Tag : investment

Seeds Secures $10 Million Series A Funding Round To Reimagine Personalized Investment Management
Fintech Funding Investment Services News

Seeds Secures $10 Million Series A Funding Round To Reimagine Personalized Investment Management

Business Wire
by Business Wire0
Led by Portage, the investment will drive product innovation, accelerate team expansion, and amplify go-to-market efforts with a strategic rebrand. Seeds (formerly ‘Seeds Investor’)—a fintech company enabling advisors to create a personalized investing experience and streamline portfolio operations—announced the successful completion of a $10 million Series A funding round led......
Addepar Accelerates Platform Innovation with Strategic Acquisition and Continued $100 Million+ Annual R&D Investment
Fintech Investment Services News

Addepar Accelerates Platform Innovation with Strategic Acquisition and Continued $100 Million+ Annual R&D Investment

PR Newswire
by PR Newswire0
Acquisition of Arcus Deepens Addepar’s AI Capabilities Across Its Open Platform, Delivering Enhanced Value to Clients Globally Addepar, the leading technology and data platform for wealth, investment, and asset management, announced the acquisition of Arcus, an innovator in enterprise AI workflows. This strategic move accelerates Addepar’s technology roadmap to embed......
Affinity Sourcing to Transform Deal Discovery for Investors
Fintech Investment Services News

Affinity Sourcing to Transform Deal Discovery for Investors

Business Wire
by Business Wire0
AI-powered sourcing solution helps investors uncover and prioritize high-potential companies earlier—without leaving their CRM Affinity, the relationship intelligence platform trusted by more than 3,000 investment teams globally,  announced the general availability of Affinity Sourcing, a next-generation deal sourcing solution designed to help growth-stage private capital firms go beyond their networks......
YCharts Expands Relationship with LPL Financial Through ClientWorks Integration
Fintech Investment Services News

YCharts Expands Relationship with LPL Financial Through ClientWorks Integration

Business Wire
by Business Wire0
YCharts, a leading client engagement and investment research platform trusted by financial advisors and investment professionals across North America, has expanded its relationship with LPL Financial by launching a direct integration with ClientWorks, LPL’s advisor technology platform. This enhancement streamlines workflows, reduces manual data entry, and improves client engagement for......
Apex Fintech Solutions and ília Digital Collaborate to Revolutionize Investment Platforms for Financial Institutions
Fintech Investment Services News

Apex Fintech Solutions and ília Digital Collaborate to Revolutionize Investment Platforms for Financial Institutions

Business Wire
by Business Wire0
Leveraging Apex AscendOS APIs to offer tailored, cross-border investment solutions for mutual clients Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, has announced a strategic alliance with ília Digital (“ília”), a leading innovator in digital transformation and bespoke technology design. This collaboration empowers financial institutions in Latin America......
Loan Hunter Launches as an Independent Company, Ushering in a New Era of AI-Driven Credit Portfolio Optimization
Artificial Intelligence Fintech News

Loan Hunter Launches as an Independent Company, Ushering in a New Era of AI-Driven Credit Portfolio Optimization

Cision PRWeb
by Cision PRWeb0
Loan Hunter, a New York-based fintech innovator in credit portfolio optimization, proudly announces its official launch as an independent company. Built by industry experts across public credit, private credit, and BDC investors, Loan Hunter is set to transform traditional approaches taken by credit investment managers by leveraging cutting-edge AI to maximize returns, comply......
Corpay Invests Alongside TPG to Acquire AvidXchange
Digital Payments Fintech News

Corpay Invests Alongside TPG to Acquire AvidXchange

Business Wire
by Business Wire0
Makes $500 million minority investment in take-private transaction with option to acquire 100% Corpay, a leading corporate payments company, announced that it has signed a definitive agreement to make a minority investment in AvidXchange Holdings, Inc (“AvidXchange”) as part of a transaction to take AvidXchange private alongside TPG for $10.00......
Webull Announces Collaboration with Visa
Fintech Investment Services Investments News

Webull Announces Collaboration with Visa

PR Newswire
by PR Newswire0
With Webull and Visa Direct, users can move money to and from investment accounts in real-time Webull, an online investment platform, announced its collaboration with VISA on the Webull US platform. Visa Direct facilitates account funding as well as the movement of funds directly to eligible cards, bank accounts, and wallets. By......
New Benchmarking Survey on Data Modernization from BetaNXT Reveals Growing Investment and Competing Priorities at Data-Minded Financial Services Firms
Fintech Investment Services News

New Benchmarking Survey on Data Modernization from BetaNXT Reveals Growing Investment and Competing Priorities at Data-Minded Financial Services Firms

PR Newswire
by PR Newswire0
As Firms Tackle Legacy ‘Data Chaos’ and Pursue AI Adoption, Industry Pioneers Demonstrate the Value of Focusing on Fundamentals, Talent Strategy and External Partners BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and an enhanced advisor experience, has published its inaugural Data Modernization Benchmarking Survey: Tracking......
Thoma Bravo Announces More Than $100M Strategic Growth Investment in HubSync
Fintech Investment Services News

Thoma Bravo Announces More Than $100M Strategic Growth Investment in HubSync

PR Newswire
by PR Newswire0
Thoma Bravo, a leading software investment firm, announced a strategic growth investment of more than $100 million in HubSync, the premier all-in-one tax and accounting platform, automating CPA firms. The investment is expected to accelerate HubSync’s product roadmap and customer service, as well as enable continued growth and innovation. HubSync is......
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