Addepar Opens Geneva Office to Expand EMEA Investment Reach
October 1, 20254 min
Empowering investment communities across Europe and the Middle East with advanced data and technology solutions
TrustPoint.AI Adds Sales and Client Relationship Leaders
July 30, 20254 min
Appointments of Marie Johnson Wick and Lisa Alberti Support Growth Strategy in Construction Lending Sector TrustPoint Technologies, Inc., the leader in AI-powered SaaS technology for construction and renovation loan management, today announced the appointments of Marie Johnson Wick as Head of Sales and Lisa Alberti as Head of Client Relationships. These strategic hires support TrustPoint’s next phase of growth and deepen its leadership capacity as the company scales its go-to-market and client relationship teams. “Our...
Navis Capital Partners Leads Round to Accelerate AI innovation and Global Expansion of Solution That 800 Families Use to Manage More Than $1 Trillion in Assets
VestGen Wealth Partners Welcomes Industry Leaders to its Advisory Board
March 11, 20255 min
Establishment of Board Advances Firm's Strategic Approach to Solving Industry's Complex Succession and Organic Growth Challenges
Agora Data Fuels United Consumer Finance with Innovative Funding
November 27, 20244 min
Agora Data, Inc., a leading consumer fintech company delivering cutting-edge technology, capital solutions, and robust loan performance analytics for the subprime to non-prime market, recently completed a $24 million transaction for United Consumer Finance, an indirect auto finance company that is aligning strategic resources for future growth. This innovative funding solution combines traditional refinancing structures with forward-flow arrangements, illustrating how finance companies can leverage access to capital and advanced AI-driven analytics to expand operations and increase profitability....
Premialab appointed by LOIM to scale Quantitative Investment Strategies
November 19, 20245 min
Premialab's technology chosen to enhance QIS scaling, operational efficiency, and risk management.
Tegus announced the launch of AskTegus
April 12, 20245 min
Leveraging the Largest Transcript Library for Unparalleled Insights