Category

Investment Banking

  • Broker-Dealer Compliance in 2025: Licensing, Infrastructure, and FNEX Solutions
    Investment Banking

    FNEX: Empowering Dealmakers with Compliance, Connectivity, and Capital Access

    As a FNEX Registered Representative, you operate on a platform designed for performance — combining institutional-grade compliance infrastructure, exclusive private market access, and a powerful nationwide broker network. Compliance Backed by Experience Through FNEX Compliance Services, you gain full broker-dealer …

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  • FNEX celebrates 13 years of growth and innovation
    Investment Banking

    Celebrating 13 Years of FNEX

    A Decade and Beyond of Growth, Leadership, and Innovation As FNEX marks its 13th anniversary, the firm reflects on a journey defined by innovation, discipline, and growth in the private markets. Since its founding in 2012, FNEX has completed more …

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  • FNEX Newsletter Q3 2025
    Investment Banking

    FNEX Newsletter Q3’2025

    Wow, that was unexpected. Macro indicators look stretched, public P/E multiples are off the charts, equities breadth is very thin, and here at FNEX we think the public markets are looking toppy. That said, our Broker Advisory Board Meeting projected …

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  • FNEX Analysis: The AI Investment Boom: Capitalizing on a Technological Revolution
    Pre-IPO

    The AI Investment Boom: Capitalizing on a Technological Revolution

    Artificial Intelligence (AI) has rapidly evolved from a tech buzzword into a core business and investment theme. Technologies like Generative AI, NLP, and neural networks are now foundational across industries, driving corporate innovation and attracting record capital inflows. AI mentions …

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  • FNEX Appoints Bobby Dalzell as President of FNEX Wealth
    Investment Banking

    FNEX Appoints Bobby Dalzell as President of FNEX Wealth

    Indianapolis, Ind. (10 March 2025) – FNEX, a leading fintech-enabled investment bank, recently announced the launch of FNEX Wealth, a multi-family office platform designed to empower wealth managers and RIAs in delivering sophisticated, institutional-quality solutions to their high-net-worth (HNW) clients. …

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  • FNEX Launches FNEX Wealth, a Multi-Family Office and Wealth Management Firm
    Investment Banking

    FNEX Launches FNEX Wealth, a Multi-Family Office and Wealth Management Firm

    Indianapolis, Ind. (26 February 2025) – FNEX, a leading fintech-enabled investment bank, recently announced the launch of FNEX Wealth, a multi-family office platform designed to empower wealth managers and RIAs in delivering sophisticated, institutional-quality solutions to their ultra-high-net-worth (UHNW) clients. …

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  • Private Credit: A Transformative $14 Trillion Market Driving Growth
    Pre-IPO

    Private Credit: A Transformative $14 Trillion Market Driving Growth

    In the ever-evolving financial landscape, private credit has emerged as a dominant force, quietly reshaping how capital is accessed and deployed across industries. While much of the conversation around private credit centers on direct lending – valued at around $1.8 …

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  • Private Markets in 2025: A New Era of Growth
    Pre-IPO

    Private Markets Outlook in 2025: A New Era of Growth

    This year 2025 is poised to redefine private markets, with transformative trends in private credit, AI-driven opportunities, M&A and IPO activity, and real estate tailwinds. As BlackRock’s recent 2025 Private Markets Outlook reveals, private markets are on a trajectory of …

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  • Global VC Funding Surges in November 2024: AI and Billion-Dollar Deals Lead the Way
    Pre-IPO

    Global VC Funding Surges in November 2024: AI and Billion-Dollar Deals Lead the Way

    According to Crunchbase, global venture capital (VC) funding reached $28 billion in November 2024, marking an impressive increase from the $21 billion recorded in November 2023, though slightly trailing the $32 billion raised in October this year. This significant momentum …

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  • Private Debt and Alternatives Set to Reach $30 Trillion by 2030
    Pre-IPO

    Private Debt and Alternatives Set to Reach $30 Trillion by 2030

    The global alternatives investment industry, which includes private equity, private credit, and growth equity, is set for substantial expansion over the next few years. According to Preqin’s Future of Alternatives 2029 report, assets under management (AUM) in alternatives are projected …

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  • FNEX 12 Anniversary
    Investment Banking

    Celebrating FNEX’s 12th Anniversary

    As FNEX celebrates its 12th anniversary, it is an ideal time to reflect on the significant milestones and strategic initiatives that have propelled the company’s success. Expanding Horizons in Financial Services FNEX, a global leader in private securities and investment …

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  • Raising Capital Across Borders – The Foreign Broker-Dealer Chaperoning Solution
    Chaperone

    Raising Capital Across Borders – The Foreign Broker-Dealer Chaperoning Solution

    Explore how foreign broker-dealers can efficiently raise capital in the US capital markets through SEC Rule 15a-6 Chaperoning. Understand the regulatory landscape, permitted activities, and the advantages of partnering with a chaperoning broker-dealer for compliance and support.

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