DriveWealth announced a partnership with Hemista. Foreside has surpassed $160 billion in ETF assets distributed on its platform and acquired the regulatory compliance business of JG Advisory Services LLC. ChoiceWORX announces collaboration with automation anywhere to enable AI-fueled RPA management. Hi Marley raises $25M to fund its AI-powered communication platform for the insurance industry. Boutique independent broker-dealer, Prospera Financial Services, welcomes Sierra Pacific Wealth Management to the firm, adding $375M in AUM. Cube announced a Series A round of funding led by Mayfield. M1 Finance announced a $75 million Series D funding round. Orion Advisor agrees to acquire HiddenLevers, a provider of portfolio analysis software. BlockFi announced the completion of its Series D fundraising round.
DriveWealth, LLC, a leading global brokerage infrastructure platform, announced a partnership with Hemista, a first-of-its-kind cross-border robo-advisor®, designed for the specific needs of Non-Resident Indians in the U.S.
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Foreside Financial Group announced that it has surpassed $160 billion in ETF assets distributed on its platform. Foreside has been working with ETF clients since 2005, supporting multiple fund and firm launches through a comprehensive compliance and distribution platform.
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Also, Foreside announced that it has acquired the regulatory compliance business of JG Advisory Services LLC, a comprehensive regulatory solutions provider for hedge and private equity funds.
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ChoiceWORX announces collaboration with automation anywhere to enable AI-fueled RPA management.
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Hi Marley raises $25M to fund its AI-powered communication platform for the insurance industry.
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Boutique independent broker-dealer, Prospera Financial Services, welcomes Sierra Pacific Wealth Management to the firm, adding $375M in AUM.
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Cube, the next-generation Financial Planning & Analysis (FP&A) platform for modern Finance teams, announced a Series A round of funding led by Mayfield, with participation from Bonfire Ventures and Operator Collective. Cube’s investors also include current and former executives from Anaplan, Planful (née Host Analytics), Carta, and Rent the Runway.
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M1 Finance offering automated investing, borrowing, and banking products, announced a $75 million Series D funding round. The round was led by Coatue, with participation from previous investors including Left Lane Capital and Clocktower Technology Ventures. This round follows a $45 million round raised just ~5 months ago.
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Orion Advisor Agrees to Acquire HiddenLevers, a Provider of Portfolio Analysis Software.
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BlockFi, a financial services company dedicated to building a bridge between cryptocurrencies and traditional financial and wealth management products, today announced the completion of its Series D fundraising round, which was led by new investors including Bain Capital Ventures, partners of DST Global, Pomp Investments, and Tiger Global.
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