Zocks Secures $45 Million in Series B Funding to Advance AI Platform for Financial Advisors January 27, 2026
Beacon Software Secures $250 Million Series B Funding to Expand AI-Powered Vertical Software Portfolio November 4, 2025
Descope Secures $35M Extension to Seed Round, Bringing Total Funding to $88M for IAM Platform Development October 2, 2025
Rain Secures $58 Million Series B Funding to Expand Global Stablecoin Infrastructure September 7, 2025
Atlas Acquires Central Wealth Management, Exceeding $230M AUM and Expanding AI-Driven Wealth Services July 15, 2025
Multiplier Holdings Launches with $27.5 Million in Funding to Build AI-Native Professional Services Firms July 13, 2025
Prismm Selects William Mills Agency for Strategic Communications to Boost Inheritance Infrastructure Platform April 11, 2026
Pello Companies Acquires ByAllAccounts from Morningstar to Advance Open Finance and Wealth Management Data Capabilities April 11, 2026
