Investment and Budget Allocation
Investment and Budget Allocation
Wilshire Appoints Todd Cassler as Chief Revenue Officer
Wilshire, a leading investment solutions and analytics platform with over $1.5 trillion in assets under advisement and $125 billion in assets under management, announced...
Investment and Budget Allocation
Alleviate Secures $150 Million from Sound Point Capital to Pioneer the “Debt-to-Wealth” Industry
Alleviate Financial Solutions has secured a $150 million growth investment from Sound Point Capital Management. This funding will speed up its goal to change...
Investment and Budget Allocation
Grant Thornton Advisors Expands Global Platform with Addition of Grant Thornton New Zealand
Grant Thornton Advisors LLC announced the expansion of its multinational platform with the addition of Grant Thornton New Zealand, extending its global footprint across...
Investment and Budget Allocation
iA Financial Group Finalizes Acquisition of RF Capital to Strengthen Wealth Management Leadership
iA Financial Corporation Inc. and RF Capital Group Inc. have completed their announced acquisition. This marks a key milestone in Canada’s wealth management sector....
Customer Success
CROFirst’s Weekly Roundup: BillingPlatform, CWAN, J.P. Morgan, Intuit, Netevia, Amplitude, Tellius & More
Welcome to CROFirst’s Weekly Roundup — your essential digest of the latest in strategic revenue management, investment innovation, customer success, and performance analytics. This...
Investment and Budget Allocation
Ant International Invests in R2 to Expand SME Credit Access Across Latin America
Ant International has made a strategic investment in R2, a leading embedded lending infrastructure provider in Latin America, to enhance credit access for small...
Investment and Budget Allocation
Vest Unveils Synthetic Borrow™ to Transform Portfolio-Based Financing with Listed Derivatives
Vest, the financial innovator behind the first Buffer Fund and a pioneer in defined outcome investing, has launched Synthetic Borrow™, a new digital platform...
Investment and Budget Allocation
Boosted.ai Launches Industry-First Conversational Agents for Investment Management Research with ElevenLabs
Boosted.ai announced the launch of voice-powered AI research agents, becoming the first investment research platform to empower professionals to talk to their data in...
