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investment management
News
ROYC Partners With Stilla.ai to Accelerate Agentic AI Strategy Across Private Markets Platform
ROYC has partnered with Stilla.ai to provide the platform layer for building, sharing, and deploying internally developed AI skills and agents across the company....
Investment and Budget Allocation
Ridgeline Launches Intelligent Operations to Redefine the Investment Management Operating Model
Ridgeline has introduced Ridgeline Intelligent Operations, a new service designed to help investment management companies deliver reliable and scalable operational results in the face...
Investment and Budget Allocation
Permira and Warburg Pincus to Acquire Clearwater Analytics in $8.4 Billion Transaction
Clearwater Analytics has agreed to be acquired for about $8.4 billion. An investor group led by Permira and Warburg Pincus will make the purchase,...
Investment and Budget Allocation
Mercer Advisors Expands Pacific Northwest Presence with Thompson Advisory Acquisition
Mercer Advisors has expanded in the Pacific Northwest by acquiring Thompson Advisory Services, based in Portland. This Registered Investment Adviser manages around $260 million...
Investment and Budget Allocation
Franklin Templeton Partners with Wand AI to Deploy Agentic AI Across Global Operations
Franklin Resources, Inc., operating as Franklin Templeton, has announced a multi-year strategic partnership with Wand AI to deploy agentic AI at scale across its...
Investment and Budget Allocation
DebtBook Introduces Investment Management, Creating Unified Treasury Management System for Public Finance Teams
DebtBook, a leading provider of cloud-based software for public finance teams, introduced its Investment Management solution. With this new solution, DebtBook delivers on its vision...
Investment and Budget Allocation
Wellesley Asset Management Announces Acquisition of Halbert Wealth
Wellesley Asset Management, an independent SEC-registered Investment Advisor, a leading provider of wealth management, and investment management services, is pleased to announce the acquisition...
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”)....
