Tag:
Investment and Budget Allocation
Investment and Budget Allocation
Syntax Data Launches Saidee™, an AI-Powered Portfolio Development Tool for Financial Advisors
Syntax Data has unveiled Saidee™, a new artificial intelligence-powered agent and portfolio development application designed to help financial advisors build and manage customized investment...
Investment and Budget Allocation
Addepar Launches Addison to Embed Native AI Across Investment Workflows
Addepar has introduced Addison, a native AI experience embedded directly into its global data and investment platform, designed to deliver secure, transparent, and actionable...
Investment and Budget Allocation
Haptiq Unveils Credit AI to Enhance Portfolio Intelligence and Risk Analytics for Credit Investors
Haptiq has introduced a new Credit AI module aimed at helping credit investors sharpen risk assessment, streamline workflows, and uncover performance opportunities. The solution...
Investment and Budget Allocation
Riveron and Kohlberg Back Cuesta Partners to Advance AI-Driven Finance Transformation
Riveron, backed by Kohlberg, has announced a strategic investment and growth partnership with Chicago-based AI and data firm Cuesta Partners, marking a significant move...
Investment and Budget Allocation
Dots Raises $8.9M Series A to Modernize Global Payouts and Strengthen Fraud Controls
Dots has secured $8.9 million in Series A funding led by DCM, with participation from Y Combinator, to accelerate product innovation and global expansion...
Customer Success
CROFirst’s Weekly Roundup: Array, Alloy,Black Dragon Capital, Cornerstone League, Zonda, Docupace, and more
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping revenue intelligence, AI-driven growth acceleration, embedded monetization models, risk analytics,...
Investment and Budget Allocation
Cornerstone League and Black Dragon Capital℠ Announce Strategic Partnership to Accelerate Next-Generation Fintech Innovation
Black Dragon Capital℠ a multi-phased global investment partner which focuses on advanced technology that addresses the most significant issues industries face - has formed...
Investment and Budget Allocation
Ambler Brook Announces Strategic Growth Investment in Claimify
Ambler Brook, a Boston-based private investment firm focused on founder-owned businesses, announced that it made a strategic growth investment in Claimify, a leading national...
