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Wealthtech Is Making Private-Market Access Scalable

Ziad Mabsout
by Ziad Mabsout0
When the Financial Times recently asked “Why everyone is trying to sell you private assets at the moment”, it captured a clear truth: private markets have never been more fashionable. Wealth managers are eager to pitch semi-liquid funds and private-credit products to the affluent. However, the FT story described the......
Prophix Launches Prophix One Availability in AWS Marketplace
Artificial Intelligence Finance News

Prophix Launches Prophix One Availability in AWS Marketplace

PR Newswire
by PR Newswire0
Prophix, a global leader in financial performance management, announced that Prophix One, its industry-leading Autonomous Finance platform, is now available in AWS Marketplace, which helps organizations easily discover, test, buy, deploy and manage thousands of software solutions, including pre-built AI agents and ready-to-integrate tools, all in one convenient destination. Read......
Green Dot Corp. Announces Strategic Transactions with Smith Ventures and CommerceOne Financial Corp.
Finance News Technology

Green Dot Corp. Announces Strategic Transactions with Smith Ventures and CommerceOne Financial Corp.

Business Wire
by Business Wire0
Smith Ventures to Acquire and Privatize Green Dot Corp.’s Non-Bank Assets and Operations, to be Run as an Independent Fintech and Embedded Finance Company CommerceOne to Acquire Green Dot Bank and Form a Publicly Traded Bank Holding Company that Serves as Fintech’s Exclusive Issuing Bank Strategic Transactions Unlock Innovation, Diversification......
Model ML raises $75M In One of The Largest FinTech Series A Rounds In History to Transform Financial Services with AI Workflow Automation
Finance Investments News

Model ML raises $75M In One of The Largest FinTech Series A Rounds In History to Transform Financial Services with AI Workflow Automation

PR Newswire
by PR Newswire0
Model ML, the leading global AI workflow automation platform for financial services, announced a $75 million Series A financing led by FT Partners, the global leader in FinTech investment banking. The round also includes significant participation from Y Combinator, QED, 13Books, Latitude and LocalGlobe, and comes just six months after......
Bluwhale Introduces Stablecoin Agent During Market Volatility
Artificial Intelligence Finance News

Bluwhale Introduces Stablecoin Agent During Market Volatility

PR Newswire
by PR Newswire0
Bluwhale, the decentralized intelligence network powering AI agent transactions across blockchains, announced the launch of its AI Stablecoin Agent, a breakthrough designed to support individual investors in managing dollar-denominated digital assets in a controlled and automated manner. Stablecoins have grown into a significant asset class within Web3, now surpassing $300......
Mesirow Advises Procurant LLC on its Sale to GrubMarket, Inc.
Artificial Intelligence Finance News

Mesirow Advises Procurant LLC on its Sale to GrubMarket, Inc.

PR Newswire
by PR Newswire0
Procurant is a fully integrated, cloud-native SaaS platform with embedded artificial intelligence (“AI”) and predictive intelligence, purpose-built for perishables suppliers, growers, retail grocers and foodservice operators to support real-time collaboration, operational efficiency, and end-to-end visibility to modernize supply chain management and food safety processes. Mesirow acted as the exclusive financial......
Merit Financial Advisors Acquires Blueprint Wealth Advisors, Adding $1.2B in Assets
Finance News

Merit Financial Advisors Acquires Blueprint Wealth Advisors, Adding $1.2B in Assets

PR Newswire
by PR Newswire0
Merit Financial Advisors (“Merit”), a Georgia-based financial advisory firm that specializes in financial planning and wealth management solutions for high-net-worth individuals and families and those navigating life transitions, announced today that it has acquired Blueprint Wealth Advisors, LLC (“Blueprint”). The acquisition expands Merit’s presence in Illinois and Wisconsin, including entry into......
Catch Up Bookkeeping Services- Streamline Your Financial Management with IBN Technologies
Finance News

Catch Up Bookkeeping Services- Streamline Your Financial Management with IBN Technologies

EIN Presswire
by EIN Presswire0
Catch Up bookkeeping services help businesses streamline financial management, providing accurate, reliable, & scalable solutions. For businesses, especially small to medium-sized enterprises (SMEs), managing bookkeeping can be a daunting task, particularly when records fall behind. As financial records pile up and deadlines approach, staying on top of bookkeeping becomes a......
Arey Group Appoints New Chief Financial Officer
Finance Investment Services News

Arey Group Appoints New Chief Financial Officer

EIN Presswire
by EIN Presswire0
Veteran Real Estate Executive Rustyn Osier Joins the AREY Team AREY Group, a real estate investment, development, and property management firm with a clear vision to quickly grow and scale, announced the appointment of Rustyn (Rusty) Osier as its Chief Financial Officer, marking a key addition to the company’s executive......
Posh Turns Knowledge Into Action with Next-Generation AI Workspace for Financial Institutions
Banking Finance News

Posh Turns Knowledge Into Action with Next-Generation AI Workspace for Financial Institutions

Business Wire
by Business Wire0
AI-powered workspace transforms how financial institutions turn knowledge into action. In an industry where precision and compliance leave little room for error, banking employees spend countless hours searching, clarifying, analyzing, and rewriting the same information over and over. Posh AI, the leader in conversational and agentic AI for financial institutions,......
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