Wealth
Systima Closes $153M Affordable Housing Securitization
Systima Capital Management has successfully completed a $153 million private-label securitization of tax-exempt affordable housing bonds. Issued through the Public Finance Authority
Markets
Orion Surpasses $6.6 Trillion in Assets with Denali AI Expansion
Orion has announced a significant milestone in its growth, surpassing $6.6 trillion in assets under administration, representing a 29% increase since
Wealth
Envestnet Launches Unified Wealth Trading Platform
Envestnet, a leading Adaptive WealthTech company, has announced the availability of Envestnet Wealth Trading, a redesigned end-to-end trading experience. This new platform
Wealth
Hong Kong New CIES Attracts 3,200 Applications
The Hong Kong Special Administrative Region Government's New Capital Investment Entrant Scheme (New CIES) has emerged as a significant channel
Insurance
Cheche Group Announces 35-for-1 Share Consolidation
Cheche Group Inc. (NASDAQ: CCG), a leading China-based auto insurance technology platform, has announced a significant 35-for-1 share consolidation of its Class
Wealth
Bitmine Targets 5% Ethereum Circulation via Strategic Accumulation
Bitmine Immersion Technologies (NYSE: BMNR) has released its July Chairman’s message, detailing a strategic pivot toward Ethereum (ETH) as a primary
Wealth
Caprock Acquires Venturi Private Wealth for $4B in Assets
Caprock, a multi-family office Registered Investment Advisor, has announced the acquisition of Venturi Private Wealth, an Austin-based independent wealth management firm. This
Insurance
Voya Financial and SinglepointAI Launch AI-Driven Retirement Onboarding API Integration
Voya Financial (NYSE: VOYA) has partnered with SinglepointAI to introduce an application programming interface (API) integration aimed at modernizing retirement plan onboarding
Markets
Warren Equity Partners Closes $2.8B Fund V for Infrastructure Investments
Warren Equity Partners Manager, L.P. (“WEP”), a leading investor in infrastructure solutions with $9.6 billion in assets under management, today
Wealth
Record Launches Sharia-Compliant Investment Platform Record Amanah
Record Asset Management GmbH (RAM), the European arm of London-listed Record Financial Group, has launched Record Amanah, a dedicated platform for Sharia-compliant
Fintech
Silvia Hits $50B Assets Milestone in 14 Months Post-Launch
ProCap Financial (Nasdaq: BRR) announced that Silvia, its AI agent lab for personal finance, has surpassed $50 billion in assets on the
Wealth
Russell Investments Secures Long-Term Capital for Growth
Russell Investments, a global investment solutions provider, has announced that an investor consortium, led by B Capital and including CalPERS, has agreed
Fintech
ROYC and PwC Sweden Digitalize PE Fund Operations
ROYC has announced a strategic collaboration with PwC Sweden to accelerate the digitalization of the private equity (PE) General Partner (GP) value
Markets
PitchBook Launches Time to Exit Predictive Tool
Venture capital intelligence platform PitchBook has launched Time to Exit, a machine learning-powered tool within its VC Exit Predictor that forecasts when
