Investment and Budget Allocation
Customer Success
CROFirst Weekly Roundup: Xero, Pasqal, Microsoft 365, Morningstar, Microsoft, Gong , Impartner And More!
Welcome to CROFirst’s Weekly Roundup - your essential briefing on the latest innovations shaping AI-powered wealth management, AI-native banking, enterprise growth strategies, fintech infrastructure, and agentic AI adoption. This...
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...
Investment and Budget Allocation
Centralis Acquires PINE Advisor Solutions to Strengthen Compliance and Fund Services
Centralis Group, a leading global alternative asset and corporate services provider, has announced the successful completion of its acquisition of PINE Advisor Solutions (PINE),...
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...
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...
Investment and Budget Allocation
Morningstar Partners With Microsoft to Deliver AI-Driven Investment Intelligence for Financial Services
The investment industry is heading towards a new era in which artificial intelligence will play a major part in research, portfolio management, and client...
Investment and Budget Allocation
Quantifind Lands $200 Million From Summit Partners to Scale AI-Native Risk Intelligence Solutions
Quantifind, a major provider of AI-native Risk Intelligence solutions for contemporary financial crime and national security-related activities, has made public a growth investment of...
Customer Success
CROFirst Weekly Roundup: Acumatica, Nectari Software, ZoomInfo, Clearwater Analytics, Gong, Warburg Pincus, Permira,& More!
Welcome to CROFirst’s Weekly Roundup - your essential briefing on the latest innovations shaping AI-powered wealth management, AI-native banking, enterprise growth strategies, fintech infrastructure,...
Investment and Budget Allocation
Clearwater Analytics Finalizes $8.4 Billion Acquisition Led by Permira and Warburg Pincus
For decades, the back- and middle-office operations of the global investment industry were treated as a standard corporate utility. Massive institutional allocators-including multi-national insurers,...
Investment and Budget Allocation
Luma Financial Technologies Expands Wealth Management Capabilities Through Parnership with TD Securities
Luma Financial Technologies, an independent multi-issuer technology provider, and TD Securities have announced a strategic relationship aimed at modernizing structured products management for...
Investment and Budget Allocation
Webull Enters Private Markets With New SPV Investment Offering
The investment industry is changing rapidly. Investors are demanding more than just access to public marketsthey want access to private opportunities as well. With...
