Tilt Raises $7.1M to Launch AI-Powered Direct Indexing Platform
September 23, 20254 min
Funding will accelerate Tilt’s mission to commoditize direct indexing and transform wealth management into a preference-driven collaboration
Finloop Launches CashPro Backed by BNY Investments
September 23, 20258 min
Finloop Finance Technology Holding Limited, along with its subsidiaries, wealth technology platform incubated by Fosun Wealth Holdings under Fosun, today announced the launch of “CashPro,” a pioneering instant liquidity management solution for both retail and institutional clients in Hong Kong. This innovative solution taps into the liquidity platform of BNY Investments, part of BNY (NYSE: BK), a global financial services company. Finloop’s existing T+0 money market fund solution has facilitated transactions amounting to hundreds of billions of...
Bitwise hires veterans to expand crypto alpha and derivatives
September 19, 20254 min
Gordon Grant and Jonathan Man bring decades of combined experience managing crypto multi-strategy solutions and derivatives, strengthening Bitwise’s growing capabilities in alpha and private solutions.
CWAN Upgrades Platform for $2.5T Private Credit Market
September 19, 20254 min
New Capabilities Help Institutional Investors Scale Private Credit Operations, Accelerate Due Diligence, and Strengthen Regulatory Compliance
Rimes Names Vijay Mayadas as CEO to Lead AI-Led Growth
September 18, 20255 min
New CEO Vijay Mayadas to Accelerate Rimes' Transformation into the "Intelligence Fabric" for the Investment Industry
Agile Picks CWAN for Risk and Performance Analytics
September 17, 20254 min
Clearwater Analytics, the most comprehensive technology platform for investment management, today announced that Agile Investment Management, LLC has chosen CWAN’s integrated risk and performance attribution solution. This implementation demonstrates the power of CWAN’s unified ecosystem, giving Agile something they didn’t have before: one connected platform delivering real-time risk management and performance attribution alongside their portfolio management capabilities. Agile, an SEC-registered boutique global fixed income manager, needed advanced attribution and risk capabilities that could seamlessly connect...
Nestimate Raises $3M to Boost Retirement Income Tools
September 17, 20255 min
Nestimate, the intuitive analytics platform that empowers 401(k) plan fiduciaries to implement income solutions, today announced the successful closing of $3M in funding. The round was led by S3 Ventures, with additional participation from PruVen Capital, TIAA Ventures, and Invest Nebraska. The funding will accelerate Nestimate’s mission to democratize access to lifetime income solutions within defined contribution retirement plans, enabling broader adoption of guaranteed retirement income across the industry. “We are thrilled to partner with...
M2 Shifts to Digital Asset Wealth Platform for Institutions
September 16, 20255 min
M2 refocuses strategy to exclusively provide digital assets investment services for HNWIs, Family Offices, and Institutional Investors
EQT Launches ELTIF Fund to Expand Private Market Access
September 15, 20256 min
EQT introduces a European Long-Term Investment Fund (ELTIF) structure to its Nexus evergreen product suite – providing a new way to access private markets to more non-professional individual investors across the EU and EEA EQT Nexus ELTIF Private Equity aims to provide exposure to a globally diversified portfolio of EQT’s well-established Private Capital strategies investing across healthcare, technology, and services EQT Nexus ELTIF Private Equity marks an important step in EQT’s European Private Wealth strategy,...
Pascal AI Raises $3.1M to Automate Investment Workflows
September 15, 20256 min
Funding Fuels U.S. Expansion, Bringing AI-Powered Autonomous Workflows to Private Equity Firms, Asset Managers and Institutional Investors