Tag:
investment management
Investment and Budget Allocation
Savvy Wealth Appoints Anshul Sharma as Chief Investment Officer
Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered around modernizing human financial advice, announced the appointment of Anshul Sharma as chief investment officer (“CIO”)....
Investment and Budget Allocation
Confluence Technologies Names Spiros Giannaros Chief Executive Officer
Confluence Technologies, Inc., a global provider of enterprise data, software, and AI-driven solutions for the investment management industry, has appointed Spiros Giannaros as Chief...
Investment and Budget Allocation
Amplify Reinvents Risk Assessment with Launch of QuantumRisk™
Proprietary risk engine gives advisors a radical upgrade from legacy models using a straightforward metric, helping build trust and protect portfolios from extreme market...
Quick Byte
Aquiline Finalizes Acquisition of SEI’s Family Office Services, Relaunches as Archway
Aquiline, a private investment firm specializing in financial services and technology, has completed its acquisition of SEI’s Family Office Services business, officially rebranding the...
News
Savvy Wealth Raises $72 Million to Drive the Shift Toward AI-Augmented, Human-Centered Financial Advice
Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, announced the successful close of a $72 million Series B...
Investment and Budget Allocation
Forge Global Expands Investment Management and Wealth Capability with Completion of Accuidity Capital Management Acquisition
Forge Global Holdings, Inc., a leading provider of marketplace infrastructure, data services, technology, and investment solutions for the private market, announced that it had...
News
Nitrogen Teams Up with Advyzon for Comprehensive Portfolio Analytics and Management Integration
Nitrogen and Advyzon, two leading players in the WealthTech sector, have announced an enhanced integration and strategic sales partnership aimed at delivering a unified,...
Investment and Budget Allocation
Clearwater Analytics Completes Acquisition of Enfusion, Creating Unified Cloud-Native Investment Platform
Clearwater Analytics has finalized its $1.5 billion acquisition of Enfusion, Inc., a move that establishes the industry's first single-instance, multi-tenant, cloud-native platform unifying front,...