Family offices, private equity funds, lenders, and VCs using AI, analytics, and other “investment tech” to generate alpha
Curated by Rob Saunders, WhoFiled. Interested in launching an industry intelligence report for your audience? Contact rob@whofiled.com.
The banks, custodians and managers whose money crosses this software are buying pieces of it.
On July 7 the SEC published its … [Read More]
Curated by Rob Saunders, WhoFiled. Interested in launching an industry intelligence report for your audience? Contact rob@whofiled.com.
The big theme: The firms Norm Ai’s agents supervise have been on its cap table since 2024. This week they wrote another … [Read More]
Curated by Rob Saunders, WhoFiled. Interested in launching an industry intelligence report for your audience? Contact rob@whofiled.com.
The big theme: the make-or-buy question for the middle office looks like it is trending toward buy, contrary to some of … [Read More]
Halluminate.ai, an Orange Collective portfolio company, wants to license the internal operational data of financial institutions, consulting firms, or similar knowledge work institutions, e.g., old deal rooms, client projects, etc. They will pay you up to 6 or 7 … [Read More]
Curated by Rob Saunders, WhoFiled. Interested in launching an industry intelligence report for your audience? Contact rob@whofiled.com.
The big theme: The incumbents are funding the companies built to disrupt them.
Arca’s $64 million across seed and Series … [Read More]
Curated by Rob Saunders, WhoFiled. Interested in launching an industry intelligence report for your audience? Contact rob@whofiled.com.
The big theme: This week the largest investment tech checks went to the data and controls layer underneath institutional capital, and … [Read More]
A trading firm, three banks, and a sovereign fund all wrote checks into the same settlement layer this week.
Curated by Rob Saunders, WhoFiled. Interested in launching an industry intelligence report for your audience? Contact rob@whofiled.com.
Curated by Rob Saunders, WhoFiled. Interested in launching an industry intelligence report for your audience? Contact rob@whofiled.com.
The big theme: now that agents are live in regulated workflows, the budget is shifting from the agent to the proof. Verifying … [Read More]
Curated by Rob Saunders, WhoFiled. Special offer: Drop your industry to rob@whofiled.com and he’ll put together a sample report at no cost. Recent custom reports range from Compliance and Maritime to the Cruise and Dental industries.
As firms move … [Read More]
Thanks to Rob Saunders, WhoFiled, for curating. Special offer for our readers: Email rob@whofiled.com to get a custom report for your industry, and they’ll build one for you at no cost. Recent custom reports have covered Fintech, Capital Markets, and Private … [Read More]