Category : Investment Services

Finance Investment Services News

Dassault Family Office’s Julia Marie Cagno Expands $500 Million+ Global Portfolio, Driving Innovation in AI and Renewable Energy

Cision PRWeb
Julia Marie Cagno, a distinguished global investor and board director, announced strategic milestones within her diversified $500M+ portfolio spanning artificial intelligence, medtech, renewable energy, automotive technology, real estate, and precious metals. Julia Marie Cagno, a distinguished global investor and board director, announced key milestones within her diversified $500M+ portfolio spanning......
Finance Investment Services News

Smart Capital Center launches AI-powered financial analysis for CRE

EIN Presswire
Smart Capital Center introduces AI-powered financial analysis, allowing CRE teams to analyze data from rent rolls, appraisals, and market signals in seconds. Smart Capital Center, the AI-powered CRE platform driving innovation across commercial real estate investment and finance, announced the launch of its newest enhancement: AI-powered financial analysis. The first......
Fintech Investment Services News

21Shares Launches DYDX ETP, Unlocking Institutional Access to On-Chain Derivatives

GlobeNewswire
21Shares announced the launch of the 21Shares DYDX Exchange-Traded Product (ETP), a regulated, physically backed investment product providing institutional investors with secure and compliant exposure to DYDX (DYDX), the native token powering the dYdX Chain. The launch is supported by the dYdX Treasury subDAO through its operator – kpk. With over $1.4 trillion in......
Fintech Investment Services News

Ridgeline Expands Leadership Team with Appointments of Daniel Eriksson and Lisa Faucher

Cision PRWeb
Industry leaders bring world-class expertise from investment management and enterprise SaaS domains Ridgeline, the AI-embedded cloud platform for investment management, announced the appointments of Daniel Eriksson as Senior Vice President of Product Strategy, and Lisa Faucher as Senior Vice President of People and Operations. In their respective roles, Eriksson will define and execute......
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How SMBs Are Using Cloud Platforms for Financial Agility in 2025

Suhaib Zaheer
Financial agility isn’t just helpful for SMBs, it’s survival. In 2025, volatile markets, rising costs, and unpredictable disruptions demand real-time adaptability. Similarly, cloud platforms have evolved beyond IT tools; they’re now strategic engines for financial resilience. But success hinges on how SMBs use them, especially with AI reshaping possibilities. As......
Finance Investment Services News

G Squared and ROYC Announce Strategic Technology Partnership

Business Wire
ROYC, the leading global Platform-as-a-Service provider for alternative investments, and G Squared, a U.S.-based venture capital firm investing in category-defining technology companies, are pleased to announce a strategic partnership where ROYC will act as G Squared’s technology and infrastructure partner in Europe. Read More on Fintech : Global Fintech Interview With Justin......
Fintech Funding Investment Services News

LeydenJar Closes New Investment Round to Launch First 100% Silicon Anode Production Facility

EIN Presswire
By enabling +50% higher energy density, charging under 12 minutes, and 85% lower CO2 emissions, the company’s anodes allow for lighter, more powerful batteries. LeydenJar, the Dutch deep-tech company pioneering 100% pure silicon anodes for lithium-ion batteries,  announced new funding to bring its breakthrough technology into full-scale production at its......
Finance Investment Services News

WealthVest Partners with Institutional Securities Corporation to Distribute Structured Products

Cision PRWeb
WealthVest, a leading financial services distribution firm, has announced a strategic partnership with Institutional Securities Corporation (ISC) to establish a dedicated, nationwide structured products wholesaling team. WealthVest, a leading financial services distribution firm, has announced a strategic partnership with Institutional Securities Corporation (ISC) to establish a dedicated, nationwide structured products......
Fintech Investment Services News

Flourish Announces Integration with MoneyGuide

GlobeNewswire
Partnership Brings Seamless Connection between Flourish Accounts and Envestnet’s MoneyGuide Dashboard Flourish, a platform that helps registered investment advisors (RIAs) execute on holistic financial plans to secure their clients’ financial futures,  announced an expanded integration between its cash management and annuities platform offerings, and MoneyGuide, a financial planning platform and......
Finance Investment Services News

Roger Spitz Launches Special Edition Speaking Series on the Future of Risk, Unpredictability, and Finance

EIN Presswire
Spitz Brings His Blend of Finance & Strategic Foresight to World Stages, Boardrooms, and Media – from Wall Street to Zurich, the City of London, and Singapore Hot off the heels of his blockbuster global book tour, and due to popular demand, leading futurist Roger Spitz is celebrating his powerful new......
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