KYP/KYC suitability obligations by Dec. 31, 2021. Both firms automate and digitize core CFR controls to support wealth management firms, decreasing cost of compliance and improving evi...

Read More
news image

FINTECH

VOLANTE TECHNOLOGIES NAMED TO PRESTIGIOUS IDC FINTECH RANKINGS TOP 100 FOR SECOND YEAR RUNNING

Volante Technologies | September 23, 2022

Volante Technologies, the global leader in cloud payments and financial messaging, today announced that it has been named to The IDC FinTech Rankings Top 100 for the second year in a row. The IDC FinTech Rankings 2022 evaluates and categorizes the top IT vendors based on 2021 calendar year revenues and the percentage of revenues exclusively attributed to financial institutions. This accolade follows a number of other recent wins for Volante, including placing first in the IBS Inte...

Read More
news image

FUNDING

USQ EXPANDS INVESTMENT PLATFORM WITH PREDEX ACQUISITION

USQ, Chatham Financial | August 02, 2022

Union Square Capital Partners, LLC, announced today it acquired the management of PREDEX, a real estate-focused interval fund. PREDEX (Ticker: PRDEX) has $163 million in AUM as of July 27, 2022, bringing total assets of USQ interval funds to approximately $400 million. “True diversification matters, and most investors have been reminded of that over the first half of this year,” said Thomas Miller, Chief Executive Officer of Union Square Capital Partners. Since both fu...

Read More
news image

ING ECONOMIST: THE US HAS MOST TO LOSE IN WAR OF DIGITAL CURRENCIES

Finextra | March 05, 2020

The US dollar's position as the unrivalled global currency means it has the most at stake should central banks begin to issue their own digital currencies, according to ING economist Carlos Cocuzzo. "If there's anybody that stands to lose in this game, it's really the US," Cocuzzo has said at Blockchain Week 2020 in London. 90% of the world's foreign exchange turnover runs on dollars, meaning it pervades into the economies of almost every country. This is in light of Fe...

Read More
news image

VIGILANTCS AND PORTFOLIOAID FORMED STRATEGIC COMPLIANCE PARTNERSHIP TO AUTOMATE AND DIGITIZE CORE CFR

Business Wire | September 17, 2020

Canadian RegTech solution providers, PortfolioAid and VigilantCS, have formed a strategic partnership to help Canada’s wealth management industry tackle client-focused reforms (CFRs) with award-winning technology. Under CFR, firms must comply with new conflict of interest provisions by June 30, 2021, and new KYP/KYC suitability obligations by Dec. 31, 2021. Both firms automate and digitize core CFR controls to support wealth management firms, decreasing cost of compliance and improving evi...

Read More

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C-Suite On Deck

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Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us