Investment and Budget Allocation
Investment and Budget Allocation
Jump and Perennial Financial Services Expand Partnership to Scale AI-Driven Advisor Operations
Jump, a leading artificial intelligence (AI) operating system for financial advisors and financial services firms, has announced an expanded partnership with Perennial Financial Services...
Investment and Budget Allocation
Emigrant Partners Invests in Mutual Group to Accelerate Growth and Platform Expansion
Emigrant Partners announced they had made a strategic minority investment in Mutual Group, the largest national platform supporting independent financial advisors and RIAs. The...
Customer Success
CROFirst’s Weekly Roundup: Clari, Salesloft, Vidyard, Advisor360°, Gainsight, Adyen, and InvestSuite & More
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, advisor workflows, customer success intelligence, financial operations,...
Investment and Budget Allocation
Pipe Secures $16M to Accelerate Embedded Finance Growth for Small Businesses
Pipe has raised $16 million in a new funding round led by Fin Capital and MaC Venture Capital, marking its first equity raise since...
Investment and Budget Allocation
SMArtX Expands Manager Marketplace with New Strategies from 20 Asset Managers
SMArtX Advisory Solutions has expanded its Manager Marketplace by adding new investment strategies from 20 leading asset management firms, further strengthening its managed accounts...
Investment and Budget Allocation
Advisor360° and GWN Securities Deepen Partnership to Enable AI-Driven Advisor Workflows
Advisor360° has announced an expanded partnership with GWN Securities, Inc., reinforcing its commitment to advancing AI-driven innovation in wealth management. GWN is rolling out...
Investment and Budget Allocation
GA Group Expands Capabilities with Acquisition of G2 Capital Advisors
Great American Holdings (GA Group) has made a move to solidify its ability to provide comprehensive advisory services to middle-market clients by purchasing G2...
Investment and Budget Allocation
PIMCO Introduces Inflation-Linked Active ETF to Hedge Rising Inflation
PIMCO, a leader worldwide in active fixed income investing in both public and private markets, has announced that the number of their exchange-traded fund...
