Investment and Budget Allocation
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...
Investment and Budget Allocation
CROFirst Weekly Roundup: InvoiceCloud, Jump, SugarCRM, Backbase, Qlik, and ServiceNow Drive AI-Powered Revenue and Data Innovation
Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered revenue orchestration, payment automation, advisor operations, CRM intelligence, enterprise...
Investment and Budget Allocation
Slash Hits Unicorn Status with $100M Series C to Advance AI-Powered Business Banking
A fresh name in business banking, Slash Financial, hits big with new backing. One point four billion dollars - thats the latest valuation after...
Investment and Budget Allocation
Wealth.com Secures $65M Series B to Accelerate AI-Driven Wealth Management Innovation
Wealth.com has secured $65 million in an oversubscribed Series B round led by investors including Titanium Ventures, Pruven Capital, The K Fund, and Dynasty...
Investment and Budget Allocation
Lightkeeper Launches Lumina to Embed AI Intelligence into Portfolio Analytics
Lightkeeper has recently launched a new feature called Lightkeeper Lumina ("Lumina"), which is an AI layer that is aware of the context and is...
Investment and Budget Allocation
iCapital and Envestnet Expand Partnership to Integrate Alternatives into Unified Managed Accounts
iCapital and Envestnet have decided to extend their partnership in order to provide better access to alternative investment options through Envestnet's Unified Managed Account...
