Wealth.com Adds Kathy Wunderli as Head of Private Wealth
February 12, 20255 min
Wunderli will develop wealth.com's estate planning, tax analysis and wealth transfer solutions for ultra-high-net worth families, hand in hand with strategic partners
dv01 Unveils dv01 DealStudio
February 11, 20255 min
dv01, a leading provider of loan-level data management, reporting, and analytics solutions for structured products, announced the launch of dv01 DealStudio. Designed for private transactions and securitizations, dv01 DealStudio helps clients model, test, and execute deals with greater efficiency and confidence. With features like scenario modeling, tranche structuring, and waterfall analysis, dv01 DealStudio empowers users to streamline complex workflows and optimize deal outcomes. “Deal structuring is a critical component of the issuer workflow, yet few accessible options truly address...
Datalign Raises $9M Seed to Advance AI Financial Advisory Solutions
February 11, 20258 min
Link Ventures Investment Enables Datalign to Scale AI Offerings for Wealth Management
Signaturit to Acquire Validated ID
February 7, 20257 min
Validated ID’s expertise and technology reinforces Signaturit’s leadership in the European digital identity space and eIDAS 2-Compliant e-Wallet Solutions Signaturit will reach c. €70 million of recurring revenue post closing of the transaction
FlexTrade Links With LoopFX to Deliver Optimized FX Trading Capabilities
February 7, 20255 min
The initiative will see FlexTrade’s FX clients, including Insight Investment, seamlessly access the LoopFX venue within the FlexFX order blotter
Pocketnest Generative AI Transforms Credit Unions
February 6, 20255 min
Personalized financial insights boost engagement and identify growth
NinjaTrader Announces Addition of Commodities Expert Tracy Shuchart
February 6, 20255 min
Shuchart will join the NinjaTrader Live team as Senior Economist, bringing her expertise of commodities markets to NinjaTrader users
Amplify Achieves Record Growth, Doubles Headcount and $18 Bn+ in AUM
February 5, 20257 min
Rapidly growing wealthtech platform marks breakout year, bolstered by leadership hires and new client additions
ECU Selects Vertice ACQUIRE to Accelerate New Member Acquisition
February 5, 20254 min
~Credit union launches new-to-market solution to transform member acquisition strategies, employ hyper-targeted marketing campaigns~
FTSE Russell Indices Added to Syntax Direct Platform
February 4, 20254 min
Financial advisors to benefit from the rapid ability to customize FTSE Russell indices on the Syntax Direct platform