investment research - FinTecBuzz

Hebbia Joins Microsoft Azure AI Foundry for Finance Boost

August 28, 20254 min

Hebbia, a leading AI platform for finance, today announced the integration of GPT-5, available through Microsoft Azure AI Foundry, into its flagship platform, powering secure, AI-driven solutions at scale to investment banking, private equity, asset management, and credit teams. With advanced AI embedded in Hebbia’s Matrix platform, professionals can uncover critical insights they’d otherwise miss and accelerate high-value tasks—from due diligence and market intelligence to deal sourcing, contract analysis, and regulatory compliance. By leveraging Microsoft’s...

by BusinessWire

Platforms

Nitrogen Launches AI Meeting Tool, Upgrades Advisor Platform

August 21, 20256 min

Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced the availability of its Q3 2025 product release. During the launch event, Nitrogen showcased AI Meeting Center along with significant upgrades to Firm Controls, Risk Center, Planning Center, and Research Center—continuing its mission to equip advisors with the tools they need to deliver personalized advice at scale. “Our mission is to empower the world to invest...

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

CAIS Expands Execution for Ticker-Traded Alternative Funds

June 12, 20255 min

New functionality provides advisors a unified pre-trade, trade, and post-trade experience for both ticker-traded and subscription-based alternative investment funds

by BusinessWire

Investments

More Than Research: YCharts Powers Personalized Proposals at Scale

June 10, 20254 min

Recent YCharts product enhancements support a complete advisor workflow, helping deliver risk-aligned, household-aware proposals with greater efficiency.

by PRNewswire

Investments

Three New Advisors Team Up with Sowell Management in 3rd Quarter

November 28, 20246 min

The advisors, who head separate and distinct businesses under the Sowell umbrella, represent over $220 million in combined AUM

by PRNewswire

Investments

Unrivaled growth: Tegus’s Transcript Library Sets Industry Records

April 18, 20244 min

Surpassing 100K Transcripts, Tegus Delivers Unmatched Depth and Quality Insights

by PRNewswire

Investments

Tegus announced the launch of AskTegus

April 12, 20245 min

Leveraging the Largest Transcript Library for Unparalleled Insights

by PRNewswire

Investments

ARK Invest acquired Rize ETF Limited

September 22, 20237 min

ARK Invest LLC, the parent of ARK Investment Management LLC, the investment manager led by CEO Cathie Wood, has acquired Rize ETF Limited (“Rize ETF”), Europe’s first specialist thematic ETF issuer. This transaction marks a significant milestone in ARK Invest’s global expansion strategy and will pave the way for the firm to introduce its suite of cutting-edge innovation ETFs, under the UCITS framework, to investors across Europe, the United Kingdom, and beyond, while also facilitating the sustained growth and...

by PRNewswire

Investments

Finance Industry Veteran David Salem Joins Hedgeye

February 8, 20237 min

Hedgeye Risk Management, a leading independent provider of investment research and online financial media firm, announced today that finance industry veteran David Salem has officially joined the company’s research team. Salem brings 40 years of Wall Street experience to Hedgeye and will lead the firm’s efforts to deliver institutional investor quality research to pension funds, endowments, family offices, RIAs and other large capital asset allocators. Salem’s considerable industry experience – from his work at The Investment Fund...

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