Institutional Investment & Trading

WisdomTree, a global financial innovator offering exchange-traded products, digital assets and investment solutions, has finalised the pricing of its upsized $415m convertible senior notes due 2030, with an additional $60m greenshoe fully exercised by initial purchasers.

Ultimus Fund Solutions has deepened its collaboration with data automation specialist Xceptor, enhancing client services, operational efficiency, and data accuracy across its fund administration operations.

Common Wealth, a Canadian SaaS company focused on group retirement plan services, has secured C$15m in funding from Flow Capital, a Toronto-based provider of flexible growth capital.

Saphyre, an AI-driven software platform transforming operational workflows in finance, has secured $70m in growth equity from FTV Capital.

Copia Wealth Studios is redefining wealth management for family offices and high-net-worth individuals by solving a longstanding challenge in financial data aggregation. With clients juggling...

InvestiFi has partnered with Illiana Financial Credit Union to launch an integrated digital investing service, giving 25,000 credit union members access to stocks, ETFs,...

InTick, a UK-based listed derivatives block matching network, has secured £2m in funding from a group of angel investors.

Keye, an AI-driven platform designed to revolutionise due diligence in private equity, has officially launched from stealth.

Quartr, a leading provider of qualitative public market research tools, has secured $10m in fresh funding as it continues to scale its data platform for institutional investors and global enterprises.

The Midcounties Co-operative has introduced a new digital Member Investment Portal to improve how members interact with and manage their investments in the Society.