Author Archive

August 20, 2019

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by: creative@fullyvested.com

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Categories: News

Forbes | Ben Cukier | August 19, 2019 For financial services firms, especially fintechs, baby boomers should be seen as the pot of gold at the end of the rainbow. They control 50% of the nation’s wealth, outspend younger generations, and are more likely to spend their retirement savings on themselves rather than passing them down. To [...]

August 15, 2019

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by: creative@fullyvested.com

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Categories: Insights

By Elizaveta Chistyakova   As the amount and complexity of data continue to evolve, an increasing number of asset managers are turning to artificial intelligence tools to augment and enhance their research capabilities. If someone were asked to assign value to a Twitter post, many wouldn’t know where to begin. But we all remember a [...]

March 19, 2019

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by: creative@fullyvested.com

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Categories: News

Funding to support Ease’s goal to simplify and enhance HR and benefits administration – Rebrand reflects the release of new SMB carrier connectivity. San Francisco, CA, March 19th, 2019 - Ease, a leading HR and benefits software solution for SMBs, insurance brokers, and insurance carriers, today announced the close of its $19 million Series B funding round [...]

January 9, 2019

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by: creative@fullyvested.com

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Categories: News

Back to News JMI Equity leads growth capital investment, joined by existing Vena investor Centana Growth Partners. TORONTO, Jan. 09, 2019  -- Vena Solutions, one of the fastest growing providers of cloud-based financial planning and analysis (FP&A) software, is proud to announce it has raised $115 million in equity financing. Software-focused growth equity firm JMI [...]

October 30, 2018

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by: creative@fullyvested.com

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Categories: News

Marks continued growth for financial research platform with over 700 buy-side, corporate, and sell-side clients Unique tech offering leverages AI and natural language processing to surface financial insights   San Francisco, CA - October 30, 2018 – Sentieo, a next-generation financial research platform, announced today that it has closed a $19 million Series A funding round led [...]