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Who's behind the LPs and GPs? Are you curious about the complex workings of the investment industry and the players involved? Here's what you need to know to dissect the landscape and come away with a few vocabulary points. 🔍 https://lnkd.in/enWZ5j3M 📖 This article will help you discover the following key elements: - Limited partners (LPs): their main role is to provide capital to investment vehicles.  - General Partners (GPs): architects of investment funds and creators of strategic value.  - Synergy and dynamics: The interaction between LPs and GPs is like a finely-tuned orchestra. Alignment of interests, fee structures and communication channels are essential elements. #LP #GP #Finance #PrivateEquity #Investment #Growth

🗞️ Quartr today announces its partnership with Stocktwits. This partnership enables Stocktwits to leverage Quartr's API solution, providing its approximately 8 million registered users with direct access to Quartr's database of earnings calls and accompanying documents. By integrating the Quartr API, Stocktwits will enhance its market offering and strengthen client relationships, inclusive of investors, traders and other finance professionals. Stocktwits' users will now receive enhanced access to a diverse range of datasets powered by Quartr. These include live and recorded earnings calls from over 10,000 public companies; annual reports and quarterly filings; and slide decks from earnings calls and capital markets days, among other valuable resources to guide investment discussions on the Stocktwits platform. "Quartr's partnership with Stocktwits demonstrates a shared commitment to delivering accessible and in-depth company narratives to investors and other market participants. By leveraging our API offering, Stocktwits users are better equipped with the proprietary data they need to analyze trends and make more informed decisions." - Oscar Küntzel, co-founder and CEO at Quartr https://lnkd.in/gv45Z4xv

💥 Exciting news! Ever imagined a revolution in the world of private securities trading? Our latest feature might just be about the pioneers who are making it happen. 🚀 We’re thrilled to introduce you to Monark Markets, an innovative startup based in New York. Guided by their Founder, Caleb Benedict, they've embarked on an audacious mission - building the "NASDAQ for private markets", an unprecedented trading platform packed with institutional-grade technology, and a network for smooth private market securities trading. 📈 This ingenious startup has partnered with NASDAQ to launch a marketplace that enables the transparent exchange of private securities exempt from public registration. This game-changing platform seamlessly connects to retail and institutional brokerages, money managers, and public market trading platforms—without compromising independence or account ownership. 🖥️💼 Discover more about how these geniuses are shaking up the financial space with their remarkable innovation. Imagine, the next big revolution in finance could be just a click away. Let's take a leap and delve into their fascinating story 👇 https://lnkd.in/e3CPUszA #Finance #Fintech #Trading #Securities #NASDAq #PrivateMarkets #Innovation #MonarkMarkets #Startups #AssetManagement #FinancialServices #WealthManagement #HedgeFunds #FinancialExchanges

Numeric Raises $28M to Build the Next-Gen Financial Data Platform  Read more: https://lnkd.in/d3jcJFfu #funding #fundraising #Numeric #FinancialData #NextGenPlatform #FundingRound #FintechInvestment #DataInnovation #FinancialTechnology #VentureCapital #finance #fintech #FinancialIT Parker Gilbert

Wealthtech jumps the shark. If you ever wondered how many: - top private credit managers - publicly traded asset managers - private equity firms - fintech brands - top shelf M&A advisory firms, and - valuation enhancing buzzwords (ARR anyone?) .. one could possibly cram into one press release, well, wonder no more. Meanwhile, inconspicuously missing are any mention of: - clients - fiduciary advice - alpha - wealth strategy - portfolio risk - tax - family office - investment process - better client outcomes - ROI - organic asset growth, or - innovation Please excuse the snark. I first knew Envestnet as the buyer of last resort for competitors of my first entrepreneurial venture, now known as Vestmark, a quarter century ago. Then over the years have led and/or consulted on most aspects of TAMPs, RIAs, OCIOs, and the wealth tech stack. And yes, my investment teams have used or evaluated as many distinct offerings from Envestnet’s far flung sub-brands as (likely) has anyone. Let’s just say that TAMP deceleration doesn’t surprise any knowledgeable professional - you know, the type that focus on the second above list, or who have looked behind the curtains of incumbent providers. (Has anyone written up the InvestCloud story yet?!) Away from this din, if anyone wants to talk about what clients of wealth management actually still deserve, need and want - and how we as an industry ought to plug that gap - just ask to be added to our small virtual round table! As usual, this is not investment advice.

The 44th edition of the Alt Goes Mainstream AGM Weekly newsletter is out! Private markets are eating the world. I concluded last week’s newsletter about the rise of asset-based finance and private credit by stating that private markets are eating the world. Private markets now reach into many aspects of the economy. Private equity finances and owns businesses, from data centers to dating apps, that help make up the fabric of our consumer and business lives. Private credit helps companies tap into capital markets to access financing, often when banks aren’t able to extend credit. Venture capital provides risk capital to moonshot projects that foster innovation and push the boundaries of what’s possible. Real estate and infrastructure investing builds the world we live in. As I wrote the sentence, “private markets are eating the world,” last week, my mind traveled back to Andreessen Horowitz Marc Andreessen's article from 2011, where he wrote “why software is eating the world.” The private markets tsunami is here ... (1) Private markets are eating the 60/40 portfolio. (2) Private markets are eating public markets. (3) Private markets are eating how companies are financed. Read on to hear how private markets are eating the world. Click the link to read on for more 👇 A special welcome to our first sponsor, 3i Members and the group's founders, Mark Gerson, Billy Libby, Teddy Gold, who we are thrilled to collaborate with as they help make alts go mainstream. This AGM Alts Weekly covers: 🗂️ AGM Index, an index that tracks the leading publicly traded alternative asset managers. 🗞️ AGM News of the Week, this week covering: 📌 PEI's Hannah Zhang on her interview with EQT Group's Christian Sinding on why the firm has no regrets offloading its private credit business and their recent success in PE fundraising efforts. 📌 The PE Hub's Rafael Canton on why women's soccer is scoring with private equity, with The Carlyle Group's recent acquisition of Seattle Reign FC (cc: Angel City Football Club's Julie Uhrman, KC Current's Christopher Long, Bay FC's Alan Waxman). 📌 Bain & Company's Hugh MacArthur, Rebecca Burack, Graham Rose, Christophe De Vusser, Kiki Yang, Sebastien Lamy on the 2023 private equity landscape and 2024 industry outlook. 💻 Who is hiring: Senior-level positions from companies NB Private Wealth, Apollo Global Management, Inc., iCapital, Blue Owl Capital, Goldman Sachs Asset Management, Canoe Intelligence, LemonEdge, Hamilton Lane, Isomer Capital. Subscribe 👇 to see the latest trends & navigate this rapidly changing landscape as alts go mainstream. https://lnkd.in/ecgU8z-H

Still perhaps the most widely used benchmark in the financial sector, the SP 500 is a shorthand for the 500 Norm and Unfortunates. Comprising 500 of the largest public companies in the United States, the list serves as a benchmark for both financial performance and market implementation. Read more 👇 #Fintechzoom #SP500 #Techboost360

🌐 Welcome to the Funds 4 Less Marketplace: Where Financial Synergy Unfolds! Embark on a journey of financial possibilities with the grand launch of the Funds 4 Less Marketplace! 🚀 Our platform is more than just transactions; it’s a dynamic ecosystem that connects businesses, investors, and brokers for transformative financial partnerships. ✨ What Sets Us Apart? In a world filled with opportunities, what makes the Funds 4 Less Marketplace unique? It’s our commitment to precision pairings. We believe in the power of connecting the right companies with the right investors and lenders. Every match isn’t just a transaction; it’s a strategic step towards shared success. 🏡💼 Private Real Estate Ventures: Explore exclusive opportunities in private real estate, tailored to match your investment strategy. Our curated selection ensures that investors find real estate ventures that align with their goals, fostering a diversified and resilient portfolio. 💸🔄 Working Capital Solutions: For businesses seeking dynamic working capital solutions, our marketplace is a haven. Connect with lenders whose expertise aligns with your industry, ensuring not just capital but a partnership that propels your business forward. 🌟 The Exclusive Investor Network: Join our community of investors, where transparency, innovation, and strategic financial growth converge. Whether you’re a seasoned investor or exploring new avenues, Funds 4 Less ensures a platform where your investment goals align with transformative opportunities. Ready to unlock financial possibilities? Join us at Funds 4 Less Marketplace, where every connection is a step towards financial synergy and success! 💼🤝💡 Learn more at Funds4less.com #Funds4Less #MarketplaceLaunch #FinancialSynergy

WealthTech investment and deal activity were both on the decline during 2023. https://lnkd.in/dZUFJXBb #wealthmanagement #investment #wealthtech #fintech

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