News
Investment and Budget Allocation
Wealthspire Expands Advisory Capabilities with Sellwood Investment Partners Acquisition
Sellwood Investment Partners, which has been running since 2012, offers advisory and discretionary investment work to endowments, foundations, retirement plans, and wealthy individuals, known...
News
AdvisureIQ and Celigo Partner to Simplify Data Integration for Mid-Market Finance Teams
AdvisureIQ has announced a strategic partnership with Celigo to help mid-market organizations unify fragmented data systems and accelerate access to decision-ready insights. By integrating...
Investment and Budget Allocation
CapIntel Integrates Tax Analysis into Investment Proposal Workflow
CapIntel revealed a new tax analysis feature it has developed recently. Through this feature, financial advisors will be able to evaluate and present tax-related...
News
Omni Raises $120M Series C to Scale AI-Driven Enterprise Analytics Platform
Omni, the AI-based analytics platform, disclosed the completion of its Series C funding round that brought in $120 million at a $1.5 billion valuation....
News
Ant International and Citi Launch PayTo to Transform Payments for Australian SMEs
Ant International has revealed that it will be the exclusive partner integrating PayTo into its Australia-based Global Account Service. That expansion is aimed at...
News
Mattermost Appoints Adam Enterkin as Chief Revenue Officer
Mattermost, the leading sovereign collaboration platform purpose-built for mission-critical operations, announced the appointment of Adam Enterkin as Chief Revenue Officer (CRO). In this role,...
News
Consensus to Acquire Peel, Launching AI-Powered Conversational Demo Platform for Revenue Teams
Consensus has entered into a definitive agreement to acquire Peel, marking a strategic move to redefine how businesses engage buyers and drive revenue. The...
News
Advisor360° Partners with Conquest Planning to Integrate Financial Planning into Advisor Workflows
Advisor360° has joined hands with Conquest Planning to offer financial planning services within its platform, an effort to streamline operations and make the entire...
