The Week in Digital Wealth (3/23/26)

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The Week in Digital Wealth

The industry continued evolving despite geopolitical headwinds. User-centric developments continued to shine, with integrations improving access to financial services.

Headlines to take note of:

  • Apollo and ICE teamed up to launch a data platform.
  • LSEG unveiled an AI-powered post-trade processing platform.
  • Kraken postponed its IPO.
  • Brex announced a partnership with OpenAI to improve business operations.
  • nCino announced an automated income verification product.
  • And much more!

Of course, this is your week in digital wealth!


Wealthtech, Regtech, Regulatory, and Treasury

Apollo/ICE

Intercontinental Exchange and Apollo launched ICE Private Credit Intelligence. The data infrastructure platform brings transparency to the private credit markets.

Moreover, the ecosystem creates a permissioned, standardized data-sharing layer that ingests deal documents, extracts key terms, and distributes consistent deal-level information to authorized counterparties.

LSEG

Post-trade powerhouse LSEG unveiled TradeAgent, a derivatives processing platform. The platform replaces duplicated confirmation workflows and manual reconciliation with a centralized, automated trade lifecycle engine for equity and interest rate swaps.

TradeAgent joins LSEG’s broader ecosystem alongside other firms, including Quantile, Acadia, and SwapAgent.

Cboe Global Markets

Derivatives powerhouse Cboe filed a proposal with the SEC to launch near-continuous U.S. equities trading on its EDGX exchange. Instruments will soon be available from 9 p.m. Sunday through 8 p.m. Friday (Eastern).

The decision targets a December 2026 launch contingent on regulatory approval and DTCC clearing readiness.

Tradeweb Markets

Boutique Fintech Tradeweb announced the expansion of its dealer algorithmic execution offering for U.S. Treasuries. The move adds strategies from Citi and RBC Capital Markets to its institutional suite.

Additionally, the platform recorded an average daily volume of $237.2 billion for U.S. government bonds in 2025, up 11.6% YoY.

Crypto, Blockchain, and Digital Assets

T-REX Network/Apex Group

Fund administration giant Apex Group announced it has adopted the T-REX Ledger as its default multichain orchestration infrastructure for tokenized funds and securities. The setup aims to reach $100 billion in tokenized assets under administration by June 2027.

Moreover, the T-REX Ledger is built on the open-source ERC-3643 standard and uses the Polygon CDK.

Kraken

Just four months after its confidential filing, crypto exchange giant Kraken put its multibillion-dollar IPO on hold. The only digital asset firm to list so far in 2026 is BitGo.

Furthermore, the exchange generated approximately $2.2 billion in adjusted revenue in 2025, up 33% YoY.

Fintech, Personal Finance, and Apps

OpenAI/Brex

Brex announced it is helping power OpenAI’s global spend management and financial operations. The setup covers corporate spending, expense management, and financial operations infrastructure across OpenAI’s global footprint.

Consequently, the win validates Brex’s positioning as the financial infrastructure platform of choice for high-growth, technology-forward companies.

Vast Solutions Group

Boutique Fintech Vast Solutions Group launched Vast Q, a financial optimization platform. The setup targets entrepreneurs and small business owners. The platform adds specialized computing algorithms to financial planning, portfolio construction, and business optimization problems.

Additionally, the setup introduces sophisticated optimization capabilities to a market that has previously accessed basic financial planning tools.

Visa/Ingenico

Ingenico and Visa announced a collaboration to accelerate the development of unified commerce solutions across industries. The collaboration combines Ingenico’s point-of-sale expertise with Visa’s network, tokenization, and digital payment capabilities.

Furthermore, the partnership targets merchants seeking a seamless in-person and digital payment experience.

PayNearMe/Kinective

Kinective partnered with PayNearMe to expand payment experience capabilities to thousands of financial institutions. PayNearMe’s modern payment acceptance infrastructure now supports cash, card, digital wallets, and ACH transactions via a single interface.

Moreover, the deployment is available to Kinective’s network of community banks and credit unions.

Banking, Payments, and Infrastructure

Alkami/Clear Mountain Bank

Clear Mountain Bank selected the Alkami digital banking platform to modernize its digital customer experience for banking clients. The decision reflects ongoing modernization activities in the community banking sector.

Alkami’s platform is purpose-built for the community bank market, which prefers immediate deployments rather than adaptations of enterprise platforms.

nCino

Enterprise banking software specialist nCino launched its Doc VOI solution. The offering enables lenders to automate document-based income verification within the nCino platform by extracting and validating income information from uploaded pay stubs, tax returns, and bank statements.

Consequently, the setup reduces underwriter execution timeframes, shortens processing cycles, and decreases human error risk.

Fiserv/Western Alliance Bank

Western Alliance Bank signed with Fiserv to deploy the Clover point-of-sale and merchant services platform. The partnership adds comprehensive commerce technology, including integrated payment acceptance, business management tools, and analytics, to its business banking offering.

In addition, the integration creates compelling value for SMBs by leveraging technology.

InvestiFi/Clear Mountain Bank

Florida’s Sunstate Bank enhanced its digital investing capabilities through InvestiFi. The setup enables customers to access brokerage, robo-advisory, and self-directed investing capabilities from within the digital banking platform.

Furthermore, the integration turns the bank app from a transaction utility into a comprehensive financial management platform.

REtech, Insurtech, and Investing

TheGuarantors/Kikoff

Kikoff and TheGuarantors partnered to help renters build credit. The deployment combines Kikoff’s credit-building product with TheGuarantors’ lease guarantee platform to create a pathway for credit profiles for renters.

For renters, the combined offering simultaneously addresses both the immediate housing access challenge and the longer-term credit-building need.

Lender Toolkit /Benchmark Mortgage

Benchmark Mortgage partnered with Lender Toolkit to deploy the PRISM automation platform. The tie-up combines AI-powered mortgage processing automation with lending operations across application processing, document verification, underwriting conditions, and compliance checks.

Also, the partnership reflects the industry’s progression towards AI-driven automation to address margin compression, staffing challenges, and borrower expectations for faster loan decisions.

JAUST

Fintech upstart JAUST launched an automated underwriting platform for jumbo and non-QM mortgage products. The offering applies machine learning to enable faster credit decisions for a segment that has historically relied on manual underwriting due to the complexity and variability of non-standard borrower profiles.

Moreover, the setup offers a seamless path to operational improvement and scaling.

Cloverleaf Analytics/Oklahoma Farm Bureau Insurance/Guidewire

Oklahoma Farm Bureau Insurance selected Cloverleaf Analytics to power enterprise data transformation on the Guidewire InsuranceNow platform. The setup brings advanced analytics and data modernization capabilities to its core infrastructure.

Regional insurers can access enterprise-grade analytics without significant development costs.