Wealth
Banyan Software Makes Majority Investment in WIZE Wealth Platform
Banyan Software has completed a majority investment in WIZE, a Geneva-based wealth and asset management software platform serving 120+ financial institutions across
Markets
Serent Capital Raises $1.3B Fund VI for Software Investments
Serent Capital has closed its largest private equity fund to date, securing $1.3 billion for Fund VI. The oversubscribed raise, completed
Markets
MBV Fund Secures $3B in Gemstone Investments
MBV Investments LP has reached $3.0 billion in limited partner commitments for its gemstone-focused fund, anchored by a $2.5 billion
Insurance
MSIG Europe Partners with Clearwater Analytics to Modernize Investment Operations
MSIG Europe, a subsidiary of MS&AD Insurance Group, has selected Clearwater Analytics to modernize its investment operations. The partnership extends
Markets
VanEck Completes TruSector ETF Suite with Four New Launches
VanEck has finalized its TruSector ETF suite with the launch of four new funds targeting Energy (TRUN), Utilities (TRUU), Real Estate (TRUR)
Insurance
Principal to Acquire Employee Benefits Firm Beam Benefits
Principal Financial Group (Nasdaq: PFG) has agreed to acquire Beam Benefits, a digital employee benefits company serving over 25,000 small businesses.
Fintech
GReminders Introduces AI Forms for Automated CRM Data Entry
GReminders, a leading end-to-end meeting and automation management platform for financial advisors, has launched GReminders Forms, an AI-powered tool designed to automate
Wealth
BlackRock Launches iShares Nasdaq 100 ETF to Expand Access to Innovation-Driven Companies
BlackRock today announced plans to launch the iShares Nasdaq 100 ETF (Nasdaq: IQQ), designed to provide investors with cost-efficient access to the
Wealth
Mubadala Capital Integrates $25 B Credit Business, Opens to Third‑Party Investors
Mubadala Capital announced the completion of the transfer of Mubadala Investment Company’s Credit business into its platform. Under a long‑term
Fintech
Candidly Adds Six AI Guidance Modules, Including Trump Account Support
Candidly, the AI‑native financial guidance platform, announced six new capabilities that will be available through its Candidly Intelligence Center at the
Wealth
ROYC Powers Slättö’s Luxembourg Feeder Fund for Private‑Market Investors
ROYC, a global provider of structuring and platform services, announced that Slättö, a Nordic private‑markets real‑estate firm, has chosen its
Wealth
Arch Appoints Keith Soura as CTO to Boost AI Private‑Markets Platform
Arch announced the appointment of Keith Soura as Chief Technology Officer. Soura will direct the technical vision and end‑to‑end development
Fintech
Agam Capital Names Kunihiko Iinuma CEO of Japan Unit
Agam Capital announced the appointment of Kunihiko Iinuma as Managing Director and CEO of its Japanese subsidiary, Agam Capital Japan. Iinuma will
Fintech
Objectway Acquires FNZ’s Swiss Private‑Banking Tech Business
Objectway announced the purchase of FNZ’s Swiss private‑banking technology unit, FNZ Switzerland SA (formerly New Access). The deal adds more
