Monday, July 6, 2026

Investment and Budget Allocation

Gen II Enhances Sensr Analytics With Advanced Private Credit Portfolio Reporting Capabilities

Gen II, a global leader in private capital fund administration services, has upgraded its exclusive Sensr Analytics platform by introducing a fresh set of...

IPO CLUB Launches Advisor Desk for Wealth Managers Seeking Pre-IPO Exposure

IPO CLUB has introduced Advisor Desk, a secure online environment Mainly designed for registered investment advisors and wealth managers wanting easy access to pre-IPO...

XA Investments Introduces AI Tool for Interval Fund Analysis

XA Investments LLC has introduced its first generative AI-powered capability for consulting clients and research subscribers, expanding the firm’s technology offerings for the alternative...

EMGA and OeEB Back Asia Alliance Bank With New Financing

Emerging Markets Global Advisory LLP reports a positive momentum in Uzbekistan following the closing of a OeEB (the Austrian Development Bank) financing for Asia...

UpKeep Accelerates AI Asset Operations With Accel-KKR Investment

Up Keep, the flagship asset operations platform used by more than 400,000 users across 60 countries, has secured a strategic growth investment from software-focused...

Hovde Group Expands Investment Banking Into FinTech and TMT

Hovde Group, LLC. plans to diversify by expanding into the FinTech and TMT markets as a component of its overall growth strategy toward greater...

CROFirst Weekly Roundup: Osaic, Envestnet, Mercury, Banzai, Treasury Prime, and Acuity Analytics Drive AI-Powered Financial Innovation

Welcome to CROFirst’s Weekly Roundup — your essential briefing on the latest innovations shaping AI-powered wealth management, AI-native banking, enterprise growth strategies, fintech infrastructure,...

Mercury Raises $200M Series D to Scale AI-Native Banking Platform

Mercury, the tech firm delivering a newly imagined banking experience to startups and contemporary enterprises, has raised $200 million in its Series D round...