The government debt issue did little to slow the pace of industry progress. User-friendly deployments continued to rule, with partnerships taking creativity to another level.
Headlines to take note of:
- Webull unveiled premium access;
- Virtu expanded its global footprint;
- DFIN introduced a new EDGAR filing platform;
- BNY and Circle enabled USDC adoption for several customers;
- Plus, Oracle is back in the game with new crime-fighting AI agents! (read on to find out);
- And much more!
Of course, it’s your week in digital wealth!
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Wealthtech, Regtech, Regulatory, and Treasury
Boutique trading platform Webull expanded its footprint with ‘Webull Premium,’ an enhanced version of its regular services. ‘Webull Premium’ offers users several perks, including optimal derivatives pricing options, affordable margin rates, and sophisticated data access comprising OPRA and Nasdaq-Level 2 market offerings.
Additionally, the solution is available for $3.99 monthly or a yearly cost of $40.
FIA Technology Services LLC
Derivatives specialist FIA Tech extended the features of its Atlantis settlement solution. New additions include support for options and block-traded futures.
Moreover, brokers, clearing firms, and buy-side players can access the improved services.
Niche Fintech Virtu Financial publicly launched ‘Virtu Technology Solutions (VTS),’ the global edition of its ‘Virtu Execution Services (VES)’ offering. Sell-side clients can access Virtu’s infrastructure.
Furthermore, the expansion is sector-specific and has a similar infrastructure for broker-dealers.
Robinhood Derivatives LLC/CQG, Inc.
Market solutions connoisseur CQG teamed up with Robinhood Derivatives to improve order routing for future orders. The tie-up enables customers to route orders efficiently.
Consequently, the deployment leverages CQG’s API to enhance futures order routing and non-U.S. equities and related options orders.
Donnelley Financial Solutions, Inc. (DFIN)/SEC
Compliance-focused DFIN unveiled its EDGAR Next Enrollment Portal. The move enables expedited access to improved SEC EDGAR filings.
Furthermore, clients can fulfill up-to-date requirements. The portal launches on March 24.
Crypto, Blockchain, and Digital Assets
FMR LLC (Fidelity Investments)/SEC/Cboe
According to a March 12 filing, the SEC delayed its final decision to list Fidelity’s Ether ETF options. The regulator postponed its final ruling to list the instruments on the Cboe BZX till May 14.
The Bank of New York Mellon Corporation (BNY Mellon)/Circle Internet Financial LLC
Crypto adoption continued to improve with the expansion of the relationship between BNY and Circle. According to a March 12 The Information report, some BNY clients can now access the USDC stablecoin for transactions.
Additionally, the move enables increased interactions between the crypto and banking sectors.
Aave SAGL (Aave Labs)
DeFi behemoth Aave Labs took a shot at the institutional segment by introducing Horizon, an offering allowing stablecoins access. Institutional clients can use money market funds (MMFs) as collateral to borrow stablecoin tokens such as Aave’s native GHO and the USDC.
Moreover, the tokenized solution is available on Aave v3 and will be accessible on the Aave v4 platform.
Fintech, Personal Finance, and Apps
XCharge North America, Inc.(XCharge NA)/Stripe
Kyle, Texas-based EV specialist XCharge, took its grid management system further in partnership with Stripe. The collaboration enables streamlined charging and payment experiences for users without plug-and-play participation.
Additionally, XCharge introduced VPOS, a non-app payment ecosystem available via Google Wallet, Apple Pay, and a regular card processing interface.
Intuit, Inc.
All American Fintech Intuit revealed iPhone tap-to-pay functionality for its QuickBooks Online customers. The integration enables increased cash flow for customers.
Furthermore, the deployment enables payment flexibility without hardware requirements.
AuditBoard Inc.
At the 2025 Great Audit Minds event in Orlando, Florida, risk-focused AuditBoard revealed AI-powered internal audit functionalities. Additions to its ecosystem include automatically generated memos and summaries.
In addition, the implementation has enhanced reporting capabilities alongside real-time insights via an intuitive user interface.
Fidelity National Information Services, Inc. (FIS)/Microsoft
On the AI end, boutique Fintech FIS introduced ‘Treasury GPT.’ The GenAI offering has built-in integrations with its ‘FIS Treasury’ and ‘Risk Manager – Integrity Edition’ ecosystems.
The solution runs off the Microsoft Azure OpenAI service and enhances treasury workflows via vertical integrations.
Banking, Payments, and Infrastructure
Peer-to-peer payments-focused Fintech Dwolla revealed unified access to its combined API (in partnership with Plaid). The deployment combines Dwolla’s payment functionalities with Plaid’s account verification and balance confirmation capabilities.
Moreover, FIs can access amplified open banking solutions, including FedNow, ACH, RTP, and pay-by-bank.
First Community Credit Union (FCCU)/Fiserv, Inc.
Chesterfield, Missouri-based First Community Credit Union (FCCU) chose Fiserv’s DNA banking offering in its ongoing digitization upgrade. The move improves the CU’s banking services, which include loans, account solutions, and investment products.
Moreover, the deployment enhances FCCU’s infrastructure and provides members personalized experiences.
Technology behemoth Oracle enhanced its financial crime-fighting capabilities with new AI agents. The AI agents have enhanced capabilities, including data and evidence collection alongside real-time alerts.
Furthermore, the new offerings have GenAI-powered information analysis functions, enabling compliance adherence via sanctions-matching features.
Finov8r LLC/Smart Eye Technology, Inc.
Banking solutions expert Finov8r cooperated with biometrics-focused Smart Eye Technology to enable improved security for American-based Community Finance Institutions (CFIs). The integration combines user authentication with multi-faceted biometric access, reducing the risk of fraud.
In addition, collaboration enables employees to have personalized access, improving transaction integrity.
REtech, Insurtech and Investing
Premier Insurtech Insurity collaborated with treasury-focused InsCipher as part of efforts to improve tax processes. The cooperation enhances reporting precision and creates surplus lines in tax management processes.
Furthermore, the setup integrates InsCipher’s tax platform with Insurity’s policy ecosystem.
Colorado FAIR Plan (CO FAIR Insurance)/ZestyAI
Residents of the Centennial State now have improved options thanks to a partnership between Colorado FAIR Plan and niche specialist ZestyAI. The collaboration integrates ZestyAI’s automated models with the CO FAIR Insurance’s infrastructure.
Additionally, the ZestyAI deployment provides insights that improve decision-making for unqualified segments.
Pearl, Inc.
On the dental healthcare end, AI-focused Pearl introduced ‘Claimcheck,’ an automated offering that streamlines the claims process. Claimcheck enables live, on-the-go claims verification.
Moreover, the solution enables improved access to services and quick treatment access alongside evidence-focused automation.
