Investment and Budget Allocation
Investment and Budget Allocation
Vestwell Secures $385M Series E to Accelerate AI-Driven Savings Infrastructure
Vestwell has raised $385 million in Series E funding. This doubles its valuation since 2023 and brings total capital raised to $660 million. The company has more than 2...
Investment and Budget Allocation
CenterBook Partners with Arcana Analytics to Strengthen Risk Analytics for Independent Fund Managers
CenterBook Partners and Arcana Analytics have announced a strategic collaboration aimed at delivering advanced risk analytics and portfolio intelligence to independent equity managers. The...
Investment and Budget Allocation
Estithmar Holding Launches Estithmar Capital to Advance Financial Investment Strategy
Estithmar Holding Q.P.S.C. has launched its fifth business vertical, Estithmar Capital. This move expands its role in financial investment management and strengthens governance. The...
Investment and Budget Allocation
Uptiq Secures $25M Series B to Accelerate Financial AI Adoption and Expand Qore Platform
Uptiq has raised $25 million in Series B funding to scale its industry-ready artificial intelligence solutions and expand Qore, its AI orchestration platform designed...
Customer Success
CROFirst’s Weekly Roundup: Aithon, Databricks, OmniSpay, Aligned, Dispatch, Summize, & Square
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-native revenue systems, embedded finance platforms, intelligent deal execution, automated...
Investment and Budget Allocation
TEDCO Invests in KnowledgeNet.ai to Advance AI-Driven Sales Execution
TEDCO has made a $500,000 Venture Funds investment in KnowledgeNet.ai to help scale its AI-powered outbound intelligence platform built to close the gap between...
Investment and Budget Allocation
omnispay Secures $2M to Build AI-Native All-in-One Finance Platform for SMEs
omnispay has raised $2 million in a Pre-Series A round led by Infinity Value Capital Group to accelerate customer growth, scale embedded lending, and...
Customer Success
CROFirst’s Weekly Roundup: Consensus, NewEdge Growth, Ridgeline, Jim.com, Informativ, ServiceNow, Fiserv, Arizent & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest developments shaping AI-powered revenue operations, intelligent investment management, demo automation, embedded payments,...
Investment and Budget Allocation
Opto Investments Appoints Warren Seubel as VP of Sales and Revenue
Opto Investments, a platform that streamlines the entire private markets lifecycle to enable wealth managers and institutions to build, fundraise for, and manage programs...
Investment and Budget Allocation
Canoe Intelligence and Confluence Technologies Partner to Streamline Institutional Portfolio Analytics
Canoe Intelligence, an alternative investment data management platform powered by AI, has entered into a strategic partnership with Confluence Technologies to leverage their technologies...
Investment and Budget Allocation
Varo Bank Secures $123.9M Growth Investment Led by Coliseum Capital Management
Varo Bank, the first all-digital nationally chartered bank in the U.S., has raised $123.9 million in Series G funding led by existing investor Warburg...
