Search Results for: investment management platform

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products
Investment Services News

Nitrogen Deepens Functionality of Investment Research, Financial Planning, and Advisor Marketing Products

Business Wire
by Business Wire0
Client engagement innovator reveals summer 2024 product releases to expanded software platform; More than 1,000 financial advisors attend the unveiling Nitrogen (formerly Riskalyze), the company that is revolutionizing how wealth management firms scale the delivery of personalized advice and client engagement, announced the availability of its summer 2024 product release.......
Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management
Investment Services News

Vanilla Closes New Funding Round to Accelerate Adoption of Estate Planning in Wealth Management

Business Wire
by Business Wire0
Award-winning estate planning software company to accelerate investments in AI, expansion of platform, and customer adoption. Vanilla, the award-winning estate planning software company, announced strategic fundraising led by returning investor Insight Partners, in addition to contributions from Venrock, Vanguard, and other previous investors. Vanilla also welcomes a new strategic investor,......
SigFig-Expands-Engage-Platform-with-New-AI-Capabilities
Artificial Intelligence Finance Fintech News

SigFig Expands Engage Platform with New AI Capabilities

Business Wire
by Business Wire0
Collaborative solution creates interactive digital advice experiences, increases efficiencies and empowers financial advisors to create better client outcomes SigFig, a leading digital wealth management solutions and technology provider for financial institutions and their advisors, today announced new capabilities, including AI-powered functions, to its financial advisor collaboration platform, Engage. Powering collaborative......
Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools
Fintech News

Savvy Wealth Completes $26.5 Million Series A Round to Modernize Wealth Management With Transformative AI Tools

Business Wire
by Business Wire0
Company revolutionizing tech-forward wealth management is poised to cross the $1 billion in AUM milestone later this year Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which closes......
Intellectia.AI Unveils Next-Gen AI Investment Platform at LSEG Conference, Democratizing Financial Analysis for Global Investors
Artificial Intelligence Finance Fintech Investments News

Intellectia.AI Unveils Next-Gen AI Investment Platform at LSEG Conference, Democratizing Financial Analysis for Global Investors

GlobeNewswire
by GlobeNewswire0
Intellectia.AI (“the Company”), a pioneering fintech startup championing the next wave of AI-native financial platforms for discerning investors, shared insights into the application of AI in financial investment research at the AI Innovation and the Future of Data Intelligence Summit in Shenzhen organized by LSEG (London Stock Exchange Group) Data......
DeltaPrime & Ledger Works Partner to Re-invent Risk Management for DeFi Lending
DeFi Lending News Risk Management

DeltaPrime & Ledger Works Partner to Re-invent Risk Management for DeFi Lending

EIN Presswire
by EIN Presswire0
DeltaPrime & Ledger Works partner to re-invent risk management for DeFi lending DeltaPrime, a non-custodial liquidity market, is partnering with Ledger Works (“LWorks”) to introduce advanced financial risk modeling capabilities to its Decentralized Lending and Investment Platform, which operates on Avalanche and Arbitrum. By partnering with LWorks, DeltaPrime will be......
ClearFactr: Enterprise Financial Modeling Software Platform Spins Out from Investment Bank
Fintech Investment Services News

ClearFactr: Enterprise Financial Modeling Software Platform Spins Out from Investment Bank

PR Newswire
by PR Newswire0
Hilco Streambank announced it is seeking indications of interest in business opportunities with enterprise financial modeling SaaS platform ClearFactr. Hilco Streambank invites interested parties to view more information here, or to contact its professionals directly at project+finmodel@hilcoglobal.com ClearFactr is a platform purpose-built to create, share, and scale financial modeling solutions on an......
Truvius Launches To Provide Next Generation Institutional-Grade Crypto Investment Platform With $3.2M In Funding, Led by Galaxy
Cryptocurrency Investment Services News

Truvius Launches To Provide Next Generation Institutional-Grade Crypto Investment Platform With $3.2M In Funding, Led by Galaxy

PR Newswire
by PR Newswire0
Founded by Former AQR Quants, Truvius Brings Groundbreaking Quant Portfolio Construction and a Suite of Passive and Active Systematic Investment Products for Cutting-Edge Investors Truvius, the company powering systematic investing for digital assets, launched with $3.2M in funding led by Galaxy Ventures. Truvius’ digital asset investment platform and products deliver institutional......
TIFIN announces international expansion around its mission of using AI for wealth with the launch of TIFIN India and strategic investment from DSP Group
Artificial Intelligence Finance Fintech News

TIFIN announces international expansion around its mission of using AI for wealth with the launch of TIFIN India and strategic investment from DSP Group

PR Newswire
by PR Newswire0
TIFIN India includes MyFI, an AI assistant to help individuals achieve better wealth outcomes, as well as TIFIN India Enterprise. Aditi Kothari Desai, vice-chair of the DSP group joins the TIFIN India Enterprise board. TIFIN, a leading AI and innovation platform for wealth, makes its international debut with the launch of......
Apex Fintech Solutions Announces Launch of Apex Ascend™, A Real-Time, Cloud-Native Investment Infrastructure
Finance Fintech News

Apex Fintech Solutions Announces Launch of Apex Ascend™, A Real-Time, Cloud-Native Investment Infrastructure

Business Wire
by Business Wire0
Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, announced today that Apex Ascend, is now available — delivering real-time, cloud-native, B2B investment infrastructure designed to accelerate our clients’ ability to operate efficiently and better navigate risk on a global scale. “Platform breakthroughs like this don’t come around every......
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