Grail Partners backs FolioMetrix

FolioMetrix has received undisclosed funding in a round led by Grail Partners. Based in Omaha, Nebraska and Portland, Oregon, FolioMetrix is a provider of tactical asset management products and distribution programs for portfolio managers, financial advisors and institutions in the U.S.

Grail Advisory Partners Now Called PL Advisors

Grail Advisory Partners has changed its name to PL Advisors, which will provide strategic advice for financial services firms. The name change distinguishes PL from Grail Partners, a merchant bank that provides private equity investing in financial services.

Colette Rabbat Taylor Joins Grail Partners

Colette Rabbat Taylor has joined Grail Partners, a merchant bank focused on financial tech and financial services, as a partner. She previously was with Proctor NBF Capital Partners, a private equity affiliate of Putnam Lovell NBF.

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