CAIS Expands Execution for Ticker-Traded Alternative Funds
New functionality provides advisors a unified pre-trade, trade, and post-trade experience for both ticker-traded and subscription-based alternative investment funds
New functionality provides advisors a unified pre-trade, trade, and post-trade experience for both ticker-traded and subscription-based alternative investment funds
Star Mountain Capital, LLC, a specialized, alpha-focused, employee-owned, private markets investment firm with over $4 billion in assets under management (“AUM”), is pleased to announce the promotion of Curtis Glovier to Chief Investment Officer. Mr. Glovier has been working with the Star Mountain team for over five years, most recently as Strategic Investment & Portfolio Officer. Mr. Glovier brings more than 30 years of experience to his new role. He has held C-level executive positions...
Retail investors can now capitalize on cryptocurrency markets without the complex requirements of options or futures
Recent YCharts product enhancements support a complete advisor workflow, helping deliver risk-aligned, household-aware proposals with greater efficiency.
Allvue Systems, LLC, a leading alternative investment technology solutions provider, today announced that Symetra Investment Management Company (“SIM”) selected Allvue’s CLO solution to launch its inaugural collateralized loan obligation (CLO) offering. SIM, a registered investment advisor with approximately $79 billion in assets, closed Symetra CLO 2025-1, Ltd., a $408 million CLO transaction, in April. Allvue’s comprehensive CLO suite includes functionality for portfolio and trade management, agent notice processing, collateral management, compliance, and investment accounting—all seamlessly...
Filament Syfter, the leading AI-enabled data engine purpose-built for private market dealmakers, has raised up to $4.8M in a Series A funding round led by FINTOP Capital. The investment will be used to scale Filament Syfter’s operations as it expands its presence globally in the private equity and investment banking industries. The capital infusion will also accelerate product innovation, enhancing Filament Syfter’s unique proposition for private market firms. Filament Syfter operationalizes a private equity or...
HSBC’s strategic investment in Token.io supercharges the fintech’s vision
TP ICAP Group PLC (“TP ICAP”), a world-leading provider of financial markets infrastructure, today announced the acquisition of Neptune Networks (“Neptune”), an independent financial data company co-owned by a consortium of some of the world’s leading investment banks. Neptune delivers high-quality, real-time pre-trade bond market data from many sell-side banks to buy-side clients. TP ICAP will bring together Neptune’s extensive proprietary data network with Liquidnet’s electronic credit trading platform, creating a unique, full service, global...
Dojo, the leading UK payments technology provider, today announces it has secured an investment of $190 million from Vitruvian Partners, a leading global growth investment firm. The investment marks the first equity raise in Dojo’s history. The funds enable Dojo to significantly accelerate the company’s continued growth in the UK and expansion across European markets. Dojo’s mission is to reinvent the payments landscape to grow in-person commerce. Its next-generation cloud-native platform offers the flexibility to...
Payments bucks global fintech slump with $31bn in funding as Clear Junction’s Dima Kats and Kuda’s Babs Ogundeyi debate how to survive and scale in 2025