Saturday, July 5, 2025

Investment and Budget Allocation

Opal Wealth Advisors Appoints Kayla Kennelly as Chief Growth Officer

Opal Wealth Advisors, an independent registered investment advisor (RIA) providing wealth and investment management for both individuals and businesses, announced the appointment of Kayla...

SmarterDx Secures Strategic Investment from New Mountain Capital to Expand Clinical AI Platform

SmarterDx, a New York-based clinical AI company specializing in revenue integrity and care quality, has announced a strategic investment from New Mountain Capital, a...

Accenture Invests in GoUpscale to Transform Digital Engagement in Wealth Management

Accenture has announced a strategic investment in GoUpscale, a content engagement technology firm specializing in enhancing digital communications for wealth management companies across Asia....

Thoughtful.ai Announces Growth Investment from New Mountain Capital

Thoughtful Automation Inc., a leading artificial intelligence (AI)-powered revenue cycle automation company, announced a strategic investment from New Mountain Capital, LLC, a leading growth-oriented...

Boosted.ai and Liontrust Collaborate to Elevate AI-Driven Investment Research

Boosted.ai, a leader in agentic artificial intelligence (AI) for institutional investment, has entered into a partnership with Liontrust's Global Equities team to integrate advanced...

Cavallo Equips Distributors with Tools to Navigate Tariff Volatility and Protect Profitability

As global supply chains continue to face disruptions from escalating tariffs, Cavallo has introduced new features in its Order Management System designed to help...

Credit Benchmark Accelerates Global Growth with Appointment of Mats Ellefsen as Head of Sales

Credit Benchmark, the leading provider of consensus-based credit risk data and analytics, announced the appointment of Mats Ellefsen as Head of Sales. Based in...

BillingPlatform Launches BP Pay® for Seamless Payment Processing Integration

BillingPlatform, the enterprise revenue lifecycle management platform for today's innovative business models, announced the launch of BP Pay®, its new payment processing solution. Designed...