Category : Investments

Delve Raises $32M Series A to Build AI Agents for Compliance
Artificial Intelligence Finance Fintech Investments News

Delve Raises $32M Series A to Build AI Agents for Compliance

PR Newswire
by PR Newswire0
Led by Insight Partners with participation from top CISOs, the fundraise accelerates Delve’s mission to free companies from compliance busywork so they can focus on innovating. Today, Delve announced a $32M Series A led by global software investor Insight Partners, with participation from CISOs at Fortune 500 companies. The funding accelerates Delve’s mission to......
Alix Secures $20M Series A to Transform Estate Settlement
Finance Fintech Investments News

Alix Secures $20M Series A to Transform Estate Settlement

Business Wire
by Business Wire0
New financing from Acrew, Charles Schwab, and Edward Jones Ventures will bolster the company’s AI strategy and supercharge growth Alix, a first-of-its-kind wealth transfer platform, today announced a $20 million Series A funding round from Acrew Capital, Charles Schwab and Edward Jones Ventures. Existing investors Initialized Capital, Scribble, Magnify, Ziegler......
Quant Insight Secures Series A Investment from 7RIDGE's Ecosystem Impact Fund to Accelerate Global Expansion of its Macro Factor Risk Models and Analytics Platform to Asset Managers.
Finance Fintech Investments News

Quant Insight Secures Series A Investment from 7RIDGE’s Ecosystem Impact Fund to Accelerate Global Expansion of its Macro Factor Risk Models and Analytics Platform to Asset Managers.

PR Newswire
by PR Newswire0
Quant Insight, the breakthrough macro factor analytics company serving institutional investors globally, announced completion of its Series A funding round led by 7RIDGE. The investment will accelerate Quant Insight’s global expansion, enhance its unique macro factor risk models, and strengthen its position as the leading provider of macro intelligence for......
Halo Investing Expands Suite of Investment Capabilities with Launch of Advanced Wealth Solutions
Finance Fintech Investments News

Halo Investing Expands Suite of Investment Capabilities with Launch of Advanced Wealth Solutions

PR Newswire
by PR Newswire0
Designed for the modern advisor, the offering empowers financial professionals to scale their practice and deepen client relationships with institutional-caliber investment capabilities Advisors are facing mounting pressure to deliver investment strategies that are not only differentiated but deeply personalized. Today, Halo Investing (Halo) announces the launch of Advanced Wealth Solutions — a......
Featured Finance Fintech Investments Risk Management

Gamification in Fintech: How Reward Systems are Turning Financial Products into Engaging Experiences

Fintech Staff Writer
by Fintech Staff Writer0
In the rapidly evolving world of financial technology, or fintech, innovation is reshaping not only how we manage money but also how we experience financial services. Among the most powerful trends driving user engagement is gamification—a strategy that integrates game-like elements into non-gaming contexts. In fintech, gamification is transforming traditionally......
Artificial Intelligence Cloud Featured Finance Fintech Investments

Real-Time Financial Query Parsing: Building Natural Language Interfaces for Investment Platforms

Fintech Staff Writer
by Fintech Staff Writer0
Investment platforms are pivotal in enabling users to manage, track, and grow their portfolios. As technology evolves, so do user expectations. Investors increasingly demand seamless, intuitive, and real-time access to financial data. A significant trend has emerged to meet these expectations: natural language interfaces (NLIs) powered by real-time financial query......
Datasite Acquires Leading Private Market Intelligence Company Grata with $500 Million Investment Commitment
Artificial Intelligence Finance Fintech Investments News

Datasite Acquires Leading Private Market Intelligence Company Grata with $500 Million Investment Commitment

Business Wire
by Business Wire0
Datasite, the global SaaS provider of AI-powered workflow collaboration and automation solutions for M&A, investment and strategic projects, today announced that it has acquired Grata, a leading AI-native, private market intelligence company. CapVest Partners LLP (“CapVest”), the controlling shareholder of Datasite, intends to invest $500 million, organically and inorganically, to......
Banking Featured Finance Fintech Investments Risk Management Robotic Process Automation

Key Features to Look for in Financial Planning Software: A Guide for FinTech Leaders

Fintech Staff Writer
by Fintech Staff Writer0
It’s hard to imagine a time when advisors relied solely on spreadsheets and rudimentary charting tools to manage portfolios and craft long-term investment strategies. Whether you’re an independent advisor, a registered representative, or an accountant, advanced financial planning software has become essential to delivering effective retirement and investment solutions. These......
Dojo announces landmark investment of $190 million from Vitruvian Partners
Finance Fintech Investments News

Dojo announces landmark investment of $190 million from Vitruvian Partners

Business Wire
by Business Wire0
Dojo, the leading UK payments technology provider, today announces it has secured an investment of $190 million from Vitruvian Partners, a leading global growth investment firm. The investment marks the first equity raise in Dojo’s history. The funds enable Dojo to significantly accelerate the company’s continued growth in the UK......
Featured Finance Fintech Investments Risk Management

The Role of Risk Profiling in Fraud Prevention and Anti-Money Laundering (AML) Compliance

Fintech Staff Writer
by Fintech Staff Writer0
In the context of financial management and regulatory compliance, risk profiling plays a pivotal role in shaping decisions—whether for individual investors or institutional stakeholders. When a financial advisor or an individual neglects to properly assess risk exposure, the consequences can be severe: from declining asset values and reduced returns to......
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