Category : Investments

AssetView Launches Privacy-First Personal Investment Dashboard with Advisor-Grade Analytics and Optional AI Portfolio Insights
Finance Investments News

AssetView Launches Privacy-First Personal Investment Dashboard with Advisor-Grade Analytics and Optional AI Portfolio Insights

PR Newswire
by PR Newswire0
AssetView, a privacy-first financial technology company, announced the launch of its personal investment dashboard for individual investors. The platform provides a unified view of investment data across financial relationships and asset classes, applying comprehensive analytics to deliver actionable insights into specific holdings and an investor’s overall portfolio. AssetView tracks net......
Arcline Investment Management to Acquire Hydraulics International, Inc.
Finance Investments News

Arcline Investment Management to Acquire Hydraulics International, Inc.

PR Newswire
by PR Newswire0
Arcline Investment Management (“Arcline”), a growth-oriented private equity firm, announced it has entered into a definitive agreement to acquire Hydraulics International, Inc. (“HII” or “the Company”), a leading provider of ground support equipment, mobile test systems, and specialized pumps for aerospace, defense and industrial applications. Founded in 1976, Hydraulics International......
Lightspeed TDMS Appoints Holly Miller as Head of Advisory Board at Pivotal Moment for Global Trade Settlement
Investments News Trading

Lightspeed TDMS Appoints Holly Miller as Head of Advisory Board at Pivotal Moment for Global Trade Settlement

PR Newswire
by PR Newswire0
Lightspeed Data Solutions, Inc., provider of Trade Date Management Services (TDMS), a post-trade software solution for investment firms, announced that Holly H. Miller has joined the firm as Head of its Advisory Board. Ms. Miller’s appointment comes at a critical inflection point for global financial markets, as accelerated settlement cycles, new central......
Portage Point Partners Announces Art Djavairian as Head of Performance Improvement
Banking Investments News

Portage Point Partners Announces Art Djavairian as Head of Performance Improvement

PR Newswire
by PR Newswire0
Portage Point Partners, LLC (Portage Point), a blue chip advisory, interim management and investment banking firm focused on the middle market, welcomes Art Djavairian as Managing Director and Head of Performance Improvement. Art has more than fifteen years of experience designing and delivering large-scale value creation programs in business lifecycle and transaction-driven......
Morningstar Names Scott Brown as President of Direct Platform Business
Artificial Intelligence Investments News

Morningstar Names Scott Brown as President of Direct Platform Business

Business Wire
by Business Wire0
Morningstar, Inc., a leading provider of independent investing insights, has appointed Scott Brown as President, Direct Platform, effective March 2, 2026. Brown will lead Morningstar’s largest business segment and a core growth engine, with flagship products such as Morningstar Direct, Morningstar Data, and Direct Advisory Suite (the latest evolution of......
MarketXLS Announces Timely AI Integration to Generate Functional Excel Workbooks with Live Financial Data
Finance Investments News

MarketXLS Announces Timely AI Integration to Generate Functional Excel Workbooks with Live Financial Data

GlobeNewswire
by GlobeNewswire0
Enterprise Ireland-backed platform connects its 1,000+ analytical Excel functions to Claude, ChatGPT, and leading AI tools As AI transforms how professionals work with data, financial advisors and portfolio managers face a challenge: most tools generate static outputs like reports or dashboards, but few can produce dynamic, functional Excel workbooks. MarketXLS,......
The Plynk® App Introduces Retirement Accounts Designed to Simplify Retirement Investing
Finance Investments News

The Plynk® App Introduces Retirement Accounts Designed to Simplify Retirement Investing

Business Wire
by Business Wire0
Plynk adds traditional and Roth IRAs to its all-in-one investing platform, with built-in educational guardrails to help new savers navigate retirement options Plynk®, the award-winning app designed to simplify the investing experience and empower users with confidence-boosting tools, announced the launch of Individual Retirement Accounts (IRAs), including both traditional and Roth options.......
Kingland Publishes the Firm of Tomorrow - a Framework for Public Accounting Investment
Fintech Investments News

Kingland Publishes the Firm of Tomorrow – a Framework for Public Accounting Investment

PR Newswire
by PR Newswire0
Kingland Systems (“Kingland”), a leading enterprise data, risk, and regulatory software provider, announces the launch of its Firm of Tomorrow framework for public accounting investment, a forward-looking vision designed to help firms modernize how they manage risk, regulation, and growth in an increasingly complex operating environment, based on Kingland’s work with......
Lightkeeper Launches "Lightkeeper Beacon" To Deliver Verifiable AI Answers to Institutional Investment Data
Investments News

Lightkeeper Launches “Lightkeeper Beacon” To Deliver Verifiable AI Answers to Institutional Investment Data

PR Newswire
by PR Newswire0
Ask portfolio analytics questions in plain English, get verifiable answers in seconds Lightkeeper, a leading provider of data and analytics solutions for investment managers, announced that Lightkeeper Beacon (“Beacon”) is available to all clients. Beacon enables investment professionals to ask questions about their portfolio data in plain English via large......
Elevate Announces Strategic Investment in Gonzalez Advisors, Establishing Presence in Southern California and Advancing National Expansion Strategy
Finance Investments News

Elevate Announces Strategic Investment in Gonzalez Advisors, Establishing Presence in Southern California and Advancing National Expansion Strategy

PR Newswire
by PR Newswire0
Elevate, a national accounting and advisory platform backed by long-term growth capital, announced a strategic investment in Gonzalez Advisors, a tax and advisory firm in Orange County led by Managing Partner John Gonzalez. Gonzalez Advisors builds upon the longstanding reputation and client relationships established by Gonzalez CPA and represents the......
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