Latest news with #alternativeinvestments
Yahoo
2 days ago
- Business
- Yahoo
StratCap Expands Sales Team: Natalie Stephens Hired as Regional Vice President
NEW YORK, July 17, 2025--(BUSINESS WIRE)--StratCap, LLC ("StratCap") has announced that its affiliate, StratCap Securities, LLC, a broker-dealer and wholesale distributor of alternative investments, has expanded its sales team with the hiring of Natalie Stephens, who will serve as Regional Vice President overseeing the West Coast region. "Natalie's hire reflects our continued investment in high-caliber talent to support our expanding platform," said Jim Condon, Chief Executive Officer and Chief Operating Officer of StratCap Securities, LLC. "She brings deep industry relationships and a proven track record that we believe will help drive meaningful engagement with financial advisors in her region." Natalie has more than 15 years of experience in financial services, including regional leadership roles at Four Springs Capital Markets and Capital Square. She previously spent over eight years at Griffin Capital and held positions at Grubb & Ellis Securities and KBS Capital Markets Group. Known for her consultative approach, Natalie helps financial advisors navigate complex alternative investments and identify strategies that align with their clients' long-term goals. She holds a bachelor's degree from UC Irvine and a master's in real estate from Georgetown University. About StratCap StratCap, a wholly owned subsidiary of HMC Capital Limited (ASX: HMC) ("HMC Capital"), is a global alternative investment management platform committed to providing access to dynamic asset classes and highly experienced investment professionals to provide clients with attractive risk-adjusted returns. Its parent company, HMC Capital, is a global alternative asset manager with approximately AUD$18.5 billion in assets under management. HMC Capital manages investments on behalf of individuals, institutions, sovereign wealth funds, and pension plans, targeting high-conviction investment opportunities across sectors aligned with long-term growth trends. View source version on Contacts StratCap Media Contact:Robert BruceChief Marketing Officer949.432.9485 Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
2 days ago
- Business
- Yahoo
Up 50% in a Month, How Much Higher Can SoFi Stock Run?
SoFi Technologies (SOFI) has been on an impressive tear, gaining roughly 53% in the last month and 180% in the past 12 months. The rally extended last week after SoFi announced strategic partnerships with asset managers, including Cashmere, Fundrise, and Liberty Street Advisors. SoFi disclosed plans to expand retail investor access to alternative investments in artificial intelligence, machine learning, and space technology. This move democratizes private market investments with minimum capital requirements starting at just $10. The company's expansion into private markets, combined with its growing 10.9 million member base, positions SoFi to capitalize on increasing demand for alternative investments. CEO Anthony Noto emphasized the platform's role in building 'truly diversified portfolios' for a new generation of investors. More News from Barchart Dear Google Stock Fans, Mark Your Calendars for July 23 Dear UnitedHealth Stock Fans, Mark Your Calendars for July 29 Peter Thiel Is Betting Big on This Ethereum Treasury Stock. Should You Buy Shares Now? Stop Missing Market Moves: Get the FREE Barchart Brief – your midday dose of stock movers, trending sectors, and actionable trade ideas, delivered right to your inbox. Sign Up Now! While the stock's momentum appears strong, investors should monitor whether SoFi can sustain growth as competition intensifies in the fintech space. Is SoFi Stock a Good Buy Right Now? SoFi Technologies presents a compelling investment opportunity as a vertically integrated digital bank targeting younger, affluent consumers dissatisfied with traditional banking. Its mission to help people 'get their money right' drives a comprehensive one-stop financial services platform spanning lending, banking, investing, and payments. SoFi delivered exceptional Q1 results with record member growth of 800,000 new additions (34% year-over-year) and 1.2 million new products (35% growth). It now serves approximately 11 million members, offering over 15 million products, which demonstrates the effectiveness of its cross-selling strategy. Revenue growth has accelerated to over $3 billion annually, with adjusted EBITDA margins reaching 26%. The company has successfully diversified beyond its lending origins, with fee-based revenue now comprising 41% of total revenue, up from 26% in 2021. Key growth drivers include the $27 billion deposit base, which generates funding cost savings; the rapidly expanding Loan Platform Business, which generates $380 million in annualized revenue; and strong momentum in Financial Services products. SoFi's Financial Services Productivity Loop generates sustainable competitive advantages by achieving high customer lifetime value and low acquisition costs. Approximately 30% of new products come from existing members, eliminating duplicate acquisition expenses. The company's technology-first approach enables rapid innovation and scalability compared to traditional banks, which are often burdened by legacy systems. Management raised 2025 guidance, expecting $3.3 billion in revenue (24%-27% growth) and maintaining medium-term revenue growth above 25% annually. It targets a 20%-30% return on equity in the long term, while investing in crypto re-entry, SoFi Plus subscription services, and enhanced AI capabilities. SoFi capitalizes on structural shifts in consumer finance, particularly among digitally native demographics. With strong unit economics and an expanding product portfolio, SoFi appears well-positioned for sustained growth in the evolving financial services landscape. Is SOFI Stock Still Undervalued? Analysts tracking the fintech stock estimate revenue to increase from $2.61 billion in 2024 to $5.06 billion in 2029. In this period, adjusted earnings are forecast to expand from $0.15 per share to $0.91 per share. Today, SoFi stock trades at a forward price-to-earnings of 75x, which might seem elevated. However, its lofty valuation is supported by stellar earnings growth. If SOFI stock is priced at 40x forward earnings, it will trade around $36 per share in early 2029, indicating upside potential of 60% from current levels. Out of the 22 analysts covering SOFI stock, five recommend 'Strong Buy,' two recommend 'Moderate Buy,' 10 recommend 'Hold,' two recommend 'Moderate Sell,' and three recommend 'Strong Sell.' The average SOFI stock price target is $15.84, nearly 30% below the current trading price. On the date of publication, Aditya Raghunath did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Yahoo
3 days ago
- Business
- Yahoo
Masttro Partners with Arch to Enrich Alternative Investments Reporting and Total Portfolio Visualization for Ultra-High-Net-Worth Families
Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments NEW YORK, July 17, 2025--(BUSINESS WIRE)--Masttro, the global leader in wealth tech solutions for family offices, registered investment advisors (RIAs), wealth managers and wealth owners themselves, today announced a strategic partnership with Arch, the private markets portal of portals, providing investors with the first digital platform to manage their K-1s, alternatives reporting, capital call workflows, and portfolio monitoring. The integration will route real-time alternative investment data into Masttro's next-generation platform, enabling enhanced wealth visualization across liquid and illiquid assets and liabilities in a single dashboard. BNY Wealth's 2025 Global Family Office Study revealed that two-thirds of family offices with more than $1 billion in assets plan to increase exposure to private equity (PE) funds in the next 12 months. Meanwhile, more than half of family offices with less than $1 billion will continue allocating to PE funds. As demand for private investments proliferates among ultra-high-net-worth (UHNW) families, Arch offers Masttro's users a comprehensive, up-to-date view of their total net worth and their portfolios, encompassing geography, asset class, manager, vintage and more. "Arch believes in a future where private markets portfolios have the same level of transparency as public investments," said Ryan Eisenman, co-founder and CEO of Arch. "Partnering with Masttro provides allocators across the world with greater visibility, going beyond alts data management to modernize the time-consuming process of managing, tracking and reporting on alternative investments." Clients may choose to easily integrate Arch's powerful alternatives data management and reporting capabilities directly into Masttro's platform, which serves hundreds of single and multi-family offices, RIAs and major financial institutions globally. By eliminating manual workflows such as K-1 collection and capital call tracking, Arch enables a seamless flow of data that gives Masttro's clients access to deep, granular insights. "Masttro simplifies the complexity of managing sophisticated, global portfolios by giving UHNW families a complete, real-time view across every asset class," said Jay McNamara, CEO of Masttro. "As we continue to innovate and enrich the user experience, Arch is a key player among alternatives technology providers with a solution that empowers clients to enhance alternative investment management and gain deeper insights into portfolio composition." Masttro's platform delivers real-time wealth visualization, artificial intelligence (AI)-driven efficiency, seamless integrations and personalized customization with full branding capabilities. Powered by proprietary feeds from more than 600 global custodians, Masttro consolidates all financial data in one platform—offering a complete solution for aggregating, analyzing, reporting, storing and visualizing both liquid and illiquid assets. Built on a secure foundation, the platform uses state-of-the-art, client-controlled encryption keys and multi-factor authentication to uphold the highest standards of data privacy and integrity. For more information on Masttro and its platform for total net worth visualization, please visit And to learn more about partnering with Arch, or to receive a demonstration of the platform, please email hello@ About Masttro Masttro is the leading wealth tech platform designed to simplify the complexities of managing ultra-high-net-worth and high-net-worth estates. Offering a single source of accurate, comprehensive data, Masttro empowers wealth owners and their trusted advisors with real-time control, transparency, and insights. The platform utilizes AI to seamlessly aggregate wealth data across all asset classes—including alternative investments, collectibles, and real estate—and is backed by robust cybersecurity infrastructure. With more than 600 proprietary data feeds from leading custodians worldwide, Masttro sets the benchmark for innovation in wealth management technology. About Arch Arch is the first Alternatives Management Platform, going beyond Alts Data Management to provide a back to front digital experience for managing alternatives. Arch streamlines alternatives operations by automating the tedious work of logging into portals, extracting data out of documents, collecting K-1s, managing capital call workflows; while also providing a deeper understanding and insights into alternatives portfolios. With Arch, investors have on-demand access to reporting, real time metrics, and insights across their private equity, venture capital, hedge funds, real estate, and other private investments. Arch supports over 400 of the world's largest allocators, including over 150 single family offices, 100 RIAs and multi-family offices, four of the top 20 global banks, and fund administrators, law firms, accounting firms, and institutions. Contact us at follow Arch on X (@gotk1s) or LinkedIn, or visit us in our New York City headquarters for more information. View source version on Contacts Media Contacts StreetCred PRarch@ Jimmy Moock+1 610 304 4570jimmy@ Justin Pirigyi619-316-9195justin@
Yahoo
3 days ago
- Business
- Yahoo
Parvis Expands National Advisor Network Amid Growing Demand for Private Market Access
Three New Saskatchewan-Based Dealing Representatives Signal Momentum as the Platform Reaches Over 40 Advisors Vancouver, British Columbia--(Newsfile Corp. - July 17, 2025) - Parvis Invest Inc. (TSXV: PVIS) ("Parvis") a technology-powered private investment platform, announced today the continued growth of its national distribution network with the addition of three experienced Dealing Representatives (DRs) based in Saskatchewan. The appointments mark a strategic push across Canada as investor appetite for private real estate and alternative investment products continues to grow. With over 40 licensed Dealing Representatives now on the Parvis platform and a strong pipeline of new advisors, the Company continues to grow its national footprint across major Canadian markets including Vancouver, Calgary, Winnipeg, Toronto, Montreal, and Halifax. The latest additions include Larry Scammell, Shayne Shepherd, and Jane Button of Kohr Wealth Management in Saskatoon, who have recently joined Parvis to expand its national presence. These advisors bring decades of combined experience in exempt market investments, financial planning, and capital raising. Their onboarding reflects Parvis' commitment to working with seasoned professionals who understand how to navigate investor goals across varying market cycles. "As Canada's private capital market continues to mature, trusted distribution remains a critical success factor," said David Michaud, Founder and CEO of Parvis. "We're proud to welcome advisors who bring strong investor relationships and a disciplined approach to capital markets, qualities that matter even more in today's more selective fundraising environment." This advisor expansion comes at a pivotal time. With credit tightening and new project launches slowing, capital is increasingly scarce yet the demand for quality private investment opportunities remains strong. Parvis' advisor-led model ensures investors have access to expert guidance and curated offerings, while providing issuers with a compliant, efficient capital-raising channel. Parvis DRs are licensed professionals registered with Canadian securities regulators, authorized to distribute exempt market products. Backed by the Parvis platform's integrated compliance, deal structuring, and marketing tools, they're able to scale their advisory practices while enhancing access to private market opportunities for a broader segment of Canadian investors. Parvis also remains the only private investment platform in Canada to offer a dedicated DR Insurance Program and lead generation services, supporting its commitment to advisor success and long-term distribution strength. For more information about becoming a Dealing Representative or to explore Parvis' investment offerings, visit About the Company Parvis is a technology-driven investment platform dedicated to democratizing access to institutional-quality opportunities. Utilizing AI and blockchain technology, Parvis streamlines the investment process, making it more accessible and efficient. Headquartered in Vancouver, Parvis operates with experts in Toronto, Vancouver, Kelowna, and Montreal. For more information, visit and SEDAR+. Cautionary Statement Regarding Forward-Looking Information This news release contains "forward-looking information" and "forward-looking information" within the meaning of applicable securities laws (collectively, "forward-looking statements") within the meaning of Canadian securities legislation. Forward-looking information generally refers to information about an issuer's business, capital, or operations that is prospective in nature, and includes future-oriented financial information about the issuer's prospective financial performance or financial position. Forward-looking statements are often identified by the words "may", "would", "could", "should", "will", "intend", "plan", "anticipate", "believe", "estimate", "expect" or similar expressions and includes information regarding: execution and integration of the investment offerings; and the Company's business plans and role in the investment industry. To develop the forward-looking information in this news release, the Company made certain material assumptions, including but not limited to: prevailing market conditions; general business, economic, competitive, political and social uncertainties; and the ability of the Company to execute and achieve its business objectives. There can be no assurance that such statements will prove to be accurate, as actual results and future events could differ materially from those anticipated in such statements. Accordingly, readers should not place undue reliance on forward-looking statements. Actual results may vary from the forward-looking information in this news release due to certain material risk factors. These risk factors include, but are not limited to: adverse market conditions; changes in general economic, business and political conditions; changes in applicable laws and regulations; compliance with extensive government regulation; reliance on key and qualified personnel; risks associated with the real estate, investment, and technology industries in general. The foregoing list of material risk factors and assumptions is not exhaustive. The Company assumes no obligation to update or revise the forward-looking information in this news release, unless it is required to do so under Canadian securities legislation. Neither the Exchange nor its Regulation Services Provider (as that term is defined in the policies of the Exchange) accepts responsibility for the adequacy or accuracy of this release. This news release does not constitute an offer to sell or the solicitation of an offer to buy any securities in any jurisdiction. For further information:David Michaud, CEO, Parvis Invest david@ 1-844-487-4866 For media inquiries, please contact: Katie Green, August Strategy. Email: katie@ Follow us on social media: Instagram: @ParvisInvestFacebook: ParvisInvestLinkedIn: Parvis To view the source version of this press release, please visit Sign in to access your portfolio
Finextra
10-07-2025
- Business
- Finextra
Alternative investment platform iCapital raises $820m
Alternative investment platform iCapital has raised over $820 million at a valuation of more than $7.5 billion. 0 The round co-led by new investors T Rowe Price and SurgoCap Partners with additional participation from State Street, and increased commitments from existing backers Temasek, UBS, and BNY. Founded in 2013, iCapital's technology is used by wealth managers to learn, manage, and invest in private markets, structured investments, and annuities alongside traditional holdings through an interface that unifies onboarding, document workflows, performance data, and regulatory compliance. For asset managers, the firm provides end-to-end enterprise solutions, a digital marketplace, tailored distribution capabilities within the wealth management channel, data management, AI-powered services and tools, and sales distribution support and reporting. It now supports over 750 product providers and more than 3000 wealth management firms worldwide and has seen $945 billion of assets serviced globally on its platform. The new funding will be used for a global acquisition strategy, geographic expansion, and technology innovation. Lawrence Calcano, CEO, iCapital, says: "As demand for alternatives, structured investments, and annuities accelerates, we remain committed to delivering scalable solutions that empower advisors, fund managers, and other infrastructure providers within the ecosystem with the technology, data, and insights they need to personalize their business and deliver exceptional service to their clients and stakeholders."
