Tag : investor engagement

Navatar Brings AI-Powered Private Credit CRM on Salesforce Amid $30 Trillion Market Boom
Artificial Intelligence Cloud Fintech News

Navatar Brings AI-Powered Private Credit CRM on Salesforce Amid $30 Trillion Market Boom

GlobeNewswire
by GlobeNewswire0
Navatar, the leading cloud platform for private markets, announced the launch of its next-generation, fully AI-powered CRM for private credit firms. With private credit set to become a $30 trillion market, according to Wellington Management’s 2025 Private Credit Outlook, Navatar delivers the automation, intelligence, and usability that credit investors need......
FactSet to Acquire Irwin
Fintech Investment Services News

FactSet to Acquire Irwin

EIN Presswire
by EIN Presswire0
FactSet, a global financial digital platform and enterprise solutions provider, announced it has agreed to acquire Irwin, an investor relations and capital markets solution for innovative public companies and their advisors. The acquisition builds on a recent successful partnership that integrates Irwin’s award-winning investor relations (IR) CRM with the FactSet Workstation to......
Altvia Introduces a Streamlined Solution to Simplify Fundraising Complexities for Alternative Asset Professionals
Finance Fintech News

Altvia Introduces a Streamlined Solution to Simplify Fundraising Complexities for Alternative Asset Professionals

PR Newswire
by PR Newswire0
If you’re tired of complex, click-heavy workflows that hinder your fundraising efforts, it’s time to explore a new way to accelerate capital-raising success. Today, Altvia, an industry-leading technology provider for fundraising and Investor Relations teams for private capital markets, unveiled AIMPro for Fundraising, a tailor-made solution, powered by the infrastructure of......
COMPLY and InvestorCOM Expand Partnership for Best Interest Recommendations
Compliance management News

COMPLY and InvestorCOM Expand Partnership for Best Interest Recommendations

PR Newswire
by PR Newswire0
New solutions enable advisers to make best interest product and rollover recommendations, digitally documenting and disclosing their analysis Today, two leading compliance software providers to the wealth management industry, COMPLY and InvestorCOM, announced an expanded partnership which will enable wealth firms and advisers to more efficiently and effectively comply with the Securities and......
FinTech Startup and First-Ever Consumer-Shareholder Marketing and Perks Platform TiiCKER Closes $2 Million Pre-Seed Round
Fintech News

FinTech Startup and First-Ever Consumer-Shareholder Marketing and Perks Platform TiiCKER Closes $2 Million Pre-Seed Round

Fintech News Desk
by Fintech News Desk0
Retail investor engagement, marketing and stock perks startup TiiCKER announced the closing of $2 million in pre-seed funding from a group of venture capital and high net worth investors, including Red Cedar Ventures and several YPO (Young Presidents’ Organization) members interested in backing one of their own. Investor relations and consumer marketing veteran Jeff Lambert founded......
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