Category : Investment Services

Finance Investment Services News

Capitolis to Acquire 20 Gates Management’s U.S. Secured Financing Platform to Expand its Capital Marketplace

Business Wire
by Business Wire0
Strategic acquisition enables Capitolis to deliver U.S. secured financing through its Capital Marketplace, broadens client base, and adds veteran industry talent Capitolis, the financial technology company, announced it has signed an agreement to acquire 20 Gates Management’s U.S. Secured Financing Platform. The acquisition, which is expected to close in the......
Finance Investment Services News

Graphene Launches Authorised Investment Platform for Alpha Investment Office

Business Wire
by Business Wire0
Platform delivers regulated infrastructure, custody connectivity and end-to-end investment operations to support Alpha’s growth strategy Graphene Platforms Limited, Europe’s leading wealth management solution, announced the launch of Alpha Investment Office’s new regulated investment platform, delivered through Graphene’s authorised infrastructure. Read More on Fintech : Global Fintech Interview with Kristin Kanders, Head of......
Finance Investment Services News

Savant Report Uncovers Finance AI Automation Gap as 76% Plan Investment, Only 6% Deliver Advanced Implementation

EIN Presswire
by EIN Presswire0
Execution lags ambition for AI automation in finance, with governance the barrier to adoption Savant Labs, a leader in AI-powered analytics automation, announced the release of its 2026 Trends Report on Agentic Automation in Finance, Tax and Accounting, a research study examining how enterprise leaders are approaching AI and automation......
Finance Investment Services News

American Beacon Partners Names John Linnehan Chief Financial Officer

Business Wire
by Business Wire0
Growth-focused executive brings more than 30 years of C-suite leadership experience American Beacon Partners (“American Beacon”), a diversified asset management platform with more than 30 affiliated and independent manager partnerships, delivering enduring value through traditional and alternative solutions, announced that it has appointed John Linnehan as Chief Financial Officer. In......
Finance Investment Services News

United Planners Selects Hamachi.ai as First Enterprise AI Partner

Business Wire
by Business Wire0
Brings compliant, advisor-ready generative artificial intelligence (AI) to its national network with enterprise governance and patent-pending data-protection controls Hamachi.ai (“Hamachi”), a regulatory-first, AI-powered Wealth Intelligence Platform built for investment advisors and asset managers, announced that United Planners, a nationally recognized hybrid broker-dealer and registered investment advisor (RIA) known for its innovation in......
Finance Investment Services News

Voya Financial Announces MyCompass Target Date Investment Solutions Reach $10 Billion AUM Milestone

Business Wire
by Business Wire0
Voya Financial, Inc. , announced that the suite of MyCompass Investment Solutions offered on its recordkeeping platform has reached $10 billion in assets under management (AUM). Launched in the fall of 2019 by Great Gray Trust Company (Great Gray) as trustee, the suite of MyCompass target date funds is available......
Finance Investment Services News

Steward Partners Selects WealthFeed to Empower Advisors with AI-Enhanced Prospecting and Client Engagement

Business Wire
by Business Wire0
With timely money-in-motion intelligence, advisors can more effectively accelerate organic growth and boost wallet share WealthFeed, an AI-powered prospecting platform that enables financial advisors to grow their book of business, increase client retention, and expand wallet share, announced a partnership with Steward Partners, one of the industry’s fastest-growing investment advisory......
Finance Investment Services News

Uptiq Announces Strategic Investment from Curql to Accelerate AI Adoption Across Credit Unions

Business Wire
by Business Wire0
Uptiq, the AI platform purpose-built for credit unions, announced a strategic investment from Curql, a strategic investment fund backed by over 160 credit unions, as part of Uptiq’s recently completed $25 million Series B financing. Read More on Fintech : Global Fintech Interview with Kristin Kanders, Head of Marketing & Engagement, Plynk......
Fintech Funding Investment Services News

Mondrian Partners with Fundguard for Cloud-Native Investment Accounting

EIN Presswire
by EIN Presswire0
After a thorough review of potential replacements for their legacy investment ledger, FundGuard was selected for its innovative fund accounting design. FundGuard, the cloud-native, AI-enabled investment accounting platform, today announced that Mondrian Investment Partners, a leading value investment manager, is partnering with FundGuard as part of its initiative to modernize its......
Cryptocurrency Investment Services News

Half of UK Adults Trust ChatGPT for Their Crypto Investments

EIN Presswire
by EIN Presswire0
Nearly 6.5million Britons now hold assets in crypto, with 15% currently planning to invest in the future 3 in 10 (30%) UK adults have used AI to learn basic crypto knowledge. Almost half (46%) of UK adults say they trust ChatGPT as a source of crypto-related financial education, according to......
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