Tag: CRM software

Meridian, a FinTech platform specialising in AI-driven deal management for private markets, has raised $7m in a seed funding round.

Wealthbox, a New York City-based CRM software platform for financial advisors, has secured a $200m strategic majority investment from Sixth Street Growth. According to FinSMEs,...

In the rapidly evolving mortgage industry, technology plays a crucial role in enhancing efficiency, streamlining operations, and improving client experiences. Mortgage software has become a...