Tag : Investments

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
by Business Wire0
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
by GlobeNewswire0
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
by PR Newswire0
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
by Business Wire0
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
by GlobeNewswire0
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
by Business Wire0
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
by PR Newswire0
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......
Alternative Payments Raises $22 Million to Modernize B2B Payment Offerings
B2B Digital Payments News

Alternative Payments Raises $22 Million to Modernize B2B Payment Offerings

PR Newswire
by PR Newswire0
Backed by MissionOG and Third Prime, funding will accelerate automation and global expansion in overlooked B2B sectors Alternative Payments, a leading fully-integrated B2B payments and checkout infrastructure provider, announced that they have closed on $22 million in total funding, with rounds led by MissionOG and Third Prime, respectively. The investments will......
BridgePort Continues to Expand Across the Private Investment Spectrum, Adding Strategic Investors and Key Clients
Fintech Investment Services News

BridgePort Continues to Expand Across the Private Investment Spectrum, Adding Strategic Investors and Key Clients

PR Newswire
by PR Newswire0
BridgePort, a financial technology company that provides bespoke technology and infrastructure solutions to sophisticated clients across the private markets value chain, welcomes the addition of strategic investors and key clients as it completes the initial tranche of its most recent capital raise. As the multi-trillion-dollar wealth channel continues to adopt......
Finbotica Empowers Retail Investors Harnessing the Power of AI and Automation
Artificial Intelligence Fintech Investment Services News

Finbotica Empowers Retail Investors Harnessing the Power of AI and Automation

EIN Presswire
by EIN Presswire0
New AI and automation powered platform helps investors track, analyze, and act on financial insights with ease Retail investors now have a powerful time-saving tool to simplify investment research and stay informed of key financial events. Finbotica, an AI and automation-driven financial analysis and monitoring platform, has officially launched to help......
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