Investment and Budget Allocation
Investment and Budget Allocation
Victory Capital Boosts Asset Management Scale With First Eagle Acquisition
Victory Capital Holdings has entered into a definitive agreement to acquire 100% of First Eagle Investments from Genstar Capital and First Eagle employees, expanding...
Investment and Budget Allocation
Morningstar and PitchBook Expand AI-Powered Market Intelligence With Gemini Enterprise Integration
Investment research powerhouse Morningstar, Inc. and its private market intelligence subsidiary PitchBook announced planned Model Context Protocol (MCP) integrations with Google Cloud’s Gemini Enterprise...
Investment and Budget Allocation
Advisors Asset Management and Wilshire Launch Infrastructure Fund to Expand Private Market Access
Advisors Asset Management (AAM) and global financial services firm Wilshire have announced a partnership to launch the AAM Wilshire Infrastructure Fund . This new...
Investment and Budget Allocation
Boosted.ai Launches AI Investment Committee Powered by Research Agents
Boosted.ai, the investment platform that focuses mostly on institutions, recently released Alfa Prime, a multifaceted AI-based investment committee created for asset managers and hedge...
Customer Success
CROFirst Weekly Roundup: Alteryx, CAIS, Strata Credit Union, Alkami, Xero , Impartner & More!
Welcome to CROFirst’s Weekly Roundup – your essential briefing on the latest developments shaping agentic revenue operations, capital allocation, sales enablement, subscription monetization, AI-powered...
Investment and Budget Allocation
CAIS Strengthens Alternative Investment Platform With 40 New Strategies
Alternative investment platform CAIS announced that nearly 40 leading alternative asset managers have introduced strategies on its platform over the past six months. The...
Investment and Budget Allocation
Aprio Introduces Aprio Ventures to Invest in Emerging Technology Companies
The leading business advisory and accounting firm Aprio has unveiled Aprio Ventures, a specialized investment program aiming to support early- and growth-stage tech companies...
Investment and Budget Allocation
Confluence Unveils AI Automation Solution for Investment Management Workflows
Financial software and regulatory data provider Confluence Technologies announced the launch of Confluence POINT, an artificial intelligence-enabled automation engine integrated across its enterprise product...
