AI & Finance™ | News for the Week Ending 5/29/26

1GLOBAL, a pioneer in global telecommunications solutions, today announced its launch of Verint® Communications Analytics, a key offering within Verint Financial Compliance (VFC) providing mobile call transcription and analytics capabilities. Verint Communications Analytics has been designed to help financial institutions and regulated organizations accelerate productivity when monitoring voice calls (including mobile), identifying behavioral patterns, querying data intentionally by topic, risks, keywords or sentiment, identifying misuse and reducing regulatory risk. 

Verint Communications Analytics is seamlessly integrated into 1GLOBAL’s mobile platform across 10 international markets. It enables cloud compliance customers to achieve faster and more efficient results via transcription and various analytics. 

As regulatory scrutiny intensifies, financial firms face growing pressure to monitor communications more comprehensively, yet many still rely on fragmented recording tools and a time-consuming manual review process. 

Acuity Analytics today announced the launch of Agent Fleet Pro, its next-generation, domain-led Agentic AI platform designed to help financial institutions move from fragmented experimentation to scalable, enterprise-wide value. 

Already trialled with 30 clients over the past year, Agent Fleet Pro will now be made available across Acuity Analytics’ global customer base of more than 600 financial institutions. 

As adoption of AI gathers pace across the financial sector, many organisations remain constrained by fragmented pilot programmes and stand-alone tools, often lacking impact, control or operational trust. Acuity Analytics seeks to address this gap by embedding AI agents directly into structured workflows, operating alongside human expertise to ensure accountability and purpose at every stage of delivery. 

Addepar, the foundational data and AI platform trusted by financial professionals globally, unveiled new AI, data and workflow automation capabilities at AddeConf26, its annual innovation conference. Building on the launch of Addison, the company’s native AI experience, earlier this year, the announcements reflect Addepar’s continued investment in embedding AI directly into the workflows investment professionals rely on every day. Together, the new capabilities help firms unify data, surface richer investment intelligence and scale more informed decision-making across increasingly complex global portfolios. 

Addepar previewed new AI agents designed to enhance daily investment workflows while keeping humans firmly in the loop. The upcoming data operations agent will help teams identify and resolve data issues more efficiently, reducing time spent on manual investigation and reconciliation while improving data quality at scale. 

Addepar also shared enhancements to Addison, the platform’s native AI experience. Addison now includes expanded access to alternatives and private markets data, enhanced visualizations and additional partner integrations that help firms surface richer portfolio insights and identify emerging risks and opportunities across the investment lifecycle. 

Alacriti, a leading payments-focused fintech, today announced a strategic growth equity investment led by Sageview Capital. Also participating were BMO Capital Partners, a segment of the BMO Financial Group’s Commercial Banking operating group, and Curql Fund. BMO Financial Group is the eighth-largest bank in North America by assets, and Curql Fund is a collective of 160+ credit unions jointly investing in fintech. Building on strong growth, the investment positions Alacriti to further accelerate the modernization of payments infrastructure as financial institutions and businesses face increasing pressure to evolve. 

Alacriti is a payment infrastructure platform provider, enabling financial institutions and their customers to move money across a multitude of payment rails, including ACH, Wire, the RTP® network, FedNow® Service, Zelle®, and Visa Direct. With this investment, Alacriti is expanding its Orbipay Platform across key areas, including AI-driven intelligence and fraud prevention, as well as programmable money capabilities such as stablecoins and tokenized deposits—further strengthening its ability to deliver secure, future-ready money movement experiences for financial institutions and businesses. 

The investment follows a period of significant growth for Alacriti, which now serves approximately 14% of the top 100 U.S. financial institutions and supports nearly a quarter of all U.S. credit unions with over $1B in assets. The company’s Orbipay Platform processes more than 96 million transactions annually—totaling more than $233 billion in value—and accounts for approximately 7% of all U.S. instant payments volume across the RTP network and FedNow Service as of Q4 2025. 

Alipay today introduced its full-stack AI payment solution to partners across industries, ranging from AI companies to traditional retailers, and debuted two new services — the world’s first AI Wallet and Token Pay — to support the agentic economy’s rapid growth. 

This launch extends Alipay’s next-generation AI payment infrastructure, building on its consumer-facing product Alipay AI Pay and its business-facing AI payment processing product. 

Alipay AI Pay allows consumers to make secure and seamless transactions through AI agents via voice commands, while Alipay’s AI payment processing product enables businesses and developers to monetize their services on a pay-per-use basis through simple integration. 

Allocate, the private markets operating system for wealth advisory firms and fund managers, today shared highlights from its fourth annual Beyond Summit, in Park City, Utah. The expansion, a unified data and AI layer spanning the private markets ecosystem, extends Allocate’s infrastructure across the full fundraising and investment lifecycle, streamlining how capital moves between advisors, their clients, and fund managers. 

The announcement comes at an inflection point for the industry, marked by the emergence of the wealth channel as a primary capital source and the convergence of private and public markets. With more than 360 wealth firms now on the platform and over 4.2 billion in assets, Allocate is scaling the infrastructure behind a network it has spent years building. 

Today, advisors evaluating private market investments face a fragmented, inconsistent process, with manual workflows for each fund. GPs are being asked to deliver an institutional-quality experience to a growing investor base, often using tools that weren’t built for the wealth channel. At the same time, LPs expect a simpler, more consistent way to access and evaluate opportunities. Allocate’s expansion bridges this gap with a single, unified system that aims to bring together advisors and their operations teams, end clients through a custom-branded investment experience, and GPs looking to design, manage, and scale their private wealth distribution more efficiently. 

Amplify Technology, LLC (“Amplify”), the AI-native RIA growth platform built on data lake architecture, today announced the appointment of Adam Scully-Power as Managing Director, Enterprise Strategy. Scully-Power joins Amplify to lead the firm’s enterprise sales organization, bringing a rare combination of investment management knowledge, wealth technology expertise, and enterprise strategy experience to one of the industry’s fastest-growing platforms. 

Prior to joining Amplify, Scully-Power spent 23 years at Columbia Threadneedle Investments, advancing to Senior Investment Director and becoming an early architect of goals-based investing and multi-asset model portfolios. He then served as Senior Investment Strategist at Brighthouse Financial, shaping integrated insurance solutions into portfolio design on a $140 billion platform. Most recently, he served as Managing Director at Nebo Wealth, a GMO company, leading an award-winning goals-based wealth technology platform focused on connecting financial plans to optimized portfolios. 

Scully-Power’s career arc positions him to speak directly to the principals of the large RIA firms and wealth management enterprises that Amplify serves. He holds CIMA® and CPWA® designations and has spent his career working directly with firm leadership on the practical questions that determine how a wealth management enterprise grows and evolves. 

Kepler, the verifiable AI platform for financial research, expanded on the architecture documented in a recent Anthropic customer profile, “How Kepler built verifiable AI for financial services with Claude.” The profile details a system built on a single thesis: language models alone cannot meet the rigor financial workflows require, and traditional financial software cannot match the flexibility analysts need from AI. Kepler’s architecture combines them. That combination is what makes the answers defensible in an IC memo or under audit. 

Without an architecture around them, language models fabricate numbers, drop constraints mid-analysis, and produce answers no analyst can defend in an investment committee. Traditional financial software is rigid, slow to build, and breaks the moment a question departs from a pre-defined template. Other industries have moved on AI. Finance has held back, because no AI system has been able to clear its bar for verification. 

Kepler’s architecture splits the work. Language models interpret the analyst’s question, decompose it into a plan, and generate the final narrative. Code retrieves the data, runs the calculations, and renders the citation. A financial ontology mediates between the two. It is the dictionary that maps the language analysts use (“EBITDA,” “free cash flow,” “segment revenue”) to the exact line items in the underlying filings. Every formula is explicit. Every calculation is reproducible. The model never invents a number. 

Avalara, Inc., the agentic AI leader in global tax and compliance, is helping businesses transform enterprise property tax management through intelligent automation that simplifies complex workflows, reduces manual effort, and minimizes compliance risk. 

Following another demanding returns season, many tax and finance teams are confronting familiar challenges: slow return preparation, delays in reconciling large data sets, and siloed tools that compound errors and erode confidence. According to a recent survey, property tax compliance has become one of the most resource-intensive and financially consequential functions at large enterprises. Most organizations report spending more than six figures for their all-in annual cost to manage property tax compliance, while still running into financial penalties, interest charges, and missed savings. 

Avalara Property Tax addresses these challenges with a cloud-native platform purpose-built for speed and scale, capable of processing large, complex data sets and executing multi-step workflows in seconds to minutes. By centralizing returns, assessments, appeals, bills, and documents into a single system of record, the platform gives teams the efficiency, visibility, and control they need to manage growing complexity. 

Bellementis PLLC today announced its launch as a full-service boutique law firm designed to deliver sophisticated, integrated counsel across financial markets, emerging technology, litigation, regulation, and public policy. 

Founded in Washington, D.C., Bellementis brings together senior government experience, top-tier law firm credentials, and deep technical fluency in digital assets, artificial intelligence, derivatives, fintech, cybersecurity, and modern financial infrastructure. The firm is built for the complexity and pace of today’s markets. 

Bellementis is distinguished by its integration of proprietary AI-driven legal tools and a developing platform founded by Teresa Goody Guillén to enhance legal analysis, market intelligence, and client service in fast-moving, complex environments. Through its proprietary Tracker & Intelligence platform, the firm also provides complimentary public access on its website to advanced regulatory tracking, enforcement intelligence, legislative monitoring, and market analysis. 

Benzinga, a leading provider of real-time financial news, market data, and financial APIs, today announced the expansion of its AI-ready API infrastructure designed to power the next generation of financial AI applications, large language models (LLMs), and Retrieval-Augmented Generation (RAG) systems. 

As artificial intelligence continues to transform how investors, institutions, fintech platforms, and developers access market intelligence, Benzinga is making its suite of real-time and historical financial datasets more accessible and optimized for AI and machine learning workflows. Through Benzinga’s APIs, organizations can integrate high-quality financial news, earnings data, SEC filings, market events, analyst insights, and price movement data directly into AI training pipelines and production-grade financial applications. 

Reliable and structured financial data has become one of the most critical components for building accurate AI systems in finance. Financial markets move in real time, and AI applications require trustworthy, up-to-date information to generate relevant insights and reduce hallucinations. Benzinga’s infrastructure is designed to support those demands by delivering contextually relevant market intelligence that helps ground AI-generated responses in current financial data rather than static or outdated information. 

BILL (NYSE: BILL), the intelligent financial operations platform trusted by nearly half a million businesses to manage, move, and maximize their money, today announced executive leadership appointments and organizational updates to position the company for its next phase of market leadership. The changes will take effect in the fourth quarter of fiscal 2026. 

Michael Cieri, Executive Vice President, General Manager of Software Solutions, has been promoted to Chief Product Officer. In this expanded role, Cieri will lead all product management, product marketing, design, research, and product strategy. 

Eric Chan, Distinguished Engineering Fellow at BILL, has been appointed CTO. Chan, who was the company’s founding engineer and first CTO, has served on the company’s engineering executive team for nearly 20 years. Chan will lead BILL’s AI platform strategy and execution as we scale through this next phase and expand the company’s AI capabilities.  Ken Moss, who has served as Chief Technology Officer since 2023, will depart BILL. Moss led BILL’s engineering organization through a pivotal period of transformation, including the development of the company’s AI platform, while streamlining and accelerating the company’s ability to deliver impactful innovation for customers. Moss will move to an advisory role where he will continue to contribute his AI expertise to BILL and support a seamless transition. 

Boost Insurance Holdings, Inc. (“Boost”), the full-stack specialty insurance infrastructure platform, today announced the release of Boost Atlas, an AI-enabled broker and MGA portal purpose-built to compress the placement workflow from hours to seconds. 

Boost Atlas is the turnkey distribution interface for Boost’s full-service MGA platform – providing brokers and MGAs with a single portal to instantly rate, quote, bind, and endorse across Boost’s specialty commercial product suite, including BOP, Cyber, and Management Liability. Atlas is seamlessly integrated with Boost’s licensed MGA authority in all 50 states, A and A- rated fronting carrier appointments, and dedicated reinsurance capacity. Brokers and MGAs who partner with Boost do not purchase software. They access end-to-end insurance program infrastructure. 

Boost Atlas is simultaneously an AI-powered broker portal and intake engine, an agency management system, and an AI-powered underwriting workbench. It is pre-integrated with Boost’s proprietary policy administration system via direct API, making it the only portal in the specialty commercial market that delivers a real-time, end-to-end experience from submission through policy issuance without third-party middleware. 

CAIS, the leading alternative investment platform for independent financial advisors, today announced a new integration with Anthropic’s Claude that brings alternative investment intelligence directly into the tools advisors already use. By launching as a Model Context Protocol (MCP) server, CAIS enables advisors to query fund data, analyze performance, and surface portfolio insights — all without leaving their primary workspace. The result is faster, more efficient investment decisions, and a more holistic view of client portfolios, with no disruption to existing workflows. 

Building on the launch of CAISey, an AI solution to streamline platform information about alternative investments and capital markets, this integration represents a meaningful transformation in how advisors engage with asset classes and strategies. Now available to a select group of advisors within the CAIS network, it enables Claude to serve as an intelligent interface to the platform from within advisors’ primary workspace, powered by CAIS as an MCP server. Beyond the MCP server, CAIS is developing multiple interface layers in support of its “Alts Engine” strategy, an integrated infrastructure built to automate and streamline alts workflows across partner platforms. This approach reduces the need for manual reconciliation across disconnected systems and gives advisors a unified, AI-powered view of their allocations. 

In practice, this means advisors can instantly surface key information, evaluate manager performance, and portfolio insights for their clients all without leaving their workflow. CAIS sees this as another step toward aggregating data across an entire portfolio and converging how public and private investments are managed as part of a total portfolio strategy. 

Corlytics, the Verdane-backed regulatory intelligence firm, has appointed Lisa Miles-Heal as Chief Executive Officer, effective June. The appointment marks the beginning of a new phase for a business that has established itself as the global authority in regulatory risk and is now firmly focused on scaling that position into sustained commercial leadership. 

Miles-Heal has a strong track record of building and growing technology-led businesses, with nearly two decades of experience in executive roles. Most recently, she oversaw the transition of accounting compliance leader Silverfin from Founder led to an award-winning Visma group company. 

John Byrne, who founded Corlytics in 2013, remains in the executive team focused on accelerating the company’s product leadership. Widely credited as one of the architects of the modern RegTech category, Byrne has led Corlytics for 13 years from an Irish startup to most recently earning recognition as Category Leader in the 2025 Chartis RiskTech Quadrant for Regulatory Intelligence Solutions. 

Duco, today launched the first agentic Operations platform for financial services. Built on the engine that already processes 20 billion transactions every month for more than 200 clients, including seven of the top 20 banks and ten of the top 20 asset managers, the platform brings together everything firms need to run post-trade Operations alongside autonomous agents, safely and at scale. 

A tool surface, purpose-built for agents. Duco has unbundled its platform into a new alternative agent layer that reconfigures its platform into hundreds of discrete capabilities servicing post trade. Model Context Protocol (MCP) gives capabilities covering reconciliation, data preparation, data access, audit trails, exception management, document creation and more. For the first time, agents have a verified, deterministic toolset built specifically for post-trade. Agents do not replace matching, rules or audit; they use them. Provable accuracy is the reason agents can be trusted in Operations. 

Duco also announces the pacesetters cohort. Duco has convened a group of the most ambitious post-trade Operations leaders in financial services. Pacesetters have first access to capabilities as they ship, direct input into product development, and a head-start on the operational model of the future. 10 firms are already live with Duco agents in production today. Our next wave of Pacesetters opens today. 

Envestnet is advancing the next phase of its industry-leading Adaptive WealthTech with new enhancements to its Wealth Management Platform, as part of its second technology release of 2026 (R2 2026). The enhancements are marked by AI-powered data automation, and deeper platform integration with MoneyGuide, to unify planning and streamline financial advisor workflows. 

Second Quarter Enhancements for Envestnet’s Wealth Management Platform (WMP) include: Import Account Data Directly into Proposals by Uploading PDF Statements: Harnessing the power of AI, advisors can use this new feature to eliminate the need for manual data entry or Excel templates. The platform automatically identifies accounts and holdings from the uploaded file, prompts for review as needed, and integrates data into the proposal workflow – saving time, and improving accuracy, especially for clients with accounts across multiple custodians. 

They also include AI Explainability and Insight Exploration: Envestnet’s new AI explainability capabilities introduce an intelligent narrative layer across dashboards and widgets. This helps advisors quickly understand key performance drivers, risks, opportunities, and benchmark context without manually assembling reports or analysis. The experience is designed to transform how advisors engage with practice and client data – surfacing contextual intelligence, suggested insights, and actionable next steps directly within workflow. 

Envestnet, the leading Adaptive WealthTech company, today announced a series of enhancements to Envestnet | MoneyGuide at its Elevate 2026 conference, aimed at helping financial advisors streamline workflows, address complex planning scenarios, and deliver more informed client conversations. 

The latest updates are part of Envestnet’s second technology release of 2026 (R2 2026), and introduce artificial intelligence capabilities, modernized planning tools, and new strategies designed to better reflect real-world financial planning needs. These enhancements complement the recent introduction of MoneyGuide’s Dash solution, designed to address advisor time constraints and consumer hesitation to get started with financial planning. Dash reduces upfront data entry while preserving meaningful personalization, helping advisors engage prospects earlier and scale planning across a broader segment of their client base. 

MoneyGuide’s Plan Notes feature has been used on more than 21,000 plans to capture insights and updates for each client. With the new AI Summarize feature, advisors can automatically condense all notes tied to a plan into a single summary. This update is designed to streamline meeting preparation and support continuity across client conversations, helping advisors quickly focus on what matters most heading into each meeting. 

Envestnet, the leading Adaptive WealthTech company, today announced new enhancements to its Wealth Data Platform, introducing its vision for an AI-native advisor experience that helps financial advisors and enterprises move from siloed analytics to intelligent decisioning and action. 

Debuted live at Envestnet Elevate 2026, the company’s second technology release of the year (R2 2026) introduces new AI explainability capabilities, conversational insight exploration, streamlined advisor workflows, and expanded performance intelligence designed to help advisors identify opportunities, interpret complex data, and act with greater speed and confidence. 

Envestnet’s new AI explainability capabilities introduce an intelligent narrative layer across dashboards and widgets, helping advisors quickly understand key performance drivers, risks, opportunities, and benchmark context without manually assembling reports or analysis. 

Exdion, a leading AI-powered document intelligence platform, and Cogneesol, a global provider of insurance business solutions, announce a strategic partnership to help insurance teams transform insurance workflows into automated, compliant, and revenue-driving processes. 

For many insurance intermediaries (brokers, agents, MGAs), insurance workflows are document-heavy, manual, and unstructured. Submissions and requests come in disconnected emails and documents. Policy reviews are time intensive. Comparing quotes across carriers is complex and inconsistent. And the experienced workforce is in decline. Together, the partnership addresses these challenges with the Exdion AI system, built specifically for insurance. 

Exdion’s EyeQ transforms how insurance brokers and agents work with complex documents. The intelligent assistant enables users to interact with policies, quotes, and proposals through natural conversation, eliminating hours of manual document review and accelerating critical workflows like quote comparison and policy analysis. 

Farther, Intelligent Wealth Management, natively built to unlock greater client wealth, today announced it has raised $150 million in Series D funding led by General Atlantic, a leading global investor, with participation from existing investors. 

Founded in 2019, Farther’s Intelligent Wealth Platform is designed to overcome the limitations of legacy wealth management, delivering advisors an all-in-one ecosystem that helps them optimize client outcomes through dynamic asset location, enhanced execution, high-quality data, risk management, personalized insights, and AI-driven tools. The platform also provides access to private markets and other differentiated investment opportunities. Farther serves a broad client base – from high-earning individuals and ultra-high-net-worth families supported by Farther Family Office, to small businesses and institutions – delivering a modern solution that scales with evolving technology, markets, and client demands. 

With this Series D funding, Farther anticipates continued expansion of its platform capabilities and further innovation to better support advisors and clients, leveraging General Atlantic’s global wealth management investing experience and track record of scaling high-growth financial services platforms. 

FIS® (NYSE: FIS), a global leader in financial technology, and InvestCloud, a global leader in wealth technology, today announced the launch of FIS digital wealth solutions, designed to give advisors and their clients a streamlined experience and a more complete financial picture across trust, advisory, and externally held accounts. 

As financial institutions work with fragmented systems and disparate data sources, their wealth clients increasingly expect an intuitive, always-on digital experience. FIS digital wealth solutions are designed to help firms deliver interactions that are personalized, secure, and actionable. For wealth firms, that means advisors are working from a connected dashboard. For advisors, that means a system that reasons across client data, portfolio positions, compliance requirements, and transaction history – surfacing what matters, when it matters. 

The new solution leverages InvestCloud’s Advisor Workspace and Client Experience capabilities, which today support trillions in wealth assets worldwide, and is integrated with FIS’s core processing platforms to provide a single connected environment spanning advisor tools, client-facing experiences, and AI capabilities-without requiring institutions to replace their existing infrastructure. InvestCloud’s unified data model brings together client data, interactions, and portfolio activity to power agentic AI capabilities that help advisors surface timely insights and actions. The new solution is designed to help firms modernize the front office while continuing to rely on the FIS platforms that power their operations. 

FNZ, the leading global wealth management platform, today announced the appointment of David Moss as its Group Chief Product Officer. In this role, Moss will be responsible for setting FNZ’s global product vision and accelerating the delivery of innovative, modular solutions that support clients across the wealth management ecosystem. 

Based in New York City, Moss will play an important role in supporting FNZ’s continued growth in the U.S. and Canada, key strategic markets where the firm is seeing increasing demand for its AI-enabled, end-to-end wealth management platform. His leadership will also contribute to the firm’s broader global expansion. 

Moss brings more than 20 years of financial services experience spanning wealth services, asset management, securities services and capital markets. He joins most recently from BNY, where he held senior leadership roles across corporate strategy, client management and wealth. He has also held global leadership roles at Citi and McKinsey & Co.   

Fortrade has announced a significant shift in how its development teams operate, with some of its development processes now supported or accelerated by artificial intelligence tools. The change marks a meaningful transformation in how the company builds, tests, and iterates on its trading platforms and client-facing technology, reflecting a broader move across the fintech industry toward AI-driven development workflows. 

The integration of AI across Fortrade’s development lifecycle has changed the day-to-day reality for its engineering and product teams. Workflows that previously required significant manual effort, including code generation, debugging, quality assurance, and testing cycles, are now supported by AI tools that handle routine tasks with greater speed and consistency. The result is a development environment where human expertise is applied to higher-value work, including product strategy, architecture decisions, and complex problem-solving that requires contextual judgment. 

Nylas, the communications data layer for modern software, today published a case study detailing how Foundersuite has used the Nylas Email API to power investor outreach across its platform since 2018. 

Foundersuite is the all-in-one fundraising platform used by startups, accelerators, and investment firms worldwide. The platform gives founders a complete fundraising workflow in one place: a searchable database of 216,000 investors, an investor CRM, personalized outreach tools, pitch deck hosting, a data room, and deal document templates. To date, Foundersuite’s users have raised more than $21 billion in capital across more than 100,000 companies. 

Investor outreach sits at the center of the Foundersuite product. When the company built a direct Gmail integration to support it, maintenance became a recurring burden — provider-side changes broke the connection, and debugging pulled engineers away from product work. There was a bigger problem underneath: roughly half of Foundersuite’s potential customers used Outlook, a provider the platform couldn’t support. Without Outlook coverage, Foundersuite was cut off from half its addressable market. 

Highnote, the unified platform for modern issuing, acquiring, credit, ledger, and money movement, today announced the launch of its Agentic Commerce capabilities, built with Visa Intelligent Commerce, enabling businesses to securely power AI-initiated payments with programmable controls, tokenized credentials, and dynamic authorization. 

The launch enables businesses to extend payment capabilities to AI agents, allowing software to initiate and execute transactions within predefined rules, spend controls, and approval structures. Initial use cases include invoice and accounts payable automation, vendor payments, operational spend management, and AI-assisted procurement, helping businesses move from manual purchasing processes to automated execution. 

Built on Highnote’s unified platform and leveraging Visa’s tokenization and payment capabilities, the solution enables businesses to provision programmable payment credentials, apply real-time authorization logic, and orchestrate execution across AI-initiated transactions. Highnote is connecting to Visa Intelligent Commerce through Intelligent Commerce Connect, enabling agents to initiate and merchants to accept agentic transactions through a single integration. 

Klarna, the global digital bank and flexible payments provider, is partnering with Tekion, innovator of the first end-to-end, AI-native platform serving the entire automotive retail ecosystem, to bring additional payment options to dealership service departments across the U.S. 

When a $1,200 brake job or a $3,000 transmission repair lands without warning, most customers have one option: put it on a credit card and figure it out later. That “figure it out later” is exactly how credit card companies want it, revolving credit is designed to keep customers paying minimums indefinitely, with no fixed end date and no clear path out. 

Tekion Pay, the payments solution built into Tekion’s Automotive Retail Cloud (ARC) platform, brings Klarna’s full payments suite, including Pay in Full, interest-free Pay in 4, and longer-term financing options, directly into the service lane checkout. Every option comes with a fixed repayment schedule and a clear payoff date. Customers know exactly when they’re done. 

Mercury, the technology company providing radically different banking*, today announced a $200 million Series D at a $5.2B valuation, led by TCV. The round included participation from existing investors including Andreessen Horowitz, Coatue, CRV, Sapphire Ventures, Sequoia Capital, and Spark Capital. This brings total primary and secondary funding to approximately $700 million. 

Today, more than 300,000 customers choose Mercury, including one in three U.S. startups** and a rapidly growing share of AI companies. Mercury counts some of the most consequential tech companies being built today as customers including Supabase, ElevenLabs, Lovable, Linear, Phantom, and Tempo. 

Mercury was built for tech startups, but its customers today span across industries including ecommerce companies like Bogey Bros and Cocolab, and professional services companies including Ways & Means and neuemotion. Many customers such as podcaster Dwarkesh Patel use Mercury for both business and personal finances. Now, more than 73% of new customers come from outside the AI and tech startup category. 

Neptune Insurance Holdings, Inc. (“Neptune”) (NYSE: NP), the largest private flood insurance provider in the United States, today announced the nationwide launch of Atlas+, Neptune’s new AI-powered platform experience for insurance agents. 

Atlas+ is designed to help agents become flood insurance sales experts by bringing generative AI directly into the Neptune Agent Portal. Beginning this week, agents using Neptune will be able to use Atlas+ to generate customer-ready sales scripts, draft personalized emails, compare coverage and deductible options, receive quote-specific talking points, and interact with live quotes in natural language, including through dictation. 

The initial rollout embeds Atlas+ directly into the quote screen, giving agents real-time support at the point of sale. Instead of navigating multiple screens or manually searching for property and coverage information, agents can ask Atlas+ questions about the quote, request recommendations, or generate customer-facing explanations tailored to the specific property. 

OneStream, the AI operating system for modern Finance that unifies core financial and operational processes, embedding the governance, context, and control required to make AI work for Finance, today announced OneStream Developer Studio and the OneStream Agentic Finance Toolkit at the OneStream Splash User Conference. Together, these new solutions allow Finance to move from periodic planning to real-time decision making, driving enterprise Finance development to be more accessible, modern, and open—democratizing platform innovation and workflow configuration, enabling users to build with the tools, languages, and third-party AI agents they already use while bringing trusted enterprise-grade guardrails to flexible AI workflows. 

The announcement reflects a broader industry shift towards democratizing enterprise development through AI-assisted workflows, sometimes referred to as “vibe coding,” where users can increasingly build and extend applications using natural language and AI copilots rather than relying solely on traditional software engineering approaches. 

Historically, enterprise Finance platform development has required specialized tools, proprietary workflows, and unique technical expertise. OneStream Developer Studio changes that model, democratizing the ability to develop and innovate on the OneStream platform by allowing users to build in the modern development environment of their choosing assisted by AI coding assistants, with native source control and standard engineering workflows. 

OneStream, the AI operating system for modern Finance that unifies core financial and operational processes, embedding the governance, context, and control required to make AI work for Finance, today announced at the OneStream Splash User Conference new solutions that allow Finance to move from periodic planning to real-time decision making. These innovations include a Line Item Modeling engine and three prepackaged planning solutions: Workforce Planning, Fixed Term Planning, and Duration-Based Contract Planning to connect operational activity to financial outcomes, allowing the Office of the CFO to guide the business with greater insight. 

As finance leaders are increasingly expected to manage both financial performance and operational outcomes, traditional planning approaches are falling short. Many organizations still rely on disconnected models and static assumptions, making it difficult to understand the real-time impact of decisions across the business. 

OneStream’s new Line Item Modeling engine allows Finance teams to plan at the level where critical decisions happen, from hiring a role to launching a project. 

Options Technology (Options), a leading provider of cloud-enabled managed services for global capital markets, today announced the launch of its Hosted Desktop Infrastructure (HDI) Solution, a next-generation platform engineered to deliver dedicated, GPU-accelerated desktop performance for hedge funds, investment banks, and quantitative trading firms operating in today’s latency-sensitive environments. 

Purpose-built for mission-critical workloads, the HDI Solution provides a high-performance, secure, and scalable alternative to traditional virtual desktop environments. By allocating dedicated 16-core processors, high-capacity memory, and NVIDIA GPU resources to each user, the platform ensures consistent, uncompromised performance across applications such as Bloomberg Terminal, MATLAB, advanced Excel models, and real-time analytics. 

Users benefit from ultra-enhanced multi-monitor 4K display capabilities, while seamless integration with platforms including Options’ proprietary Horizon platform and Citrix, alongside tools such as Intune and Puppet, enables flexible deployment across trading floors, hybrid setups, and remote environments. 

Ordr, the AI-powered payments intelligence platform for sports, live entertainment, and hospitality, and FreedomPay, the global leader in Next Level Commerce™ technologies, today announced a strategic technology partnership that will bring unified data matching, advanced gateway infrastructure, and omnichannel commerce to live experience operators worldwide. 

The partnership integrates FreedomPay’s commerce platform, trusted in hundreds of premier organizations globally with PCI-validated point-to-point encryption (P2PE) directly into Ordr’s Connect Layer, creating a fully integrated payments ecosystem through seamless API connections to CRM, ticketing, and point-of-sale platforms. The result is a fully integrated payments ecosystem that delivers unprecedented data visibility across every customer touchpoint. 

For Ordr’s partners including the Vegas Golden Knights, Pittsburgh Penguins, Edmonton Oilers, and Resorts World Las Vegas, the integration enables every transaction to be processed through one of the most secure and reliable payment gateways in the world, while simultaneously integrating transaction data into actionable intelligence through Ordr’s platform. 

Payman AI, a fintech building AI agents for community banks, announced its selection to the Independent Community Bankers of America’s (ICBA) ThinkTECH Accelerator Program, which kicks off at the ICBA Center for Innovation in Atlanta. 

Payman AI deploys AI that executes real banking transactions from payments, transfers, and account analysis—through voice or text on a bank’s existing rails, with configurable policy controls, approvals, and full audit trails designed for regulated environments. 

The second ICBA ThinkTECH Accelerator cohort of 2026 reflects feedback from ICBA’s ThinkTECH Selection and Advisory Committee and targets priority areas for community bank innovation, including fraud mitigation, artificial intelligence, data analytics, customer experiences and payments. 

Prophix, a global leader in financial performance management, today announced a strategic partnership with Taxvibes, a specialized direct tax technology consultancy. The partnership allows organisations to leverage the capabilities of the Prophix One platform to manage tax processes, from Tax Provisioning and Pillar Two reporting to Country-by-Country Reporting (CbCR). 

For finance and tax teams, the handoff between financial consolidation and tax reporting has historically been a friction point: manual exports, inconsistent data, and duplicated effort. This partnership eliminates that gap. Building on Prophix’s consolidated financial data as a trusted foundation, Taxvibes delivers tax calculation and reporting modules tailored to each organisation’s structure, regulatory exposure, and reporting standards for a 70 percent time savings in the tax close cycle; from two weeks to three days. 

Smartstream, the trusted data solutions provider for leading global financial institutions and enterprises, today announces that the National Bank of Greece (NBG) in Cyprus has successfully gone live with Air, the company’s AI-enabled reconciliation solution. The go-live marks a significant step forward in the bank’s operational efficiency, reducing daily manual processing effort and eliminating the complexity of working across multiple data formats. 

The bank has deployed Air’s Cash module, replacing both incumbent and consolidating four separate reconciliation systems for Instant, Cash, SEPA, and Nostro reconciliations, into a single, intelligent platform. Although transaction volumes were manageable, the fragmented landscape required significant daily manual effort to handle items individually across each system and to navigate multiple data formats. 

Following a market review, the bank committed to Smartstream’s Air, with self service model and AI-enabled automation being a distinct advantage to better utilise internal resources and achieving efficiency gains. The platform was also selected for its ability to create reconciliation groups, enabling multiple items to be matched simultaneously rather than individually, and for its capacity to deliver measurable efficiency gains from day one. 

TradeStation Group, Inc. (“TradeStation Group”), parent company of TradeStation Securities, Inc., the brokerage firm built for active equity and derivatives traders, today announced the launch of Insights AI, a proprietary AI–powered tool designed to enhance market analysis for active traders. By synthesizing financial news with market price data, Insights AI delivers intelligence on the most actively traded stocks,* giving traders faster access to the context behind market movements. With this launch, TradeStation Group companies reaffirm their commitment to equipping active traders with technology designed to enhance efficiency and decision-making in an increasingly complex market landscape. 

Insights AI reduces the manual effort required to stay up to date with market trends by generating summaries on the market’s most actively traded companies. It combines market price data with media reports, based on data from financials, analyst ratings, historical milestones, and other public information. It is presented beside charts provided by TradingView† to help traders gain a deeper understanding of the driving forces behind stock movements faster and without the effort of having to comb through multiple data sources individually. 

Community Choice Credit Union (CCCU), a member-owned financial institution with more than 114,000 members and over $2 billion in assets, has partnered with Upstart (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, to offer personal loans to more consumers. 

Community Choice Credit Union started lending as a partner with Upstart in March 2026 to expand its personal lending program. On Upstart.com, qualified personal loan applicants who meet CCCU’s credit policies receive tailored offers as they seamlessly transition into a Community Choice Credit Union-branded experience to complete the online membership application and closing process. 

VastAdvisor, the AI-powered organic growth engine built for wealth management advisors, today announced its native integrations with three leading CRMs – Salesforce Financial Services Cloud, Microsoft Dynamics 365, and HubSpot. These connectors remove the data friction that has forced advisory teams to work across disconnected systems, and thanks to these integrations deliver VastAdvisor’s growth intelligence directly inside the CRM environments firms already operate in. 

CRM fragmentation is one of the most persistent operational drains in wealth management. Advisor teams maintain client records in their CRM, prospect pipelines in a separate tool, and engagement history scattered across email and point solutions — with no single source of truth. The result is hours of manual reconciliation each week, duplicated outreach, and strategic decisions made on incomplete data. VastAdvisor was built to change that equation, and these partnerships add the integration layer. 

All three integrations are managed through VastAdvisor’s unified connector framework, meaning firm administrators configure and authorize once and the data stays in sync automatically from that point forward. 

YourStake, the leading technology platform for values-based financial advisors, today announced the acquisition of First Affirmative, the pioneering RIA of the values-based advisor community. The firm is relaunching under the new DBA (Doing Business As) name, Formative. 

Formative serves advisors through a combination of deep asset management capabilities, community infrastructure, and operational support. By adding YourStake’s technology, Formative is enhancing its existing investment offerings and building out a tech-powered team to support advisors across financial planning, operations, marketing, tax, estate, and private impact investing. 

YourStake was founded in 2019 to help financial advisors implement values-aligned investing at scale, beginning with impact analytics and personalized portfolio construction, then expanding into a broader AI-driven platform in response to evolving advisor needs.