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Principal® Featured Partner Program expanding private market access in U.S. retirement plans

Principal® Expands Featured Partner Program to Support Private Market Access and...

DES MOINES, Iowa — August 26, 2026 Executive Summary Principal Financial Group® has expanded its Principal® Featured Partner Program to support greater access to private market...
Alts Custodian private markets portfolio construction and modeling platform for alternative investment analysis

Alts Custodian Launches Private Markets Portfolio Construction and Modeling Platform for...

SAN RAMON, California — August 19, 2026 Executive Summary Alts Custodian has launched its Private Markets Portfolio Construction and Modeling Platform, enabling financial advisors, family offices...
ERShares announces a shareholder protection plan for the XOVR ETF ahead of the SpaceX IPO to support long-term investors and preserve value from SpaceX exposure

ERShares Announces XOVR Shareholder Protection Plan Ahead of the SpaceX IPO...

NEW YORK — June 5, 2026 Executive Summary ERShares has announced a shareholder protection plan for the ERShares Private-Public Crossover ETF (XOVR) ahead of the anticipated...
Dynamo Software acquisition of InvestHub to expand AI-powered private markets operations, investor onboarding, compliance workflows, and asset management infrastructure

Dynamo Software Acquires InvestHub to Expand AI-Powered Private Markets Operations, Investor...

BOSTON — May 12, 2026 Executive Summary Dynamo Software, Inc. has announced the acquisition of InvestHub as part of its strategy to expand operational capabilities for...
InspereX announces the launch of the Aria Insights Hub and partnerships with Structured Retail Products and FinTech Studios for RIA market intelligence integration

InspereX Launches Aria Insights Hub and Announces SRP and FinTech Studios...

DELRAY BEACH, Florida — May 6, 2026 Executive Summary InspereX has announced the launch of the Aria Insights Hub, a new enhancement to its Aria technology...
Thirdpath private markets solutions platform launch highlighting bespoke SMA investment strategies in private equity and private credit for institutional allocators

Thirdpath Launches Private Markets Solutions Platform to Deliver Bespoke SMA Investment...

SAN DIEGO — May 4, 2026 Executive Summary Thirdpath, LLC (“Thirdpath” or “Firm”) has announced its public launch as a next-generation private markets solutions platform designed...
iCapital and Envestnet partnership enabling alternative investments and structured investments integration within Unified Managed Account UMA platform for financial advisors

iCapital and Envestnet Expand Strategic Partnership to Integrate Alternative and Structured...

NEW YORK and BERWYN, Pennsylvania — April 15, 2026 Executive Summary iCapital and Envestnet have announced an expansion of their strategic partnership to enable broader integration...