Thursday, July 9, 2026

Webull Launches Scalable Investment Platform for Institutions

For years, a strict divide dictated the digital wealth management ecosystem. On one side lived high-growth, mobile-first retail investment platforms that excelled at user experience, optimized execution costs, and popularized multi-asset...

ValGenesis Appoints Wayne Baker as Chief Revenue Officer to Accelerate Global Growth

ValGenesis, Inc., the global leader in digital validation lifecycle management and creator of the...

Everfox Appoints Toby O’Brien as Chief Financial Officer

Everfox, a global leader in high-assurance cybersecurity and trusted information solutions,  announced the appointment...

Xero Expands Analytics With Industry Benchmarks for Small Businesses and Advisors

For decades, the field of advanced revenue management was an exclusive capability of large...

CROFirst Weekly Roundup: Acumatica, Nectari Software, ZoomInfo, Clearwater Analytics, Gong, Warburg Pincus, Permira,& More!

Welcome to CROFirst’s Weekly Roundup - your essential briefing on the latest innovations shaping...

Webull Launches Scalable Investment Platform for Institutions

For years, a strict divide dictated the digital wealth management ecosystem. On one side lived high-growth, mobile-first retail investment platforms that excelled at user experience, optimized execution costs, and...

Rulebase Unveils AI Revenue Agents to Automate Long-Horizon Financial Workflows

With the support of an AI workforce platform, Rulebase has rolled out Revenue Agents - an autonomous solution built upon the innovative Customer Agent Runtime that enables a customer...

Alta Raises $25M Series A to Replace Fragmented GTM Software Stacks with Coordinated AI Agents

Tel Aviv-based B2B technology startup Alta has announced a $25 million Series A funding round led by IN Venture, with participation from Mindset Ventures, Skywell Capital, LeumiTech77, Entrée Capital,...

Stirlingshire Unveils Exclusive Preview of Stirling One AI-Native Wealth Platform

Wealth management firm Stirlingshire Investments has announced the launch of an invitation-only operating platform preview, offering private, exclusive demonstrations of its new AI-native platform, Stirling One, to a select...

Webull Launches Scalable Investment Platform for Institutions

For years, a strict divide dictated the digital wealth management ecosystem. On one side lived high-growth, mobile-first retail investment platforms that excelled at user experience, optimized execution costs, and popularized multi-asset...

CROFirst Weekly Roundup: Acumatica, Nectari Software, ZoomInfo, Clearwater Analytics, Gong, Warburg Pincus, Permira,& More!

Welcome to CROFirst’s Weekly Roundup - your essential briefing on the latest innovations shaping AI-powered wealth management, AI-native banking, enterprise growth strategies, fintech infrastructure,...

CROFirst Weekly Roundup: ChurnZero, Clearwater Analytics, Threekit, Sixth Street Growth, Chronograph, Adonis &More!

Welcome to CROFirst’s Weekly Roundup - your essential briefing on the latest innovations shaping AI-powered wealth management, AI-native banking, enterprise growth strategies, fintech infrastructure,...

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CROFirst Weekly Roundup: Xero, Pasqal, Microsoft 365, Morningstar, Microsoft, Gong , Impartner And More!

Welcome to CROFirst’s Weekly Roundup - your essential briefing on the latest innovations shaping AI-powered wealth management, AI-native banking, enterprise growth strategies, fintech infrastructure,...

Xero Expands Analytics With Industry Benchmarks for Small Businesses and Advisors

For decades, the field of advanced revenue management was an exclusive capability of large enterprise organizations. Corporate giants possessed the deep capital reserves, specialized...

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