4+ day, 10+ hour ago   (1162+ words) Vestwell is a fintech company focused on expanding access to financial wellness and savings programs, supporting more than 750,000 businesses and over 2.55 million active savers with nearly $56 billion in assets through partnerships with financial institutions, government, and payroll providers. Pulse 2.0 interviewed…...

4+ day, 16+ hour ago   (1206+ words) bringing a genuinely novel approach to frontier tech investing to market with my alma mater and long-term partners...

3+ week, 2+ day ago   (265+ words) MissionSquare has launched a new personal wealth management offering, expanding beyond its traditional retirement focus with brokerage, digital advisory and planning services available to individuals and families. The firm manages and administers more than $73.6 billion in assets as of June…...

2+ week, 5+ day ago   (539+ words) Payload has secured a strategic investment led by Fifth Third as the embedded payments platform scales toward approximately $6 billion in annual payment volume. Financial terms of the investment were not disclosed. The financing represents Payload’s first significant outside capital since…...

3+ day, 13+ hour ago   (309+ words) Celligence has secured a $100 million investment from Mortgage Treasury to scale AngelAi, its AI platform designed to automate complex financial decision-making and transactions, including the entire mortgage process. AngelAi allows consumers and enterprise lenders to execute transactions through a conversational…...

3+ week, 3+ day ago   (632+ words) Goldman Sachs has agreed to acquire NEOS Investments for consideration of up to $2.25 billion in cash and equity, expanding Goldman Sachs Asset Management’s options-based ETF capabilities and creating a combined platform with approximately $80 billion in active ETFs. The consideration is…...

5+ day, 27+ min ago   (576+ words) Webull Securities Thailand has completed the acquisition of approximately 99.36% of Pi Securities Public Company Limited for aggregate consideration of about $100 million, significantly expanding Webull’s presence in Thailand and creating a platform that is targeting THB 200 billion in combined assets under…...

5+ day, 7+ hour ago   (559+ words) Envestnet is increasing its technology investment in Tamarac by 2.5 times, including a $35 million surge investment, as part of a broader $1 billion, five-year research and development commitment focused on transforming technology for financial advisors. Envestnet said its goal is to integrate…...

2+ week, 5+ day ago   (622+ words) Alice focuses on identifying and preventing adversarial behavior across AI systems. And the company has spent nearly a decade studying how malicious actors exploit major digital platforms and has built a proprietary dataset of real-world attacks that it now applies…...

2+ week, 5+ day ago   (303+ words) Curi Capital has secured a strategic investment from The Vistria Group as the registered investment adviser looks to accelerate technology investment, hiring, client-service development, and acquisitions. Curi Capital has more than $14 billion in assets under advisement, and Vistria will become…...