Institutional Investment & Trading

Houlihan Lokey, the global investment bank, has strengthened its FinTech advisory capabilities with the appointment of Chris McMillan as a managing director focused on...

Snappy Kraken, a marketing technology firm serving the financial services sector, has introduced Snappy AI. The tool acts as an AI marketing operations coworker...

WealthTech has helped provide greater access to the world of investing, enabling retail investors to build their own portfolios. However, now the public market...

&Partners, an advisor-owned wealth management firm built for advisors seeking greater ownership, flexibility and community, has named Wealth.com, an AI-powered estate and tax planning...

Veridue, an AI-native due diligence and M&A platform built to speed up investment and project financing across energy infrastructure, has come out of stealth...

WealthAi, the AI operating system for wealth management, has expanded its platform with the launch of WealthAi for Advisors, a new offering aimed at...

nCino has reported an 8% year-on-year increase in total revenue for the second quarter of fiscal 2027, while expanding its share repurchase programme by...

BitGo, the digital asset infrastructure company offering custody, trading, staking, financing and settlement services from regulated cold storage, has entered into a definitive agreement...

Itoflow, the London-based AI platform helping professional investment teams scale portfolio research and management, has secured $2.5m in pre-seed funding. The round was led by...

Xceptor, a specialist in data automation technology for capital markets firms, has extended its software-as-a-service offering into Switzerland and Japan. The expansion brings sovereign-grade SaaS...