Friday, September 11, 2026

Savvy Wealth Secures $100M Series C Led by Halo Fund to Scale AI-Driven Wealth Management Architecture

Savvy Wealth has raised $100 million in an oversubscribed Series C funding round led by Halo Fund, bringing its total funding to more than $200 million as the AI-native registered investment...

Dynamic Experts Appoints Adriana Gascoigne as Chief Revenue Officer

Dynamic Experts Inc., an AI company focused on making world-class expertise more accessible through...

CROFirst Weekly Roundup: Salesloft, FIS, Flexstone, Glouston Capital, SalesSparx, and Augment & More!

Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping...

CROFirst Weekly Roundup: Salesloft, FIS, Flexstone, Glouston Capital, SalesSparx, and Augment & More!

Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping...

CROFirst Weekly Roundup: Fieldguide, MindBridge, PitchBook, Morningstar, ServiceNow, Pricefx, Viadex, FullyRamped, Nooks & More!

Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping...

Savvy Wealth Secures $100M Series C Led by Halo Fund to Scale AI-Driven Wealth Management Architecture

Savvy Wealth has raised $100 million in an oversubscribed Series C funding round led by Halo Fund, bringing its total funding to more than $200 million as the AI-native...

NMI Introduces Low-Code Embeddable Component Suite to Power Seamless Payments for Software Platforms and AI Agents

Embedded payments infrastructure leader NMI® has officially introduced its new embeddable component suite, featuring a modular set of low-code, drop-in user interface (UI) components. The software deployment is engineered...

Skience Appoints Starla Hendricks as Chief Revenue Officer

Skience, a wealth management technology company, has named Starla Hendricks as the Chief Revenue Officer. Starla will lead the commercial strategy across sales, marketing and market engagement as Skience...

Arcesium Taps Brian Rosenberg to Lead Revenue and Commercial Strategy

Arcesium, a leading global financial technology provider to the investment industry,  announces the appointment of Brian Rosenberg as President, Revenue and Commercial. Rosenberg will join Arcesium’s Executive Committee and...

Bridging the AI Execution Gap: How Alteryx’s Governed Analytics Capabilities Redefine Revenue Management

Alteryx, Inc. an analytics and automation company has introduced new AI features within its Alteryx One platform. Through this release, organizations can seamlessly connect business logic and their AI assistants by...

Customer Success Manager KPIs in 2026: 15 Key Performance Indicators to Measure and Improve Customer Success

Customer success has a measurement problem. Many teams still judge performance by renewals, churn and a few customer surveys, then wonder why problems surface...

CROFirst Weekly Roundup: Fieldguide, MindBridge, PitchBook, Morningstar, ServiceNow, Pricefx, Viadex, FullyRamped, Nooks & More!

Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping agentic revenue operations, capital allocation, sales enablement, subscription monetization, AI-powered...

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Bridging the AI Execution Gap: How Alteryx’s Governed Analytics Capabilities Redefine Revenue Management

Alteryx, Inc. an analytics and automation company has introduced new AI features within its Alteryx One platform. Through this release, organizations can seamlessly connect...

CROFirst Weekly Roundup: Salesloft, FIS, Flexstone, Glouston Capital, SalesSparx, and Augment & More!

Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping revenue orchestration, embedded banking, alternative investments, healthcare sales intelligence, and...

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