CMOtech US - Technology news for CMOs & marketing decision-makers

Investment Management stories - Page 2

London financial district glass office fintech launch at dusk

Teciem launches in London with Apax backing & 340 clients

Wed, 4th Feb 2026
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fintech
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martech
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risk & compliance
Teciem debuts in London as an independent treasury software group, backed by Apax and serving more than 340 financial institutions.
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WealthArc expands custodian network & builds AI agents

Tue, 3rd Feb 2026
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data analytics
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digital transformation
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fintech
WealthArc boosts global custodian links and builds AI agents to clean, reconcile and scale portfolio data for cross-border wealth managers.
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Coegi names Chris Kotyck EVP to drive North America growth

Fri, 23rd Jan 2026
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ai
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marketing
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social media
Coegi appoints Chris Kotyck EVP of Digital Operations to scale programmatic and social media services across North America from Canada.
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STG folds S&P EDM into Gresham & carves out thinkFolio

Thu, 15th Jan 2026
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fintech
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ai
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data management
STG completes S&P Global EDM and thinkFolio deal, folding EDM into Gresham while spinning thinkFolio out as a standalone portfolio firm.
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Snowflake, Anthropic expand USD $200m Claude AI deal

Fri, 12th Dec 2025
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saas
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data protection
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data analytics
Snowflake and Anthropic deepen Claude tie-up with a USD $200m deal to push compliant AI agents across Snowflake's global data cloud.
Ai powered wealth manager in glass office with rising financial charts

AI delivers returns for wealth managers, FNZ study finds

Mon, 8th Dec 2025
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digital transformation
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fintech
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risk & compliance
AI has gone mainstream in wealth management, with most firms reporting positive returns and faster payoffs from early adoption, FNZ study shows.
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Bluwhale launches AI Stablecoin Agent as market tops $300bn

Thu, 20th Nov 2025
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crypto
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fintech
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blockchain
Bluwhale launches AI-powered Stablecoin Agent to manage digital dollars as stablecoin market tops $300bn, aiming to boost individual investor returns.
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Kaaj secures USD $3.8m for AI-driven small business loans

Thu, 20th Nov 2025
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fintech
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smb
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small business loans
U.S. fintech Kaaj will accelerate its AI-driven platform, hoping to revolutionise small business loan underwriting and boost access to capital.
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CFA Institute launches AI guide for ethical asset management use

Wed, 19th Nov 2025
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digital transformation
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fintech
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data science
CFA Institute has released a guide to help asset managers ethically integrate AI into investment decisions, enhancing transparency and operational efficiency.
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Machine learning model gives early warning on credit rating shifts

Fri, 14th Nov 2025
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risk & compliance
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ai
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sas
A new machine learning model forecasts corporate credit rating changes early, aiding investors in managing risks amid rising borrowing costs.
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Backbase wins award for AI-driven wealth management platform

Tue, 4th Nov 2025
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crm
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digital transformation
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fintech
Backbase wins the 2025 Datos Impact Award for its AI-driven platform revolutionising wealth management with faster onboarding and personalised digital advice.
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Allvue unveils enhanced AI tools to streamline private investment

Mon, 27th Oct 2025
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data analytics
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fintech
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rpa
Allvue launches enhanced AI tools including Andi Document Extraction and Loan Hunter integration to boost efficiency in private investment workflows.
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Snowflake backs open semantic data standard to boost AI trust

Wed, 24th Sep 2025
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data analytics
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martech
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cdp
Snowflake and partners launch the Open Semantic Interchange to create a unified, open standard for semantic data, boosting trust in AI and business intelligence.
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Andrea Genschaw named Chief Financial Officer at GTT

Wed, 17th Sep 2025
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firewalls
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network infrastructure
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data analytics
Andrea Genschaw has joined GTT as Chief Financial Officer, bringing over 20 years' experience in telecoms and technology finance leadership.
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Databricks secures USD $1 billion to boost AI & hits USD $100 billion value

Fri, 12th Sep 2025
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data analytics
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open source
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ai
Databricks has raised USD $1 billion, valuing the AI firm at over USD $100 billion amid rapid growth and a USD $4 billion revenue run-rate.
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Michael Juniper joins HMC Digital Infrastructure to boost data centres

Thu, 11th Sep 2025
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hyperscale
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dc
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clean technologies
Michael Juniper has joined HMC Digital Infrastructure as a director to enhance DigiCo's growth and operational capabilities across Australia and international markets.
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Binance & Franklin Templeton to create new digital asset tools

Thu, 11th Sep 2025
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crypto
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fintech
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blockchain
Binance and Franklin Templeton partner to launch digital asset tools, merging crypto innovation with traditional investment for global investors.
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MariaDB acquires SkySQL to boost AI cloud database

Sat, 30th Aug 2025
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open source
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erp
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ai
MariaDB has acquired SkySQL, enhancing its cloud database services with AI-powered, serverless features to better support flexible and hybrid data management.
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US private equity faces tighter scrutiny as 401(k) funds enter sector

Sat, 23rd Aug 2025
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crypto
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fintech
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real estate
US private equity is set for tougher scrutiny as 401(k) plans gain access to the sector, opening a USD $12 trillion market to retail investors and regulators.
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DigitalBridge & La Caisse acquire Yondr to boost AI data centres

Thu, 3rd Jul 2025
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digital transformation
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hyperscale
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dc
DigitalBridge and La Caisse have acquired Yondr, a global hyperscale data centre operator, to expand AI and cloud computing infrastructure worldwide.