Tag : investment insights

AI-Driven Portfolio Management Platform Standard Metrics Raises $20M to Supercharge Private Markets Innovation
Finance Fintech News

AI-Driven Portfolio Management Platform Standard Metrics Raises $20M to Supercharge Private Markets Innovation

PR Newswire
by PR Newswire0
Standard Metrics, the AI-driven portfolio management platform for venture capital and private equity,  announced it has raised $20M in Series B funding led by 8VC with participation from Salesforce Ventures, Spark Capital, January Capital, First Trust Capital Partners, Socii Capital, Kindergarten Ventures, Calm Ventures, Gaingels, and more. Standard Metrics launched......
Morningstar Introduces AI Assistant Built into the Advisor Workflow
Artificial Intelligence Investment Services News

Morningstar Introduces AI Assistant Built into the Advisor Workflow

Business Wire
by Business Wire0
The new AI capability is designed to transform Direct Advisory Suite into an interactive, connected workspace that helps streamline key tasks from research and meeting prep to client-ready proposals Morningstar, Inc. , a leading provider of independent investment insights, introduced an AI assistant embedded in Direct Advisory Suite, its flagship advisor......
Pebble Finance Successfully Achieves SOC 2 Type II Compliance
Compliance management Finance News

Pebble Finance Successfully Achieves SOC 2 Type II Compliance

GlobeNewswire
by GlobeNewswire0
SOC 2 certification highlights Pebble FInance’s commitment to providing secure services to their clients. Pebble Finance, a leading portfolio analytics and financial technology company that transforms news and proprietary research into actionable investment insights, announced the successful completion of its SOC 2 Type II audit. This achievement affirms that Pebble......
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