Investment and Budget Allocation
Investment and Budget Allocation
CROFirst Weekly Roundup: Consensus, iCapital, Clutch, Ant International, Citi, and Omni Drive AI-Powered Revenue and Marketplace Innovation
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, investment access, B2B marketplaces, global payments, and...
Investment and Budget Allocation
Wealthspire Expands Advisory Capabilities with Sellwood Investment Partners Acquisition
Sellwood Investment Partners, which has been running since 2012, offers advisory and discretionary investment work to endowments, foundations, retirement plans, and wealthy individuals, known...
Investment and Budget Allocation
CapIntel Integrates Tax Analysis into Investment Proposal Workflow
CapIntel revealed a new tax analysis feature it has developed recently. Through this feature, financial advisors will be able to evaluate and present tax-related...
Investment and Budget Allocation
SkySparc Expands Treasury Capabilities with Acquisition of Covarius and Uniun
SkySparc has acquired Covarius Group Limited and Uniun Technology Limited to strengthen its global treasury transformation offerings and accelerate its European expansion. The move...
Investment and Budget Allocation
Northern Trust and Saphyre Deepen Partnership to Streamline Investment Account Lifecycle Management
Northern Trust has deepened its partnership with Saphyre to help Investment Operations Outsourcing (IOO) clients raise operational efficiency. It features new tools to support...
Investment and Budget Allocation
F2 Strategy Acquires Meradia to Strengthen Wealth and Asset Management Capabilities
F2 Strategy (“F2”) has announced the acquisition of Meradia, a well-established North American consulting firm specializing in investment management operations and technology. This marks...
Investment and Budget Allocation
iCapital Adds Coatue’s CTEK Fund to Marketplace, Expanding Access to Innovation-Focused Strategies
iCapital has added the Coatue Innovative Strategies Fund (CTEK) to its Marketplace, broadening access for eligible advisors and clients to a technology-driven investment strategy...
Investment and Budget Allocation
K1x Raises $175M to Modernize Private Market Tax Compliance with AI Infrastructure
K1x has revealed the firm closure of a $175 million growth investment round with Sumeru Equity Partners as the lead investor and existing investor...
