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Datasite acquires Grata

Datasite, the global SaaS provider of AI-powered workflow collaboration and automation solutions for M&A, investment and strategic projects, today announced that it has acquired Grata, a leading AI-native, private market intelligence company. CapVest Partners LLP (CapVest), the controlling shareholder of Datasite, intends to invest $500 million, organically and inorganically, to further expand Datasite’s intelligence solutions.

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3iQ and Criptonite AM launch data-driven digital asset strategy on SIX

3iQ Corp, a global pioneer in digital asset investment solutions, and its Swiss partner Criptonite Asset Management (AM), are pleased to announce that they have launched the 3iQ Criptonite Multi-Factor AMC targeting qualified professional investors.

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FundApps integrates with BlackRock's Aladdin platform

FundApps, a market leader in shareholding disclosure monitoring and Aladdin, BlackRock’s technology business, today announced a partnership to integrate FundApps' cutting-edge compliance service with the Aladdin platform.

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HSBC UK Private Banking adopts Adddepar wealth platform

HSBC UK Private Banking is the first major UK bank to adopt Addepar‘s leading software platform designed specifically for wealth managers.

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Oxford Risk opens online course on behavioural investing

Oxford Risk, a global leader in behavioural finance, in collaboration with professional learning platform 42Courses, is launching The Art of Behavioural Investing.

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Sidekick and PlannerPal win Pimfa WealthTech AI tech sprint

PIMFA WealthTech, the market network and technology platform created with principal strategic partner Morningstar, a leading provider of independent investment insights, recently set a challenge to the fintech industry and asked, “how can wealth management and financial advice firms leverage AI to enhance operational efficiency by optimising end-to-end processing across front, middle, and back-office functions?”

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Citizens Bank of Edmond signs with InvestiFi

Citizens Bank of Edmond has entered into a strategic partnership with InvestiFi, an embedded investing platform, to bring a comprehensive suite of digital investment tools to its account holders.

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Mena wealth platform Vault opens to the general public

Vault Wealth Limited (“Vault”), MENA’s first digital private wealth platform built for the modern affluent, today announced its public launch, alongside an investment round led by Peak XV Partners (formerly Sequoia Capital India & SEA), with continued support from Outliers VC.

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Halo Invest gears up for launch with senior hires

Halo Invest is a step closer to launching its adviser platform having completed its senior team with several high-profile appointments.

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JPMorgan Chase oepns new format branches to cater for affluent customers

JPMorganChase today announced it is expanding its affluent banking offering by opening 14 new J.P. Morgan Financial Centers across four states, bringing a uniquely tailored and high-touch experience to millions of potential clients.

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Whiteoak chooses Lab Gropup to digitise customer onboarding

LAB Group is pleased to announce its latest partnership with Whiteoak, marking the successful implementation of LAB’s digital onboarding and customer lifecycle management (CLM) technology to support investor onboarding for the Whiteoak Growth Fund II.

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Robinhood Legend arrives in the UK

Robinhood Legend is a customisable and powerful, browser-based desktop trading platform built specifically for active traders, and it’s rolling out today to customers in the UK–all at no additional cost.

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