Institutional Investment & Trading

The platform generates SAAs that satisfy investor objectives directly, integrates into existing processes, and delivers faster, decision-ready results. It is designed for insurers, pension funds, asset managers, and other long-term investors looking to modernize portfolio construction.

Ortec Finance unveils GLASS PRISM for advanced asset allocation optimisation

Ortec Finance has announced the launch of GLASS PRISM, a Strategic Asset Allocation (SAA) optimisation platform that applies Scenario-Based Machine Learning (SBML) to help...
DiligenceSquared targets PE due diligence with $5m raise

DiligenceSquared targets PE due diligence with $5m raise

DiligenceSquared, a New York-headquartered AI platform built to overhaul how investment teams conduct commercial due diligence, has secured $5m in seed funding in a...
QFEX launches with $9.5m seed round to disrupt global trading

QFEX launches with $9.5m seed round to disrupt global trading

QFEX, a global trading exchange start-up founded by University of Cambridge mathematics graduates and valued at $95m, has officially launched, offering high-leverage, 24/7 direct...
Rowspace launches with $50m to scale AI for finance

Rowspace launches with $50m to scale AI for finance

Rowspace, an AI platform that helps financial firms make faster decisions using their proprietary data, has launched with $50m in funding across a seed...
Cicada raises $13.5m to digitise Latin American bond markets

Cicada raises $13.5m to digitise Latin American bond markets

Cicada, a US-regulated electronic trading platform connecting institutional capital to Latin American local-currency markets, has raised $13.5m in a Series A funding round. The round...
MSCI unveils new AI connectors transforming access to proprietary data

Thema raises $6.2m for PE portfolio expansion AI

Thema, a portfolio expansion infrastructure platform for private equity investors, has raised $6.2m in combined funding. The raise comprises $4.5m in pre-seed capital led by...
EXANTE launches Omni Screener for multi-asset market analysis

EXANTE launches Omni Screener for multi-asset market analysis

Global prime broker EXANTE, a provider of multi-asset trading access for professional clients, has announced the launch of Omni Screener, a new analytical module...
Superstate secures $82.5m to expand tokenised securities platform

Superstate secures $82.5m to expand tokenised securities platform

Superstate, which connects financial assets with digital assets capital markets, has announced the successful close of an $82.5m Series B financing round, led by...
Sage Capital Management launches integrated private banking for digital assets

Sage Capital Management launches integrated private banking for digital assets

Sage Capital Management has announced the launch of a new private banking service for institutional clients. The launch represents a significant expansion of the company’s...
BridgeWise and Ultumus boost ETF data coverage for FundWise

BridgeWise and Ultumus boost ETF data coverage for FundWise

BridgeWise, an AI-driven investment intelligence provider, has announced a new international partnership with Ultumus, a specialist in index and ETF data and technology infrastructure,...

News Stories

video

The funnel is working: What digital journeys really mean for the future of wealth...

For a long time digital and physical channels were considered to be enemies, but new trends are showing a symbiosis of the two is the real market opportunity.
4 check fraud trends in 2026

4 check fraud trends in 2026

Check fraud accounts for 30% of all fraud losses in the US, second only to debit card fraud, and shows no sign of slowing. Hawk,...
Prometeia: Italy output edges up but stagnation risks remain

Prometeia: Italy output edges up but stagnation risks remain

Research and advisory firm Prometeia has published its latest analysis of Italian industrial production, warning that despite a marginal uptick in February, the country's...
RegTech

Nine-figure raises dominate in powerful Q1 for RegTech deals

The first quarter of 2026 has proven to be a very strong period for RegTech funding raises, with close to $3bn raised across the...
78% of investors now use AI for research

78% of investors now use AI for research

BridgeWise, a wealth AI provider, has published its inaugural State of AI for Wealth in 2026 report, revealing that nearly four in five investors...

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