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May 19, 2026 09:00 ET | Source: Moment Technology, Inc.

Moment Raises $78 Million as Largest Wealth Firms Standardize on its AI Operating System for Investment Management

Moment raises $78M as largest wealth firms standardize on its AI operating system for investment management.
May 14, 2026 11:07 ET | Source: Gresham Partners

GRESHAM PARTNERS NAMED WINNER OF FIVE AWARDS – BOTH FIRMWIDE AND INDIVIDUAL – AT THE 13TH FAMILY WEALTH REPORT AWARDS 2026

CHICAGO, May 14, 2026 (GLOBE NEWSWIRE) -- Gresham Partners, a nationally recognized, independent investment and wealth management firm that serves a select group of ultra-high-net-worth families,...
May 13, 2026 07:48 ET | Source: Ridgeline

Third Avenue Management Goes Live on Ridgeline’s AI-Enabled Investment Management Platform

Ridgeline announces Third Avenue Management has gone live on its platform, joining a wave of investment management firms moving to its modern tech.
April 07, 2026 09:00 ET | Source: Entrata

Entrata Partners with Agora to Expand Investment Management Capabilities for Multifamily Owners

New integration delivers real-time financial visibility, automated reporting, and centralized ownership data within the Entrata platform LEHI, Utah, April 07, 2026 (GLOBE NEWSWIRE) -- Entrata, a...
March 16, 2026 11:02 ET | Source: Ridgeline

UPDATE – Ridgeline Surpasses $650B in Committed AUM as Investment Managers Embrace the AI-Native Platform

Ridgeline surpasses $650B in AUM, expanding globally and advancing AI-native innovation for modern investment managers.
March 09, 2026 11:15 ET | Source: Greenbacker Renewable Energy Company LLC

Greenbacker completes over $400 million in strategic portfolio refinancings, loan extensions, and construction loan upsizing, demonstrating strong banking relationships and capital markets capabilities

NEW YORK, March 09, 2026 (GLOBE NEWSWIRE) -- Greenbacker, an energy transition-focused investment manager and independent power producer, today announced the successful completion of over $400...
March 09, 2026 06:00 ET | Source: Ridgeline

Ridgeline Surpasses $650B in Committed AUM as Investment Managers Embrace the AI-Native Platform

Ridgeline surpasses $650B in AUM, expanding globally and advancing AI-native innovation for modern investment managers.
February 20, 2026 04:55 ET | Source: Research and Markets

Post Investment Management Market Analysis Report 2026-2035: Opportunities in Adoption of AI-driven Insights, Integrated Risk Management, ESG-focused Value Creation, and Cloud-based Platforms

Dublin, Feb. 20, 2026 (GLOBE NEWSWIRE) -- The "Post Investment Management Market Report 2026" has been added to ResearchAndMarkets.com's offering. The post investment management market has...
February 19, 2026 10:24 ET | Source: Research and Markets

CASS Rules Training Course with an FCA Expert: Managing Client Money & Assets - Navigate New Regulatory Challenges, Improve Operational Processes, and Avoid Fines (Mar 19th - Mar 20th, 2026)

Dublin, Feb. 19, 2026 (GLOBE NEWSWIRE) -- The "CASS - Managing Client Money & Assets (Mar 19th - Mar 20th, 2026)" training has been added to ResearchAndMarkets.com's offering.Join this very...
February 09, 2026 10:00 ET | Source: CIO Group

CIO Group Launches COLOR AI, a Proprietary Technology Platform to Guide Investment Decisions Including Asset Allocation, Tactical Opportunities, Cash Management, and Tax Efficiency

NEW YORK, Feb. 09, 2026 (GLOBE NEWSWIRE) -- CIO Group, the registered investment advisor defining a new paradigm for managing the wealth of the world’s most successful individuals, their families,...