This Week’s Vendor News

NEW & UPDATED PRODUCTS

CAIS expands investment solutions suite through Capital Markets division. CAIS Capital Markets will centralize existing structured investments solutions, hedging and monetization, and managed solutions referral services, with CAIS Capital’s structured investments trade execution capabilities. CAIS Capital Markets is fully integrated with the broader CAIS platform, allowing advisors to access these offerings alongside other alternative investment opportunities.  ↗

Bipsync introduces Bipsync AI to enhance investment research processes. Bipsync AI is a new suite of artificial intelligence features designed to help investment teams quickly and securely extract actionable insights from their proprietary research and data in Bipsync. Key highlights of Bipsync AI include: 1 - Research Summarization: extracts critical insights from investment notes and documents, customized to each user's investment criteria and focus, which reduces the time spent reviewing and synthesizing research. 2 - Smart Tagging: recommends relevant, contextual tags for investment research content, minimizing human error and enhancing information discoverability and connectivity. Additional AI features are in development and will be available in Bipsync AI later on this year. ↗

Allvue Systems launches Allvue Nexius Intelligent data platform. The Allvue Nexius Intelligent data platform is an AI-ready, cloud-native solution designed to eliminate data silos, automate workflows, and deliver real-time insights for private capital markets. By providing a centralized data warehouse with seamless API integrations, and modern data sharing technologies such as Snowflake Share, the platform enables data sharing and enables firms to eliminate inefficiencies, automate reporting, and access self-service analytics. Key Features & Benefits include: 1 - Eliminate Data Silos – Unify investment data, accounting, and operational data into a single, structured ecosystem. 2 - Gain Insights Quickly – Real-time portfolio analytics and self-service reporting. 3 - Automate Workflows – Reduce manual workflows, automated capital call booking, investor onboarding, and deal pipeline management. 4 - Enterprise-Grade Data Security & Compliance – Built on Snowflake technology, ensuring security, traceability, and full auditability. 5 - Seamless API Integrations – Vendor-agnostic bi-directional connectivity with fund accounting, CRM, and third-party solutions. 6 - AI Ready – Designed to prepare, manage, and deliver data in a way that’s optimal for AI and machine learning models, ensuring data is clean, structured, and accessible. ns, and modern data sharing technologies such as Snowflake Share. ↗

Salesforce unveils Tableau Next, which leverages agentic analytics to allow users to collaborate with AI agents to speed up the entire data-to-action workflow. This new AI-powered solution simplifies and accelerates data interaction, allowing organizations to uncover insights and automate visualizations. How does it work? Tableau Next leverages agentic analytics across the entire data-to-action workflow, providing every user with the ability to: 1 - Automate repetitive data tasks like data cleaning, transformation, and visualization generation, as well as the execution of multi-step analytical workflows. 2 - Proactively deliver fast and comprehensive insights by autonomously detecting hidden correlations, outliers, and trends that might be missed by human observation. 3 - Enable contextual and effective action through natural language summaries, visualizations, and data-driven recommendations and insights. ↗

Standard Metrics introduces Benchmarking Trends. This new feature in the Global Benchmarking product allows users to see a company’s historical performance. Users can now see, over time, how a company’s performance compares to data from a large sample of anonymized startups in the same sector and revenue scale. One main benefit of Trends is that it can help firms and companies understand long-term performance versus point-in-time phenomena. Standard Metrics hopes that Trends can help improve investor relations between firms and their portfolio companies. ↗

S&P launches new Capital Structure Analysis module within iLEVEL Credit, which digitizes the experience of analyzing a borrower’s capital structure. This capability enhances capitalization structure analysis from a manual process into an automated and integrated part of the private credit monitoring experience. ↗

Owlin unveils its product release update from Q1 2025. One new feature, which is also available via API is Chain of Events. The Chain-of-Events feature provides essential context, helping risk analysts understand the narrative behind news events. One improved product is Case Management, with several new features to help users stay on top of risk events: risk level, descriptions, export functionality and an improved activity log. The next improved product is enhanced cybersecurity lens. Owlin has expanded the granularity of its cybersecurity lens to include: 1 - new categories like CVEs, AI-related risks, and model misuse and 2 - improved separation between types of cybersecurity threats such as data breaches, ransomware attacks, regulatory actions and specific AI risks. ↗

Attio launches new platform feature, which is public sharing for call recordings. Now, users can share any customer conversation with anyone who needs it. Every shared recording includes a complete transcript, speaker timeline, summary, and meeting details, ensuring everyone has all the context they need. For it to work, users click Share in the top right corner of any call page and toggle Share to web to generate a unique link. This can be disabled at any time to remove access. ↗

Available through its partnership with PredictLeads, Private Company Signals is FactSet's newest enhancement to its current Signals offering. Private Company Signals provides actionable, data driven insights so users can make quick and informed investment decisions. Product highlights include: 1 - See real-time data on new private company offerings, leadership changes, new partnerships or clients, company expansions, cost-cutting initiatives, and corporate recognitions and challenges proactively pushed out. 2 - A combination of qualitative and quantitative insights on more than +6M global companies, taking the manual work out of the investment and financial processes. 3 - Spend less time searching for data to make decisions and more time sourcing deals, prospecting new clients, or nurturing current business relationships. ↗

CAIS unveils its latest tech enhancement. Advisors who are CAIS platform users now have the ability to create multiple orders for different products for a single account in one streamlined experience. This allows advisors to work efficiently and scale their subscription process. ↗

DEAL ACTIVITY

FIS announces strategic acquisition of Global Payments’ Issuer Solutions Business and sale of Worldpay stake. FIS has entered into a definitive agreement to acquire 100% of Global Payments' Issuer Solutions business for a value of $13.5 billion. Concurrently, FIS has entered into a definitive agreement to sell its stake in Worldpay to Global Payments for $6.6 billion in pre-tax value. FIS will fund the acquisition through a combination of $8 billion of new debt and the value from the sale of its minority stake in Worldpay. These transactions are expected to close in the first half of 2026, subject to regulatory approvals and other customary closing conditions. ↗

Consumer Edge is acquiring Earnest Analytics. This acquisition will allow Consumer Edge to accelerate product development, broaden its reach and drive value for its customers and partners. The transaction is expected to close this month. Terms of the transaction were not disclosed. Financial Technology Partners served as exclusive financial advisor to Earnest Analytics. ↗

IQ-EQ signs agreement to acquire the AMAL Group, a provider of Corporate Trust, Agency Services and Loan Servicing solutions, based in Australia and New Zealand. This acquisition supports IQ-EQ’s strategy to expand its global corporate trust and loan servicing business and enter into new growth markets. This transaction is announced subject to regulatory approval from the Foreign Investment Review Board in Australia. Following approval from the FIRB, AMAL Group will be rebranded to IQ-EQ and former principals of AMAL Group, Nick Procter and Tony Grant, will continue to lead the business and will join the senior leadership team of IQ-EQ Asia. ↗

PARTNERSHIPS & INTEGRATIONS

Asset Class unveils strategic partnership with Centersky, a US-based fintech consultancy specializing in CRM and workflow automation for the capital markets sector. This collaboration marks Centersky as the first Asset Class Certified Professional Services Partner in the United States, which helps with Asset Class' expansion across North America. This partnership will enable Asset Class clients to customize their platforms, integrate with third-party apps within the Salesforce ecosystem and by digitizing operations on the Asset Class platform. ↗

Chronograph and Maybern form new partnership. Chronograph and Maybern are joining forces to provide private capital CFOs with portfolio monitoring and valuation data for streamlined waterfall, scenario modeling, and fund management. Together, Chronograph and Maybern, a private market fund management platform for CFOs, will help finance teams optimize data management, gain more transparency, and reduce compliance and operational risks. ↗

Asset Class launches partnership with Ebicus as its first certified pan-European partner. Ebicus, a European CRM and technology consultancy firm, is the first European partner to achieve Asset Class Certified status. This new partnership provides Asset Class clients with the ability to tailor their platforms, seamlessly integrate with third-party applications within the Salesforce.com ecosystem and maximize their return on investment by digitizing operations on the Asset Class platform. ↗

Focus Financial Partners has recently expanded their relationship with CAIS to leverage the suite of offerings under CAIS' new Capital Markets division. Focus Financial Partners is an interdependent partnership of wealth management, business management and related financial services firm. ↗

Alto and InvestX collaborate to expand investor access to pre-IPO investment opportunities using retirement funds. InvestX is a North American asset manager that provides accredited investors access to select late-stage growth pre-IPO companies. Through this collaboration with InvestX, Alto is expanding access to private market opportunities outside of its traditional Marketplace model. In addition to hosting live offerings, Alto now allows interested investors to join a waitlist and receive deal details when opportunities arise—while InvestX continues to manage its capital-raising efforts independently. ↗

Bruce ATS Data partners with Nasdaq. Nasdaq and Bruce Markets have entered a new data partnership through which Nasdaq will distribute Bruce Alternative Trading System market data. The collaboration marks a development in after-hours trading, enabling market participants to access Bruce ATS data through existing Nasdaq connections overnight in the United States. As part of the new data venture, Nasdaq will leverage its global distribution network to deliver Bruce ATS data to various stakeholders throughout the financial ecosystem. The partnership delivers three Bruce data products through Nasdaq's distribution channels: 1 - Bruce Last Sale: Real-time data feed providing complete trade information for all securities traded on Bruce ATS. 2 - Bruce Best Bid and Offer: Real-time snapshots of liquidity with proprietary data tracking the best quotes throughout the overnight session. 3 - Bruce Depth of Book: Extended visibility into the complete order book, displaying every order at every price level. Clients can access this data through existing Nasdaq distribution services, their preferred data vendor or via direct connection to the Bruce ATS matching engine. This partnership aligns with broader market trends toward 24-hour trading. ↗

Canso Investment Counsel is adopting the SimCorp One investment management platform. Canso is a Canadian portfolio management service provider for institutional and private investors. SimCorp will provide a complete front-to-back implementation of its investment management platform, SimCorp One, for Canso Investment Counsel. SimCorp will help Canso manage investments and operations in order to streamline portfolio and trade management operations and facilitate growth into new markets. Canso will use SimCorp's integrated platform to enhance its operational efficiencies by streamlining its portfolio management operations to enable scalable growth. ↗

Quadrivio Group selects Quantium to enhance their investment operations, leveraging its fund management, portfolio management and investor reporting tools across all funds. As Quadrivio expands its investment activities, their team sought an automated solution to enhance efficiency across workflows, like capital call calculations, fund performance tracking across single and multi-fund structures, and portfolio company KPI collection. By implementing Quantium, Quadrivio will be able to automate capital call allocations, seamlessly transfer structured data to their fund administrator, and streamline investor reporting. Quantium will also provide them with enhanced insights into fund performance, while the investor portal will provide Quadrivio Group’s stakeholders with an real-time view of key metrics and dashboards. ↗

Landseer Asset Management picks Integrum ESG because the platform is "easy to use" and supports its compliance with the SFDR legislation. Landseer Asset Management is a European boutique hedge fund and active long only fund manager with $1.6 billion AUM. Integrum's SFDR solution has enabled Landseer to classify their flagship L/S fund as Article 8. ↗

Passion Capital is now building on bunch. Passion Capital is an early-stage venture firm investing in digital technology and media founders. ↗

ENTRILIA welcomes Mission Driven Finance as the 100th firm to join its platform. Mission Driven Finance is a private impact asset management firm dedicated to building a financial system that ensures good businesses have access to affordable capital. ↗

Bridgepoint selects 73 Strings to power their valuations and portfolio monitoring across both private equity and private credit. Bridgepoint is a private asset growth investor with over $75B AUM. ↗

LKCM Headwater Investments is a new Maestro client. LKCM Headwater Investments is a value creation platform for private equity. ↗

OFFICE & PERSONNEL

James Eliason is the new Chief Financial Officer at Canoe Intelligence. Most recently, Eliason was the CFO at Device42, in Boston. ↗

Barbara Rockenbach joins Holland Mountain as a new Associate Director. Most recently, Rockenbach was a Sr. Solutions Engineer at Allvue Systems. She also spent time at Investment Metrics and Backstop Solutions. ↗

Drooms welcomes Timothy Hudson as its new Business Development Manager. Hudson, who is based in London, will play a role in driving growth in the UK market, helping investors, real estate firms, and dealmakers streamline due diligence and accelerate transactions with Drooms’ AI-powered data rooms. ↗

AlphaSense appoints Joseph Rozenfeld as Executive Vice President of Engineering. Rozenfeld will drive AlphaSense’s growth and will report to CEO and Founder, Jack Kokko. Rozenfeld brings over 30 years of experience leading global engineering teams at SaaS organizations. Most recently, he led Engineering for the Enterprise and Cloud Platform at Atlassian and oversaw a 1,200-person global team that executed the company’s strategic transition from on-premises server products to cloud-based solutions. ↗

Drooms welcomes Johannes Grüny to the company as a new Business Development Manager in Frankfurt. With a background in sales and business development, Grüny will play a key role in expanding Drooms' footprint in the DACH market. ↗

DealsPlus adds Katie M as its Chief Commercial Officer. Before joining DealsPlus, Katie was the Managing Director, Head of International Sales at Ontra, where she spent almost six years. ↗

Grandview Analytics welcomes back David Gebhart as a Director. Most recently, Gebhart was a Manager in KPMG’s Advisory Services practice, where he led operational risk and compliance initiatives and redesigned frameworks to manage regulatory requirements and risks. Gebhart, who has two decades of financial services experience, first joined Grandview in 2016, where he guided high-profile private investment clients with AUM exceeding $250 billion. ↗

VENDOR RESEARCH & WHITEPAPERS

Aumni has a new blog, "How finance teams value venture capital investments". In this blog, Aumni summarizes three valuation methodologies and their sub-components, which are market approach, income approach and asset approach. ↗

Juniper Square has a new blog,"Two keys to raising rounds in the current macro environment". Juniper Square feels that in the current climate, securing institutional commitments requires a strategic approach. In this blog, Juniper Square explains why it feels that in addition to a strong investing thesis, developing and nurturing long-term relationships matter as well. ↗

Novata has a new blog, "Four Ways To Reframe Your Sustainability Initiatives in Times of Disruption". In this blog, Novata shares four ways to reframe sustainability initiatives as strategies for resilience. Novata feels that positioning sustainability as fundamental to business resilience can ensure it remains relevant, even in times of scrutiny. ↗

Deus Group has a new blog, "Collaborative Workflows: Breaking Down Silos in Merger Control". In this blog, Deus Group states that the evolution from siloed to collaborative workflows represents one of the most significant advancements in merger control efficiency. By creating unified environments where different teams can work together seamlessly, AI-powered collaboration tools are not only accelerating processes but also improving the quality of analysis and strategic decision-making. ↗

Verity has a new blog, "Insider Pledged Share Data: An Underutilized Signal for Idea Gen & Risk Management". In this blog, readers can discover how insider pledged share data can uncover overlooked risks and hidden signals. Readers can also learn how investors use this input to generate ideas, assess governance, and manage downside exposure. ↗

AWARDS

The Winners of the FinTech Breakthrough Awards have been announced.

Winners from our Vendor Profiles database include:

Canoe - Best Alternative Investment Platform
Titanbay - Best Private Market Investment Platform
Charles River - Best Institutional Investment Solution
Coterie - Best InsurTech Company
iCapital - Best DeFi Asset Management Solution
Cygnetise - Best Use of Blockchain in FinTech

Congratulations to all the Winners! ↗

Linnovate Partners recognized for FinTech Innovation at Asia Asset Management’s 2025 “Best of the Best” Awards. These awards celebrate institutions and innovators shaping the future of Asia’s Asset Management ecosystem. ↗