Category : Investments

Envestnet Unveils Most-Used AI Insights: Opportunity-Driven Alerts Lead as Interest in Tax Strategies Grows
Investments News

Envestnet Unveils Most-Used AI Insights: Opportunity-Driven Alerts Lead as Interest in Tax Strategies Grows

PR Newswire
by PR Newswire0
Adaptive WealthTech Leader’s Q2 Infrastructure Data Highlights Advisor Priorities, Validated by New Research1 On Client Expectations Envestnet has released the top insights most utilized by enterprise advisors and registered investment advisers (RIAs) across its ecosystem during the second quarter of 2025. The data provides a snapshot of the tools advisors are......
Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management
Fintech Investments News

Fintech Pioneer Bill Harris Launches Evergreen Wealth to Redefine Digital Wealth Management

Business Wire
by Business Wire0
Technology-driven RIA blends fiduciary advisors with agentic AI, delivering hyper-personalized, tax-optimized Dynamic Portfolios designed to deliver higher after-tax performance Serial fintech entrepreneur Bill Harris announced the launch of Evergreen Wealth, a digital Registered Investment Advisor (RIA) that provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients......
Allworth Acquires Shorepoint Capital Partners, Cementing Boston Presence
Finance Investments News

Allworth Acquires Shorepoint Capital Partners, Cementing Boston Presence

PR Newswire
by PR Newswire0
The deal brings UHNW investment offerings and advisor leadership in a key growth market to Allworth’s growing national platform Allworth Financial, an award-winning, full-service national RIA, announced it has acquired Shorepoint Capital Partners, LLC, a Norwood, Massachusetts-based RIA with approximately $850 million assets under management (AUM). The partnership brings 10......
Sarkee Capital Extends Its Impact Beyond Finance with Global Philanthropy Initiatives
Investments News Trading

Sarkee Capital Extends Its Impact Beyond Finance with Global Philanthropy Initiatives

PR Newswire
by PR Newswire0
Sarkee Capital, a London-based investment advisory firm recognized for its quantitative trading system, has formally announced the expansion of its operations to include dedicated philanthropic and social impact initiatives. Over the past six years, the firm has supported more than 100,000 clients through diversified investment strategies, including its proprietary G4......
Alkymi Launches Alkymi Alts to Transform Alternative Investment Data Management
Analytics Investments

Alkymi Launches Alkymi Alts to Transform Alternative Investment Data Management

PR Newswire
by PR Newswire0
End-to-end platform automates alternative investment workflows from sourcing data in investor portals to analytics Alkymi, the leading solution for managing private markets data, launched Alkymi Alts, a turnkey solution designed to modernize how institutional investors, private banks, wealth managers, and service providers manage alternative investment data. Alkymi Alts is a......
GROW with Singlife Partners with InvestCloud to Unveil Enhanced Investment Platform
Finance Investments News

GROW with Singlife Partners with InvestCloud to Unveil Enhanced Investment Platform

Business Wire
by Business Wire0
GROW’s new platform equips advisers with advanced tools and delivers a seamless wealth-building experience for clients GROW with Singlife (“GROW”), an integrated investment platform under leading financial services company Singlife, has launched its enhanced adviser and client platform – marking a key milestone in its strategy to scale wealth solutions and......
Intuit Rapidly Advances GenOS to Accelerate Development of Agentic AI Experiences at Scale
Finance Investments News

Intuit Rapidly Advances GenOS to Accelerate Development of Agentic AI Experiences at Scale

Business Wire
by Business Wire0
Company bolsters GenOS with cutting-edge Financial Intuit LLMs, seamless “expert-in-the-loop” integration with AI agents, Agent Starter Kit evaluation capabilities Intuit Inc. , the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, has rapidly advanced its proprietary Generative AI Operating System (GenOS) over the past 90 days to accelerate development......
SkySparc Secures Majority Growth Investment to Accelerate and Drive AI-Powered Finance Transformation
Finance Investments News

SkySparc Secures Majority Growth Investment to Accelerate and Drive AI-Powered Finance Transformation

Business Wire
by Business Wire0
SkySparc, a trusted global provider of digital transformation solutions for treasury and finance organizations, announced a majority growth investment from Bregal Milestone, a leading European software private equity firm. The partnership reinforces SkySparc’s long-term commitment to clients, employees, and partners, while creating exciting opportunities for growth and innovation worldwide. Read......
Grvt Raises $19M to Pioneer Privacy-First Onchain Finance and Unlock Trillion-Dollar Markets
Finance Investments News

Grvt Raises $19M to Pioneer Privacy-First Onchain Finance and Unlock Trillion-Dollar Markets

PR Newswire
by PR Newswire0
Grvt, the preeminent DEX (decentralized exchange) for onchain financial privacy that is powered by zero-knowledge (“ZK”) technology, announced the close of a $19 million Series A funding round. This investment strengthens Grvt’s pioneering position as the global blueprint for the future of finance, accelerating its mission to disrupt the fragmented onchain finance......
LendOS Announces Series A Funding Led by Blackstone Innovations Investments
Fintech Investments News

LendOS Announces Series A Funding Led by Blackstone Innovations Investments

PR Newswire
by PR Newswire0
Next-gen platform modernizes corporate debt, specializing in private credit and syndicated loans; new capital fuels roadmap and customer expansion LendOS, a fintech platform purpose-built for private credit lifecycle operations, announced that it has completed its Series A funding round, led by Blackstone Innovations Investments, Blackstone’s early-stage strategic investment arm, with......
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