Caliber Corporate Advisers

Congratulations to bolttech on a very successful year in 2024, culminating with their Series C funding round this week. On the heels of record-breaking Series A and B rounds, the Series C up-round values bolttech at $2.1 billion. We were honored to help support this significant company milestone, and look forward to all that is in store for bolttech in 2025 as the company continues to revolutionize the future of insurance. #bolttech #thepowerofconnection #insurtech #insurance #seriesC

Another proud moment for Caliber! We’re thrilled to be recognized on Ragan Communications and PR Daily’s Top Agency List for 2024. This award crowns a year of innovation, client and team wins, and impactful work across financial services, fintech and insurtech. Read our latest post to learn more about the milestones, recognitions and successes that defined our year. https://lnkd.in/gFDK3cmE #PRAwards #TopAgency2024 #PR #Marketing

The next Most Impactful Report is live! 📒 From investment banks to asset managers, this groundbreaking report recognizes capital markets firms leading the charge in AI — both traditional and generative. Led by The Financial Revolutionist’s Dan Latimore, this report highlights firms making a difference by hiring top AI talent, experimenting with new applications and implementing transformative AI technologies to benefit their stakeholders. Want to see who’s making the cut? ⬇️ 🔗 Download your FREE copy here: https://lnkd.in/gHY365iF #Fintech #AI #CapitalMarkets #Innovation #MostImpactful Harvey Hudes Grace Keith Rodriguez Dan Latimore

Congratulations to The Clearing House on this historic milestone of seven years of the RTP network along with achieving over half a trillion dollars in payments!

The Most Impactful Insurance: AI report is now live! Led by The Financial Revolutionist's Dan Latimore, former Chief Research Officer at Celent, this report highlights the top 100 insurers at the forefront of AI — investing in talent, experimenting boldly and driving technological transformation in the industry. 🔗 Get your FREE copy of the report now: https://lnkd.in/ghNVG5nx #FintechNews #Fintech #Innovation #AI #Research #MostImpactful #Insurance #Insurtech Harvey Hudes PROVE

From planning seamless team offsites to diving into a 75-book reading goal, Shelby Ecklund brings energy and passion to everything she does. Curious about her nickname "Mickey" or her favorite Caliber perks? Read Shelby's Staff Spotlight to learn more: https://lnkd.in/g2NKrsZ4 #CaliberCulture #StaffSpotlight

On November 20, Caliber attended Team8’s Fintech Village NYC 2024 at the NYSE, where fintech leaders, investors and entrepreneurs came together to explore the future of the industry. Four key themes stood out🔻 🔍 Imagining Different Futures in Fintech: During the opening presentation, Team8’s Galia Beer-Gabel highlighted the role of imagination in identifying companies positioned to solve critical challenges. This forward-thinking approach led to the launch of Bluespine, which uses AI to eliminate medical claims overbilling, addressing a costly issue in healthcare. 🌟 AI’s Transformative Potential: In “Not Your Ordinary VC Panel,” moderated by Rakefet Russak-Aminoach, Matt Harris, Hans Morris and Ramin Niroumand shared diverse perspectives on how AI is shaping the banking and fintech landscape, highlighting both challenges and opportunities in its adoption. 📖 Storytelling as a Foundational Skill: In a discussion on advice for founders, Canapi Ventures’ Jeffrey Reitman emphasized the importance of crafting compelling brand stories. Whether pitching investors, engaging employees or shaping marketing campaigns, strong narratives build trust and communicate a company’s mission and value. 💬 Wealthtech’s Challenges and Opportunities: In a fireside chat, Howard Lindzon and Joe Kauffman discussed the importance of educating users before adoption, tailoring solutions to unique risk profiles and the challenges of breaking into the finance market with new technology. From AI’s impacts to refining storytelling, Fintech Village offered fresh perspectives related to some of fintech’s biggest challenges. Were you there? Share your takeaways below! ⏬ #Fintech #AI #Wealthtech #Storytelling #Finance #Innovation #FintechVillage2024 Hadar Siterman Norris David Goldstein Michael Harris Ariel Boyman Abhi T. Rahul Baig Ronen Assia Blank Bain Capital Ventures Nyca Partners Motive Partners Stocktwits Credit Karma Jefferies Mastercard Social Leverage Wells Fargo

Artificial intelligence is positively impacting the financial lives of consumers, especially the underbanked and underrepresented in Mexico and Latin America. In a recent interview with Digital Journal, Krishna Venkatraman, chief data officer at Kueski, discussed the role AI has played in fintech innovation, its impact on boosting financial inclusion in emerging markets and what’s next for AI in financial services. https://lnkd.in/g54gGKBF #Fintech #AI #FinancialInclusion #Kueski

The FinTech Global AML and FinCrime Tech Forum is fast approaching! 🔍 Join fellow AML, fraud and compliance professionals in exploring the latest tools and strategies in the fight against financial crime. Hear from industry thought leaders, discover cutting-edge solutions and experience live demos showcasing the innovations shaping the industry. Use code FR20 for 20% off your registration: https://lnkd.in/dJZvYfE

For many organizations, leases are the second-largest expense after personnel costs. Overlooking lease details can lead to financial challenges. Robert Michlewicz, CEO of Visual Lease, shares with The Financial Revolutionist how technology can help businesses turn lease portfolios into a competitive advantage. Read the full Q&A here: https://lnkd.in/gXAqBTmG #LeaseManagement #ESG #AIinFinance #VisualLease