Juniper Square launches new AI-powered fund admin oversight agent for GPs by Released | Jul 30, 2026 Juniper Square has announced its new Admin Oversight Agent, Fay. In June, Juniper Square introduced Headless GPX and opened its fund operating system to any AI a GP chooses to use.
Cresset expands Santa Barbara, Calif., office with hire of $600m adviser Cory Boggs by Released | Jul 29, 2026 Cresset has announced that it is expanding its office in Santa Barbara, Calif., with the hire of Cory Boggs as managing director, wealth adviser.
VanEck Partners with Allocate to expand private markets access for the wealth channel by Released | Jul 29, 2026 Allocate, a private markets operating system for wealth advisory firms and fund managers, has announced a partnership with VanEck to expand access to private market strategies across the wealth channel.
CAIS welcomes New Strategic Investors, valuing the company at more than $2b by Released | Jul 29, 2026 CAIS, an alternative investment platform for independent financial advisers, has announced a $170 million Series D financing with lead participant Vista Equity Partners, and additional investment from AllianceBernstein, funds managed by Blue Owl Capital, Carlyle, Fortress Investment Group, Golub Capital, Lord Abbett and Royal Bank of Canada (RBC).
Bloomberg to acquire Canoe Intelligence, taking a defining step in its mission to transform private markets investing by Released | Jul 29, 2026 Bloomberg announced it has entered into a definitive agreement to acquire Canoe Intelligence, an AI-powered data management and intelligence platform for automating private markets data collection and delivery.
ExchangeRight fully subscribes $15.4m Essential Income 8 DST as investors seek defined path to the Essential Income REIT by Released | Jul 29, 2026 ExchangeRight, a provider of diversified 1031 DST and REIT investments, has fully subscribed its Essential Income 8 DST.
BlackRock selected as partner for $14b Meta data center by Andrea Zander | Jul 28, 2026 Meta has selected BlackRock, together with Global Infrastructure Partners and HPS Investment Partners, both part of BlackRock, as its capital partner for the development of a data center campus under construction in El Paso, Texas, with total development costs expected to reach approximately $14 billion.
Inland appoints Matthew Beverly as head of asset management by Released | Jul 28, 2026 The Inland Real Estate Group has announced Matthew Beverly joined the company as head of asset management.
Worthy’s AI Tax Planning passes $1b in taxable client income analyzed by RIAs and enterprise wealth managers by Released | Jul 28, 2026 Worthy, an AI-native tax planning platform for financial advisers, has announced it has analyzed more than $1 billion in taxable client income — a milestone that reflects rapid adoption across independent registered investment advisories (RIAs) and enterprise advisory firms since the platform's launch earlier this year.
Corient continues to expand in New York City with addition of Seven Bridges Advisors by Released | Jul 28, 2026 Corient, a multi-family office and non-bank wealth manager focused on ultra-high- and high-net-worth clients, has announced the addition of Seven Bridges Advisors, a New York City–based registered investment adviser (RIA) with $4.9 billion in assets under management.
T. Rowe Price and Goldman Sachs debut private markets interval fund by Released | Jul 28, 2026 T. Rowe Price, a global investment management firm, and Goldman Sachs Asset Management (GSAM) have announced the launch of T. Rowe Price Goldman Sachs Private Markets Fund.
Edwards Asset Management welcomes Shoaf Wealth Management by Released | Jul 27, 2026 Edwards Asset Management has announced the successful transition of Shoaf Wealth Management to Edwards Asset Management, bringing together two respected wealth management practices that share a common philosophy of personalized advice, long-term relationships and disciplined stewardship of client wealth.
Blackstone scales data center platform by Andrea Zander | Jul 27, 2026 Blackstone expects the emerging market for long-term ownership of stabilized data centers could eventually surpass $1 trillion as artificial intelligence drives demand for digital infrastructure, according to the firm’s second-quarter earnings call on July 23.
Marcus & Millichap selects Deferred as preferred 1031 exchange provider by Released | Jul 27, 2026 Marcus & Millichap, a commercial real estate brokerage firm specializing in investment sales, financing, research and advisory services, has announced that Deferred, the first and only technology-powered qualified intermediary transforming 1031 exchanges for everyday real estate investors, has joined Marcus & Millichap’s Preferred Partner Program as a provider of 1031 exchange solutions.
UBS hires financial adviser team of four in Tampa, Fla. by Released | Jul 27, 2026 UBS has announced that private wealth advisers Jesse Flatt, Lea Ann Drew, Brandon Burns and Carlos Rodriguez will join the firm in Tampa, Fla.
