Institutional Investment & Trading

Vestmark launches AI wealth management tool Pulse

Vestmark, a WealthTech firm and provider of wealth management technology and services, has unveiled Vestmark Pulse, an AI intelligence solution designed to give wealth...
Coinbase invests in Centrifuge to boost tokenization

Coinbase invests in Centrifuge to boost tokenization

Coinbase, a leading digital asset exchange and blockchain infrastructure provider, has made a strategic investment in Centrifuge, a tokenization platform with institutional clients including...
Wealth portfolios have grown dramatically more complicated over the past decade. Across family offices, private banks and asset managers, investments now stretch well beyond traditional equities and bonds.

Building a single source of truth for modern wealth portfolios

Wealth portfolios have grown dramatically more complicated over the past decade. Across family offices, private banks and asset managers, investments now stretch well beyond...
Apax Digital invests $60m in MillTech at $325m valuation

Apax Digital invests $60m in MillTech at $325m valuation

MillTech, a risk management platform specialising in next-generation FX hedging and cash investments for fund managers and corporates, has secured a $60m minority investment...
M1X Global raises $3m to scale on-chain sovereign finance

M1X Global raises $3m to scale on-chain sovereign finance

M1X Global, a sovereign financial infrastructure and technology company operating under a public-private partnership with the Republic of the Marshall Islands (RMI), has announced...
LGT Wealth Management UK selects Addepar platform

LGT Wealth Management UK selects Addepar platform

LGT Wealth Management UK, a leading private banking and asset management firm backed by the Liechtenstein Princely Family, has selected Addepar, a global data...
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...

News Stories

Pleo launches AI agents for autonomous spend management

Pleo launches AI agents for autonomous spend management

Pleo, Europe's spend management platform built for financial strategists, has unveiled a suite of AI agents designed to handle routine financial tasks autonomously, allowing...
Trustap secures $10m for agentic shopping platform

Trustap secures $10m for agentic shopping platform

Trustap, a Dublin-headquartered payments and transaction protection platform serving online marketplaces and ecommerce operators globally, has closed a $10m funding round to launch Trustap...
EIP launches AI tool to automate insurance claims

EIP launches AI tool to automate insurance claims

InsurTech EIP, an embedded insurance provider, has unveiled Virtual TPAi, an AI-powered tool designed to deliver end-to-end automation of insurance claims processing and decision-making. The...
Abbove deploys wealth platform at ING Belgium

Abbove deploys wealth platform at ING Belgium

Belgian WealthTech Abbove, a European wealth planning platform operating on a white-label B2B2C model, has announced the deployment of its technology at ING Belgium,...
IMTF

How IMTF is closing the gap in financial crime detection

For many years financial institutions have invested heavily in tools that detect suspicious activity. However, detection is only one part of the equation, and...

120,000+ FinTech leaders get exclusive industry stories delivered every week