AI & Finance™ | News for the Week Ending 11/21/25

Agentero, the digital insurance network connecting independent agents with carriers through technology and market access, today announced the launch of its AI Appetite Checker, a new solution that helps agents rapidly identify the most relevant insurers for any given risk. 

The AI Appetite Checker allows agents to input a free-text description of a risk, specify state and line of business, and then automatically detect the correct risk classification and present the carriers who are best aligned to quote or bind that submission. By applying a combination of natural language processing, historical quoting data, and carrier appetite analysis, the tool reduces manual searching and placement time while improving hit-rates for agents and relevance for carriers. 

AllocateRite, a deterministic AI-powered wealth management platform, today announced the appointment of Matt Pollard as Chief Executive Officer. Pollard brings nearly three decades of leadership across financial services, fintech, and artificial intelligence, with a proven record of scaling technology businesses and driving transformation across regulated markets. 

Before joining AllocateRite, Pollard held senior executive roles at SS&C Technologies, Slalom Consulting, Forsythe Solutions, and IBM. He is known for leading large-scale digital transformation, AI adoption, and managed services initiatives, uniting strategic vision with operational execution to consistently drive growth, efficiency, and innovation. 

Under Pollard’s leadership, AllocateRite is entering a new phase of intelligent expansion. Its deterministic AI platform unifies and structures data from banks, custodians, and investment platforms into a single, trusted source of truth. Firms gain a real-time view of clients and portfolios, while the platform streamlines portfolio construction, automates rebalancing, optimizes taxes, and delivers transparent reporting in a fully compliant environment. 

Asseta AI, a purpose-built accounting platform powering the next generation of family offices, today announced a $4.2 million seed funding round co-led by Nyca Partners and Motive Partners. 

Asseta AI’s growth reflects the accelerating demand from family offices looking for technology designed for their unique needs. The platform now supports more than $10 billion in assets, and the company has experienced significant year-over-year ARR growth. Adoption has been especially strong among larger family offices, with nearly one-third managing over $1 billion. 

The seed capital will be used to accelerate Asseta AI’s product roadmap and team expansion as the company scales to meet rising demand among family offices managing complex, multi-entity portfolios. 

Avalara, Inc., the agentic tax and compliance leader, today announced it has closed an equity investment from an investor group led by BlackRock’s Private Financing Solutions. Vista Equity Partners (“Vista”), which first invested in Avalara in 2022, will remain the company’s majority shareholder. All of the proceeds will be used to purchase shares from existing shareholders. 

Avalara pioneered cloud-based tax automation and defined the category over the past two decades. Now, as agentic AI reshapes enterprise software, Avalara is once again leading the transformation with its introduction of an agentic operating model powered by MCP servers, enterprise LLMs, domain-specific SLMs, intelligent AI agents, and one of the industry’s most expansive compliance content networks. All of this runs on a multi-cloud platform engineered for resilience, scalability, and performance. 

The Avalara Agentic Tax and Compliance™ platform is built on a core principle: automation should never mean loss of control. Every Avalara AI agent includes embedded checkpoints for human review and approval, giving enterprises full command and audit-ready visibility across every compliance process, from tax filings to registrations. 

Today, Bitcoin miner turned technology incubator Bitfury announced its pivot to an investment firm with the launch of its $1 billion funding initiative, which seeks to back a new generation of ethical innovators. 

The firm’s new mission is to close the gap between the accelerating pace of technological progress and the slower evolution of ethical development — a disconnect it sees as a root cause of many global challenges. By supporting mission-driven founders, the company seeks to accelerate ventures that embed ethics, transparency, and human values at the core of emerging technologies. 

Bitfury’s new chapter as an investment firm builds on its pioneering legacy while expanding its role from technology provider to global catalyst for responsible innovation — ensuring the digital economy develops with integrity and long-term sustainability. 

Candescent, the leading cloud-based Intelligent Banking platform powering innovation across fintech and banking, today announced that industry veteran Kranti Talluri has joined Candescent as Vice President, Head of Developer Experience. This appointment advances Candescent’s Intelligent Banking platform strategy, focused on delivering superior developer experiences across an open, extensible ecosystem that empowers financial institutions, fintech partners, and internal teams to integrate, extend, and innovate with greater agility, speed, and intelligence. 

With 67% of U.S. banks increasing their investment in digital transformation initiatives—and using a comprehensive developer toolkit is cited as a key driver of innovation and operational efficiency—Talluri’s appointment comes at a pivotal time for the industry. 

Talluri joins Candescent with more than 20 years of experience in product development, cloud-based integrations, and programming. Most recently, he served as the Head of Product, Customer and Developer Experience at Nium, a leading provider of global infrastructure for real-time cross-border payments. Prior, Talluri was the Director of Developer Experience at Marqeta, where he led the strategy, roadmap, and operations for Marqeta’s development platform and prior to that a leadership role in developer experience at Twilio. 

Responding to the rapid uptake of artificial intelligence in the investment sector, CFA Institute today announced the release of AI in Asset Management: Tools, Applications, and Frontiers, a comprehensive new resource created to help investment professionals adopt, adapt, and succeed in an era of technological change. 

The publication seeks to help practitioners understand the tools, capabilities, and responsibilities that come with AI adoption. It explores the impact of artificial intelligence and machine learning on investment strategy and professional practice, highlighting the need to balance innovation with transparency, accountability, and ethical governance across portfolio management, risk analysis, and trading. It builds on the 2023 The Handbook of Artificial Intelligence and Big Data Applications in Finance, published by the CFA Institute Research Foundation. 

Leading industry and academic experts in the field of AI and data science authored chapters, bringing both academic rigor and hands-on experience. The volume covers all major branches of AI, giving practitioners a toolkit of methods and frameworks they can adapt directly to their own workflows. 

Cotribute, a leading digital growth platform for credit unions, announced today Heritage South Community Credit Union (Heritage South) has launched its consumer account opening and consumer loan application platforms. The credit union partnered with Cotribute to streamline the deposit onboarding experience, accelerate growth into newly expanded markets, enhance the overall member experience and strengthen fraud prevention capabilities. Heritage South, headquartered in Shelbyville, Tenn., has more than $351 million assets, 34,000 members and operates six branches across five counties and five cities in Middle Tennessee. 

Cotribute, a leading digital growth platform for credit unions, announced today Heritage South Community Credit Union (Heritage South) has launched its consumer account opening and consumer loan application platforms. The credit union partnered with Cotribute to streamline the deposit onboarding experience, accelerate growth into newly expanded markets, enhance the overall member experience and strengthen fraud prevention capabilities. Heritage South, headquartered in Shelbyville, Tenn., has more than $351 million assets, 34,000 members and operates six branches across five counties and five cities in Middle Tennessee. 

Heritage South’s legacy account opening solution presented significant challenges that hindered growth. The system was difficult for members to navigate with too many questions across multiple screens. On the back-end, the platform experienced frequent technical issues, particularly with ID verification, sometimes causing weekend applications to fail entirely and requiring staff to manually contact prospective members. The system also lacked modern marketing capabilities such as abandoned cart campaigns and seamless integration with Heritage South’s mobile banking app. 

White Clay, a leading provider of relationship profitability and analytics software for banks and credit unions, today announced a strategic collaboration with Curinos Inc., a provider of AI-driven decision intelligence technology for financial institutions. 

This collaboration provides banks and credit unions with access to timely market benchmark data directly within White Clay’s suite of pricing, profitability, performance, and relationship deepening tools. The blend of competitive intelligence, combined with a comprehensive view of client relationships, delivers bankers the intelligence they need to make smarter pricing, relationship, and profitability decisions in today’s highly competitive environment. 

As financial institutions face margin compression, rising competitive intensity, and evolving client expectations, this collaboration delivers a strategic advantage – embedding Curinos’ industry-leading commercial pricing benchmarks and fee analytics into White Clay’s Commercial Relationship Pricing Solutions. 

DealHub.io, the leader in Agentic enterprise-grade CPQ, today announced the acquisition of Subskribe, the industry’s most advanced Subscription Management, consumption metering and Billing platform built for the AI economy. The unified platform redefines how SaaS and AI-first enterprises manage their entire Quote-to-Revenue lifecycle – delivering intelligent price optimization, usage-based monetization, automated revenue recognition, and real-time SaaS metric insights that give RevOps teams full visibility and control across every revenue stream. 

The acquisition comes at a pivotal time, as enterprises are increasingly under pressure to adapt their revenue processes to meet evolving go-to-market motions and sales models, consisting of SLG, PLG, self-service, recurring and consumption-based pricing. To thrive in an AI-driven market, organizations require multi-dimensional pricing, accurate AI-usage metering, subscription billing, and enterprise-grade revenue precision. 

Duco, the trusted control layer in an agentic world, today announced the launch of agentic workspace, a new capability within the Duco Platform designed to help operations teams work alongside intelligent agents with transparency, control and confidence. 

Agentic workspace is a collaboration environment where users can build, maintain, optimise, manage tasks and exceptions. All within a single, auditable workspace. It brings humans and autonomous agents together in a shared operational context, ensuring interoperability between systems while maintaining full oversight and explainability. 

By combining data automation, exception management and agentic collaboration in one workspace, Duco continues to help capital markets firms scale automation safely; with the transparency, governance and human oversight required in today’s complex financial environments. General availability is planned for calendar Q1 2026. 

Equifax® (NYSE: EFX) is assisting regulated businesses with the introduction of new AML Compliance Solutions designed to ease the burden of AML (anti-money laundering) regulatory compliance for financial services firms and related industries by flagging potential associations between a prospect and activities that may indicate potential money laundering. 

The latest AML solution from Equifax uses Artificial Intelligence (AI) to provide organizations that receive, handle and disperse currency with a robust, near real-time offering that screens and monitors individuals and entities against a broad range of global sanctions, enforcement and high-risk businesses lists. Organizations such as banks, credit unions, online payment platforms, brokerages, life insurance providers, real estate law firms and virtual asset service providers can help ensure they are engaging with a person or entity that is clear of any sanctions or watchlists.  

There are a multitude of screening sources that must be researched for an organization to meet the requirements of the laws associated with preventing, detecting and reporting money laundering scenarios, and managing multiple searches can lead to potential missed matches. This new offering solves the challenge of managing multiple screening resources by offering users access to over 150 sanctions and watchlists and 30,000 adverse news sources globally through a single platform. The platform leverages a proprietary Intelligent Match Engine (IME) that uses the latest advances in AI and machine learning by incorporating vectors that improve the error-prone and costly nature of traditional logic matching. IME is utilized in initial screening, portfolio monitoring and portfolio remediation, which is designed to lead to improved match accuracy and reduced false positives, as well as time and cost savings. 

Equisoft, a leading global digital solutions provider to the financial services industry, announced today an ISV Built On partnership with Databricks, the Data and AI company. Together, they create an integrated analytics platform that accelerates digital transformation for life insurance carriers. It will aim to respond to the industry’s mounting pressure to modernize legacy systems while embracing artificial intelligence. 

The partnership brings together Equisoft’s three decades of life insurance domain expertise and pre-built insurance models with Databricks’ industry-leading Data Intelligence Platform. The integrated solution addresses the critical challenge facing carriers who spend up to 70% of their IT budgets maintaining legacy systems while struggling to become AI-ready. 

Premium Mortgage Corporation, a Rochester-based lender and the #1 purchase money lender in both Buffalo and Rochester, proudly serving all of New York State, announced a major strategic investment to modernize its loan manufacturing process by adopting the Gateless Smart Underwrite® platform. This implementation will significantly boost efficiency, speed, and loan quality by leveraging Gateless’ artificial intelligence (AI) and automation capabilities.   

Premium Mortgage, a master servicer for Fannie Mae and Freddie Mac with more than $1.4 billion in loans serviced, continues to advance its commitment to delivering exceptional service and innovative technology to its clients and partners. To that end, Premium expects to invest more than $1,000,000, over the next 3 years, in real-time underwriting automation, through its partnership with Gateless. 

The deployment of Smart Underwrite is a key part of Premium Mortgage’s commitment to providing an exceptional and transparent home financing journey. To further enhance the frontend digital experience, Premium Mortgage will leverage its strategic partnership with LenderLogix, whose suite of borrower-facing tools seamlessly integrate with the new automation architecture. 

GReminders, a leading end-to-end meeting and automation management platform for financial advisors, announces the launch of AI Document Access, a significant enhancement to its flagship Do Anything Assistant. This industry-first innovation makes GReminders the only provider to enable compliant, intelligent AI-driven access to documents directly within their workflows, turning static files into actionable client insights. 

Using AI Document Access, advisors can connect their GReminders AI Assistant to key systems including Box, SharePoint, OneDrive, Redtail Documents and Google Drive. The new capability provides AI assistants with access to client performance reports, insurance policies and statements and more, enabling more complete and reliable pre-meeting briefs and an improved client experience. 

This advancement builds on the rapid evolution of GReminders’ AI capabilities. Earlier this year, the company introduced its Ask Anything Assistant, giving advisors the ability to interact with their calendars, CRMs and wealth planning tools using simple, everyday language. That momentum continued with the launch of Do Anything, the industry’s first fully autonomous AI assistant capable of anticipating upcoming meetings, curating relevant information and automating action—without requiring advisor prompts. With AI Document Access, that intelligence becomes even more powerful and contextually aware. 

Intellectus Partners has appointed AJ De Rosa as Chief Executive Officer of Intellebox.ai, effective October 1, 2025. The move marks Intellebox’s transition from an internal innovation to an independent company serving the advisory and wealth management industry. 

Intellectus Partners is an independent registered investment adviser founded by entrepreneurs for entrepreneurs. 

Developed within the Intellectus incubation group, Intellebox.ai is a full stack artificial intelligence platform designed to serve as the Advisor’s Intelligence Operating System – a unified platform that connects every part of the modern advisory firm through intelligent engagement, AI agents, and automation. 

Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today announced a partnership with Rehmann, a professional advisory firm focused on accelerating client growth, to deliver Intuit Enterprise Suite to the firm’s growing list of scaling, mid-market businesses needing a powerful, AI-native, ERP solution that drives growth. 

Together, Intuit and Rehmann will deliver meaningful client services coupled with Intuit’s AI-native, intelligent ERP platform, which simplifies the complexities of scaling, multi-entity businesses and automates workflows through a modern, intuitive experience. With Intuit Enterprise Suite, Rehmann will streamline its clients’ multi-entity accounting and reporting and support those currently on QuickBooks with a seamless upgrade experience. The firm will also leverage the platform’s advanced artificial intelligence capabilities to assist with routine accounting tasks and quickly identify anomalies, enabling greater accuracy, efficiency, and insight. 

Today’s growing mid-market businesses are more complex. They’re often overserved by legacy ERP systems that are expensive, time-consuming, and costly to install and learn. Mid-market businesses are also over-digitized, using up to 25 different apps to manage and run their business. This leads to a fragmented tech stack with data silos, resulting in limited visibility into business performance, a lack of integrated workflows, and an inability to make data-backed, confident decisions. 

Intuit Inc. (Nasdaq: INTU), the global financial technology platform that makes Intuit TurboTax, Credit Karma, QuickBooks, and Mailchimp, today announced the global availability of AI agents on the all-in-one Intuit platform, creating a more powerful and automated QuickBooks experience designed to deliver time savings, greater efficiency, insights and value for customers. The company also released a compelling new report which highlights the benefits of AI-driven platform solutions for business growth. 

Now available to QuickBooks customers in Canada, a powerful, proactive team of AI agents and trusted human experts seamlessly delivers ‘done-for-you’ experiences across essential financial pillars—including growing and managing customers, accounting, finance, and sales tax—all within the trusted Intuit platform. Together this virtual team automates time-consuming tasks, streamlines collaboration and workflows and surfaces insights and recommendations that enable smarter, faster business decisions. Businesses already using this more powerful QuickBooks report up to 12 hours a month saved on simplified day-to-day operations across accounting, projects, customer management, and financial analysis. 

Jack Henry™ (Nasdaq: JKHY) announced today that Traditional Bank has selected Jack Henry to strengthen its technology framework, elevate employee and customer experiences, and enable continued growth. 

Founded in 1902 in Mount Sterling, Kentucky, Traditional Bank has grown from serving a small rural community to operating 19 branches across the state with assets totaling $2.4 billion. The bank caters to the entire community, from retail customers and small to mid-sized businesses to large commercial and nonprofit organizations. Traditional Bank’s success has been driven entirely by organic growth, fueled by its commitment to local community needs. The bank is dedicated to relationship banking and hires top local talent to drive those bonds. 

Traditional Bank is transitioning from an in-house environment to Jack Henry’s hosted, configurable core processing platform that will free IT staff to focus on forward-looking strategies like artificial intelligence, process optimization, and digital innovation. At the same time, automations from Enterprise Workflow will minimize errors, streamline manual processes, and boost efficiency for frontline staff, enabling them to spend more time with customers. And Jack Henry will help the bank reach customers where they are with digital-first experiences. 

Kaaj, an agentic AI credit intelligence platform that simplifies small business lending, today announced it has raised $3.8 million in seed funding led by Kindred Ventures, with participation from Better Tomorrow Ventures and others. 

Founded in 2024, Kaaj’s mission is to expand access to affordable capital for all small businesses. Using agentic AI workflows to help lenders analyze end-to-end loan packages and create decision-ready analysis for small business lending, Kaaj reduces lender costs and accelerates decision-making. 

Kaaj’s founding team combines deep AI expertise and risk experience. Utsav Shah, co-founder and CEO, spent a decade at Uber and Cruise, building AI-powered decision-making systems at scale. Shivi Sharma, co-founder and President, is an expert in credit and fraud risk, formerly of American Express, Uber, and Varo Bank. 

Kasisto, a leader in banking AI, today announced that its KAIgentic platform is one of the first agentic platforms integrated with Microsoft Agent 365, enabling financial institutions to deploy intelligent, compliant banking AI agents across the Microsoft enterprise ecosystem. The integration allows banks using Microsoft 365 to manage domain specific AI agents that transform customer engagement, elevate employee productivity, and drive operational efficiency within their existing Microsoft environment. This collaboration reflects a shared commitment to advancing responsible, governed AI innovation for the financial industry. 

The KAIgentic platform delivers a suite of intelligent, compliant banking agents designed for the security, governance, and regulatory demands of financial services. Through Microsoft Agent 365, banks can manage these AI agents using the same controls and identity frameworks they already apply to their employees, simplifying AI adoption while maintaining enterprise grade trust. 

At Microsoft Ignite 2025, Kasisto will showcase an end-to-end banking workflow that demonstrates how KAIgentic agents deliver the next generation of frictionless, intelligent, and unified customer service across Microsoft Agent 365. 

Maxima, the agentic AI platform for accounting automation, today announced $41 million in Seed and Series A funding from Redpoint Ventures, Kleiner Perkins, Audacious Ventures, joined by industry leaders and operators including former BlackLine CMO & Chief Strategy Officer Andres Botero, former BlackLine SVP of Operations Eric Borrmann, Rubrik CFO Kiran Choudary, Vanta CFO David Eckstein, and NFL Super Bowl Champion and Liquid 2 Managing Partner Joe Montana. Maxima is redefining the month-end accounting close process with AI agents that co-prepare financial reports alongside accounting teams, ensuring accuracy, consistency, and auditability. 

Despite decades of software innovation, accounting remains one of the most manual and error-prone functions in business. In the first ten months of 2024 alone, 140 U.S. public companies were forced to restate their financials due to accounting errors — the highest number in nearly a decade. Each month, accounting teams scramble to reconcile messy data from dozens of disconnected systems just to close the books. Hiring more people has been the default solution, but as businesses grow more complex and data volumes surge, this approach has only led to more errors, longer delays, and widespread burnout. 

Maxima addresses this issue head on. The platform automates the heavy lifting across reconciliation, journal entries, and close workflows, so accounting teams can focus on reviewing, validating, and making decisions rather than repetitive grunt work. The result is faster closes, fewer errors, and stronger compliance without expanding headcount or sacrificing control. Maxima Co-founder and CEO, Yogi Goel, brings two decades of accounting and finance experience from EY, Citigroup, Barclays, and Rubrik, where he saw firsthand the accounting challenges that persist even in world-class finance teams. 

Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, has launched integrations that enable licensed users and firms to access its AI-ready data and research from within Microsoft’s AI tools. This includes Morningstar’s vast data and research library that spans its global coverage of open-end funds, ETFs, and stocks alongside portfolio analytics, ratings, performance data, and proprietary methodologies. 

Financial advisors, asset managers, and institutional investors face mounting pressure to deliver personalized insights, respond to market shifts, and manage growing volumes of data while meeting rising client expectations and regulatory demands. Morningstar’s integrations with Microsoft leverage the Morningstar Agent and the Morningstar Model Context Protocol (MCP) Server to help break bottlenecks found in fragmented workflows, enabling secure entitlement-based access to quality data and research within the platforms they already use. 

By enabling seamless access to proprietary, quality data and research—including exclusive PitchBook insights—in Morningstar products, leading AI platforms, and proprietary client tools, Morningstar accelerates speed-to-insight and empowers investors anywhere they work. 

Nitrogen, the industry’s only provider of client-facing AI advisor software for specialized planning, investment research, proposal generation, and meeting preparation, today announced its star-studded slate of speakers for the Fearless Investing Summit. Taking place from February 18th – 20th at the Hyatt Regency Denver, industry-leading speakers, including Ritholtz Wealth Management’s Josh Brown, Hamachi.ai’s Eric Clarke, Michael Kitces, and Nitrogen Co-founder and Board Member Aaron Klein, now also the founder of Contio, and many others, will share their knowledge to help advisors bring their A-game to client meetings in 2026. 

Now in its eighth year, Nitrogen’s flagship event, the Fearless Investing Summit brings together more than 1,500 advisors as well as fintech and industry leaders for three days of hands-on learning and real-world collaboration. This year’s theme, Crush it in Every Meeting, centers on helping advisors master the modern client conversation by turning technology, planning, and communication into the ultimate competitive advantage. 

Attendees will also get an exclusive look at Nitrogen’s Winter 2026 platform innovations, revealed live on stage, and insights on how Nitrogen is embedding AI throughout its platform to enhance advisors’ meetings. 

Announced today at Microsoft Ignite 2025, OneStream (NASDAQ: OS)—a leading enterprise finance management platform that modernizes the Office of the CFO by unifying core finance and operational functions—has entered into a strategic alliance with Microsoft, underscoring a shared commitment to accelerating the adoption of artificial intelligence (AI) across enterprise finance teams. 

This integration brings together OneStream’s financially intelligent SensibleAI™ Agent technology with Microsoft 365 and Azure to deliver value for finance leaders. 

As part of the alliance, OneStream will release a series of its SensibleAI Agents directly into the most widely used Microsoft products such as Microsoft Teams, Microsoft 365, Excel and Microsoft 365 Copilot, enabling finance professionals to analyze data in real-time, run forecasts, generate reports, and automate tasks all within the tools they use every day – accelerating decisions and improving accuracy without disrupting workflows. 

Options Technology (Options), the leading provider of capital markets infrastructure, today announced a partnership with atNorth, the leading Nordic high-density colocation and built-to-suit datacenter provider, to host its expanded private AI solution, at atNorth’s ICE02 data center in Iceland. 

Options infrastructure expansion results from increasing demand from financial firms, such as hedge funds, investment banks, and proprietary trading firms, for high-density computing power, driven by the rapid adoption of AI for trading strategies, risk management, and data analytics. 

The business aims to address a gap in the market for private cloud infrastructure specifically tailored to the requirements of the financial services industry. Recognizing the need for a secure, sustainable, AI ready and cost-effective solution, Options chose atNorth’s ICE02 campus for its high-density infrastructure that could be scaled across the Nordics in line with its future growth strategy. 

PCA Global Ventures, the parent company overseeing a global family of leading brands in financial recovery and estate management services, announces the appointment of Dr. Tia L. Jones as Senior Vice President, Head of Global Project and Change Management. The group includes Phillips & Cohen Associates, Ardent Credit Services, Invenio Financial, and The Estate Registry, which encompasses LegacyNOW, InheritNOW, NotifyNOW, and Settld. 

In this newly created role, Dr. Jones will lead enterprise-wide strategic transformation through excellence in project execution and change enablement. She will oversee the continued development of PCA’s Project and Change Management Office (PCMO), strengthen program and project management capability, enhance governance frameworks, and embed consistent methodologies across global business units. Reporting to the Global Chief of Staff, Dr. Jones will champion strategic projects and change initiatives that span multiple departments, drive measurable business outcomes and foster ongoing innovation. 

Dr. Jones is a seasoned leader with over 28 years of significant expertise in the financial services sector, having held senior positions with JP Morgan, Citi, Barclays, and Morgan Stanley. She brings extensive experience in change management, systemization of enterprise-level operations, and driving global initiatives that deliver measurable results. In addition, she has contributed to Diversity, Equity, and Inclusion (DEI) programs, has experience with artificial intelligence applications in business, and is an accomplished public speaker and communicator. 

PitchBook, the leading provider of private capital market intelligence, today announced the upcoming launch of PitchBook Navigator, a generative AI feature that delivers best-in-class private capital market insights through simple, natural-language prompts directly within the PitchBook Platform. Navigator will be generally available to subscribers in late November. PitchBook also announced a Model Context Protocol (MCP) connector integration with OpenAI, enabling PitchBook subscribers to securely access its proprietary private market data within ChatGPT. This integration is expected to be available in the near future. Together, these launches bring private capital market intelligence into the age of trusted AI, transforming how financial professionals access, analyze, and act on data. 

Embedded in the PitchBook Platform, Navigator enables users to ask natural-language questions and instantly surface insights on companies, deals, and market trends, powered by PitchBook’s data and proprietary AI + HI (Artificial Intelligence + Human Insights) methodology. This approach pairs advanced AI with human expertise, ensuring every response is fast, objective, and backed by the industry’s most accurate and timely data. At launch, Navigator delivers data and research across companies, transactions, and market themes to accelerate deal sourcing, due diligence, and market analysis. Over time, it will expand to include the full scope of PitchBook’s data, insights and IP. 

Additionally, PitchBook is expanding its growing network of enterprise AI and MCP integrations with OpenAI. Within ChatGPT, PitchBook subscribers will be able to surface PitchBook’s proprietary insights through secure, conversational prompts, without switching platforms or cross-checking sources. OpenAI and PitchBook share a focus on surfacing premium, high-quality data to its users, enhancing the accuracy and trustworthiness of AI-driven financial analysis. 

Regnology, a leading software provider with a focus on regulatory reporting and supervisory technology solutions, today announced the launch of RRH Ascend, the next generation of its Regnology Reporting Hub (RRH) solution for banking and transaction reporting. The unveiling will take place at the 32nd annual RegTech Convention, the largest global conference on financial regulation, which brings together more than 2,000 participants across nine cities in a hybrid format. 

RRH Ascend marks a major step toward Straight-Through Reporting (STR)—a new standard designed to eliminate friction in regulatory processes through end-to-end automation, seamless data integration, and intelligent oversight. Modeled on the principles of Straight-Through Processing (STP) in capital markets, STR enables continuous, data-driven exchanges between institutions and regulators, reducing manual intervention and improving efficiency. 

With RRH Ascend, Regnology brings this vision to life —accelerating the industry toward greater transparency, efficiency, and trust through four pillars of excellence: data governance, regulatory insight, automation intelligence, and collaboration. Powered by Regnology’s cloud-native platform, the solution leverages the proven foundation of RRH to accelerate transformation with a seamless transition and next-generation capabilities. 

S&P Global (NYSE: SPGI) has announced the launch of its iLEVEL Snowflake integration, a no-code solution that is designed to enable private markets investors to seamlessly extract core raw datasets from S&P Global’s iLEVEL portfolio monitoring platform directly to their Snowflake environment. 

This integration continues to strengthen S&P Global’s position as a leading private markets intelligence provider and follows a series of strategic announcements in this space including a collaboration with Cambridge Associates and Mercer to provide comprehensive private markets intelligence, the agreement to acquire With Intelligence and the launch of the S&P Private Equity 50 Indices. 

The new iLEVEL Snowflake offering enhances decision-making capabilities for private markets investors by enabling them to analyze iLEVEL data alongside other critical datasets within their Snowflake environment. By minimizing technical barriers and reducing time-to-insights, the integration empowers firms to make more informed investment decisions through comprehensive analysis of diverse data sources, while freeing up development teams to focus on high-value strategic initiatives. 

Slope, the AI-powered credit and risk infrastructure provider backed by J.P. Morgan and Samsung Electronics America, today announced a partnership to offer U.S. business buyers flexible payment options directly within Samsung Business checkout. Eligible buyers will see both Net 60 and Net 90 options with instant credit decisions powered by Slope’s real-time underwriting, giving buyers greater control over their working capital. 

The Samsung B2B eCommerce team is focused on serving SMB and enterprise customers with faster approvals and longer terms than traditional Net 30, with payment options that reduce friction at checkout. The new program powered by Slope is designed to increase order volume and lift average order values in line with these goals. 

At checkout, eligible buyers can select Net 60/90 within the Samsung Business payment experience and receive decisions in seconds based on live transaction and financial data. For enterprise customers, approved buyers receive a reusable line of credit with blanket terms, which will allow authorized agents to place orders without having to set up terms on a per-order basis. 

SS&C ALPS Advisors, a wholly-owned subsidiary of SS&C Technologies Holdings, Inc. (Nasdaq: SSNC), has partnered with TIFIN Give, part of TIFIN’s ecosystem of wealth technology platforms, to launch an innovative white label donor-advised fund (DAF) program. The solution enables wealth managers, family offices and advisors to redefine the role of philanthropy and gifting within their clients’ investment strategies. The program helps firms evolve in step with their clients and families as the next generation of wealth takes shape. 

Donor-advised funds (DAFs) empower individuals and families to contribute assets with ease, build charitable wealth and shape lasting legacies across generations. For wealth managers, family offices and advisors, DAFs are more than a platform—they are a strategic tool that strengthen client relationships, improve retention and support tax-efficient asset growth. 

This collaboration reflects TIFIN’s ongoing work to bring connected, intelligent capabilities into wealth management in ways that make planning purposeful, personalized and scalable. 

Alera Group, a top national insurance and financial services firm, today announced a partnership with Give, a leading digital philanthropy platform within the TIFIN ecosystem, to launch a modern white-labeled Donor-Advised Fund (DAF) platform for Alera Group’s advisors and clients. The new Alera Charitable offering integrates charitable giving seamlessly into the firm’s growing wealth management and retirement planning capabilities. 

The new DAF will be the flagship charitable giving vehicle offered through Alera Group Wealth Services, representing a strategic milestone in the expansion of the firm’s comprehensive wealth platform. 

The Give platform, which processed over $90 million in charitable grants and more than 15,000 transactions in 2024, enables Alera Group advisors to deliver a personalized, modern donor-advised experience. Advisors enable clients to seamlessly contribute, invest, and grant to the causes they care about, all within one intuitive, advisor-led interface. 

On Wednesday, November 12, TipRanks and KB Securities signed a strategic partnership Memorandum of Understanding (MOU). The signing ceremony, held at KB Securities headquarters, was attended by KB Securities CEO Lee Hong-gu, TipRanks CEO Uri Gruenbaum, and key executives from both companies. 

With this agreement, KB Securities and TipRanks have agreed to collaborate, strengthening KB Securities’ capabilities by providing global investment information using TipRanks’ proprietary artificial intelligence (AI) and big data stock research tools. Their goal is to deliver customized content tailored to the latest global investment trends for domestic Korean retail investors. 

Furthermore, TipRanks’ unique datasets — including company analysis-focused news, analyst reports, and stock Smart Scores — will be sequentially introduced to KB Securities’ two primary trading platforms: the MTS (‘Mobile Trading System’), named ‘KB M-able’ and the WTS (‘Web Trading System’), called ‘M-able Wide.’ 

Truewind, an AI-powered digital accountant designed to help finance teams close the month-end process faster, today announced an integration with Sage Intacct as an approved Marketplace Partner. 

The collaboration combines Truewind’s automation technology with Sage’s cloud financial management platform, enabling finance teams to streamline operations, reduce manual work, and deliver real-time visibility into financial performance. 

The native integration syncs financial activity with Sage Intacct’s general ledger, ensuring accuracy and alignment across entities. This enables finance teams to automate reconciliations, accelerate the month-end close, and maintain accuracy across entities through continuous, real-time synchronization. 

WealthLine, a demand generation technology provider that designs comprehensive artificial intelligence (“AI”) solutions for financial advisors, today announced the launch of WealthReach, a prospecting and intent data platform purpose-built for registered investment advisors (“RIAs”) and wealth management firms. 

Co-founded by CEO Michael Barrasso, alongside client acquisition and marketing expert David DeCelle, CEO of Model FA, WealthLine was built to serve growth-oriented advisors struggling to generate new business organically. WealthReach helps firms uncover and engage warm, high-intent prospects who are already showing interest in working with a financial advisor. Combining website visitor identification, off-site intent data, and AI-generated outreach sequences, WealthReach eliminates the need for traditional cold outreach—empowering advisors to focus on client relationships without sacrificing lead generation opportunities. 

WealthReach identifies up to 50 percent of previously anonymous website visitors, enriching each record with detailed professional, financial and behavioral insights. The platform also tracks off-site activity, revealing individuals actively researching wealth management topics across the web. Each lead is scored with its proprietary WealthReach Score, which blends on-site behavior, off-site research and the advisor’s ideal client profile—allowing firms to prioritize the most promising opportunities. WealthReach’s AI engine conducts deep research on each contact and builds personalized multi-channel outreach campaigns designed to boost engagement and booked meetings, all without requiring manual effort from advisors. 

Webull (NASDAQ: BULL), an online investment platform, today introduced Vega, the next evolution of its AI-powered decision partner, with added features to enhance the investing experience. Vega delivers real-time, personalized insights and analysis for investors, helping them better navigate the complexities of modern trading. 

Named after one of the brightest stars in the northern sky, Vega is a true decision partner and built to evolve alongside each investor. Going beyond surface-level stock analysis, Vega’s bespoke offering dives deeper into why market movements matter for each investor’s specific circumstance and outlines clear, actionable insights. 

Built for both new and experienced investors, Vega offers streamlined guidance for newcomers while providing the depth and precision seasoned investors need to navigate complex strategies. Available at no cost to users, Vega makes powerful investing intelligence accessible to everyone, reinforcing Webull’s vision of democratizing markets. This feature is available exclusively to Webull’s U.S. customers. 

Zilch, the consumer payments platform powering the future of commerce, today announced it has raised over USD $175 million ($176.7m) in debt and equity. Led by KKCG, the round includes participation from BNF Capital, and several other strategic investors. The raise also includes the expansion of its securitization led by Deutsche Bank. 

The successful raise follows the recent launch of two of the biggest products since Zilch’s inception, strengthening its attractiveness to both merchants and consumers. Intelligent Commerce, an AI-powered platform that transforms unmatched live engagement data into real-time insights, comes in response to the fast-evolving Agentic Commerce landscape and has already become one of the business’ fastest-growing revenue streams. Zilch Pay, set to launch in H1 2026, will capture an increasing share of consumers’ wallets and enhance the customer experience with a one click checkout experience for Zilch customers. 

With its latest round, Zilch is positioned to continue shaping the future of global commerce, with the funds to be invested in driving greater brand visibility through increased above-the-line (ATL) marketing spend, further product development and platform enhancement, and the exploration of strategic M&A opportunities. 

Zocks, the privacy-first AI assistant for financial services, and Kestra Financial, an industry-leading wealth management platform, today announced an agreement to make Zocks available to Kestra’s network of more than 1,300 financial professionals. 

With the new agreement, financial professionals affiliated with Kestra have built-in access to the Zocks AI assistant platform, specifically for the use of automating client meeting preparation, notes, and updates to CRM and planning systems, all while providing enterprise-grade security and compliance. With the Zocks system handling much of the administrative work associated with client notes, financial professionals supported by Kestra will have more time to spend with clients. 

Prior to selecting Zocks, Kestra completed a months-long pilot of several AI note-taking capabilities with about 25 representatives from across its community of advisors. Each week, pilot members shared feedback, discussed experiences, and surfaced challenges.