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.
In enterprise finance, AI has been long on promise but short on trust. Most CFOs know the problem: the algorithms are clever, but the data is messy. Now, FinQore thinks it has a fix. The financial data platform just launched the first financial data connector for Anthropic’s Claude, positioning itself as the bridge between generative AI and CFO-grade accuracy.
Fintech companies are redefining how people manage money, but the very innovations that set them apart can also feel intimidating to everyday users. The ability to clearly explain sophisticated financial products is where fintech PR becomes essential. By transforming complex technology into clear, relatable narratives, PR professionals make it easier for consumers to see the…
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.
HyroTrader, the rapidly growing crypto prop trading firm, is scaling its global footprint while cementing its reputation as one of the best crypto prop firms in the market. Founded in 2023 by entrepreneur Samuel Drnda, the company has expanded to 34 full-time employees, built a community of over 30,000 traders, and opened offices in Prague and Dubai.
StockGro, one of India’s leading investment advisory and knowledge platforms, has launched Stoxo, billed as India’s first AI-driven stock market research engine. The platform is designed to deliver credible, accurate, and actionable intelligence to retail investors, addressing a long-standing gap in decision-ready research.
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.
A FinTech startup launches an AI-powered credit scoring tool for faster approvals and lending decisions. At first, the product yielded great results but soon cracks began to appear. The model shows low-risk applicants as high-risk, denying them credit. It underestimates defaults in the industry, leading to losses. These mistakes are costly in finance, eroding customer…
Crypto trading remains fragmented, forcing traders to juggle multiple platforms, subscriptions, and data sources—a setup prone to delays and costly errors. ChadFi.ai, an AI-driven trading platform, aims to solve this by consolidating research, analysis, and execution into a single, streamlined terminal.
