#investment-management

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fromHubspot
2 weeks ago

5 best investment management CRMs in 2025

Investment firms require CRM systems that cater specifically to high-stakes portfolios, detailed reporting cycles, and strict compliance rules, emphasizing special considerations that differ from managing standard sales leads.
Fundraising
fromAlleywatch
2 weeks ago

Moment Raises $36M to Replace Spreadsheet-Driven Bond Trading with Unified Platform

Moment has created an automated operating system for fixed income to improve trading, portfolio management, and compliance.
Business
fromHubspot
in 1 month

5 best CRMs for private equity businesses in 2025

Private equity firms require specialized CRMs that support relationship tracking, deal pipeline visibility, and team collaboration beyond simple contact management.
from24/7 Wall St.
3 weeks ago

My Dad Passed And Left Me Over $581k, But I Don't Know What To Do With The Money

Receiving an inheritance of over $580,000 requires strategic financial planning for investments and property management.
fromTipRanks Financial
2 months ago

Tribeca Global Natural Resources Announces Estimated NTA Backing - TipRanks.com

Tribeca Global Natural Resources Ltd. reported its estimated net tangible assets, indicating financial positioning with caution over potential changes.
fromLondon Business News | Londonlovesbusiness.com
2 months ago

DHF capital promotes Anna Patricia Cargo as finance manager - London Business News | Londonlovesbusiness.com

DHF Capital promotes Anna Patricia Cargo as Finance Manager, bringing extensive experience and strategic insights to enhance the company's financial operations.
SF real estate
fromPortlandTribune.com
3 months ago

Pure Financial Advisors, LLC Deepens Midwest Presence with Acquisition of Fairhaven Wealth Management, LLC

Pure Financial Advisors acquired Fairhaven Wealth Management to enhance its market presence in the Midwest.
Retirement
from24/7 Wall St.
3 months ago

Is Your Financial Advisor a Fiduciary? How to Find Out and What to Do If They Aren't

Choosing a fiduciary financial advisor is crucial for effective retirement planning.
European startups
fromSilicon Canals
3 months ago

Italian startup Axyon AI bags 4.3M to accelerate AI-powered financial market forecasting - Silicon Canals

Axyon AI raised €4.3M to enhance its AI solutions for the investment management sector.
fromBitcoin Magazine
3 months ago

Smarter Web Company Plans Public Listing With Bitcoin Treasury Strategy

The Smarter Web Company plans to go public with a formal Digital Assets Treasury Policy that includes Bitcoin holdings.
from24/7 Wall St.
4 months ago

Famed Wall Street Investor Bets 80% of Firm on These Stocks

Tom Russo, managing member of Gardner, Russo & Quinn, emphasizes the importance of sticking with value investing as a strategy, even during fluctuating market conditions.
Startup companies
Non-profit organizations
from24/7 Wall St.
5 months ago

World's Richest Fund Leaders Share $1.76T Equity Edge

Norges Bank Investment Management oversees the largest sovereign wealth fund, GPFG, which reported $1.76 trillion in 2024, showcasing effective investment strategies.
Venture
from24/7 Wall St.
5 months ago

Yale-Backed Billionaire Investor Is Bullish On These Stocks Right Now

Zhang Lei built Hillhouse Investment Management from a $20 million investment to managing over $50 billion.
Hillhouse's average return stands at 39% since its inception, reflecting strong investment performance.
The hedge fund is pivoting from Chinese e-commerce to data-driven financial analytics investments.
Venture
fromSilicon Canals
7 months ago

How Boston-based Kenston Capital Partners used PE Front Office to achieve efficiency

Alternative investments have reached $22 trillion in AUM, highlighting the need for streamlined investment management solutions.
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