This Week’s Vendor News

NEW & UPDATED PRODUCTS

Finquest introduces Cofinder by Finquest & Dun & Bradstreet. Cofinder.io is a new platform that helps users uncover overlooked companies and map markets. Cofinder allows users to: 1 - Find companies - Leverage AI to extract insights and focus on relevant opportunities. 2 - Expand searchable universe - Gain access to a private company database, including non-sponsor-backed businesses. 3 - Verified CEO and executive contacts - to speed up outreach (coming soon). ↗

Acuity Knowledge Partners unveils Acuity Agent Fleet. The Agent Fleet for Banks, Asset Managers, and Private Equity houses is a domain specific Agentic AI platform that enables firms to scale their businesses, improve decision-making and efficiency-without expanding headcount. Acuity Agent Fleet combines AI with no-code workflow automation. It consists of an Agentic Library which has a fleet of agents tailored for the financial services working together to perform tasks like data extraction, quantitative and qualitative analysis and publishing into Microsoft Office 365. The Agent Fleet helps with performing repetitive and time-consuming tasks which frees up valuable human capital to focus on high value additive tasks. The fleet is modular and scalable, with as many agents as necessary able to be deployed according to clients’ workflow needs. ↗

FIS launches Unified Money Movement Hub. The Unified Money Movement Hub is a payments solution that helps simplify the back-end infrastructure of financial institutions by enabling them to connect to multiple payment networks and process payments in one place. The cloud-native platform is core agnostic and allows banks to start with the payment types they need, then add new capabilities over time through a “pay-as-you-grow” model. Features of the FIS Money Movement Hub include: 1 - Unified integration - The FIS Money Movement Hub is designed to integrate with major payment networks, 2 - Cloud native - The solution is hosted in FIS’ AWS Cloud environment, helping to increase scalability, cost-efficiency, reliability and security, 3 - Built-in fraud controls – Real-time transaction and OFAC monitoring, fraud detection, and risk scoring are available within the FIS Money Movement Hub. ↗

SimCorp reveals enhanced Axioma Worldwide Equity Factor Risk Model. The latest version of SimCorp’s risk model provides portfolio managers and risk managers with insights for improved portfolio construction and risk management. These enhancements allow for quick detection of market direction changes or rotations between stock groups. The Axioma Worldwide Equity Factor Risk Model introduces several new factors that are significant in today’s market environment for a comprehensive risk assessment. The models are flexible and can be accessed through the SimCorp's portfolio risk management system, Axioma Risk, or delivered as a flat file. ↗

Quantium launches new private debt software module and unveils other improvements to its core platform. These changes are accompanied by a revamped Quantium website. What’s new in this upgrade: 1 - Private Debt Loan Management - Quantium has integrated its loan amortization and loan management capabilities directly with bank data, streamlining private debt loan book management and payments. 2 - Bank Integration - Connect to a network of banking partners worldwide, providing real-time transaction creation, matching and reconciliation. 3 - Quantium Assist - an AI-powered agent that automates portfolio data ingestion, monitoring of portfolio metrics, and cap table management. ↗

Asset Class unveils NEO, an AI due diligence solution that is built into the Asset Class platform. NEO screens documents against a user's criteria, helping them conduct due diligence with consistency and at scale. This new solution has been developed in partnership with Palantir Technologies. NEO is designed for venture capital, private equity, commercial real estate, and alternative investment firms. ↗

EcoVadis introduces new workforce survey tool to provide supply chain human rights data. The EcoVadis Worker Voice survey is a new workforce engagement tool aimed at providing companies with information on responsible sourcing and human rights human rights issues in their supply chains. This new tool enables companies to receive insights into labor and human rights risks to help improve working conditions and comply with regulations. The new solution allows organizations to invite their suppliers to launch the survey, with workers able to access the survey by scanning a QR code or calling publicized phone numbers in their preferred language, with results available to organizations in real-time. Key features of the tool include 1 - multi-channel feedback to overcome accessibility challenges such as language, literacy, and access to technology, 2 - anonymity to ensure workers can share experiences without fear of retaliation, 3 - analysis of feedback to flag issues, and 4 - alignment with industry standards and regulatory requirements such as modern slavery laws or human rights due diligence. ↗

VerityRMS releases platform updates to improve investment research workflows. The Q1 2025 updates to VerityRMS focus on two areas: 1 - Making notes easy to create, edit, and organize. 2 - Expanding how VerityRMS connects with the tools and data sources already being used. These enhancements are: 1 - Fast note creation with templates, 2 - New fields for Tagging and Linking , 3 - New Editor toolbar, font sizes and quick draft performance, 4 - Accurate note creation from email. VerityRMS has also updated the Contact Management experience with clean table views for search and editing. 5 - Organized layouts for scanning team and colleague information. Additionally, VerityRMS has added a Microsoft Office add-in enhancements, new SharePoint integration and a new ISS ESG data integration. ↗

Juniper Square unveils its latest release with upgraded investor onboarding, enhanced LP communications, and CRM on the go. The first new feature is the Juniper Square mobile app that lets users respond fast, access investor data and keep their CRM up to date. Next, is enhanced investor onboarding with flexible LP subscription flows, the ability to countersign in bulk, custom footnotes & sub-questions and configurable subscriber types. Additionally, Juniper Square has released new communication tools like: template management, email scheduling and investor driven contact management. ↗

G2 adds 12 new categories to its marketplace in March and April 2025. These new categories are: 1 - emerging AI software that represents AI solutions that extend beyond traditional AI classifications and existing G2 categories. 2 - AI optimization with AI-specific visibility tracking, sentiment analysis, and ranking insights, 3 - AI customer support agents category to represent solutions purpose-built for automating and optimizing customer service, 4 - AI IT agents category to spotlight solutions designed for IT support, 5 - AI SDR category to spotlight AI agents built for sales development, 6 - IT documentation category to address the market for IT-specific knowledge base solutions, 7 - AI coding assistants to streamline team productivity, improve code quality, and maintain coding standards across projects, 8 - Network as a Service providers offer businesses cloud-based network solutions, such as connectivity, security, and traffic management. , 9 - AI storyboard generators use artificial intelligence to transform written ideas, scripts, or prompts into visual storyboards, 10 - Presentation management solutions are utilized for creating, organizing, distributing, and updating presentation content across users and teams. Its aim is to streamline the creation and management of slide decks and templates, 11 - SAP Security software is a software platform that offers protection of a company’s SAP Systems and environments, 12 - Risk intelligence software consolidates risk data from various external sources to give organizations insight into the full scope of their organizational risk profile. These external data sources may include traditional news media, social media, the dark web and regulatory filings. ↗

The Liquidity Planning Module is now live in ValueWorks. What is included: 1 - scenario-based planning, 2 - integrated headcount & salary planning, 3- sync with existing HR data, 4 - department-level autonomy with merge + approval flows, 4 - drill-downs on individual personnel costs. ↗

The ROYC website is now available in French and German. This is the first step towards getting close to its customers and partners in Europe. ↗

Addepar unveils enhanced data models to improve data access and service architecture. Addepar’s upgraded system includes: Under the new system, uncached data queries are 1 - quicker than it used to be, 2 - the new system requires less dynamic memory for caching and therefore increases the system’s efficiency. 3 - the new system increases the elasticity of the server architecture. It also streamlines data querying patterns by restructuring how data is indexed. The key elements of the enhanced system are: 1 - use dual data models for flexibility: introduce binary-based and row-based data models, 2 - tailor data workflows to access patterns: think about how data is actually consumed and optimize APIs for those access patterns, 3 - optimize data compression for performance: reduce data footprint on disk and achieve a direct reduction in querying time. ↗

Attio launches Attio for desktop. Attio for desktop can be downloaded at: attio.com/download ↗

Similarweb introduces Custom Dashboards, which is now available in the DataHub. With Custom Dashboards, users can: 1 - compare apps, websites, and keywords, 2 - customize layouts and visuals, 3 - build metric formulas, 4 - blend over 30 datasets into one view. ↗

Delio updates Delio Core OS with three new features. Delio's new features include: 1 - Co-Pilot: a new AI-powered assistant that supports teams by suggesting structure and content for tasks like deal creation and investor forms. It’s designed to reduce manual input while improving accuracy and consistency across platforms. 2- Dashboard Builder: Users can tailor screens to display the most relevant platform information, specific to their requirements and dependent on type of user. 3 - Onboarding forms: The platform enables firms to design and implement configurable onboarding workflows that address diverse regulatory and business requirements - handling multiple investor types, geographic jurisdictions, suitability assessments, and attestations. ↗

FIS launches enhanced version of Its Enterprise Treasury and Risk Management Platform. The Treasury and Risk Manager – Quantum Cloud Edition can support increased workloads, large transaction volumes, and increased enterprise connectivity, scaling these capabilities to provide CFOs and corporate treasurers with visibility of risks; improved data-driven decision-making; and efficient money movement. This treasury and risk management solution can help unlock insights for informed strategic decisions and gives customers a clear understanding of risk exposure and capital allocation. By running on a public cloud, this enhanced solution features strong data processing power and connectivity and can provide flexibility for quick implementations, product upgrades and seamless rollouts of new capabilities. Additionally, this version of FIS’ treasury and risk management solution offers a new Liquidity Hub module for harnessing data from multiple sources to enable cash-management analysis in real time. ↗

73 Strings updates Extract with new Multilingual Parser. With this enhanced version of 73 Extract, users can now: 1 - unlock financials and documents in any language, 2 - receive translated English outputs ready for analysis models, 3 - expect accuracy across PDFs and spreadsheets, 4 - accelerate decisions without inflating operational costs. ↗

Visible introduces updated investment tracking on its platform. Visible has reworked the investments feature in the portfolio view to provide enhanced flexibility and a more streamlined view. Until now, users have been able to track investments in Visible. Now, users can associate investment transactions with rounds and track associated cash flows. Visible has introduced a new tabbed layout within each company profile so users can toggle between different categories of investment data. With the transactions tab users can log any inflow or outflow related to a company (investments, exits, distributions, interest payments, dividends, and more). Each cashflow includes fields for the name, amount, date, type, description, and associated round. The rounds tab expands on what previously existed in Visible. Now, users can create a round and associate multiple transactions with the round in the event they invested out of multiple funds or acquired different share classes. The FMV tab consolidates how the value of positions have changed over time, which helps to understand the investment performance. The new transaction tab helps to support additional new transaction types and helps with improving workflows for tracking investment data. ↗

DEAL ACTIVITY

Clearwater Analytics completes acquisition of Beacon Platform. This acquisition strengthens Clearwater’s capabilities in portfolio management across public and private markets, including structured products, private credit, and derivatives. With the integration of Beacon’s cross-asset risk modeling, Clearwater will offer a unified platform that spans the full investment lifecycle—from trading and modeling to accounting and regulatory reporting. This unified platform will eliminate silos across the front, middle, and back office, providing real-time data, transparency, and scale for institutional investors. ↗

S&P Global to separate mobility segment into standalone public company. S&P Global plans to separate S&P Global Mobility from S&P Global to drive value creation. S&P Global will continue as a provider of credit ratings, benchmarks, analytics and workflow solutions and will consist of its four core businesses – S&P Global Market Intelligence, S&P Global Ratings, S&P Global Commodity Insights and S&P Dow Jones Indices. Following the separation, S&P Global will benefit from simplified operations, increased focus on its enterprise strategy and a unified approach to powering public and private markets. Through the transaction, S&P Global and Mobility are each expected to benefit from: 1 - Focused management teams, business models and strategic priorities to drive value creation and benefit customers; 2 - Financial flexibility to strengthen market leadership and capitalize on profitable growth opportunities; 3 - Distinct investment profiles to align with investor objectives. ↗

PARTNERSHIPS & INTEGRATIONS

Edward Jones enters into a relationship with CAIS to expand access to a menu of alternative investments for its clients. The CAIS platform is designed to simplify Edward Jones' end-to-end alternative investing experience, enabling financial advisors to discover, learn and allocate investment options reducing complexity and saving them time. Financial advisors serving Edward Jones Generations clients will have the opportunity to deepen their knowledge of alternative investment options through CAIS's learning platform, CAIS IQ, and CAIS Live in-person education events. ↗

Yieldstreet and Upgrade partner to expand access to consumer credit investing. Both firms have announced the completion of an agreement to purchase assets through Flex Pay, Upgrade’s BNPL financing solution. This partnership enables individual investors to target passive income from exposure to consumer BNPL loans. The first transaction, which closed in April 2025, includes a pool of travel loans through Flex Pay’s partnerships with over 750 travel partners, including airlines, cruise lines, and hotel chains. This transaction marks the addition of travel financing to Yieldstreet’s portfolio of private market opportunities. ↗

Mend.io is now integrated with Microsoft Defender for Cloud. with this integration, security teams can now: 1- see Mend.io SCA findings directly in Defender for Cloud, 2 - prioritize real risks with reachability analysis, 3 - visualize attack paths from code to cloud. ↗

Grupo BMV partners with Nasdaq to enhance Mexican market infrastructure. BMV is a fully integrated exchange that operates cash, listed derivatives, and OTC markets for multiple asset classes, including equities, fixed income, and exchange-traded funds. BMV aims to accelerate the modernization of their post-trade infrastructure, which is already in process on Nasdaq technology. BMV is currently transitioning from legacy in-house built managed clearing and settlement platforms to Nasdaq’s post-trade technology. By integrating Nasdaq’s platforms, BMV is standardizing and consolidating post-trade processes across asset classes and markets, adopting risk management methodologies, and implementing real-time monitoring capabilities. ↗

The Johannesburg Stock Exchange expands its partnership with Nasdaq, following the launch of a new modernization blueprint. Launched in partnership with Amazon Web Services, the blueprint is designed to help market operators to cost-effectively modernize their markets while mitigating transformation risk and reducing barriers of entry for global investors to access sovereign capital in market centers all over the world. One driver behind the collaboration was JSE’s goal to enhance liquidity in their venue. JSE is also exploring adoption of Nasdaq’s service-based marketplace technology for its post-trade operations in combination with AWS infrastructure. These efforts are part of JSE’s journey to modernize its technology foundation. ↗

OneDigital chooses Broadridge's suite of retirement tech solutions to enhance advisor efficiency. Broadridge's suite of retirement technology solutions will streamline investment monitoring, improve compliance oversight, and deliver actionable insights to OneDigital’s team. ↗

OFFICE & PERSONNEL

Allvue adds three to its Executive Team. Allvue has appointed Dmitri Sedov as Chief Data and Analytics Officer, Mack Santora as Head of AI and Brad Rosenfeld as Chief Marketing Officer. Sedov joins Allvue from London Stock Exchange Group, where he served as Group Head of Product, Data & Analytics. His career includes senior roles at Nasdaq, Preqin, and S&P Global. Supporting Sedov is Jack Levy, Head of Data Strategy & Management, formerly of GoldenSource and Preqin, and Chris Pardo, Head of Product, Data & Analytics, joining from LSEG. As Head of AI, Santora will be responsible for embedding AI across Allvue’s systems, platforms, and processes to drive value for clients and enhance the client experience. Since joining Allvue, Santora has served as Chief of Staff and led Allvue’s client modernization program. Rosenfeld brings over two decades of experience in growth strategy and digital marketing, having previously served as Chief Marketing Officer at Prove and in leadership roles at PayPal and Biz2Credit. Additionally, Allvue has expanded its R&D budget over the past year, funneling a 70% year-over-year increase in R&D funding into AI, data, and analytics-driven initiatives for the alternatives market. ↗

Nasdaq Private Market adds to Executive Leadership Team. René Paula joins NPM as Chief Legal and Chief Financial Officer, responsible for all legal affairs and guidance on corporate, commercial, and securities matters, as well as financial strategy, planning, and operations. Paula brings over two decades of experience across global M&A, IPOs, and venture investments including exits to Accenture and a Nasdaq IPO. Amanda Gold has been named Chief of Staff and Chief People Officer. Since joining NPM as Chief Marketing Officer in 2022, she has raised the corporate profile of the NPM brand, led marketing and communications initiatives across all products, partnerships, and funding rounds. Andrew Kroculick, who has been with NPM since 2017, has been named Chief Operating Officer. Kroculick has helped lead the company’s spinout to an independent private company from Nasdaq in 2022 and has led the Business Operations and Account Management teams as Head of Business Operations and Client Experience. Bill Spoor has been named Head of Capital Solutions. Since joining NPM in 2023, he has led the origination and special situations efforts within Capital Markets, where he structured the company’s first private fund product and strengthened its investor network. In his new role, Spoor will lead NPM’s newly created Capital Solutions Group. Marc Perkins has been named Senior Vice President of Product. Since joining NPM in 2023, Perkins has led the buildout of the company’s Tape D data and analytics platform and overseen product developments for the SecondMarket trading platform. In this newly created role, Perkins will lead efforts to scale the platform and accelerate adoption. Parul Dubey has been named Head of SecondMarket. Since joining NPM in 2019, she held several roles within the Capital Markets team, where she helped build the business from inception. Dubey also established and led the Private Client Group. In her new role, she will focus on optimizing the client funnel to drive business development and scale the adoption of the NPM trading platform. Dubey will also help deploy a portfolio of secondary products including marketplace, SPVs, and company-organized secondary offerings for private company employees and accredited investors. She will also partner with the NPM Technology and Product teams to ensure a seamless client experience for buyers and sellers. ↗

Clearwater Analytics promotes Subi Sethi to Chief Operating Officer and Cindy Blendu to Chief Administrative Officer. During her five-year tenure at Clearwater, Sethi has enhanced Clearwater's business operations, by helping with improvements in gross margin, enhancing client satisfaction and building global operation centers that are now operating at scale. Additionally, Cindy Blendu has been promoted to Chief Administrative Officer, expanding her portfolio to include Human Resources, Corporate IT, and Facilities Management for the company. Throughout her six years with Clearwater, Blendu has improved engagement, efficiency, and productivity across the organization. ↗

ACE Alternatives promotes three at the company. Johanna Rolf and Stephanie von Behr have been promoted to Vice President, Client Operations. Natalya Naumova has promoted to Senior Fund Operations Manager. ↗

Ruby Chow joins Holland Mountain as a new Managing Consultant. Chow brings over 10 years of experience across fund accounting and administration, operations, and IT, having worked with private equity GPs, fund administrators, and software vendors in Hong Kong and the UK. At Holland Mountain, Chow will support clients with service provider and vendor selections, system optimization, operational strategy initiatives, and ATLAS-related transformation projects. ↗

Anaplan opens newest Bay Area office, Anaplan San Francisco. The new office can be located at: 180 Howard St, Suite 200. ↗

Christine Berenger starts new position as Head of International Structured Products at iCaptal. Before joining iCapital, Berenger was Head of Advisory and Discretionary at Vestrata, where she spent five years. She has also held roles at Credit Suisse and Calico Asset Management, an affiliate of Bordeaux Index. ↗

VENDOR RESEARCH & WHITEPAPERS

Private Equity Info has a new blog, "Tracking relationships between investment banks & PE firm". PEI feels that since PE firms depend on quality deal flow in their industries and investment banks play a big role as a deal source. Therefore, identifying which banks lead deals in which sectors help PE firms source opportunities efficiently. In this blog, PEI lists the top investment bank closing deals with PE firms over the past five years, top industries for IB-PE closed deals and insights into the consistency in which PE firms work with select investment banks and law firms on deals. ↗

Visible has a new blog, "The Most Common Day to Send Investor Updates". Visible knows that keeping investors in the loop strengthens relationships—and helps open new doors when needed. In this blog, Visible analyzed its own investor update data to find the most common day of the week to share an investor update. ↗

SimCorp has a new blog, "5 ways factor-mimicking portfolios reveal hidden insights". SimCorp feels that FMPs track their respective factors’ performance and risks, but are unconstrained by transaction costs and turnover when the model is re-estimated, which is typically daily. Despite this, FMPs are the representation of their factors and can help practitioners understand factor behavior. In this blog, SimCorp explores five practical applications. ↗

FINTRX has a new blog, "RIA Prospecting: 3 Ways Asset Managers Can Turn Cold Leads into Hot Prospects". In this blog, FINTRX gives three ways distribution teams are using the FINTRX platform to turns leads into sales-ready opportunities. ↗

Visible has a new blog, "The Standard Metrics to Collect for VC Portfolio Monitoring". Visible feels that It’s important to know which metrics are the best to collect from portfolio companies so that investors can extract the maximum amount of insight from the least number of metrics. In this blog, Visible outlines six common metrics investors collect from portfolio companies. ↗

Bite has a new article, "How fundraising software helps firms tackle scale and complexity". In this fundraising article, Bite explores how new software can help private capital managers streamline investor management, automate compliance, and enhance operational efficiency. ↗

Astrella has a new blog, "7 Types of Investors and How to Find the Right One for Your Startup: A Guide". In this article, Astrella discusses the different stages of investment and how to research and identify potential investors. ↗

DiligenceVault has a new Whitepaper, "ESG Tech & Data Strategy for Asset Allocators". This whitepaper explores what a solid ESG tech and data strategy looks like in practice. ↗

Rio has a new blog, "Is Your Sustainability Strategy Holding You Back? Here’s What the Best Companies Do Differently". In this piece, rio explains how the "best companies" are turning sustainability from a burden into a competitive edge. ↗

AWARDS

Titanbay wins Wealthtech Firm of the Year at the Money Age Wealth and Asset Management Awards 2025. This award represents Titanbay's commitment to enhancing how wealth managers and private banks access and deliver private markets. ↗

Arcesium named Technology Provider of the Year at Hedgeweek’s European Awards 2025. ↗

Hyperscience named IDP Deal of the Year. Hyperscience is the winner of the 2024 IDP Deal of the Year by Deep Analysis. ↗

The Winners of A-Team Group’s Innovation Awards 2025 have been revealed. Winners from our Vendor Profiles database include:

Most Innovative Use of AI in an Enterprise Data Management Initiative - Canoe Intelligence
Most Innovative use of Generative AI - S&P Global Market Intelligence
Most Innovative Unstructured Data Management Project - Alkymi
Most Innovative Buy-Side Trading Workflow / STP - Broadridge Financial Solutions

Congratulations to all the Winners! ↗

Linnovate Partners US named winner of Stevie Silver Award in the FinTech Solutions category. This was at the 23rd Annual American Business Awards. ↗

Datasite receives the 2025 BIG Artificial Intelligence Excellence Awards in the Machine Learning – product category, for its impactful use of AI and machine learning to enhance operational efficiency and insight across M&A workflows. Datasite also received a Bronze Stevie Award for Innovation in Technology Development at the 2025 Asia-Pacific Stevie Awards. ↗

OneTrust named Market Leader in Privacy Management Software at the Cyber Defense Awards. This was the 13th Anniversary of the Global InfoSec Awards. ↗