UniversalCIS, a technology-enabled provider of credit data and related origination solutions in the mortgage industry, and Credit Plus, a leading provider of mortgage verifications and business credit reports, have merged their companies. As a result of the merger, the new company will become the largest in the industry and serve
Vanguard has completed the acquisition of Just Invest, a provider of tax-managed, tailored wealth management technology. Just Invest’s offerings, including direct indexing platform Kaleidoscope™, provide financial advisors with technology solutions that cater to their clients’ unique financial needs. The acquisition adds direct indexing, or personalised indexing, capabilities to bolster Vanguard’s
Virtu Financial, a provider of trading solutions and liquidity to the global markets, has become a strategic investor in ClearList. Other investors in ClearList include GTS, a leading electronic market maker across global financial instruments, Tudor Global Trading, founded by legendary investor Paul Tudor Jones, and David “Tiger” Williams, founder
finnCap Cavendish (Cavendish), part of financial advisory firm finnCap Group, has advised on the sale of Sentenial Group and its open banking brand Nuapay, an end-to-end payments platform specialised in account-to-account transactions, to EML Payments, an Australian-listed payments technology company for EUR108 million. Through its regulated subsidiary Nuapay, Sentenial operates
Prometheus Alternative Investments has raised USD5 million in an oversubscribed seed round. The round was led by 8VC/Joe Lonsdale with participation from a diverse set of prominent investors including Kyle Bass (Hayman Capital), Gaingels, John Quinn (Quinn Emanuel), Gil Weisblum (family office of Barry Diller), Jared Rothman (family office of
EquityBee, an employee-focused stock options funding solution, has raised USD55 million in a new Series B funding round led by existing investor Group 11, with participation from new investors Israel-based Greenfield Partners, as well as existing investors Battery Ventures, Local Globe/Latitude, Altair and ICON. The investment will be used to
Registered Investment Advisor (RIA) Mercer Global Advisors, which is majority owned by Oak Hill Capital and Genstar Capital, has acquired Quest Capital Management, a wealth management firm located in Dallas, Texas. Quest serves approximately 660 clients with assets under management (AUM) of approximately USD1.5 billion. Quest was founded in 1987
Omaha National Group, a tech-enabled provider of workers’ compensation insurance and payroll services, has raised USD45 million ins a Series B round led by Accomplice. The company plans to use the funds to support its transition to operating as a direct insurance writer and to continue the expansion of its
MDOTM, a European specialist in AI-driven investment strategies, has completed a EUR6.2m Series B fundraising. The funds will accelerate MDOTM’s international expansion, double the size of its teams in London and Milan, and see the company open a new office in the US. The new funds have been raised from institutional
Mercer Global Advisors, (Mercer Advisors), a national Registered Investment Adviser (RIA) majority owned by both Oak Hill Capital and Genstar Capital, has acquired Miller Advisors (Miller), a wealth management firm located in Kirkland, Washington. Miller serves approximately 200 clients with assets under management (AUM) of approximately USD240 million. Miller was
12 November, 2026 – 5:00 pm
12 November, 2026 – 8:00 am
12 February, 2026 – 8:00 am
12 February, 2026 – 5:00 pm
