Tag : Investments

Northwestern Mutual Appoints Beth Rodenhuis as Chief Operating Officer & Business Architect
Finance Investments News

Northwestern Mutual Appoints Beth Rodenhuis as Chief Operating Officer & Business Architect

PR Newswire
Northwestern Mutual, a leading financial services company providing comprehensive financial planning through insurance and investments, announced Beth Rodenhuis will join the company as executive vice president – chief operating officer and business architect. In this role, Rodenhuis will be accountable for technology and digital strategy with oversight of strategic execution and......
Capitolis Announces Strategic Investments from Barclays, BNP Paribas, and J.P. Morgan, Alongside Existing VC Investors Canapi Ventures, 9Yards Capital, and Greenfield Partners
Banking Investments News

Capitolis Announces Strategic Investments from Barclays, BNP Paribas, and J.P. Morgan, Alongside Existing VC Investors Canapi Ventures, 9Yards Capital, and Greenfield Partners

Business Wire
Close of latest strategic round of funding, totaling $56 million, includes investments previously announced in November 2024 from Citi, Morgan Stanley, State Street, and UBS Investments will support next phase of Capitolis’ rapid growth and expansion Capitolis, the financial technology company, announced additional strategic investments from leading global banks and......
Experian’s 10th Annual Survey Finds Over a Third of Businesses Report Using AI to Fight Fraud
Artificial Intelligence Fintech News

Experian’s 10th Annual Survey Finds Over a Third of Businesses Report Using AI to Fight Fraud

Business Wire
Fraud losses increased for nearly 60% of companies, while over half of consumers are still concerned about doing things online Experian, a global data and technology company, released its 2025 U.S. Identity and Fraud Report revealing over a third of companies say they are using AI, including generative AI, to fight......
Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice
Artificial Intelligence Fintech News

Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice

Business Wire
Former LPL Financial CEO and Chairman Mark Casady participates in company’s Series B funding round, joins its Board of Directors to help build the future of wealth management Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered around modernizing human financial advice, announced the successful close of a $72......
MasterQuant Introduces AI Bot for Smarter, Automated Trading Success
Artificial Intelligence News Trading

MasterQuant Introduces AI Bot for Smarter, Automated Trading Success

GlobeNewswire
For many years, handling the complications of financial markets has felt like a high-stakes gamble for many. Keeping up with endless data, making split-second decisions, and managing risk often seem like tasks left to experienced professionals. It changes, today! MasterQuant is excited to announce the official launch of its innovative......
BlackLine Appoints Former Deloitte Global Executive Sam Balaji to Board of Directors
Artificial Intelligence Cloud News

BlackLine Appoints Former Deloitte Global Executive Sam Balaji to Board of Directors

PR Newswire
BlackLine, the future-ready platform for the Office of the CFO, announced the appointment of Sam Balaji to its Board of Directors, effective June 13, 2025. With more than three decades of global leadership experience scaling technology businesses, Mr. Balaji brings deep expertise in enterprise software, artificial intelligence, cybersecurity, and global go-to-market strategies.......
New Survey Results: 94% of Investors Globally Feel Their Private Market Investments Are Behind and Need to Catch up
Fintech Investment Services News

New Survey Results: 94% of Investors Globally Feel Their Private Market Investments Are Behind and Need to Catch up

Business Wire
91% of institutional investors and wealth advisors plan to increase private market allocations, with a push for greater liquidity options, according to inaugural Private Markets Investor Survey from BBH Brown Brothers Harriman (BBH) released its first Private Markets Investor Survey, which captures the ideas and opinions about private market investments from......
Diginex Signs MOU to Acquire Matter DK ApS, Expanding Its Sustainability Data and AI Capabilities
Artificial Intelligence Fintech News

Diginex Signs MOU to Acquire Matter DK ApS, Expanding Its Sustainability Data and AI Capabilities

GlobeNewswire
Diginex Limited (“Diginex”), a leading provider of Sustainability RegTech solutions, announced the signing of a Memorandum of Understanding (MOU) dated 23 May 2025 for an all-share acquisition of Matter DK ApS (“Matter”), an innovative ESG data company focused on delivering sustainability data and analytics solutions to the investment industry and......
Dun & Bradstreet and Finquest Launch Cofinder to Bring Smarter, Faster Deal Sourcing to Investment Firms
Fintech Investment Services News

Dun & Bradstreet and Finquest Launch Cofinder to Bring Smarter, Faster Deal Sourcing to Investment Firms

Business Wire
Powered by Dun & Bradstreet’s AI-Ready Private Company Data and Finquest’s AI search technology, Cofinder Brings Transparency to the Private Markets Dun & Bradstreet, a leading global provider of business data and analytics, and Finquest, a trusted partner to private equity firms and acquisitive corporates, have launched Cofinder, a cutting-edge......
Covet Unveils AI-Powered Estate Management Platform at Finovate, Captivating RIAs with Vision for Next-Gen Wealth Management
Artificial Intelligence Fintech News

Covet Unveils AI-Powered Estate Management Platform at Finovate, Captivating RIAs with Vision for Next-Gen Wealth Management

PR Newswire
The future of wealth management arrived at Finovate as Covet.Life, a breakout platform harnessing the power of AI to advance estate asset management, took center stage. The live demonstration was met with resounding enthusiasm among Registered Investment Advisors (RIAs) eager to gain an unprecedented, holistic view of their clients’ complete estate......
1