Edelman Financial Engines (EFE), the nation’s leading independent wealth planning and workplace investment advisory firm, has announced its first acquisition of 2025: Cahill Wealth Management, a Michigan-based RIA managing approximately $426 million in client assets.
Women We Admire is proud to unveil the Top 25 Women Chief Investment Officers of 2025, spotlighting exceptional female leaders reshaping global finance. These CIOs are instrumental in defining investment strategies across a broad spectrum of organizations—from multinational corporations and major insurers to nonprofits and universities—each influencing markets, industries, and the broader economy.
Black Dragon Capital℠ , a strategic investment firm founded by fintech and credit union industry veterans, has officially partnered with California Credit Union, a leading credit union recognized by Forbes as a Best-In-State Credit Union for 2024. This collaboration aims to accelerate innovation and support the transformation of credit unions through scalable financial technologies.
Zest AI, a pioneer in AI-driven lending technology, has unveiled LuLu Strategy, the second module in its generative AI-powered lending intelligence platform. Building on the success of its initial LuLu Pulse module, this new launch enhances lending performance insights with generative AI simulations and predictive analytics. Initially available to MeridianLink, Inc. customers, LuLu Strategy equips financial institutions of all sizes with sophisticated tools previously reserved for national-level lenders.
Optimum Groupe financier presented its 2024 financial results during the annual shareholder meeting of Groupe Optimum inc. The company reported a year of exceptional growth and profitability, with nearly $1.4 billion in revenue and a shareholder return exceeding 17%. These results affirm Optimum’s strategic focus on sustainable finance, operational excellence, and customer-driven innovation across Canada, the U.S., and France.
Dynamic Decisions, a new accounting firm in Dallas, has officially opened its doors, bringing a fresh approach to bookkeeping, accounting, and fractional CFO services. Specializing in businesses within the services industries, bookstores, and coffee shops, Dynamic Decisions is redefining the role of an accountant by emphasizing collaborative relationships over transactional services.
Financial Software and Systems (FSS), a global leader in payments technology, hosted the Dubai edition of its flagship event, Simply Payments 2025, under the theme “Reimagining Payments in the AI Era.” The event brought together top minds in Fintech, Government Payments, and Artificial Intelligence (AI), addressing the growing importance of AI in transforming the financial services industry, particularly in the UAE.
Pomelo Group, a leading provider of omnichannel acquiring platforms, has announced the appointment of Abdul Aleem Abdul Gafoor as its first Country Manager for South Asia. Based in the Maldives, Aleem will support Pomelo’s key clients in both Sri Lanka and the Maldives, driving growth and strengthening Pomelo’s presence in the region.
Affirm, a leading payment network that enables consumers to purchase what they want with flexibility and helps drive merchant growth, has announced a major global long-term partnership with UATP, a network owned and operated by a consortium of airlines worldwide. This collaboration will integrate Affirm’s flexible and transparent installment payment options directly into UATP’s network, which includes thousands of major airlines, rail carriers, and travel agencies.
OneStream, a leading enterprise finance management platform, has announced that its flagship user conference, OneStream Splash, will take place from May 13-15, 2025, at Music City Center in Nashville, TN. This year’s event promises to be the company’s largest yet, with more than 2,300 finance leaders, technical professionals, and partners expected. The conference will highlight the future of Finance AI and how it is transforming financial planning, forecasting, and decision-making.
