investment management

Kanastra Raises $30 Million Series B from F-Prime

October 6, 20255 min

Kanastra, a financial technology company providing technology infrastructure and services for private credit funds and securitizations, today announced a $30 million Series B round led by F-Prime, with contributions from the International Finance Corporation (IFC), the World Bank’s investment arm, as well as follow-on investments from current investors Kaszek, Valor Capital, Quona Capital and Itaú, Latin America’s largest bank. The new capital will be used to accelerate product development, deepen automation across the private credit...

by BusinessWire

Investments

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

by BusinessWire

Investments

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...

by PRNewswire

Investments

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

by PRNewswire

Investments

Green Alpha Taps INDATA for End-to-End Investment Platform

August 20, 20254 min

Tech Forward Trade Order Management (OMS) & Portfolio Accounting delivered via INDATA's iPM Private Cloud

by BusinessWire

Platforms

Amplify Reinvents Risk Assessment with Launch of QuantumRisk™

August 19, 20256 min

Proprietary risk engine gives advisors a radical upgrade from legacy models using a straightforward metric, helping build trust and protect portfolios from extreme market shocks

by BusinessWire

Investments

Masttro Partners with Arch to Enhance Alternative Investment Reporting

July 18, 20255 min

Integration will streamline workflows and automate processes for tracking, managing and reporting on alternative investments

by BusinessWire

Investments

Symetra Investment Launches CLO Platform with Allvue Systems

June 5, 20253 min

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...

by BusinessWire

Investments

Norli Liv & Pension Taps Clearwater to Modernize Investments

May 14, 20254 min

Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, today announced that Danish pension provider, Norli Liv & Pension, part of the Norli group, has partnered with Clearwater to modernize its investment accounting, reporting and compliance operations. Clearwater will provide Norli with a single, consolidated view of all in-house and outsourced chief investment officer (OCIO) managed holdings across its public and private asset classes—enhancing investment transparency and empowering better, faster decision-making. The platform...

by BusinessWire

Investments

Nordwand Capital Deepens Investment Expertise Appointing Patrick McGinnis

May 8, 20253 min

Firm Enhances Investment Management and Estate Planning Capabilities for Complex Client Needs

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