The industry moved quickly with new solutions and offerings debuting. Several rebranded offerings also returned as regulators maintained a steady hand.
Headlines to take note of:
- Cboe Global Markets will introduce enhanced order functionality on BZX in October;
- Nasdaq was in the news for all the right reasons;
- BlackRock’s Aladdin is now available in Citi’s wealth management ecosystem;
- The CFTC and SEC jointly approved the listing and trading of specific spot crypto offerings;
- Plus, U.S. Bank introduced a small business-focused product (read on to find out);
- And much more!
Of course, this is your week in digital wealth!
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Wealthtech, Regtech, Regulatory, and Treasury
Derivatives-focused Cboe unveiled plans to introduce complex order functionality on its BZX Options Exchange. Pending regulatory approval, the deployment is planned for an October 13, 2025, launch.
Moreover, the upgrade includes support for complex orders via its Complex Order Book (COB) and Complex Order Auction (COA) setups.
Premier exchange operator Nasdaq revealed new risk-focused listing rules. The IPO requirements target high-risk listings, particularly those of Chinese companies with volatile equities.
Firms operating in China must raise at least $25 million to list. Furthermore, firms using the income standard must have a minimum public float of $15 million. Companies valued under $5 million could face faster suspensions and delistings.
Banking giant Citi teamed up with BlackRock to manage $80 billion in assets for Citi Wealth’s clients. The collaboration focuses on the Citi Investment Management ecosystem.
Beginning in Q4 2025, BlackRock will take over portfolio management responsibilities for clients across 100 countries. Citi’s investment managers will join BlackRock’s network, while Citi’s private bankers will gain access to BlackRock’s Aladdin.
TXSE Group, Inc.
The newly-launched TXSE introduced Oculon Intelligence, an AI-focused and secure market intelligence platform. The platform offers execution analytics, regulatory reporting, and cross-market surveillance tools.
Additionally, the offering supports high-frequency data ingestion and features (agentic) AI tools. Oculon Intelligence addresses key SEC requirements, including Rule 605 and Rule 606 reporting.
Crypto, Blockchain, and Digital Assets
On September 2, the SEC and CFTC issued joint guidance clarifying that registered U.S. exchanges can list and trade some spot crypto products. The announcement is part of the SEC’s Project Crypto and the CFTC’s Crypto Sprint.
Furthermore, the move opens the door for major exchanges to offer spot trading of digital assets, including Bitcoin and Ethereum.
Polymarket/CFTC
Prediction markets firm Polymarket got approval from the CFTC to launch its newly acquired exchange, QCX. The regulator issued a no-action letter on September 3, allowing QCX to operate under specific conditions.
Consequently, the move marks Polymarket’s official return to the U.S. market after a forced exit in 2022.
Nasdaq
Exchange platform Nasdaq increased its scrutiny of crypto treasury-focused companies based on speculation, volatility, and investor risk requirements. The exchange now requires detailed disclosures from firms that want to use IPO proceeds for digital asset purchases.
Requirements include asset nature disclosures, custody arrangements, and risk management protocols.
Fintech, Personal Finance, and Apps
To enhance fraud prevention across the financial industry, Nasdaq Verafin partnered with BioCatch. The collaboration integrates BioCatch’s behavioral and device intelligence with Nasdaq Verafin’s fraud detection platform.
Moreover, the initial phase includes embedded BioCatch alerts in the Verafin platform.
Incode Technologies, Inc./Equifax
Equifax introduced a new Identity Proofing solution within its Kount 360 platform. The offering helps businesses verify customer identities and combat fraud.
Furthermore, the Equifax Cloud ecosystem powers Identity Proofing, and the tool integrates identity checks throughout the customer journey. The solution supports biometric and document verification via a partnership with Incode.
Eligible PayPal and Venmo users in the U.S. and select global markets now have early access to Perplexity’s new AI-powered Comet browser. The offer includes a complimentary 12-month Perplexity Pro subscription valued at $200.
Additionally, the setup is part of PayPal’s new subscription hub.
Fidelity National Information Services, Inc. (FIS)
Boutique Fintech FIS launched its Neural Treasury suite, an AI-powered platform designed to modernize corporate treasury operations. FIS built the offering on cloud-native infrastructure, and its Treasury GPT large language model powers the solution.
The solution automates key functions, including liquidity management, fraud detection, and transaction monitoring. It also supports compliance with evolving regulatory standards, giving receivables and payables real-time visibility.
Banking, Payments, and Infrastructure
Financial behemoth U.S. Bank rolled out an SMB-focused cash flow management platform. The offering integrates accounts payable tools with its online banking dashboard.
U.S. Bank bill pay for business enables users to automate vendor invoices, schedule recurring payments, and sync with accounting software.
Developed with Fiserv and Melio, the platform combines flexible payment options with secure, multi-step fraud detection.
KeyBank National Association
Cleveland, Ohio-based KeyBank unveiled enhancements to its EasyUp® savings tool. The improvements help clients build financial momentum through everyday debit card purchases.
Users can transfer small, preset amounts to their linked KeyBank savings accounts. The ecosystem also integrates with KeyBank’s online and mobile platforms.
Boutique Fintech RadCred launched an AI-powered direct lender matching platform. The offering helps borrowers with poor credit access to no-credit-check instalment loans.
Moreover, the system uses over 100 data points to match applicants with licensed lenders.
Jack Henry & Associates/equipifi
Premier Fintech equipifi joined the Jack Henry Fintech Integration Network (FIN). The deployment expands access to its Buy Now, Pay Later (BNPL) platform for hundreds of financial institutions.
Additionally, the collaboration also has API-focused integrations with Jack Henry’s SilverLake System.
To improve credit decision-making for CFIs, MANTL partnered with Taktile. The integration enables financial institutions to automate underwriting processes, reduce manual reviews, and gain real-time control over credit policies.
Consequently, the setup also embeds Taktile’s AI-powered decision platform with MANTL’s loan origination workflows.
REtech, Insurtech, and Investing
Insurity, Inc.
Niche Insurtech Insurity launched the Insurity Pro Suite, a cloud-based platform that accelerates growth for key segment players. Formerly known as Sure MGA, the suite expands on existing capabilities for scalability.
Moreover, the offering also offers tools to streamline operations and enhance responsiveness.
Niche Fintech Clutch partnered with TruStage to introduce an automated protection product system for credit unions. This streamlines coverage selection during the loan application process.
Furthermore, the offering integrates real-time eligibility checks and pricing into Clutch’s lending flow. Applicants can view protection options, verify eligibility, and choose coverage instantly.
iPipeline, Inc.
Boutique Insurtech iPipeline unveiled its Advanced Underwriting feature on its SolutionBuilder platform. The setup streamlines protection quoting for financial advisers.
In addition, the tool leverages data from the 20 most common medical disclosures.
Eleos Life
On the AI end, Eleos Life introduced Theea, a digital co-pilot that simplifies life insurance for consumers. Theea offers clear, jargon-free guidance, multilingual support, and 24/7 availability.
Furthermore, the solution helps clarify policy details and boost confidence in coverage decisions. Theea is available in the United States and in the UK.
