Investment and Budget Allocation
Investment and Budget Allocation
Webull Enters Private Markets With New SPV Investment Offering
The investment industry is changing rapidly. Investors are demanding more than just access to public marketsthey want access to private opportunities as well. With...
Investment and Budget Allocation
Tetrix Secures $15M Series A to Overhaul Private Market Data Infrastructure via AI Execution
Tetrix, an AI-native investment platform designed for alpha-seeking limited partners, has raised a $15 million Series A round co-led by White Star Capital and...
Investment and Budget Allocation
Edward Jones Expands Fintech Presence Through Quicken Investment
Financial technology firm Aquiline has announced a strategic minority investment from wealth management giant Edward Jones into its portfolio company, Quicken.
Established in 1983 and...
Investment and Budget Allocation
Eide Bailly Partners With Reverence Capital for Growth
Reverence Capital Partners, a private investment firm concentrating in financial services, and Eide Bailly, one of the top accounting and advisory firms in the...
Investment and Budget Allocation
Drummond Capital Gains Strategic Backing From Kudu Investment Management
For decades, the global asset and wealth management sectors operated under a standard financial life cycle. Boutique firms and independent advisors would scale their...
Investment and Budget Allocation
Maridea Grows Regional Footprint Through Ashford Purchase
Maridea Wealth Management has officially expanded its national platform into Florida with the acquisition of Ashford Investment Advisors, a Daytona Beach-based, female-led firm managing...
Investment and Budget Allocation
TPG Appoints Axel André as Chief Financial Officer
TPG Inc. a leading global alternative asset management firm, announced that Axel André has been named Partner and Chief Financial Officer of TPG, effective...
Customer Success
CROFirst Weekly Roundup: ChurnZero, Clearwater Analytics, Threekit, Sixth Street Growth, Chronograph, Adonis &More!
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,...
