Category : Investment Services

Fintech Investment Services News

MyVest Partners with InvestSuite to Add Custom Model Building to SPS

Business Wire
by Business Wire0
New integration enables advisors to deliver more personalized, tax-efficient portfolios with custom-built firm models MyVest, a leading provider of enterprise wealth management technology, has partnered with InvestSuite, a global B2B InvestTech company, to offer custom model portfolio construction and management at scale. The integration gives either home offices or advisors......
Investment Services News Trading

Zinemx Launches Options Trading to Empower Investors with Diversified Trading Opportunities

GlobeNewswire
by GlobeNewswire0
As global listed companies and funds accelerate their deployment in crypto assets, Zinemx Exchange has introduced options trading, supporting a variety of options strategies to provide institutional investors with more flexible risk management and profit opportunities. The options profit calculator and strategy simulation system help clients develop optimal investment plans and reduce......
Fintech Funding Investment Services News

11th.com and Orion Announce Integration to Automate Investor Fund Recovery for RIAs

GlobeNewswire
by GlobeNewswire0
11th.com, the leading automated investor claim recovery platform, announced a strategic integration with Orion, a premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them. The integration embeds 11th.com’s class action recovery engine directly within Orion’s advisor technology ecosystem, enabling over 2,400 wealth managers,......
Fintech Investment Services News

PingPong launches InvestXB In Luxembourg, Bringing Next- Generation Infrastructure To Alternative Investments

PR Newswire
by PR Newswire0
PingPong, a pioneer of cross-border embedded payment solutions with an established presence in Luxembourg since 2017, launches InvestXB, a next-generation infrastructure solution for alternative investment managers, administrators and corporate solutions providers in Luxembourg. InvestXB delivers fast and compliant financial solutions designed for investment professionals launching and operating investment vehicles in Luxembourg, with the capability......
Banking Investment Services News

Navatar Adds Automated LinkedIn Data Enrichment to Its Salesforce CRM Powered Intelligence Engine for Private Equity

GlobeNewswire
by GlobeNewswire0
Navatar, the CRM platform for alternative assets and investment banking, announced a new LinkedIn integration that automates data enrichment within its Salesforce-based platform. This new capability allows deal teams to discover previously unknown contacts, track executive moves, and surface relevant news—all seamlessly within the CRM. This LinkedIn integration reinforces Navatar’s......
Fintech Investment Services News

New Survey Results: 94% of Investors Globally Feel Their Private Market Investments Are Behind and Need to Catch up

Business Wire
by Business Wire0
91% of institutional investors and wealth advisors plan to increase private market allocations, with a push for greater liquidity options, according to inaugural Private Markets Investor Survey from BBH Brown Brothers Harriman (BBH) released its first Private Markets Investor Survey, which captures the ideas and opinions about private market investments from......
Fintech Investment Services News

WorldQuant Foundry Launches Alpha Deal to Pioneer the Future of Deal Intelligence for Private Asset Investors

Business Wire
by Business Wire0
WorldQuant Foundry, a venture lab for world-changing ideas, announced the launch of its first portfolio company, Alpha Deal, an innovative platform that leverages proprietary AI to transform how private sector investors track, structure, and score deals against their investment thesis. Alpha Deal leverages advanced artificial intelligence to unlock deal intelligence......
Fintech Investment Services News

Wealthbox Secures $200 Million Investment from Sixth Street Growth to Accelerate Expansion and Innovation

PR Newswire
by PR Newswire0
Wealthbox, the #1-rated CRM software platform for financial advisors, announced that it has entered into a definitive agreement for a $200 million strategic majority investment from Sixth Street Growth, the growth investing business of leading global investment firm Sixth Street. The partnership marks a major milestone in Wealthbox’s evolution and positions......
Artificial Intelligence Investment Services News

New Survey: 86% of Finance Leaders Plan Major AI Investment by 2026 as Tropic Unveils Five Procurement Agents

GlobeNewswire
by GlobeNewswire0
Tropic launches purpose-built AI agent workforce designed to save time and money, as new survey identifies 2026 as the tipping point year for finance AI adoption Tropic, the intelligent procurement partner, published its findings from a recent survey, showing that finance and procurement teams are preparing for a massive shift......
Fintech Investment Services News

Ardian and ROYC Announce Partnership

Business Wire
by Business Wire0
ROYC, the leading global Platform-as-a-Service provider for alternative investments, and Ardian, one of Europe’s largest private investment firms managing and advising $180 billion in AuM, are happy to announce a partnership. ROYC will act as a key partner for Ardian in the rapidly growing private wealth segment in Europe. ROYC......
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