Strategic Revenue Management
Investment and Budget Allocation
The Oasis Group Collaborates With AdvisorEngine Portfolio Solutions to Advance Wealth Management Technology
The Oasis Group, in collaboration with AdvisorEngine Portfolio Solutions, Inc. (AEPS), has released a new whitepaper examining the operational challenges confronting registered investment advisors...
News
WSFS Study Highlights Strength of Small Businesses Despite Market Challenges
WSFS Bank, which is the main subsidiary of WSFS Financial Corporation, has presented new survey results indicating that small businesses in the Mid-Atlantic region...
Investment and Budget Allocation
Relay Secures $50 Million Growth Investment to Expand Small Business Banking Platform
Relay Financial Technologies, Inc. has secured a $50 million growth investment from General Catalyst through the firm’s Customer Value Fund (CVF), positioning the fintech...
News
Material Welcomes Ranjan Kalia as Chief Financial Officer
Material Plus Holdings, LLC (Material), an intelligent growth company providing AI-driven consumer insights, growth strategy, product design and digital platform engineering, is pleased to welcome...
Investment and Budget Allocation
Altvia Brings Private Markets Data Into Enterprise AI Workflows
Altvia has announced expanding their integration platform with new MCP (Model Context Protocol) support. Private markets firms can now link their fundraising, investor relations,...
Investment and Budget Allocation
Arboris Capital Partners With ROYC to Expand Private Markets Access Through CapGain Platform
Arboris Capital Limited, a DIFC-based alternative investments firm regulated by the Dubai Financial Services Authority (DFSA), has selected private markets technology provider ROYC AB...
Investment and Budget Allocation
Lansdowne Partners Launches $150M Fund for UK Tech Scale-Ups
The fund targets healthcare data, quantum computing, semiconductors, advanced materials, natural capital, and defence technology. Lansdowne Partners have launched a new VC fund to...
News
EVERTEC Partners with Transbank to Advance Digital Payments Infrastructure
EVERTEC has announced a strategic partnership with Transbank, Chile’s leading payment solutions operator and one of Latin America’s largest acquirers, to support the modernization...
