Asset Management

Blueprint Capital Advisors: Erica Madrid Joins To Lead Power100 Initiative

By Amit Chowdhry ● Sep 20, 2025

Blueprint Capital Advisors has officially announced the appointment of Erica Madrid as the Executive Director of its esteemed Power100 Initiative, a program designed to enhance inclusivity within the investment management industry. Madrid previously served as the Head of Diversity, Equity, and Inclusion (DEI) and Client Engagement at Morgan Stanley, bringing over 15 years of comprehensive leadership experience from renowned organizations, including PGIM, NBCUniversal, Vanguard, and Bank of America.

Corient Onboards $4.5 Billion AUM Multi-Family Office Northeast Financial

By Amit Chowdhry ● Sep 20, 2025

Corient, one of the largest and fastest-growing wealth advisory firms in the country, has announced the acquisition of Northeast Financial Consultants, a Connecticut-based registered investment advisor with $4.5 billion in assets under management. This marks Corient’s first location in Connecticut and represents an important step in expanding its presence across New England, a region with a long history of family-owned businesses, multigenerational wealth, and entrepreneurial success.

First Fed Bank Launches Apiture For Elevated Business Banking Experience

By Amit Chowdhry ● Sep 20, 2025

Apiture, a leading provider of digital banking solutions, has announced that First Fed Bank, a long-standing Washington institution with two billion dollars in assets, has adopted the Apiture Digital Banking Platform to improve its online and mobile banking services for business customers. Founded in 1923, First Fed has built its reputation on serving its community, and this move reflects its ongoing commitment to investing in modern digital tools that empower businesses of all sizes.

Blue Owl Capital: $850 Million Alternative Credit Fund Launched For Individual Investors

By Amit Chowdhry ● Sep 20, 2025

Blue Owl Capital has launched the Blue Owl Alternative Credit Fund, known as OWLCX, its first interval fund designed to give individual investors access to alternative credit assets that have traditionally been available only to institutional investors. The fund secured $850 million of capital from a diverse global client base, making it one of the largest interval fund launches to date.

Clearwater Analytics Announces Upgrades To Alternative Assets Solution

By Amit Chowdhry ● Sep 20, 2025

Clearwater Analytics has unveiled a series of significant upgrades to its Alternative Assets Solution at its Connect ’25 conference, underscoring its commitment to addressing the operational and compliance challenges facing the rapidly expanding private credit market, which now exceeds $2.5 trillion in size. The enhancements are designed to provide institutional investors with the infrastructure needed to manage increasingly complex portfolios, streamline workflows, and meet rising regulatory demands as allocations to private credit continue to grow at a historic pace.

Marstone Integrated With Q2’s Digital Banking Platform

By Amit Chowdhry ● Sep 20, 2025

Marstone, a digital investing and financial wellness platform, has announced its integration with Q2’s Digital Banking Platform through the Q2 Partner Accelerator Program. This partnership enables financial institutions using Q2’s platform to offer Marstone’s investment services directly within their digital banking apps, creating a unified experience for consumers.