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Investment Management stories

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ControlUp tops USD $100 million ARR & becomes unicorn

2 days ago
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ControlUp crosses USD $100 million ARR as enterprise demand, channel growth and AI-driven endpoint management push the London firm into unicorn territory.
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WealthArc launches AI agent to structure portfolio data

2 days ago
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WealthArc unveils AI Agent to turn messy custodian records into structured portfolio data for wealth managers, backed by human review.
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WealthAi names Pratim Das as Chief Technology Officer

3 days ago
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WealthAi hires ex-Microsoft and Amazon executive Pratim Das as Chief Technology Officer and names Harry Kyprianou Head of Product.
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Gresham renames S&P Global EDM platform as Opus EDM

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Gresham renames acquired enterprise data platform Opus EDM, keeping it separate from Prime EDM and planning AI features for 2026.
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Beechbrook backs Allegro film finance with GBP £2m

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Beechbrook Capital has added GBP £2m in working capital to Allegro Finance, boosting the lender's film and television production finance platform.
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BlackRock tops APAC fund brand ranking for fifth year

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BlackRock has retained the top APAC fund brand spot for a fifth year as JPMorgan, PIMCO and Blackstone jostle in Broadridge's latest ranking.
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FNZ launches premium Select service for wealth clients

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FNZ launches premium Select service for wealth clients, giving top-tier firms priority product input, AI tools and faster platform support.
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FE fundinfo flags five shifts in asset manager compliance

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FE fundinfo says UK and EU disclosure reforms, AIFMD II and AI oversight will reshape compliance for asset managers in 2026.
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Bain, Cambridge Judge launch women's finance forum

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Bain and Cambridge Judge team up for a confidential forum of more than 50 women finance chiefs, tackling AI, geopolitics and leadership strategy.
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LGT Wealth Management UK picks Addepar for client data

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LGT Wealth Management UK taps Addepar to upgrade client reporting and portfolio data for advisers handling more complex, cross-border assets.
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Allegro & Elliott launch USD $500m screen credit fund

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Allegro and Elliott-backed venture opens USD $500 million non-bank lending line for film and television projects.
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Eunice raises USD $8 million for regulated market AI

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London startup Eunice raises USD $8 million to build AI-powered due diligence tools for regulated digital asset and private markets.
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Persistent appoints Hari Abhyankar to lead private equity

Last month
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Persistent hires Hari Abhyankar as EVP and global head of private equity, sharpening its push into investor and professional services markets.
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Alchelyst merger creates unified private markets platform

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Alchelyst merges with Lyra Client Solutions to form a unified tech-enabled private markets servicing platform led by founder Joan Kehoe.
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Legado nears 500,000 users as fintech digitises paperwork

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Edinburgh fintech Legado nears 500,000 users as financial firms pour into digital document controls under rising regulatory scrutiny.
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Manulife picks Akka to power enterprise agentic AI

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Manulife taps Akka's runtime to harden and scale its beta enterprise agentic AI platform for regulated, business-critical workloads.
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AutoRek launches RegToolKit for real-time compliance

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AutoRek unveils RegToolKit, a real-time regulatory compliance hub mapping rules to controls, audit trails and breach remediation.
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Colter Bay launches AUD $100m Australian private credit fund

Last month
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Colter Bay launches Australian private credit fund with AUD $100m facility to plug an estimated AUD $25bn lower mid-market funding gap.
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Balyasny builds AI research platform for hedge fund teams

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Balyasny embeds an AI research platform across 95% of its hedge fund teams, aiming to speed investment analysis while tightening controls.
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Linedata unveils Mosaic to unify fixed income trading

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Linedata has launched Mosaic, an FDC3-based workspace unifying fixed income trading tools to cut integration time and manual rekeying.