Fundz

Mai Capital Management, Llc Acquires Asset Management Group, Ltd

PRIVATEAug 01, 2023

Acquired Company

Asset Management Group

India

Description

MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in goals-based, personalized investment and financial planning for high-net-worth business owners, entrepreneurs, families, entertainers, and athletes, has acquired Asset Management Group in Northbrook, Illinois. The acquisition expands MAI’s footprint in the Midwest region.

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When Asset Management Group changes hands, the new owners review vendors, systems and leadership. That is when the door opens.

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Company Information

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.