Deals & People May 7th, 2024 Altruist Raises Another $169M As It Competes to Win RIAs ICONIQ Growth led the Series E funding round, bringing the total funding to more than $450 million.
Deals & People October 4th, 2023 Genstar Capital Re-Ups to Keep Driving Cetera M&A Plans Having originally invested in Cetera in 2018, Genstar will continue to be the majority investor and lead partner.
Deals & People May 31st, 2023 Smart Acquires Managed Account Provider ProManage Following Smart’s recent $95 million Series E funding round, the acquisition takes Smart’s global assets under management total to more...