Investment and Budget Allocation
Investment and Budget Allocation
Condor Software Raises $24 Million to Transform Financial Intelligence in Life Sciences
Condor Software has secured $24 million through a Series A round led by Insight Partners, which increased their overall investment to $36 million, with...
Investment and Budget Allocation
Datalign Opens Agentic AI Platform to Wealth Firms with Compliance-by-Design Approach
Datalign Advisory has announced the industry-wide rollout of its agentic AI platform, enabling advisory firms to deliver highly personalized, client-facing digital experiences. In contrast...
Investment and Budget Allocation
Americana Partners Announces Mike Mitchell as Chief Financial Officer
Americana Partners, an independent wealth advisory firm managing more than $12.1* billion in assets announced that Mike Mitchell has joined the executive leadership team...
Investment and Budget Allocation
TradingHub Secures Nordic Capital Backing to Drive Global Expansion and Innovation
TradingHub, a provider of trade surveillance technology for financial institutions, has decided to partner with a strategic investor in the form of Nordic Capital,...
Investment and Budget Allocation
WisdomTree to Acquire Atlantic House to Expand Defined Outcome and ETF Capabilities Globally
WisdomTree, a global financial innovator, has entered a binding agreement to acquire Atlantic House, a London-based systematic investment manager that specializes in defined outcome...
Investment and Budget Allocation
Overbay Capital Partners Secures Growth Investment from Charlesbank
Overbay Capital Partners has entered into a definitive agreement for a strategic growth investment from funds managed by Charlesbank Capital Partners, marking a significant...
Investment and Budget Allocation
Rogo Acquires Offset to Embed AI Agents Directly into Financial Workflows
Rogo, an AI platform widely used by financial institutions, has announced the acquisition of Offset, an AI agent company founded by Raj Khare and...
Customer Success
CROFirst’s Weekly Roundup: Clari, Salesloft, 1mind, WisdomTree, Halo, Fractal, Coastal Pay, ChurnZero & Alteryx
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, advisor portfolio solutions, intelligent sales automation, embedded...
