Grail Partners backs FolioMetrix

By Iris Dorbian — 1 year ago

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

By Luisa Beltran — 3 years ago

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.