Bain Capital

Advisor Upside

Why PE’s Buying Spree Shows No Signs of Slowing

Photo by Curated Lifestyle via Unsplash

The investments may be turning the independent channel into the corporate behemoths advisors have been fleeing in the first place.

2 min read

Photo via Vincent Isore/ZUMAPRESS/Newscom

Artificial Intelligence

Anthropic, OpenAI Team with Private Equity to Rev Up AI Adoption

OpenAI’s joint venture with private equity giants will turn some 2,000 portfolio companies into potential AI adopters.

2 min read
Photo via Connor Lin / The Daily Upside

Advisor Upside

Envestnet Sold to Bain Capital for $4.5B After ‘Tumultuous’ Year

Envestnet is one of the largest wealth management software companies in the US and serves approximately one in three financial advisors.

2 min read

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