Investment and Budget Allocation
Investment and Budget Allocation
Dynamic Advisor Solutions Expands South Carolina Presence Through Capasso Partnership
Dynamic Advisor Solutions, who does business as Dynamic Wealth Advisors, has ventured into South Carolina via a partnership with Capasso Planning Partners, a registered investment advisor that manages roughly...
Investment and Budget Allocation
Ciridae Raises $20 Million to Bring AI Operating Systems to Mid-Market Businesses
Ciridae has raised $20 million in seed funding led by Accel, with participation from Andreessen Horowitz, General Catalyst, Sunflower Capital, and Backcountry Ventures, to expand...
Investment and Budget Allocation
Morningstar and PitchBook Bring AI-Powered Investment Intelligence to Perplexity
Following Morningstar Inc. and PitchBook Data, Inc. have introduced the world's latest integration for trusted investment intelligence within the Perplexity AI. This collaboration gives...
Customer Success
CROFirst Weekly Roundup: RS2, iCapital, Anthropic, NIQ, QuantumStreet AI, and Grant Thornton Drive AI-Powered Revenue Innovation
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, investment intelligence, pricing optimization, institutional analytics, and...
Investment and Budget Allocation
Fazeshift Secures $22M to Advance Autonomous Finance Operations
Fazeshift, an AI-first platform dedicated to automating accounts receivable (AR) workflows, has secured $17 million in Series A funding that has pushed its total...
Investment and Budget Allocation
Addepar Launches ADX to Strengthen Enterprise Data and AI Capabilities for Investment Firms
Addepar has introduced Addepar Data Exchange (ADX), a managed data environment designed to help investment organizations unify, manage, and activate data across complex systems...
Investment and Budget Allocation
RedBlack Partners With CAIS to Streamline Alternative Investment Trading for Financial Advisors
RedBlack has introduced a new integration with CAIS designed to simplify alternative investment trading and portfolio management for financial advisors. The partnership enables advisors...
Investment and Budget Allocation
iCapital Teams Up with Anthropic to Advance AI-Powered Investment Experiences
iCapital has revealed a partnership with Anthropic to implement Claude AI models into its comprehensive investment platform, with an aim to improving the client...
Investment and Budget Allocation
Fathom Secures Strategic Investment from CVS Health Ventures to Advance Enterprise AI in Revenue Cycle Management
Fathom, a leading developer of autonomous medical coding technology, has secured a strategic investment from CVS Health Ventures. This move highlights the increasing demand...
Investment and Budget Allocation
Stable Asset Management Partners with Navigator Global Investments in $195M Portfolio Deal
Stable Asset Management has entered into a definitive agreement to sell a portfolio of minority net revenue-share interests in alternative asset managers to Navigator...
Investment and Budget Allocation
CROFirst Weekly Roundup: Outreach, Goldman Sachs, Apollo.io, Q2, Benzinga, and Apex Drive AI-Powered Revenue and Financial Intelligence
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, agentic AI in finance, embedded GTM workflows,...
