Category : Investments

Candidly Expands Its AI Financial Guidance Platform with Six New Capabilities, Including Guidance for Trump Accounts
Finance Investments News

Candidly Expands Its AI Financial Guidance Platform with Six New Capabilities, Including Guidance for Trump Accounts

Business Wire
by Business Wire0
New Candidly Intelligence Center capabilities are arriving through MCP and API, arriving as Trump Accounts open for contributions on July 4. Candidly, the category-defining AI-native financial guidance platform, announced six new capabilities available as part of a composable stack of configurable agents that comprise the Candidly Intelligence Center. The Candidly......
Arendt Investor Services Enters a New Phase of Development With BlackFin as Majority Shareholder
Fintech Investments News

Arendt Investor Services Enters a New Phase of Development With BlackFin as Majority Shareholder

Business Wire
by Business Wire0
Arendt Investor Services (AIS) announces the completion of its acquisition by BlackFin Capital Partners, following regulatory approval by the CSSF. Read More on Fintech : Global Fintech Interview with Rob Young, Managing Director – UK at InDebted This transaction marks the start of a new phase of development for AIS, with a......
Centrifuge and New York Life Investment Management Partner to Tokenize U.S. High Yield Corporate Bond Strategy
Finance Investments News

Centrifuge and New York Life Investment Management Partner to Tokenize U.S. High Yield Corporate Bond Strategy

Business Wire
by Business Wire0
The collaboration marks one of the first high yield bond offerings available onchain. Centrifuge announced a partnership with New York Life Investment Management (NYLIM), one of the largest active asset managers globally with approximately $807 billion* in AUM, to launch the NYLIM Anemoy U.S. High Yield Corporate Bond Segregated Portfolio (ticker: HYB).......
Momentum Independent Network Launches Momentum Financial Institution Services to Support Community Banks and Credit Unions
Finance Investments News

Momentum Independent Network Launches Momentum Financial Institution Services to Support Community Banks and Credit Unions

Business Wire
by Business Wire0
New division combines wealth management, investment program support, institutional consulting, and balance sheet resources for community depositories Momentum Independent Network Inc. (MIN), a member of the Hilltop Holdings Inc. family of companies and an affiliate of Hilltop Securities Inc. (HilltopSecurities), has announced the launch of Momentum Financial Institution Services (MFIS).......
Blacktree Management Launches SBA and Esoteric Asset-Backed Finance Platform
Finance Investments News

Blacktree Management Launches SBA and Esoteric Asset-Backed Finance Platform

Business Wire
by Business Wire0
Fortress Investment Group signs strategic partnership in support of new platform Blacktree Management LLC (“Blacktree”), an independent asset manager focused on Small Business Administration (SBA) loan aggregation, securitization, and esoteric ABS strategies, announced the launch of a new SBA and esoteric asset-backed finance platform. The platform will target investments across......
Akemona Launches CapMark™ AI Agent as Part of Its AI Investment Banker Platform
Fintech Investments News

Akemona Launches CapMark™ AI Agent as Part of Its AI Investment Banker Platform

PR Newswire
by PR Newswire0
Akemona announced the launch of CapMark™ AI Agent, an AI-powered product that helps investment banks, asset managers, broker-dealers, and businesses create and organize digital asset offerings for raising funds and issuing tokenized products such as fractionalized stocks, tokenized funds, and options. CapMark AI Agent is available as part of Akemona’s AI Investment......
The Trust Threshold: The Majority of U.S. Investors Use AI To Explore, But Only 7% Say It Drove Their Last Major Decision
Finance Investments News

The Trust Threshold: The Majority of U.S. Investors Use AI To Explore, But Only 7% Say It Drove Their Last Major Decision

Business Wire
by Business Wire0
New U.S. findings from HSBC research shows affluent and high-net-worth investors are using AI for financial research, but human judgment is more influential for ideas and decisions 57% of U.S. affluent investors use AI for financial and investment tasks (vs. 73% globally) Only 7% of U.S. investors cite AI as......
Float Financial Raises CAD $85 Million Series C to Build Canada’s Intelligent Financial Operating System
Finance Investments News

Float Financial Raises CAD $85 Million Series C to Build Canada’s Intelligent Financial Operating System

Business Wire
by Business Wire0
Float Financial announces a CAD $85 million Series C, led by Inovia Capital with continued investment from Goldman Sachs, raising the company’s valuation 70% as it expands coast to coast and deepens its proprietary AI layer. Inovia Capital leads this CAD $85 million all-equity Series C with continued participation from......
Upstart Announces Agreement with Neuberger Specialty Finance for Investment in up to $600M of Consumer Loans
Finance Investments News

Upstart Announces Agreement with Neuberger Specialty Finance for Investment in up to $600M of Consumer Loans

Business Wire
by Business Wire0
Upstart Holdings, Inc. , the leading artificial intelligence (AI) lending marketplace, announced its renewal of its forward-flow agreement with Neuberger Specialty Finance, the dedicated asset-based investment team within Neuberger, a global investment management firm. As part of the renewal, funds managed by Neuberger Specialty Finance are expected to invest in......
Asset-Map Launches Growth Partners Program and Growth Studio to Help Financial Advisors Build Thriving Practices
Finance Investments News

Asset-Map Launches Growth Partners Program and Growth Studio to Help Financial Advisors Build Thriving Practices

Business Wire
by Business Wire0
New curated growth program pairs Asset-Map’s visual planning platform with best-in-class advisor growth tools — including the debut of Growth Studio, Asset-Map’s subscription marketing program for advisors. Asset-Map Holdings, Inc. (“Asset-Map”), the premier visual financial planning conversation tool for advisors, announced the launch of Asset-Map Growth Partners, a curated program......
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