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Caplight Raises $16M Series A Led by BlackRock and Fin Capital...
SAN FRANCISCO — June 24, 2026
Executive Summary
Caplight Technologies has closed a $16 million Series A financing led by BlackRock and Fin Capital, with strategic...
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...
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...
STARTRADER Launches Web STAR Copy to Expand Social Trading Capabilities with...
DUBAI, UAE — March 30, 2026
Executive Summary
STARTRADER has introduced Web STAR Copy, a web-based copy trading feature designed to expand access to structured participation...
Jacobi Launches AI-Assisted Coding Resources Suite to Accelerate Secure Custom Investment...
SAN FRANCISCO — February 26, 2026
Executive Summary
Jacobi Strategies has launched a comprehensive suite of AI-assisted coding resources designed to enable institutional investment teams to...
AssetView Launches Privacy-First Personal Investment Dashboard with Advisor-Grade Analytics and Optional...
MIAMI, Florida — February 25, 2026
Executive Summary
AssetView has announced the public launch of its personal investment dashboard, introducing a privacy-first platform designed to give...
WealthRabbit Partners With Bitwise to Launch Diversified Crypto Portfolios in Retirement...
SAN FRANCISCO — February 12, 2026
Executive Summary
WealthRabbit and Bitwise Asset Management have announced a strategic partnership to provide diversified crypto investment portfolios within retirement...