SignalPlus Closes B1 Round at US$500M Valuation
June 2, 20268 min
HashKey Capital leads the Series B1 round, with follow-on participation from BlockBooster and AppWorks. GS served as sole financial advisor.
Bitwise Brings Crypto Model Portfolios to Nitrogen Advisor Platform
May 25, 20264 min
Models bring strategic crypto exposure to the AI-powered platform trusted by tens of thousands of financial advisors.
New Claude integration meets advisors where they work, embedding alternative investment intelligence directly into their existing workflows
Datasite Acquires Valu8 to Boost AI-Driven Dealmaking
May 11, 20266 min
Datasite, a provider of AI-powered solutions that enables private market investment, today announced it has acquired Valu8, a leading Swedish private market intelligence platform specializing in proprietary European company financial data. The acquisition significantly expands the scale, depth, and reach of Grata, Datasite’s private market intelligence business, into which Valu8 will be integrated. “The Valu8 team has built the leading financial data platform in Europe, and we are very impressed by what they have achieved...
RedBlack, a leading provider of wealth technology and managed services, that Vicus Capital has successfully migrated to RedBlack Cloud, enabling the firm to scale its sophisticated investment operations with greater operational efficiency, optimized uptime and enhanced business continuity. Vicus Capital is an investment manager and advisory firm that serves investment advisor representatives (IARs) nationwide, operating a balanced investment model. Roughly half of its assets are managed through scalable, model‑driven strategies and the other half through highly...
LPL Financial welcomes Five Star Wealth Planning team
April 2, 20264 min
LPL Financial LLC announced today that financial advisor Tasha Coleman, CFP, founder of Five Star Wealth Planning, has joined LPL Financial’s broker-dealer and Registered Investment Advisor (RIA) platform. They report serving approximately $185 million in advisory, brokerage and retirement plan assets and join LPL from Osaic. Based in Minnesota, Coleman brings over 20 years of industry experience, supporting individuals and families preparing for retirement and guiding them through complex wealth transfer planning. She describes her...
WealthFeed Adds AI Warm Introductions for Advisor Prospecting
March 19, 20268 min
Powerful new upgrade adds network visibility to WealthFeed’s Discover capabilities, enabling advisors to more easily identify second-degree connections
Eton Alpha Brings Billionaire-Grade Wealth Management
November 3, 20256 min
EtonAlpha™ Combines the Power of a Family Office With The Ease of Use of a Money App So Ultra High Net Worth Individuals Can Effectively Manage Their Assets
G2 Risk Solutions Finalizes EverC Transaction
October 6, 20253 min
G2 Risk Solutions today announced the completion of its transaction with EverC, expanding G2RS’ global reach and adding proven AI-powered risk solutions to its product suite. Now with the acquired capabilities of EverC, G2RS delivers a comprehensive suite of AI- and analyst-driven risk solutions. Products are built to help global banks, merchant acquirers and online marketplaces strengthen defenses against fraud, scams and illegal or unsafe transactions. This includes the recently launched Smart Scan, an AI-powered...
Savvy Wealth Names Anshul Sharma as New CIO
September 24, 20256 min
Veteran wealth management executive to establish institutional-grade CIO function, expand alternatives and thematic investment offerings