Tag : Investment Strategies

North American CFOs Anticipate Significant Uptick in Corporate Cryptocurrency Adoption by 2027
Cryptocurrency Fintech News

North American CFOs Anticipate Significant Uptick in Corporate Cryptocurrency Adoption by 2027

PR Newswire
by PR Newswire0
Nearly 1 in 4 CFOs expect their finance teams to adopt digital currency within two years, according to Deloitte’s latest CFO Signals survey Surveyed corporate finance leaders are signaling a meaningful shift in their approach to digital assets, with growing openness to integrating cryptocurrency into their operations. According to Deloitte’s “Q2 2025......
MyVest and Alphathena Partner to Expand Access to Personalized, Tax-Smart Direct Indexing
Analytics Artificial Intelligence News

MyVest and Alphathena Partner to Expand Access to Personalized, Tax-Smart Direct Indexing

Business Wire
by Business Wire0
Partnership brings AI-driven personalization, tax-loss harvesting, and values-based investing into scalable, advisor-friendly workflows MyVest, a leading provider of enterprise wealth management technology, announced a strategic partnership with Alphathena, an innovator in AI-powered direct indexing. The integration of Alphathena’s personalized direct indexing platform with MyVest’s Strategic Portfolio System (SPS) delivers a......
Haptiq Launches Game-Changing AI Platform to Future-Proof Private Equity Portfolios Through Market Cycles
Artificial Intelligence Fintech News

Haptiq Launches Game-Changing AI Platform to Future-Proof Private Equity Portfolios Through Market Cycles

Business Wire
by Business Wire0
Built for the private equity firms shaping the future, Haptiq delivers the speed, clarity, and execution edge today’s market demands As economic volatility continues to test the limits of traditional investment strategies, private equity firms face longer holding periods and mounting pressure to deliver value creation beyond financial engineering with......
Featured Finance Fintech Investments Risk Management

The Role of Risk Profiling in Fraud Prevention and Anti-Money Laundering (AML) Compliance

Fintech Staff Writer
by Fintech Staff Writer0
In the context of financial management and regulatory compliance, risk profiling plays a pivotal role in shaping decisions—whether for individual investors or institutional stakeholders. When a financial advisor or an individual neglects to properly assess risk exposure, the consequences can be severe: from declining asset values and reduced returns to......
Intapp Announces Plan to Acquire TermSheet
Artificial Intelligence Fintech News

Intapp Announces Plan to Acquire TermSheet

GlobeNewswire
by GlobeNewswire0
Acquisition will create an advanced operating system with Applied AI to help improve returns for real assets investors, advisors, and operators Intapp, a leading global provider of AI-powered solutions for professionals at advisory, capital markets, and legal firms, announced that it has signed an agreement to acquire TermSheet, a provider......
Alpha FMC Releases 2025 Asset & Wealth Management and Alternatives Outlooks: AI, Private Markets, and Regulatory Shifts Take Center Stage
Artificial Intelligence Fintech News

Alpha FMC Releases 2025 Asset & Wealth Management and Alternatives Outlooks: AI, Private Markets, and Regulatory Shifts Take Center Stage

GlobeNewswire
by GlobeNewswire0
A critical turning point for both industries, with innovation, AI integration, and operational efficiency identified as key success drivers in a competitive landscape. Despite challenges like rising interest rates and tightening regulations in 2024, Alpha FMC’s outlooks predict a year of transformation for both industries, where firms focused on adaptability......
Margarita Finance Launches World First in AI Investment Management
Blockchain Fintech Investment Services News

Margarita Finance Launches World First in AI Investment Management

PR Newswire
by PR Newswire0
Bringing institutional-grade investment strategies on-chain, Margarita Finance’s AI-powered agent autonomously trades derivatives with full transparency. This world-first innovation enhances efficiency and lowers the barrier to entry for sophisticated trading in decentralized finance. Margarita Finance, a blockchain-based platform reimagining structured investment products by bringing them natively on-chain, has announced the world’s first-ever AI-powered......
Vidrio Financial and Prime Quadrant Announce Expanded Partnership for Greater Alternative Portfolio Intelligence
Finance Fintech News

Vidrio Financial and Prime Quadrant Announce Expanded Partnership for Greater Alternative Portfolio Intelligence

PR Newswire
by PR Newswire0
Vidrio Financial (“Vidrio”), a provider of integrated software solutions and managed data services for global allocators in alternatives, today announced an expansion to their relationship with Prime Quadrant, a premier global advisory and consulting firm for Ultra High Net Worth (UHNW) families. The current Prime Quadrant relationship includes supporting portfolio management, investment......
Tradable Brings $1.7 Billion in Tokenized Alternative Assets to ZKsync, Secures Strategic Investment from ParaFi Capital
Commerce Digital Payments Finance Fintech Investments News

Tradable Brings $1.7 Billion in Tokenized Alternative Assets to ZKsync, Secures Strategic Investment from ParaFi Capital

Business Wire
by Business Wire0
Tradable enables efficient asset tokenization to bring institutional-grade investments on-chain Tradable, a pioneering technology company focused on making institutional-quality investments accessible to a broader range of participants, has achieved a significant milestone by tokenizing $1.7 billion of assets across nearly 30 institutional-grade private credit positions. Tradable is now the third-largest......
Charli AI Redefines Investment Strategy with Pi Quadrant Index
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Charli AI Redefines Investment Strategy with Pi Quadrant Index

GlobeNewswire
by GlobeNewswire0
Charli AI Presents the Pi Quadrant Index—Empowering Investment Professionals with AI-Driven Analysis Charli AI, a leading provider of AI-powered financial solutions, has introduced the Pi Quadrant Index, a disruptive capability designed to empower investment professionals by optimizing investment strategies through advanced data aggregation and multidimensional analysis. The Pi Quadrant Index......
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