Tuesday, June 30, 2026

Horizon Expands Fixed Income Capabilities with Anfield Capital Management Acquisition

Horizon has completed the acquisition of Anfield Capital Management, an Irvine, California-based asset management firm specializing in fixed income investing, strengthening its investment capabilities and expanding its advisor-focused offerings. Under the...

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...

VisitIQ Appoints Conner Roos as Chief Financial Officer

VisitIQ, a leading AI-driven audience intelligence and activation platform, announced the appointment of Conner...

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...

Nectari Software Strengthens ERP Analytics With Acumatica Milestone

Leading provider of business intelligence reporting budgeting, and data management solutions, Nectari Software has...

Horizon Expands Fixed Income Capabilities with Anfield Capital Management Acquisition

Horizon has completed the acquisition of Anfield Capital Management, an Irvine, California-based asset management firm specializing in fixed income investing, strengthening its investment capabilities and expanding its advisor-focused offerings....

SeedX Expands Services with Dedicated B2B Fintech Marketing Practice

Growth-focused digital agency SeedX has announced the expansion of its service portfolio with a dedicated B2B fintech marketing agency offering designed to support fintech companies navigating long sales cycles,...

FactSet Partners With and Invests in TIFIN.AI to Advance AI-Powered Wealth Management Workflows

FactSet, a leading global provider of financial data and AI solutions, has announced a strategic partnership and equity investment in TIFIN.AI, an industry-leading artificial intelligence platform specializing in the...

Commerce Bank Expands Investment Banking Capabilities With Nolan & Associates Acquisition

Commerce Bank has agreed to acquire Nolan & Associates, a boutique investment banking firm located in St. Louis that gives corporate advisory services to middle-market companies, as per a...

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 data science teams, and expensive business intelligence...

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,...

The Execution Paradigm: How ChurnZero’s Agentic Essentials Reshapes Customer Success

For years, the Customer Success (CS) industry operated under a reactive, triage-heavy framework. Customer Success Managers (CSMs) spent their days drowning in administration-copying notes...

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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...

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,...

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