AI & Finance™ | News for the Week Ending 7/25/25

Adastra Group SE (“Adastra”), a leading global IT consultancy and services provider specializing in AI, data and cloud transformations today announced that Global investment firm Carlyle (NASDAQ: CG) has agreed to acquire a majority stake in the Group. Completion of the acquisition is subject to standard regulatory approvals in several jurisdictions. 

Founded in 2000 with headquarters in Prague, Czech Republic and Toronto, Canada, Adastra supports its customers throughout their AI, data, and cloud journey by defining data and AI-driven strategies and implementing transformative solutions to drive measurable business outcomes. It brings deep expertise in the financial services, automotive, manufacturing, TMT (technology, media and telecom), healthcare, retail and professional services sectors. The company has more than 2,000 employees across North America, Europe and Asia. 

In partnership with Adastra’s founders, Carlyle will support the business in growing its leading data, cloud and AI offerings, supporting existing and new customers, as well as expanding its international presence via organic investments and targeted M&A. 

Addition Wealth, the fintech company making personalized financial expertise inclusive and accessible for employees and individuals, today announced its B2B financial wellness platform for large enterprises. The AI-powered, fully customizable platform enables organizations to distribute, white-label, or co-brand financial wellness experiences at scale. 

Designed for insurance providers, asset managers, retirement companies, private equity firms, and other financial institutions, the platform allows organizations to configure their own financial wellness experiences based on their unique business objectives. As a result, enterprises are able to deepen relationships with their audiences by delivering personalized user experiences, anticipating life events, and offering the right financial solutions and insights at the right moment. End users benefit from access to personal finance tools, tailored education, and human guidance to navigate their finances confidently. 

For users, the platform tailors the experience by leveraging data and insights and provides relevant tools, educational content, and interactive courses, as well as seamless access to financial professionals. Additionally, the platform supports the integration of financial products such as student loan assistance, emergency savings, tax filing services, and more. Enterprise partners have the ability to leverage their own tools, products, content, and advisors, or they can leverage Addition Wealth’s. 

Advisor360°, a leading provider of integrated technology for wealth management firms, has introduced a new wave of artificial intelligence (AI) features that bring smarter automation, real-time insights, and faster workflows to financial advisors. With the addition of an intelligent reporting engine, embedded virtual assistant, and secure meeting agent, the company continues to advance its delivery of context-rich AI across the Advisor360° ecosystem. 

Advisor360°’s AI-powered platform assistant now delivers highly personalized support and automation directly within daily workflows, accelerating advisor productivity where it matters most. 

With hands-free, voice-enabled functionality, users can perform key actions by engaging with the assistant using natural language—such as creating new contacts or assigning tasks. It also answers more than 400 of the most frequently asked questions with customized precision—enhanced by embedded videos, document links, and contextual images. This deeper, more dynamic content means issues are resolved faster and advisors can execute on tasks more efficiently. 

Algebrik AI Inc., a Delaware-incorporated company headquartered in New York City and pioneering the world’s first cloud-native, AI-powered, digital-era Loan Origination Platform (LOS), today announces a strategic partnership with Spinwheel, a leading real-time consumer credit data and payments AI company that recently announced its $30 million Series A. 

Through this collaboration, Spinwheel will be natively integrated into Algebrik One — Algebrik’s agentic AI-powered lending suite that includes Digital Account Opening, the Lender’s Cockpit (LOS), Omni-channel Point-of-Sale (POS), AI Decision Engine, and Portfolio Analytics. This empowers credit unions, community banks, and fintech lenders to access verified consumer debt information and integrated payment processing directly within the lending journey—streamlining approvals, enhancing member experiences, and improving decision confidence. 

Through this integration, Spinwheel’s debt APIs, using just a phone number and birthdate,  provide real-time, verified consumer credit data, insights, and balances across credit cards, student loans, auto loans, mortgages, personal loans and non-traditional sources to remove costly errors and friction from loan applications and disbursement. Spinwheel’s agentic AI and APIs are now natively available within Algebrik’s cloud-native, AI-powered LOS, delivering  more robust credit risk visibility, smarter decisioning,  improved compliant underwriting workflows and a better consumer experience. 

Allvue Systems, LLC, a leading provider of investment management technology solutions for alternative asset managers, today announced the launch of Andi for Fund Accounting. Andi, an advanced AI-powered knowledge agent, is now available to private equity and fund administration professionals using Allvue’s Fund Accounting platform. Leveraging Allvue’s secure Agentic AI Platform, Andi acts as an AI Knowledge Agent that is capable of real-time interactive intelligence, significantly enhancing productivity and user experience. 

Designed to assist users in navigating complex workflows such as capital calls, equity pickups, issuer and security setup, fund permissions, and vendor payment applications, Andi provides instant, accurate answers sourced directly from product specific documentation on the Allvue Fund Accounting platform. Its intelligent, dynamic approach adapts responses based on situational context. 

Ease of access and security are critical components of Andi’s design. The extension is easily enabled within browsers such as Chrome and Microsoft Edge, with quick installations available directly through the Chrome Web Store and Microsoft Edge Add-ons page. 

Ally Financial Inc. (NYSE: ALLY), home to the nation’s largest all-digital bank and an industry-leading auto financing business, today announced its more than 10,000 employees have access to its proprietary enterprise artificial intelligence (AI) platform, Ally.ai. This step delivers on Ally’s long-time position that generative AI should be a supplemental, supportive resource for its workforce that also delivers value to its business. 

With access to Ally.ai, employees can leverage generative AI to streamline everyday tasks, like drafting emails, creating meeting agendas, developing first drafts and proofreading copy – allowing time to focus on other projects. Ally.ai was designed with the flexibility to integrate with commercially available large language models (LLMs) and other AI capabilities, so the platform can also help employees analyze data to make informed decisions while allowing for out-of-the box, creative thinking and brainstorming ideas. 

In support of its dedication to responsibly deploy AI technology, Ally became the first U.S. bank member of the Responsible AI Institute. As part of its generative AI approach, Ally implemented processes designed to help ensure strong data security, robust customer privacy and rigorous model risk review before deployment, and routine monitoring of outcomes. Ally integrates risk and control requirements from the outset in all data and AI projects, embedding controls in parallel to building solutions to carefully manage challenges and risks concerning the broader use of data. 

Canopy, the leading all-in-one practice management platform built for modern accounting firms, today announced Smart Intake, a fully native solution that transforms client intake and tax workflow with AI-powered questionnaires, featuring intelligent prefill, dynamic document checklists, and real-time CRM data sync—all within Canopy. 

As firms seek to improve client experience and streamline internal operations, many are forced to cobble together multiple apps and processes for document collection, data entry, task management, and billing. With Smart Intake, Canopy puts an end to “portal overload,” delivering a seamless client and staff experience that leverages all of the information inside the system firms already use to run their practices. Smart Intake works seamlessly with Canopy’s existing client portal, reminders, proposals and engagements, bringing everything you need into one platform. 

Unlike third-party tools that rely on clunky APIs, limited integrations, or isolated portals, Smart Intake is fully embedded in Canopy’s unified platform. The result is a synchronized, always-up-to-date experience that eliminates duplicate data entry, sync errors, and vendor sprawl. 

Cetera today announced the launch of IntelligenceEngine, a proprietary suite of AI-powered tools and services built to help financial professionals accelerate growth by transforming client data into action and unlocking untapped value within their existing books of business. 

Purpose-built for the modern advisor and institution, IntelligenceEngine unifies advanced analytics, planning technology, and client engagement tools into a single, seamless growth platform. At its core, IntelligenceEngine aims to empower advisors with actionable insights that strengthen their client relationships, elevate their position as the client’s primary financial partner, and drive share-of-wallet growth across their book of business. 

IntelligenceEngine serves as the branded expression of Cetera’s Share of Wallet Suite, offering a connected ecosystem of proprietary and third party-enabled tools that identify, prioritize, and activate revenue opportunities. Each component is engineered to reduce friction, surface hidden value, and accelerate advisor action. 

Conquest Planning Inc. (“Conquest”), a technology platform modernizing planning with customized and convenient advice, today announced a strategic partnership with BMO. Together, the firms have built My Financial Progress, a digital, self-serve experience available in the bank’s Mobile Banking app and Online Banking platform to help BMO’s clients take control of their financial journey. 

BMO’s My Financial Progress leverages Conquest’s proprietary planning technology to help users set financial goals, monitor their progress and build a comprehensive snapshot of their financial health. At the centre of this partnership is Conquest’s Strategic Advice Manager (“SAM”). SAM models financial scenarios and suggests optimized strategies that balance the client’s immediate needs with their long-term goals. By handling complex calculations and clearly explaining recommendations, SAM empowers informed decision-making for clients in all phases of life. 

As part of My Financial Progress, BMO clients will benefit from interactive planning features that identify gaps, opportunities and risks within their plans—offering proactive recommendations to help sustain progress and optimize strategies. Users can easily see how different strategies impact each goal and their overall plan, with automatically updated visuals that highlight goal and plan health. As life events unfold, plans will adjust in real time, presenting alternative paths to help clients stay confident and prepared for whatever the future brings. 

Currency.com, the global digital finance provider, is entering a new chapter of innovation with a possible strategic shift toward AI-native infrastructure. As part of its long-term vision to build a more responsive, scalable, and secure financial platform, the company is actively scoping the integration of intelligent systems across its internal operations, development pipelines, and compliance workflows. 

The progress reflects a broader ambition: to redesign how a modern financial platform is built and run. Currency.com is actively testing the possibility of embedding AI into its DevOps, frontend, and QA processes, with initial trials already showing a reduction of development cycles from weeks to hours. The goal is not just efficiency, but scalability, personalization, and faster adaptation to client and regulatory needs. 

To support this transformation, the company has launched a pilot initiative with ComplyControl, a recognized provider of AI-powered compliance and risk-management tools. The pilot focuses on how intelligent systems can strengthen sanctions screening, adverse media detection, and regulatory gap analysis. These capabilities are especially important as Currency.com expands in the U.S. and continues fine-tuning its compliance under established frameworks like MiCA in Europe. 

DataSnipper, the leading intelligent automation platform for audit and finance, today announced a powerful suite of new features designed to streamline complex workflows, enhance collaboration, and bring AI deeper into the audit and financial review process. 

DataSnipper now instantly syncs UpLink’s client-requested documents into Excel, enabling end-to-end audit workflows, from document retrieval to final deliverables without the hassle of context switching. With newly introduced multi-region data storage, clients can choose to store their UpLink data in the U.S. or the EU, ensuring full compliance with regional data privacy regulations. 

Audit teams can now configure document retention policies, define archival timelines, and automatically remove sensitive source documents from workbooks. A new Workbook Scanner provides oversight at scale, scanning mapped drives for linked documents and helping firms enforce retention policies in a centralized, compliant manner. This marks a leap forward in audit readiness and operational risk mitigation. 

In today’s rapidly evolving environment, where AI-enterprise scaling is essential for organizations to transform and meet mission-critical objectives more quickly and decisively, Deloitte and Palantir’s recently launched strategic alliance is unlocking effective outcomes for government and commercial clients. Together, Deloitte and Palantir have developed an Enterprise Operating System (EOS) combining Deloitte’s IP and domain experience with Palantir’s Foundry and AIP platforms. 

The Deloitte-Palantir Enterprise Operating System, which was announced recently at AIPCon 7, is designed to deliver outcomes faster by unlocking insights that have historically been trapped within data silos, enabling significant performance improvement through enterprise-grade AI. The EOS represents the first in a series of joint offerings that are being developed across commercial and government domains. 

Deloitte’s experience helping organizations modernize and optimize their core operations led Gartner in 2024 to name the organization a leader in Cloud ERP Services. The EOS demonstrates how Deloitte’s preferred alliance with Palantir is redefining what is possible for clients. By combining Deloitte’s deep industry experience with Palantir’s cutting-edge technology, they are empowering organizations to accelerate their digital transformation journeys to achieve measurable outcomes. 

Ethos, a leading life insurance technology company that is on a mission to democratize access to life insurance, today announced a partnership with Origin, the all-in-one personal finance app that’s reimagining how people manage, build, and protect their wealth. Through this partnership, Ethos policyholders will receive access to one free year of Origin’s financial management platform, which includes powerful AI tools to help people better understand their finances and plan for the future. Together, Ethos and Origin aim to make financial services more accessible while empowering families to achieve greater financial stability. 

After a comprehensive evaluation of the industry, Origin was selected as the premier financial management tool for Ethos customers, offering an all-in-one solution to manage their finances and build their wealth. Through this partnership, Ethos policyholders will be able to sign up for complimentary access to Origin’s complete financial management platform. This new benefit helps make long-term financial planning more accessible for policyholders by integrating everything from budgeting tools and retirement planning to financial guidance into one easy-to-use platform. 

Ethos is partnering with industry-leading providers to deliver curated perks, designed to support policyholders’ important priorities. The new perks program complements Ethos’ recently launched Indexed Universal Life insurance, a wealth-building product that offers a cash value, living benefit, valuable tax advantages, and an optional retirement income stream, and Ethos’ complimentary estate plans. Together with the Origin offering, Ethos is helping grow and protect policyholders’ wealth and their families. 

Eton Solutions, a global leader in WealthTech solutions, today announced an exclusive partnership with Asas Capital, a prominent multi-family office with a strong presence in the UAE and newly licensed operations in Saudi Arabia. This collaboration will launch the Middle East’s first “Family Office as a Service” platform, combining Asas Capital’s regional expertise with Eton’s cutting-edge ERP technology to transform wealth management for ultra-high net worth (UHNW) and high net worth (HNW) families. 

Asas Capital, headquartered in the Dubai International Financial Centre (DIFC) and licensed by the Dubai Financial Services Authority (DFSA), brings over 15 years of investment advisory expertise in the Gulf Cooperation Council (GCC). With a strong track record in private equity, pre-IPO investments, asset management, and corporate advisory, Asas Capital is now leveraging its deep regional networks and market intelligence to pioneer a transformative “Family Office as a Service” model in the Middle East. This offering aims to meet the evolving needs of Ultra and High Net Worth families by combining institutional-grade financial solutions with bespoke advisory services. Anchored in ethics, transparency, and stakeholder-first values, Asas Capital is set to redefine the family office landscape in Saudi Arabia—one of the world’s fastest-growing private wealth markets. Their focus on late-stage, technology-enabled investments and commitment to innovation further strengthens their ability to offer integrated, high-performing wealth solutions across the region. 

The Middle East, home to some of the world’s most dynamic UHNW markets, presents a significant opportunity for innovation in family office services. With this partnership, Eton Solutions reinforces its commitment to global expansion, adding Saudi Arabia to its roster of international markets like the UK, Switzerland, UAE, India, Singapore, Hong Kong, Indonesia, Taiwan, Australia and New Zealand. The company’s AtlasFive® platform currently manages over $1 trillion for 800 families worldwide, processing 14.2 million transactions annually. 

Eton Solutions, the wealth management platform that the world’s wealthiest single and multi-family offices rely on to manage over $1 trillion in assets, today announced the finalization of its $58 Million Series C round, which unfolded in two tranches. The raise was led by repeat investor Navis Capital Partners, a leading private equity firm focused on companies in high-growth markets with an edge in their industries. 

The funding comes as Eton Solutions experiences rapid growth. In the past three years, the company has more than quadrupled its revenue and expanded its client base by 340% across 15 countries. The company’s AtlasFive® platform has become the system of record for elite wealth management and is already in use by more than 800 of the world’s wealthiest families. The company has made significant investments in artificial intelligence and expanded features to arrive at a holistic solution that’s now responsible for managing 130,000 entities, overseeing 205,000+ investments, $65 billion in annual bill payments, and processing more than 14 million annual transactions. It’s upon this data-rich foundation that Eton Solutions has developed more than 400 AI use cases. 

The company will use the funding to fuel product innovation and AI development of its AtlasFive® platform and expand its suite of products targeting the PE and Funds industry. Built on Eton Solutions’ decades of wealth management and financial domain expertise, its forthcoming products will serve a broader range of ultra-high net-worth levels, beginning with individuals with $25 million or more in assets. They will also serve a steadily expanding client base for the company, now consisting of Single and Multi-Family Offices, Private Equity firms, Funds, Registered Investment Advisors, Accounting Firms, Business Managers and Global Private Banks. 

Fleming Insurance Holdings (Fleming), an innovative provider of capital solutions to P&C (re)insurers globally, today announced the launch of REvolve™, a comprehensive platform that evaluates risk, provides AI-enhanced insights, and facilitates smooth, recurring transfer of liabilities. REvolve™ combines key attributes of Fleming’s solutions to provide its counterparties with tools, capabilities, and capital needed to drive continuous value. 

REvolve™ combines Fleming’s proprietary PlannedLPT™, ReSolveRisk™, and RevealAI™ solutions to provide ongoing insights to mitigate risk, streamline operational efficiencies, and deliver measurable value for its counterparties. 

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of its fully autonomous “Do Anything” assistant. The new features mark a major leap forward in agentic artificial intelligence (AI) for the wealth management industry, moving from reactive prompt-based AI to proactive execution across the full lifecycle of client meetings. 

Building on the “Ask Anything” assistant released in March of this year, “Do Anything” takes the next step forward by no longer waiting for advisor input. Now, the GReminders solution proactively anticipates upcoming meetings, curates relevant information and automates meaningful action. 

“Do Anything” builds on the GReminders mission to simplify and automate day-to-day operations for financial advisors by putting their own data to work. The assistant operates entirely within the firm’s existing systems, helping to ensure that every action is both context-aware and compliance-ready. 

Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today announced significant updates to Intuit Enterprise Suite, the all-in-one solution designed to help mid-market businesses scale with the addition of new proactive AI agents, enhanced automation, business intelligence, and financial management capabilities that increase productivity and profitability. These enhancements deliver an integrated solution built for enterprise-level operations, all in one place on the Intuit platform. 

Introduced last September, Intuit Enterprise Suite is transforming how more complex, mid-market businesses grow, eliminating the need for companies to juggle multiple applications to manage their operations. Intuit Enterprise Suite provides businesses with a configurable, AI-powered solution that includes ERP-level multi-entity and multi-dimensional financial management capabilities, business intelligence and reporting, payments and bill pay, project profitability, payroll, HR, and marketing, in one connected, scalable, cloud-based product. 

Intuit’s new AI agents act as intelligent business partners, transforming how companies manage their finances by delivering done-for-you experiences through the automation of tedious, day-to-day financial, accounting, and payments tasks. The result: 78% of customers say Intuit’s AI makes it easier for them to run their business; and 68% state it allows them to spend more time growing their business.1 

Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, today announced a new partnership with Women in Insurance and Financial Services (‘WIFS’), the preeminent organization devoted to attracting, developing and advancing women in the industry. Coinciding with National AI Day, this collaboration brings cutting-edge technology directly to WIFS members – supporting the organization’s mission to empower women in an underrepresented industry. 

The partnership comes at a pivotal time: 70% of heirs – most often women – switch advisors after inheriting wealth. With women playing an increasingly central role in financial decision-making, it’s essential to equip advisors with tools that foster trust and retention. Jump’s AI analyzes thousands of advisor-client meetings to identify what drives successful wealth-transfer conversations. By partnering with Jump, WIFS is empowering women advisors with insights to build stronger, longer-lasting client relationships. 

Through this partnership, WIFS-affiliated advisors will receive access to Jump’s platform, which automates meeting prep, notetaking, compliance documentation, CRM updates and post-meeting follow-up. Jump will also be featured at the WIFS National Conference, showcasing how safe, compliant AI can reduce administrative burden and help advisors spend more time doing what matters most – serving clients. 

Masttro, the global leader in wealth tech solutions for family offices, registered investment advisors (RIAs), wealth managers and wealth owners themselves, today announced a strategic partnership with Arch, the private markets portal of portals, providing investors with the first digital platform to manage their K-1s, alternatives reporting, capital call workflows, and portfolio monitoring. The integration will route real-time alternative investment data into Masttro’s next-generation platform, enabling enhanced wealth visualization across liquid and illiquid assets and liabilities in a single dashboard. 

As demand for private investments proliferates among ultra-high-net-worth (UHNW) families, Arch offers Masttro’s users a comprehensive, up-to-date view of their total net worth and their portfolios, encompassing geography, asset class, manager, vintage and more. Clients may choose to easily integrate Arch’s powerful alternatives data management and reporting capabilities directly into Masttro’s platform, which serves hundreds of single and multi-family offices, RIAs and major financial institutions globally. By eliminating manual workflows such as K-1 collection and capital call tracking, Arch enables a seamless flow of data that gives Masttro’s clients access to deep, granular insights. 

Masttro’s platform delivers real-time wealth visualization, artificial intelligence (AI)-driven efficiency, seamless integrations and personalized customization with full branding capabilities. Powered by proprietary feeds from more than 600 global custodians, Masttro consolidates all financial data in one platform—offering a complete solution for aggregating, analyzing, reporting, storing and visualizing both liquid and illiquid assets. Built on a secure foundation, the platform uses state-of-the-art, client-controlled encryption keys and multi-factor authentication to uphold the highest standards of data privacy and integrity. 

NatWest Group (“NatWest”) has today announced a new, five-year collaboration with Amazon Web Services, Inc. (“AWS”)—an Amazon.com, Inc. company (NASDAQ: AMZN)—and Accenture (NYSE: ACN) to transform the way it serves its customers by accelerating the modernisation of its digital, data and analytics, and AI capabilities. 

The collaboration will enable NatWest to provide more intuitive, engaging and personalised services to its 20 million customers—drawing on the combination of Accenture and AWS’s advanced cloud, AI, and banking expertise to help anticipate and respond to customer needs faster and more effectively. 

In parallel, it will further enhance colleagues’ skills and foster a data-driven culture through access to new AI technologies that empower them to more swiftly and easily serve customers. 

Neutrinos, a leader in AI-powered intelligent automation for insurers, today announced the release of its AI Agent Library, designed to help insurers operationalize artificial intelligence across claims, underwriting, servicing, and distribution. 

Neutrinos supports insurers through the entire implementation journey, helping discover opportunities for agent adoption, design multi-agent workflows, build and integrate agents, and scale AI deployments with governance and observability. Delivered through the Neutrinos intelligent automation platform, the library enables agentic AI orchestration at scale. 

Nitrogen, the leading developer of integrated risk tolerance, proposal generation, investment research, and planning software for advisors, today announced the launch of AI Meeting Center, a secure, native solution that streamlines meeting documentation and supercharges advisor productivity. Designed to save time, reduce compliance friction, and eliminate the need for third-party AI tools, AI Meeting Center helps deliver better client experiences without leaving the Nitrogen ecosystem. 

Built directly into Nitrogen’s secure infrastructure, AI Meeting Center transcribes advisor-client conversations, generates real-time meeting summaries, and produces editable, CRM-ready notes all within the compliance standards advisors already rely on. It inherits the governance model broker-dealer and RIA firms already trust and requires no new logins or tools. 

Unlike external AI solutions that introduce privacy concerns or require complex implementation, AI Meeting Center offers firms a frictionless path to AI adoption, without sacrificing data security or operational efficiency. 

PitchBook, the premier data provider for the private and public equity markets, today announced new partnerships with Anthropic, Perplexity, Rogo and Hebbia – leading large language model (LLM) and AI-powered platforms. These integrations will embed PitchBook’s comprehensive private capital market data directly into AI-driven workflows used by professionals across finance and strategy. These partnerships represent a broader effort by PitchBook to meet users where they work by enhancing accessibility, discoverability, and usability of its private capital market intelligence within trusted AI tools. 

These integrations enable users to conduct research and surface insights powered by PitchBook’s proprietary data alongside other trusted sources, all within familiar AI environments. By eliminating the need to toggle between platforms, these collaborations drive more efficient, contextualized analysis for financial professionals. 

PitchBook’s artificial intelligence and machine learning (AI/ML) roadmap includes a dual-pronged strategy. The first is advancing PitchBook’s platform experience with features that empowers the speed and efficacy of users’ engagement with PitchBook’s wealth of data, research, and insights (e.g. VC Exit Predictor). Second, integrating with leading LLM providers to offer customers broad AI experiences that can be grounded with PitchBook’s best-in-class data. Throughout 2025, PitchBook will release several innovations that are designed to transform how financial professionals engage with PitchBook’s data, making it faster, more intuitive, and highly relevant. 

S&P Dow Jones Indices (“S&P DJI”), a division of S&P Global (NYSE: SPGI) and the world’s leading index provider, today announced that it has entered into a definitive agreement to acquire ARC Research, a subsidiary of ARC Group, and the leading independent provider of investment performance data, benchmarking capabilities and insights in the private wealth market. 

ARC Research maintains the world’s largest proprietary dataset of more than 500,000 private client portfolios spanning over two decades. The firm is a trusted partner to more than 190 investment managers and wealth advisers globally, supporting performance benchmarking, analytics, and transparency in the private wealth space. Since 2002, ARC Research has collected and analyzed hundreds of millions of data points from investment managers, transforming them into actionable insights for investors. 

This acquisition will expand S&P DJI’s capabilities to deliver innovative, high-quality benchmarks and data solutions tailored to the evolving needs of wealth managers, private banks, and financial advisers. ARC Research is widely recognized for its robust suite of performance benchmarks, which are trusted by leading wealth management firms to assess and compare portfolio performance. 

Sovos, the always-on tax compliance company, today announced the launch of Sovi™ AI, a first-of-its-kind suite of embedded AI and machine learning capabilities purpose-built for tax compliance. Sovi is derived from the Latin roots sophia (wisdom) and vis (power). Sovi symbolizes smart power in action, a perfect reflection of Sovos’ embedded AI engine that drives a whole panorama of intelligent automation across the Sovos Tax Compliance Cloud platform. Sovi delivers unprecedented insight, automation, and reliability throughout every stage of compliance for e-invoicing, taxation and regulatory reporting. 

Sovos is the first tax compliance company to deliver AI not as a standalone feature, but as an intelligent layer embedded throughout the compliance lifecycle. Sovi™ AI will integrate across analytics, automation, and regulatory workflows, enabling technical and non-technical teams to navigate complexity through natural language, visual interfaces, and intuitive guidance. 

Sovi™ AI capabilities are already operational across Sovos solutions, including advanced biometrics for face and liveness detection, image recognition, and secure authentication built into Sovos Trust solutions. 

SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced a definitive agreement to acquire Calastone, the largest global funds network and leading provider of technology solutions to the wealth and asset management industries, from global investment firm Carlyle. The purchase price is approximately £766 million (approximately US $1.03 billion), subject to certain adjustments. 

Headquartered in London, Calastone operates the largest global funds network, connecting more than 4,500 of the world’s leading financial organizations across 57 markets. The acquisition is expected to close in Q4 2025, subject to regulatory approvals. SS&C expects the acquisition to be accretive within 12 months and plans to fund the purchase with a combination of debt and cash on hand. Calastone’s more than 250 staffers in London, Luxembourg, Hong Kong, Taipei, Singapore, New York and Sydney are expected to join SS&C Global Investor & Distribution Solutions, reporting to General Manager Nick Wright. 

The acquisition of Calastone reinforces SS&C’s commitment to transforming investment operations and bolsters SS&C’s ongoing geographic expansion. Calastone’s global network and technology solutions complement SS&C’s leadership in fund administration, transfer agency services, AI and intelligent automation. By combining capabilities, the two companies will deliver a unified, real-time operating platform to reduce cost, complexity, and operational risk across the global fund ecosystem as well as shaping distribution. This strategic alignment enables enhanced distribution, investor servicing, and operational scalability — empowering asset and wealth managers to innovate, diversify products, and deliver better outcomes for investors worldwide. 

TIFIN, an AI-powered platform for financial technology, has launched a new multilingual LLM innovation hub in India to expand access to financial AI across global markets. This move strengthens TIFIN’s capabilities in natural language AI and enables around-the-clock development from its teams in the U.S., Spain, and India. 

As financial services become increasingly conversational, as enterprise clients have a geographically dispersed user base, and as personalized interactions become increasingly important, the ability to serve users in their native languages is a strong advantage to building AI applications that drive adoption and trust. This capability is also allowing TIFIN to start serving clients in regions such as Japan. 

This growth reflects TIFIN’s strategy to tap into globally dispersed AI talent. The newly formed 10-person team in India adds to the existing AI talent in the US and brings deep specialization in financial LLMs and multilingual capabilities — a foundation for expanding TIFIN’s AI products to international markets. The India team has already contributed to breakthroughs in agent-driven productivity tools and multilingual experiences in the finance domain. A recent paper published by the team also won 3rd place in SemEval (solving a multi-lingual challenge). 

UnionHub, a fintech and insurtech platform purpose-built for TPAs, brokers, associations, and insurance carriers, has officially launched its all-in-one benefits and payment ecosystem. Designed to scale effortlessly from 1,000 users to over 1 million, UnionHub is tackling one of the industry’s oldest challenges: making benefits administration simple, fast, and truly integrated. 

Built entirely in-house by a Denver-based team, UnionHub is a fully bespoke platform that eliminates the need for patchwork software, manual data entry, and outdated payment systems. It combines benefits enrollment, compliance tracking, CRM functionality, ACH and payment processing, and real-time reporting into a single, unified hub. 

UnionHub’s proprietary Pay Day Deduction System enables seamless collection of insurance premiums and membership fees through ACH withdrawals synced directly with payroll cycles. This significantly reduces missed payments, billing errors, and administrative overhead. The platform’s self-service portal empowers employees and members to manage their benefits, make payments, and access support independently, increasing engagement while reducing the burden on administrative teams. 

WealthAi, the leading AI Operating System for Wealth Management, and MDOTM Ltd, the global provider of AI-driven investment solutions for Asset and Wealth Management companies, announce a strategic partnership to bring MDOTM Ltd’s AI platform, Sphere, to wealth managers and advisors.

As part of this collaboration, Sphere will be available through the WealthAi MarketPlace, seamlessly integrated into the WealthAi platform. This integration empowers wealth managers and financial advisors to harness advanced AI tools for portfolio construction and optimization directly within their existing WealthAi workflows. 

MDOTM Ltd’s Sphere is a leading AI investment platform leveraged by Asset & Wealth Managers to support strategic and tactical asset allocation, portfolio rebalancing at scale, and automated reporting with Analytical and Generative AI.