Advyzon Tops T3 Advisor Software Survey for 9th Year
March 27, 20269 min
Advyzon Investment Management (AIM) premieres as “Software All-Star” in Portfolio Design and TAMP categories
KosinCapital Announces Expansion of Global Capital Market Service System
March 25, 20267 min
KosinCapital recently announced that it will further strengthen its global capital market service system, continuing to promote capital connections between international investors and growth-oriented enterprises. As an international capital market service institution established in 2025, KosinCapital is committed to providing investors and enterprises with a more efficient and transparent environment for participation in capital markets through professional financial services and a global market perspective. Headquartered in Colorado, United States, KosinCapital focuses on capital market services...
Clear Street Announced the Launch of Digital Asset Trading
March 24, 20267 min
Cloud-native Platform Delivers Deep Liquidity, Integrated Spot Execution and Financing for U.S. Institutions Across Digital Assets David Martin Joins From FalconX as Chief Revenue Officer of Clear Street Digital Clear Street to Attend Digital Asset Summit in NYC Clear Street , a cloud-native financial technology company on a mission to give sophisticated investors access to every asset in every market, through a single unified platform built for speed, transparency and scale, today unveiled expanded spot...
Ridgeline Surpasses $650B AUM on AI-Native Platform
March 10, 20266 min
Ridgeline, the first front-to-back system of record for investment management, today announced a series of milestones that highlight the rapid growth of its AI-embedded platform and intelligent operating model. Growing Roster of Leading Asset and Wealth Managers Ridgeline has surpassed $650 billion in assets committed to the platform and actively processes billions in live trades each month across portfolio management and trading workflows. The increase in platform AUM and trading velocity reflects the wave of...
Addepar Launches Addison AI for Smarter Investment Workflows
March 4, 20265 min
New AI capabilities further embed more secure, transparent intelligence within the platform investment professionals rely on every day
Saphyre Appoints Damian Handzy as Chief Operating Officer
February 11, 20264 min
Seasoned fintech leader to accelerate AI-powered infrastructure and growth
Teciem Launches Backed by Significant Funding for Treasury Software
February 3, 20264 min
New company formed as Apax Funds complete purchase of Finastra's Treasury and Capital Markets division
Arcesium Acquires Limina to Create Front-to-Back Investment Platform
February 3, 20265 min
Acquisition of P/OMS provider Limina answers industry’s need for a connected platform powering every stage of the investment lifecycle with advanced data, operations and analytics
CV Advisors adds Hailey Gordon to leadership
January 22, 20264 min
CV Advisors LLC, a leading multi-family office, today announced that Hailey Gordon has joined the firm as a Portfolio Manager. Mrs. Gordon’s responsibilities will span both client advisory and the firm’s research and investment team. She will oversee investment management for a select group of client families, including portfolio construction, asset allocation, and manager selection. In addition, she will partner closely with Founder, Chief Executive Officer and Chief Investment Officer, Elliot Dornbusch to develop and...
Barclays Invests in United Fintech, Becoming Fifth Global Bank Investor
December 11, 20253 min
United Fintech, the industry-neutral fintech infrastructure and ecosystem for financial institutions, asset managers & wealth managers, has secured a strategic investment from Barclays, further strengthening its shareholder base of leading global banks, including BNP Paribas, Citi, and Danske Bank, and most recently Standard Chartered, which have all joined in just the past two years. This investment marks another key milestone in United Fintech’s growth journey. In 2025 alone, the company completed two acquisitions to increase...