Private market investing has exploded in recent years, but for most advisors, the experience still feels like juggling spreadsheets, PDFs, and endless emails. Allocate wants to change that. The San Francisco-based fintech just announced a $30.5 million Series B round, bringing its total funding to $64 million and its platform assets to over $2.5 billion.
Titleist Asset Management (TAM), an independent Registered Investment Adviser founded in 2003, has appointed Jay Coulter, CFP®, CIMA®, as its new Chief Executive Officer. Coulter brings 25 years of financial services experience, including founding Resilient Advisor, where he helped launch 11 RIAs and mentored advisors nationwide.
Guernsey-domiciled funds are accelerating foreign investment into the UK, moving capital at twice the pace of overall foreign direct investment (FDI), according to a new report by Frontier Economics. The research, commissioned by Guernsey Finance, highlights that these funds currently manage £58 billion in UK assets, with investments growing 7% annually since 2021.
FiscalNote Holdings, the AI-driven policy and regulatory intelligence provider, is exploring the use of digital currencies—including Bitcoin, Ethereum, and Solana—as part of its corporate treasury strategy. The move positions the company to diversify its balance sheet, hedge risks, and potentially enhance shareholder value.
Financial technology giant FIS® (NYSE: FIS) is starting 2025 with a fresh round of industry recognition, clinching two major awards at the Global Finance Treasury and Cash Management Systems and Services Awards.
Finance isn’t just being automated—it’s being reimagined. Auditoria.AI, the AI-driven automation company for the Office of the CFO, has rolled out a string of major milestones in the first half of 2025, anchored by the launch of SmartResearch, an autonomous finance AI agent designed for FP&A and strategic finance teams.
Generative AI just got another foothold on Wall Street. Hebbia, the AI platform already powering dealmakers from BlackRock to Carlyle, announced the integration of GPT-5—via Microsoft Azure AI Foundry—into its flagship Matrix platform.
Forge Global Holdings (NYSE: FRGE) is heading to Wall Street’s fintech spotlight next month. The company announced that CFO James Nevin will attend the UBS Fintech One-on-One Conference in New York City on September 10.
Blackstone is heading to Wall Street’s big stage next month.
The next generation of financial advisors is stepping into the spotlight—and Ameriprise has a strong bench.
