Financial Services & Fintech

SentinelOne Brought Frontier AI to Security Teams with Wider Access to Purple AI Agentic Investigation

SentinelOne® (NYSE: S), the AI security leader, opened Purple AI Agentic Investigation to its customers and introduced Singularity Credits, a unified currency for running AI-powered work across the Singularity Platform. Starting this week, customers can opt into a complimentary trial of the newest capability from Purple AI, SentinelOne’s autonomous security reasoning for t

BetaNXT and DeepSee Advanced AI-Driven Retention Strategies for Financial Services Firms

BetaNXT, a leading provider of wealth management technology solutions with real-time data capabilities and advanced AI innovation, announced a partnership with DeepSee, the control plane for financial operations, to help wealth management firms proactively identify and address client and advisor attrition risk. As part of the collaboration, the companies have launched RetainX, an AI-driven re

Glia Expanded Its AI Portfolio with the Launch of AI Outreach for Banking Organizations

Glia, the #1 Banking AI platform, announced Glia AI Outreach, a new AI-powered outbound engagement solution to help community and regional financial institutions reach customers more proactively and personally while helping customer care teams do more without adding staff. Purpose-built for the demands of high-trust, relationship-driven community banking, Glia AI Outreach helps banks and cre

Sophia Announced SophiaAI to Deliver AI-Powered Financial Guidance for Women Investors

Sophia, the world's first gender-smart AI money coaching platform, announced the launch of SophiaAI: a platform purpose-built to turn working women from cash holders into active investors. SophiaAI delivers 24/7 personalised AI and human coaching across Singapore, Hong Kong, Australia, and the United Kingdom. The gender investing gap is structural, not attitudinal. Women carry disproportionate un

Ramp Introduced Applied AI Solutions to Bring AI Agents Into Enterprise Finance Functions

Ramp, the leading financial operations platform, launched Ramp Applied AI Solutions: a new offering that helps large enterprises deploy AI agents to drive complex financial workflows. Agents solve problems across token spend management, accounts payable, procurement, close, accounts receivable, expense management, and other finance workflows. By fusing dedicated engineering resource

Rockefeller Capital Management Worked with Anthropic to Build AI‑Driven Wealth Platform

Rockefeller Capital Management (“Rockefeller” or the “firm”) announced they are building an AI-enabled platform for wealth management with Anthropic’s AI Claude model. The collaboration brings together Rockefeller’s experience serving ultra-high-net-worth individuals and families with Anthropic’s expertise in developing advanced AI systems. The organizati

ICE Expanded Fixed Income Data Capabilities With Launch of AI Pre-Trade Analytics

Intercontinental Exchange, Inc. (NYSE: ICE), one of the world's leading providers of financial market technology and data powering global capital markets, announced the launch of ICE Compass, an AI-powered trading analytics platform that gives buy-side fixed income trading desks prioritized trader counterparty rankings and price estimates before executing trades. T. Rowe Price, which provided valu

Cardo AI Strengthened Asset Finance Intelligence Platform With Launch of Cash Flow Modeling Capability

Cardo AI announced a new cash flow modeling tool for asset-based finance and specialty finance, built as a modern alternative to incumbent structured-finance cash flow engines such as Intex. The tool addresses a problem that has constrained analysts for years: engines designed for public ABS deals that do not fit today's esoteric asset classes or the needs of insurance investors, who have become m

SoFi Launched SoFi Coach to Deliver AI-Driven Financial Guidance for Members

SoFi Technologies, Inc.(NASDAQ: SOFI), the everything app for digital financial services, announced the launch of SoFi Coach, an AI-powered chat that delivers personalized financial insights. SoFi Coach is rolling out today, starting with SoFi Plus members. Built alongside SoFi’s team of financial planners, SoFi Coach helps members track, budget, save, and invest, all within the SoFi app. &

QuotaPath Introduced Atlas, an AI Revenue Strategist for GTM and Compensation Alignment

QuotaPath, a leading sales compensation management platform, announced the launch of Atlas, its AI Revenue Strategist that helps you design, launch, and optimize comp plans to drive efficient revenue growth for your team. Atlas, powered by QuotaPath's proprietary data and trained on tens of thousands of comp plans, enables revenue leaders to create and validate compensation plans and&nb

RJF Pro Ltd Strengthened AI Trading Ecosystem Through Integration With Global Brokerage Platforms

As the convergence of artificial intelligence and financial technology accelerates, the demand for seamless integration between analytical tools and execution venues has never been higher. RJF Pro Ltd is addressing this need by actively expanding its global ecosystem, focusing on the strategic linkage between its proprietary AI quantitative models and international brokerage infrastructu

Bybit Announced AI Sub-Account to Support Secure AI Trading Workflows

Bybit, the world's second-largest cryptocurrency exchange by trading volume, has launched AI Sub-Accounts, upgrading its account architecture to better support AI adoption and give users better control over their AI agents. The dedicated account type is part of a security framework designed to protect trader assets when connecting AI agents to their Bybit trading accounts. The new "AI S

Datamaran Strengthened Core Platform with AI Enhancements for ESG and Governance

Datamaran announced significant enhancements to its Core platform. The expectations of regulators, investors, and stakeholders continue to shift. As the European Commission advances its reporting frameworks, companies face growing pressure not only to define but also defend non-financial priorities – spanning systemic risks, ESG, and emerging issues. Many still rely on static asses

Gotransverse Introduced Real-Time Monetization Intelligence with New BI Platform

Gotransverse announced the launch of its new Business Intelligence (BI) & Analytics solution, expanding the company’s monetization platform in reporting, self-service dashboard creation, and operational visibility across the revenue lifecycle. Built directly into the Gotransverse platform, the new BI & Analytics capability enables enterprises to transform billing, usage, paymen

Baker Tilly and HubSync Delivered AI-Powered Modernization for Tax Engagements

Baker Tilly, a leading advisory, tax and assurance firm, announced a collaboration with HubSync, a workflow automation and client collaboration platform designed for accounting firms, to enhance how tax services are delivered across the firm’s middle-market client base. The collaboration is part of Baker Tilly’s continued investment in modernizing the tax engagement experience through

NEXT Investors Supported Transient.AI Series A to Drive Financial AI Innovation

NEXT Investors (“NEXT”), a private equity firm focused exclusively on investing in and scaling companies providing critical infrastructure to the capital markets ecosystem, announced it has invested in the Series A financing of Transient.AI, an AI-native investment management platform purpose-built for institutional trading environments. As demand for AI across capital markets co

Global Payments Announced AI-First Genius Handheld for In-Person Commerce

Global Payments Inc. (NYSE: GPN), a leading payment technology and software company that powers commerce for businesses of all sizes worldwide, announced an AI-first Genius™ handheld designed for both the physical demands of frontline environments and AI advances that are transforming how businesses run. Sleek and rugged, the ultra-thin handheld slips easily into standard aprons and poc

Vestmark Announced Pulse to Streamline Wealth Management Workflows

Vestmark, Inc., a leading provider of wealth management technology and services, announced Vestmark Pulse, the first-of-its-kind AI intelligence solution that enables wealth managers to have 24/7 insight into their clients’ portfolios. Pulse works continuously in the background, monitoring portfolio positions, SEC filings, market news and events, and client CRM data to identify when attenti

Circle Debuted AI Framework for the Emerging Agentic Economy

Circle Internet Group, Inc. announced the launch of Circle Agent Stack, a new set of services and tools designed for the agentic economy, including products that help enable agents as autonomous economic actors. Initial products in Circle Agent Stack include Circle CLI (Command Line Interface), Agent Wallets, Agent Marketplace, and Nanopayments powered by Circle Gateway. Togeth

Vigil Protocol Rolled Out AI Financial Platform for Affluent Households

Vigil Protocol launched its AI-powered family financial orchestration platform, built for couples with household assets of $1 million to $30 million. The platform maps accounts, documents, professionals, instructions, and beneficiaries into one authoritative household system, audits it for gaps and conflicts, monitors it for changes, and activates it when the household needs to act. "Most affluen

SaintQuant Launches Free AI Crypto Trading Bot for 24/7 Market Automation

SaintQuant has launched its free AI Crypto Trading Bot, giving 150,000+ retail investors instant access to institutional-grade automation for true 24/7 cryptocurrency market participation, with zero coding, zero screen time, and zero reliance on signal groups. Cryptocurrency markets never close. Prices move overnight, across weekends, and across time zones — and most retail investors c

True Global Ventures Strengthened Investment in Prezent’s AI Communication Platform

True Global Ventures (TGV), an international venture capital firm, announced it has significantly increased its investment in Prezent, nearly doubling its position through a secondary transaction. The investment underscores TGV's continued confidence in Prezent's execution, market positioning, and long-term profitable growth trajectory. The announcement comes alongside the launch of Prezent