CAIS, an alternative investment platform, has partnered with Anthropic’s Claude to launch a Model Context Protocol server, which enables advisors to query fund data, analyze performance, and surface portfolio insights. The server is available to a select group of advisors within the CAIS network.
Triad Wealth Partners, the wealth management affiliate of Triad Partners, a financial services platform, has surpassed $2B in assets under management. Triad Wealth, which launched in 2023, provides investment management, financial planning strategies, and practice management support to higher-net-worth clients.
Groundfloor, a private markets platform, has launched its Consumer Credit Portfolio II. The new private credit offering provides investors with diversified exposure to short-term consumer loans. The portfolio is designed to provide both income consistency and risk management through multiple layers of protection and targets fixed annual returns of 10% with quarterly distributions over a 45-month term. The Consumer Credit Portfolio II is managed in partnership with Hive Financial Assets, a private credit manager.
Sigma, an AI-backed application and agentic analytics platform, has raised $80M in its Series E funding round, which is at a $3B valuation. The round was led by new investor Princeville Capital with participation from new investors, including Databricks Ventures, ServiceNow Ventures, and Workday Ventures. The capital will go towards financing enterprise AI data and technology.
Eisen, an AI-powered compliance operations platform, has raised $18.5M in funding, including $10M for its Series A funding round, which was led by MissionOG. Eisen also received $8.5M in a seed round led by Index Ventures, with additional participation from Cowboy Ventures, First Round Capital, Homebrew, and Restive Ventures. The company plans to use the funding to expand its compliance coverage and grow its team serving fintechs, financial institutions, and digital asset companies.
The post People and Company News, Week of May 22, 2026 appeared first on Connect Money.
