Tag:
financial services
News
HighLevel appoints Sterling Auty as Chief Financial Officer
HighLevel, the AI operating system for small and medium businesses, has announced the appointment of Sterling Auty as Chief Financial Officer.
Sterling brings more than...
News
Aithon Unveils AI-Powered AWS Co-Sell Platform for Regulated Financial Services
Aithon has launched Aithon Co-Sell, an AI-powered platform designed to help AWS partners selling into regulated financial services identify AWS-backed opportunities and access available...
News
Intapp Partners with OpenAI to Deliver Governed DealCloud Integration via New Celeste Plug-In for Financial Services
Enterprise software provider Intapp has announced a strategic collaboration with OpenAI to launch its DealCloud with Celeste plug-in for ChatGPT for Financial Services. The...
News
d1g1t Appoints Alex Strekel as Chief Revenue Officer
d1g1t, a leading wealthtech provider, announced the appointment of Alex Strekel as Chief Revenue Officer (CRO). Strekel will lead d1g1t's sales, channels and sales...
Investment and Budget Allocation
Morningstar and PitchBook Expand AI-Powered Market Intelligence With Gemini Enterprise Integration
Investment research powerhouse Morningstar, Inc. and its private market intelligence subsidiary PitchBook announced planned Model Context Protocol (MCP) integrations with Google Cloud’s Gemini Enterprise...
Investment and Budget Allocation
Advisors Asset Management and Wilshire Launch Infrastructure Fund to Expand Private Market Access
Advisors Asset Management (AAM) and global financial services firm Wilshire have announced a partnership to launch the AAM Wilshire Infrastructure Fund . This new...
News
Sound Credit Union Appoints Matthew Figueroa as Chief Financial and Risk Officer
Sound Credit Union announced the appointment of Matthew Figueroa as Executive Vice President and Chief Financial & Risk Officer. Figueroa joins Sound's executive leadership team...
News
Verecan Capital Management Appoints Jim Andrews as Chief Financial Officer
Verecan Capital Management Inc. is pleased to announce that Jim Andrews has joined the firm as Chief Financial Officer of Verecan, effective July 20, 2026, based out...
