AUM (Assets Under Management)

In a brutal fundraising climate, Alpaca Real Estate closed its debut fund. Their secret? A native AI platform built to find value where others see chaos.

Cross-Border Impact Ventures secures a $58M first close for its second fund, targeting the vastly underserved but rapidly growing women's and children's health market.

With record revenue, soaring margins, and a surge in client assets, Victory Capital's Q2 results reveal a masterclass in strategic commercialization.

Fidelity National Financial's Q2 earnings surpassed expectations, fueled by a record-performing Title segment and strategic AI investments in its infrastructure.

How a decades-long friendship between two Vancouver executives led to a major strategic deal, a new $500M fund, and a plan to thrive in tech's chaotic market.

Dispatch's new advisory board is a who's who of industry legends. We analyze why they're betting on this fintech to solve wealth management's scaling crisis.

As Perigon Wealth Management surpasses $11B in assets, a major leadership restructure centralizes operations under a dual COO/CIO to future-proof its expansion.

The venture firm's largest fund yet isn't just a big number; it's a bet on a fundamental rewrite of how value and liquidity work in a world beyond the IPO.

CI Global Asset Management's special payout on its gold ETF is more than cash for investors; it's a signal of strength amid massive corporate transformation.

A Paris boutique's financing milestone reveals a deeper story about the private debt market reshaping Europe's economy, away from the eyes of traditional banks.

A new government push and private sector players like AegisClear are building the digital rails for tokenization, aiming to transform Taiwan into a key Asian hub.

With a new CEO and a powerful tech platform, Pepper Advantage is betting on a major overhaul to conquer the UK's turbulent credit and mortgage servicing market.

Polen Capital forms a strategic partnership with a top-quartile team, betting that investment autonomy backed by a global platform is the future of asset management.

With an accounting-first approach and a new CEO, Asset Vantage is set to tackle the growing complexity facing family offices in the new era of AI wealthtech.

Capri Loans' OpenAI deal is more than a tech upgrade; it's a bold vision to create an 'AI-native' lender. But can it balance innovation with responsibility?

With $921 million funded in H1 2026, BridgePeak Energy Capital is doing more than closing loans; it's laying the financial rails for America's converged energy and digital future.

A new wave of 'pooled' retirement plans promises relief for overburdened nonprofits. But is outsourcing fiduciary duty a silver bullet or a new risk?

Truelink Capital's acquisition of JT Thorpe isn't just another deal; it's a strategic move to own the services powering the semiconductor and LNG booms.

A new partnership between GrowIt and Modern Treasury reveals a powerful blueprint for industry disruption: specialized platforms automating archaic manual processes.

T-REX launches RAMZ, a 2x inverse ETF targeting the red-hot memory chip sector. Is it a smart hedge or a high-risk gamble on the end of the AI rally?