Investment and Budget Allocation
Investment and Budget Allocation
CAIS Expands Alternative Investment Platform Following $170 Million Series D Investment
One of the major alternative investment platforms CAIS has completed a $170 million Series D funding round led by Vista Equity Partners. The new...
Investment and Budget Allocation
COR Secures FTV Capital Funding to Expand AI Capabilities and Global Market Reach
With time, in the changing enterprise software landscape, investors have stopped being excited about productivity tools that are just generic and can be used...
Investment and Budget Allocation
Vise Brings Alpha Architect’s Quantitative Strategies to Its AI Platform for Personalized Wealth Management
In the wealth management business, registered investment advisors (RIAs) have been stuck in a dilemma for quite some time. On one hand, they had...
Investment and Budget Allocation
ATOZ Services Secures Growth Investment from Bregal Sagemount to Accelerate Global Expansion
Independent fund services provider ATOZ Services has announced a strategic growth investment from growth equity firm Bregal Sagemount. Under the terms of the transaction,...
Customer Success
CROFirst Weekly Roundup: RecVue, Morningstar, Kaon, Maxio, NiCE And 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
NewEdge Capital Group Expands Envestnet Partnership to Integrate Structured Note Strategies
NewEdge Capital Group, LLC, an invitation-only wealth management platform representing over $5 billion in platform assets under management, announced the extension of its strategic...
Investment and Budget Allocation
Beyond Top-Line Growth: How Morningstar’s Capital Allocation Index Redefines Revenue Management and Enterprise Investment
In corporate boardrooms and institutional investment suites, traditional equity benchmarks have long suffered from a structural blind spot. Standard market-cap-weighted indices measure a company’s...
Investment and Budget Allocation
Destra Capital Partners with RBC Global Asset Management to Distribute the RBC BlueBay Enhanced Income Fund
Destra Capital has a strategic partnership with RBC Global Asset Management (U.S.) Inc. (RBC GAM-U.S.), whereby the latter shall be the marketer and distributor...
