Quick Byte

National independent financial advisory firm Wealth Enhancement Group has expanded its footprint in the high-growth Houston market by acquiring Trippon Wealth Management Group and...

Smartria, a cloud-based compliance management platform for registered investment advisors (RIAs), broker-dealers, and compliance consultants, has introduced SmartArchive, an AI-powered digital communications archiving and...

Alternative investment platform Supervest has published a strategic analysis examining the profound structural implications of artificial intelligence on the rapidly growing private credit sector....

Breakwater Capital Markets and predictive intelligence developer Aaru have partnered to launch Conviction Advantage: Capital Markets Quarterly, a first-in-class AI-powered decision-intelligence platform designed to...

Boston-based fintech firm Forward Financing has announced a major $525 million capital expansion, successfully completing a new $350 million variable funding note (VFN) facility...

Generative AI insights leader GetWhys has announced the general availability of its new enterprise B2B platform engineered to eliminate generic AI marketing hallucination by...

Caltius Equity Partners (CEP) announced a new investment in SaaS Consulting Group (SCG), a company which specialises in providing business transformation services to mid-size...

In a strategic move to address the escalating demand for highly specialized financial operations expertise, full-service financial advisory and consulting firm CRC-Oyster has acquired...