Investment Technology

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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...

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...

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...

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...

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...

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...

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...