FORWARD FEATURES CALENDAR

Solutions

OrBit Markets, an institutional liquidity provider in crypto options and structured products, has raised $4.6 million in an angel funding round led by Matrixport, a digital assets financial services ecosystem, with participation from Brevan Howard Digital, New Form Capital, Maven 11 and Westridge Markets in this oversubscribed round. As the digital assets market evolves, more investors and DeFi users are exploring advanced options strategies for investment and yield enhancement, but few market makers are able to provide liquidity in these complex products. Even in traditional finance, such capabilities are concentrated in the hands of a few global investment banks. OrBit
Qontigo, a global provider of risk analytics and index solutions, has partnered with CEPRES, a specialist in private market investment technology and data, to develop a suite of private market factor risk models for unique insights into private capital fund risk in multi-asset class portfolios. The private market factor models will provide broad coverage of the private asset space in Qontigo’s enterprise risk management system, Axioma Risk. Through the combination of CEPRES’s verified private fund cash flow data and Qontigo’s industry-leading Axioma Factor Risk Models, asset managers and asset owners will receive deep insights across both public and private assets
Accelex, a SaaS platform for alternative investment data management, has expanded its relationship with LGT Capital Partners (LGT CP) to support the processing of a new document category: fund financial statements.
Edelman has launched Edelman Smithfield, a financial communications boutique that specialises in financial markets and strategic situations, serving clients in the United States, EMEA, Asia and beyond.
Red Mountain Capital Partners (Red Mountain) has launched Red Mountain Capital Advisors (RMCA) and Red Mountain Securities (RMS), an investment banking platform focused exclusively on providing advisory services for middle market public and private companies and their owners. RMCA and RMS represent the evolution of Red Mountain from an investment management firm that invested in middle market and small cap public and private companies, adding value by offering constructive advice to their management teams and boards, to an investment banking advisory firm with an owner’s perspective and an emphasis on value creation. RMCA is led by Founding Partners Chris Teets,
Zug-based fintech firm Alphanect has launched Alphanect Selection, an all-new curated portfolio of private market products for wealth managers and investors.
Japan, a digital platform providing access to alternative investments including private equity, real estate, hedge funds, and private credit. Has now raised $1.8 million in funding having closed am angle funding round backed by both domestic and foreign VCs and angel investors. The investors that participated in the angel round consist of nine individual angel investors and the following five VCs: East Ventures; FINOLAB; Launchpad Fund/Headline Asia; Plug and Play; and Saison Ventures.  LUCA Japan completed a demo version of its digital platform and is currently in discussions with potential B2B users for its implementation. LUCA Japan has also launched
Investing in technology to better optimise data and modernise data management are the top priorities for financial services firms according to new research by global Fintech leader, Broadridge Financial Solutions.
American Elm Distribution Partners (American Elm), a managing broker dealer offering retail distribution and compliance services to alternative funds, has partnered with Phoenix American Financial Services (Phoenix American), a fund administrator offering outsourced back office, fund accounting and investor services, to offer a turnkey solution for alternative investment managers looking to enter the retail investor marketplace. American Elm is a relationship-driven investment management firm doing business as a managing broker dealer to enhance outcomes for client funds. Leveraging strategic partnerships, seasoned distribution professionals and a unique approach, the company has developed a fundraising and investment model exclusive to the firm.
Morgan Stanley Investment Management (MSIM) and iCapital have expanded their US partnership to provide more banks and wealth managers globally with access to a suite of private markets funds managed by MSIM. iCapital’s technology platform and solutions have effectively and efficiently diminished the historical barriers that wealth managers and their clients have faced when investing in private markets by automating the subscription, administration, operational and reporting processes for the life of the investment. iCapital also provides a full suite of research, due diligence and educational materials to advisors and investors.   Morgan Stanley is a long-standing strategic investor and partner

Events

12 November, 2026 – 8:00 am

Directory Listings