Quick Byte
Investment and Budget Allocation
Coastal Bridge Advisors, Waddell & Associates, and One Charles Form Combined Wealth Firm
Coastal Bridge Advisors (CBA), Waddell & Associates (W&A), and One Charles Private Wealth have merged strategically and have become one firm in the wealth management industry which has over...
News
Cosentus Launches ‘Zeus AI’ Platform to Deliver End-to-End Revenue Cycle Automation
Specialty revenue cycle management (RCM) company Cosentus has announced the launch of Zeus AI, an AI-native engine designed to fully automate the healthcare billing...
News
Candidly Launches Composable AI Agents to Guide Enterprise Financial Decisions
AI-native financial guidance platform Candidly has announced the expansion of the Candidly Intelligence Center with six new enterprise capabilities delivered via API and the...
Investment and Budget Allocation
MDOTM Secures $27M Growth Equity Capital to Scale AI Investment Architecture
MDOTM Ltd., a global provider of AI-driven investment solutions for asset and wealth management companies, has raised a $27 million growth equity round led...
News
Objectway Acquires FNZ’s Swiss Private Banking Technology Business to Expand Pan-European Presence
Objectway, a global wealthtech partner, has declared the purchase of FNZ Switzerland SA , the Swiss private banking technology business of FNZ. This move...
News
CrossCountry Consulting Acquires Dupont Circle Solutions to Expand Salesforce Practice
Business advisory and technology solutions firm CrossCountry Consulting announced its acquisition of Dupont Circle Solutions (DCS), a boutique Salesforce consulting firm based in Arlington...
News
RevCycle Partners and EyePegasus Form Strategic RCM and EHR Integration Partnership
Revenue cycle management (RCM) provider RevCycle Partners has formally declared a billing and credentialing alliance with EyePegasus, a cloud-native Electronic Health Record (EHR) and...
News
Inovalon and eMedicalPractice Partner to Bring Data-Driven Revenue Cycle Tools to Ambulatory Providers
Cloud-based healthcare data leader Inovalon has announced a strategic partnership with eMedicalPractice, an ONC-certified, all-in-one EHR and practice management provider, to integrate its end-to-end...
Investment and Budget Allocation
Horizon Expands Fixed Income Capabilities with Anfield Capital Management Acquisition
Horizon has completed the acquisition of Anfield Capital Management, an Irvine, California-based asset management firm specializing in fixed income investing, strengthening its investment capabilities...
News
SeedX Expands Services with Dedicated B2B Fintech Marketing Practice
Growth-focused digital agency SeedX has announced the expansion of its service portfolio with a dedicated B2B fintech marketing agency offering designed to support fintech...
News
Akemona Launches CapMark AI Agent to Streamline Digital Asset Offering Creation
Akemona has launched CapMark™ AI Agent, an AI-powered solution designed to help investment banks, asset managers, broker-dealers, and businesses automate the creation, management, and...

