VRGL, a Client Acquisition and Investment Proposal Management solution, announced the completion of a strategic fundraising round. The round was led by existing investors FINTOP Capital and MissionOG, with significant support from Northwestern Mutual, Flyover Capital, Fin Capital, and other key industry insiders and friends of the firm. With this financing, VRGL will continue to execute on its industry-leading Client Acquisition and Investment Proposal Management solution, expand product offerings, and support market growth. This additional...

Highly Experienced Finance Executive Melissa Torres Anderson Will Direct 1900 Wealth Management’s Business Development in the Austin Market San Antonio-based, family-owned investment advisor 1900 Wealth Management™ (1900 Wealth®) today announced it has tapped Melissa Torres Anderson to be managing senior vice president for its Austin office. “Melissa is a seasoned executive with extensive experience in finance, operations, reporting and private fund operations and compliance,” said 1900 Wealth President Todd Brockwell. “She is a leader with proven ability to provide strategic...

S64, the global alternatives fintech and solutions partner to the wealth management industry, announced the successful close of its Series A funding round which includes investments from HPS Investment Partners and Sumitomo Mitsui Trust Bank, two prominent institutional investors. The new capital and strategic partnerships will accelerate S64’s growth and expansion strategy, enhancing its cutting-edge product manufacturing capabilities and proprietary technology platform. This investment will support the firm’s ambition to unlock rising demand from private...