Investment and Budget Allocation
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...
Investment and Budget Allocation
Praxent Secures Delta-v Investment to Accelerate AI Adoption in Financial Services
Praxent®, an AI consulting and engineering firm focused exclusively on fintech, has secured a strategic growth investment from Delta-v Capital to accelerate its expansion...
Investment and Budget Allocation
Alkami Introduces End-to-End Digital Sales & Service Platform for Financial Institutions
Offering a comprehensive digital sales and service solution for U.S. financial institutions, Alkami Technology, recently unveiled its Digital Sales & Service Platform during Alkami...
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,...
