AI & Finance™ | News for the Week Ending 8/7/26

Adyen, the global financial technology platform of choice for leading businesses, today announced it will help facilitate payment services for prescribed patients accessing Lilly’s FDA-approved medicines and free home delivery through LillyDirect. 

LillyDirect will leverage Adyen’s platform to continue offering patients flexible payment options, including credit and debit cards, digital wallets such as Apple Pay and Google Pay, and HSA/FSA cards. Adyen’s fraud prevention, reconciliation, and analytics capabilities will reduce friction throughout the checkout process while supporting a secure end-to-end experience. 

The platform’s scalability provides LillyDirect with a foundation to continuously enhance payment options as patient needs evolve. Transactions will utilize Adyen’s Intelligent Payment Routing, an AI-powered feature that automatically selects the most efficient U.S. debit network for each transaction, optimizing performance without additional integration. 

Alphatax, the global tax compliance software provider, has today announced the acquisitions of TP Accurate and Intra Pricing Solutions, expanding its transfer pricing capabilities and reinforcing its ambition to build the world’s first tax operating system. 

The acquisitions strengthen Alphatax’s transfer pricing portfolio with complementary capabilities across financial transactions and documentation. TP Accurate provides specialist software for intra-group financing arrangements, while Intra Pricing Solutions’ flagship product, TPGenie, enables multinational organisations and advisors to produce transfer pricing documentation using intelligent automation and AI. 

Together, they expand Alphatax’s ability to support the full transfer pricing lifecycle, helping customers manage compliance more efficiently while improving governance and reducing audit risk. They also represent another step towards Alphatax’s long-term vision for the future of tax technology. By bringing these transfer pricing capabilities into its wider platform, the company is replacing fragmented tax processes with a more integrated approach. 

Ameriprise Financial, Inc. (NYSE: AMP) today highlighted its continued advancement of the firm’s artificial intelligence (AI) capabilities, building on years of investment and innovation to help financial advisors grow, operate more efficiently, and deliver more personalized client advice at scale. Ameriprise is accelerating the integration of AI across the advisor and client experience, bringing advanced AI capabilities into advisors’ workflows while keeping human judgment and relationships at the center of advice. 

The firm’s technology platform is viewed as a competitive advantage—seamless, secure, and built to scale. Building on this foundation, Ameriprise continues to advance AI capabilities. 

While AI is gaining momentum across the industry, its effectiveness depends on the strength of the underlying data and technology ecosystem. Ameriprise spends approximately $1 billion annually on technology, including AI capabilities, platform enhancements and supporting infrastructure. These long-term investments have created an integrated technology and unified data foundation that enables AI to be deployed quickly, securely and effectively across the advisor and client experience. Complementing its proprietary capabilities, Ameriprise selectively incorporates solutions from leading technology companies and advanced AI models to enhance performance and scalability. 

Arch, an AI-powered platform for administering, monitoring and unlocking insights on private markets portfolios, today announced it has surpassed $500 billion in private market assets on its platform, with assets currently totaling $539 billion and having doubled over the past year. Alongside this milestone, Arch is also announcing previously undisclosed investors from its $52 million Series B, including MUFG Innovation Partners, Franklin Templeton and Anton Levy, founder of Layer Global. 

The new investors complement Arch’s existing Series B backers, Oak HC/FT, Menlo Ventures, Craft Ventures and Quiet Capital, bringing additional strategic depth and institutional credibility to the platform. 

Arch provides trusted infrastructure for private markets, supporting leading banks, investment advisors, accounting firms, family offices and institutional allocators as they manage increasingly complex private investment portfolios. Arch brings fragmented documents, data and workflows together to create trusted information and decision-ready insights. The firm is building on this foundation to give investors greater visibility, reduce risk and make private markets easier to understand, manage and act on. 

Arch RoamRight®, a leading provider of travel insurance solutions, today announced a new partnership with TravelJoy, the all-in-one CRM and booking platform for travel advisors. Through this integration, advisors can seamlessly quote and purchase Arch RoamRight travel insurance directly within TravelJoy, streamlining operations and creating a more efficient experience for both advisors and their clients. 

By embedding travel insurance into the booking process advisors can present coverage options while finalizing trip details, helping reduce manual steps or navigating multiple systems. The integrated experience reduces administrative steps, improves efficiency and makes it easier to include travel protection as part of the overall travel planning experience. 

Asset Vantage, an AI-led wealthtech SaaS platform built by a family office for family offices and part of the UNIDEL Group, today announced the appointment of Nicole Eberhardt as its Global Chief Executive Officer, effective August 1, 2026. Nicole, who previously served as Asset Vantage’s Managing Director, North America, will lead the company’s next phase of global growth, product innovation, and market expansion. 

Today, Asset Vantage supports more than 400 families across 10 countries, helping manage over $400 billion in assets through a unified platform that brings together data aggregation, accounting, portfolio reporting and analytics, and document management. The platform provides family offices and their trusted advisors, including Certified Public Accountants (CPAs) and Multi-Family Offices (MFOs), with a single source of truth across entities, currencies, and asset classes. By bringing together the general ledger and the investments book, it delivers secure, audit-ready data while ensuring clients retain complete ownership and control of their information. In addition, the platform safeguards highly sensitive financial information while supporting the governance needs of modern family offices. 

Nicole’s appointment comes as family offices navigate increasing complexity across global investments, governance, reporting and cross-border structures, while artificial intelligence (AI) reshapes the future of wealth management. She brings more than 25 years of experience in financial services technology. An accountant by training, Nicole has spent her career building and scaling the accounting and reporting platforms relied upon by family offices, alternative investment managers and their trusted advisors. 

AutoRek, the leader in enterprise financial controls and reconciliation automation, today announced the acquisition of Grath, an innovative fintech recognised for its AI-driven approach to reconciliation and compliance challenges in financial services. The acquisition gives customers new AI-enabled capabilities for automated reconciliation, providing firms of every size a governed, audit‑ready route to automated reconciliation and AI-enabled operations. 

Grath is a London-based reconciliation and regulatory compliance technology company, founded in 2019, serving banks, payment providers, brokers and fintechs from offices in the UK, UAE and Australia. Earlier this year, Grath launched Topa, enabling financial services teams to integrate a matching engine, FS‑trained machine learning models and an agentic reasoning layer for exception handling directly into their own systems, ideal for customers that prefer to build reconciliation capabilities in‑house. 

Together, AutoRek and Grath give customers a single partner able to meet a broader range of needs across the full reconciliation lifecycle, from data ingestion and matching through controls, risk and compliance management. 

BillingPlatform, the leader in AI-native monetization for global enterprises, today announced the expansion of its executive team with three strategic appointments: Steven Springsteel as Chief Financial Officer, Rob Zwiebach as Chief Product Officer and Chris King as Chief Customer Officer. The hires deepen BillingPlatform’s executive bench across finance, product and customer success as the company moves to capture the AI-native usage-to-cash market opportunity with enterprises worldwide. 

In what MGI Research describes as “one of the most strategic software markets in enterprise technology,” BillingPlatform has achieved over 500% revenue growth in the past five years, serving enterprise leaders including J.P. Morgan, DIRECTV, Instacart, FIS, CCC Intelligent Solutions, Panera, Carrier and Clear Channel. The company’s AI-native usage-to-cash platform spans metering, billing, and revenue recognition on a single unified metadata model, enabling enterprise teams to configure, analyze and govern their billing operations conversationally. 

Springsteel brings more than 35 years of financial and operational leadership in enterprise software. He joins BillingPlatform from Recurly, a subscription billing platform, where he served as Chief Financial Officer. His career spans multiple CFO and CEO roles, including BetterWorks, MetricStream, Actian Corporation, Liquid Robotics and MarkLogic. He has led two successful IPOs, raised more than $400 million in equity and debt financing, and managed numerous mergers and acquisitions. 

Bloomberg Tax today announced the next generation of Bloomberg Tax Provision, delivering significant enhancements that help corporate tax teams manage increasingly complex global tax reporting. The latest release expands support for multinational organizations with new global provision capabilities, enhanced interim reporting, greater reporting flexibility, and productivity improvements that simplify the preparation and review of income tax provisions. 

As companies expand into new jurisdictions and reporting requirements become more complex, tax departments need technology that can scale alongside the business. The next generation of Bloomberg Tax Provision enables tax teams to manage more sophisticated global income tax provisions with enhanced rate reconciliation, multi-currency reporting, detailed interim calculations, and an intuitive user experience while maintaining audit-ready calculations throughout the provision process. 

Unlike spreadsheet-based processes and conventional provision systems that rely on manual tie-outs, Bloomberg Tax Provision embeds ASC 740 logic directly into the platform so that calculations, rate reconciliations, and reporting remain continuously aligned throughout the provision process. 

Bloomberg today announced that Bloomberg Vault (Vault) has expanded its communications surveillance capabilities with the launch of two new AI-powered models for Insider Dealing and Personal Trading. 

The Insider Dealing AI Policy helps firms identify communications that may indicate the improper acquisition, sharing, or misuse of material non-public information (MNPI) that could provide an unfair market advantage. The Personal Trading AI Policy helps firms identify communications related to personal trading activity, personal investment accounts and potential non-compliance with internal personal trading policies. 

The new models expand Vault’s AI-powered surveillance policy suite, enabling compliance teams to detect potential risks within their electronic communications. The expanded policy suite covers a wide range of compliance areas, such as market and non-market conduct, and conflicts of interest. 

Blueprint Equity (Blueprint), a San Diego-based growth equity firm focused on enterprise software, B2B and technology-enabled services businesses, today announced a series of new hires that expand the firm’s capabilities across investing and post-investment support. Building on the momentum of its $333 million Fund III, Blueprint’s new hires reflect the firm’s commitment to identifying the most promising investment opportunities and supporting founders through earlier stages of professionalization and growth. 

After recent momentum, Blueprint is scaling with intention. Since February 2026, Blueprint has added nine employees, representing 75% team growth and 21 total employees. The expansion includes new capabilities in artificial intelligence, value creation and investment execution, reinforcing Blueprint’s differentiated approach of pairing capital with hands-on operating support. For portfolio companies, this means more resources to recruit leadership, modernize engineering organizations, sharpen go-to-market execution and build the systems needed to scale with greater rigor. 

The hires include Kaila Russell as Director of Talent; Paul Koch as Head of Artificial Intelligence; Torian Riley as Senior Associate of Value Creation; Jack Pimental and Travis Tung as Associates; Grace Maloney as Senior Analyst; and Tyler Hibberd, Kylie Pitzak and Oly Ugorji as Analysts. 

Clearlake Capital Group, L.P. (“Clearlake” or the “Firm”), a global investment firm managing integrated platforms spanning private equity, liquid and private credit, and other related strategies, today announced a strategic partnership with OpenAI designed to help accelerate artificial intelligence (“AI”) adoption and transformation across Clearlake’s 50+ portfolio companies. 

Through the collaboration, Clearlake and OpenAI will work together to identify, develop, and deploy high-impact AI solutions that enhance operational efficiency and decision making, unlock new growth opportunities, and create greater value for customers and stakeholders. Portfolio companies will benefit from access to OpenAI’s leading AI technologies, including GPT-5.6 and ChatGPT Work, alongside Clearlake AI Labs, the Firm’s dedicated in-house team focused on supporting management teams to evaluate AI opportunities, prioritize use cases, make build-versus-buy decisions, and accelerate implementation across products, operations, and customer-facing functions. 

The partnership builds on Clearlake’s longstanding approach to operational value creation and technology-enabled transformation. By combining OpenAI’s advanced AI capabilities with Clearlake’s deep sector expertise and operational resources, the firms aim to help portfolio companies responsibly adopt AI at scale and translate innovation into measurable business outcomes. 

Cognyte Software Ltd. (NASDAQ: CGNT) (“Cognyte”), a global leader in investigative analytics software, today announced its membership in the Global Anti-Scam Alliance (GASA). In its role as a Supporting Organization, Cognyte brings decades of expertise to the international fight against consumer financial threats. 

The Global Anti-Scam Alliance is an international non-profit organization dedicated to protecting consumers worldwide from scams. GASA brings together governments, law enforcement agencies, financial institutions, technology companies, consumer organizations and researchers to share intelligence, coordinate action and reduce the global impact of scams. 

Federal, state and local agencies need intuitive, AI-driven analytics technology to visualize and understand the full investigative picture and accelerate decision making with actionable intelligence for safeguarding consumers and communities from financial crime. Cognyte empowers investigators to eliminate data silos and manual processes with solutions that accelerate intelligence assessments to keep pace with the fast-evolving, complex financial ecosystem. For more information, visit Cognyte’s website. 

Compound Planning, a leading digital family office reimagining wealth management for the next generation, today announced the launch of CompoundAI, the AI embedded into the core of AdvisorHQ, the firm’s proprietary advisor operating system. 

Whereas existing point solutions operate outside an advisor’s core systems, CompoundAI is built directly into AdvisorHQ, drawing from the complete picture of each client’s financial life – including account data, holdings, meeting notes, call transcripts, and client communication history, maintained and updated in real time across AdvisorHQ. CompoundAI agents go beyond answering questions, utilizing each client’s complete record to solve complex requests, take action across AdvisorHQ, and prepare work for advisor approvals. For example, an advisor can ask CompoundAI to turn a routine client request into a ready-to-submit ticket in seconds. 

CompoundAI also powers a redesigned Activity Monitor, which now separates actionable day-to-day tasks from ambient household signals and surfaces AI-generated reminders an advisor can execute on with one click. A new iOS app also gives clients a mobile-native way to manage their entire net worth, while capturing the household context that empowers their advisor. 

Conquest Planning Inc. (“Conquest”), the AI-powered technology platform modernizing financial advice delivery across the full wealth spectrum, and Shaping Wealth, the leading provider of behavioral science-based learning and engagement solutions for the wealth management industry, today announced a new integration that brings Lydia, Shaping Wealth’s AI-powered behavioral intelligence agent, directly into the Conquest experience. Together, Conquest’s Strategic Advice Manager® (SAM) and Lydia seamlessly combine analytical precision with behavioral coaching to help advisors deliver more thoughtful, human-centered advice at scale. 

The native integration expands Conquest’s advice delivery capabilities by helping advisors not only identify optimal financial strategies, but also communicate them with greater confidence, empathy and impact. While SAM analyzes client financial data and identifies recommendations through its proprietary AI expert system and deterministic calculation engine, Lydia equips advisors with behavioral intelligence, communication coaching and meeting preparation tools to aid them in navigating emotionally complex conversations and communicating more effectively. Together, the two agents help advisors determine not only what recommendations to make, but also how to deliver them in ways that build trust and inspire action. 

Available as an add-on within the Conquest platform, Lydia works alongside SAM Guide to answer questions and provide in-the-moment behavioral coaching directly in the advisor workflow, without the need to toggle between applications. Advisors can use Lydia to prepare for meetings, role-play difficult client conversations, draft follow-up communications and receive context-aware coaching tailored to their firm’s language, values, products and prior client interactions.   

De¹ today announced the launch of the Financial World Model, the first-ever system designed to place live capital execution and continuous, high-fidelity learning inside a single closed loop. The infrastructure is built to serve both human traders and autonomous AI agents operating in on-chain markets. 

De¹ positions the Financial World Model as a foundational breakthrough. Existing approaches leave a critical gap: agents and strategies are typically trained on simulations or historical data that fail to capture the adversarial and rapidly shifting conditions of live markets, causing many offline successes to break down when real capital is at risk. By operating directly within live execution flow, the model is trained on actual capital movements rather than reconstructed or synthetic data. Signals from hundreds of millions in daily trading volume are continuously labeled and fed back into the system, allowing both execution quality and market understanding to improve in real time. 

The Financial World Model is designed as a general-purpose base that can be specialized for different market types, including high-frequency trading, perpetual futures, prediction markets, RWA assets, claims, and other verticals. Each specialized environment shares the same underlying market physics and live data feeds while remaining interoperable within the broader system. 

Decade, an AI-native wealth advisory company, announced today it is emerging from stealth with an $85 million seed round backed by Greenoaks, Benchmark and Diffusion – the largest seed funding ever raised for a Latin American startup. 

Decade’s ambition drew three global investment firms to back a company in Brazil: two founders with a track record of building the region’s banking infrastructure and a plan to create an entirely new category of financial services. Rather than building another bank, brokerage or investment platform, Decade aims to use artificial intelligence to deliver at scale a level of financial intelligence previously reserved for the wealthiest individuals and the large teams of advisors working on their behalf—laying the foundation for what the company believes will be a new generation of millionaires. 

Co-founder and CEO Vitor Olivier joined Nubank as one of its earliest engineers, rising to Chief Technology Officer as the company grew into the world’s largest digital bank, serving more than 100 million customers across Latin America. Co-founder and Head of AI Felipe Meneses, the first Brazilian selected for the Thiel Fellowship, founded Hyperplane, an AI company focused on financial institutions that Nubank later acquired – bringing the two founders together to lead some of the bank’s largest AI initiatives. 

Ellis, the first-of-its-kind AI-native operations platform for private credit, launched today with more than $10 million in seed funding closed. 

First Round Capital led the financing with participation from a group of prominent operators and investors, including 645 Ventures, Harlem Capital, Khosla Ventures, Slow Ventures, Wilshire Lane, Westbound, Collide Capital, Gallery Ventures, Ariel Alternatives CEO Mellody Hobson, Thrive Capital Founder Josh Kushner, Mercury Founder and CEO Immad Akhund, among others. 

Private credit has become a multi-trillion dollar market and increasingly a vital source of capital for businesses around the world, yet the operating infrastructure behind the market has not kept pace. Many private credit managers still run critical workflows across disconnected fund-administrator outputs, general ledgers, loan-servicing systems, bank data, legal documents and spreadsheets. Teams spend significant time reconciling different versions of the same number, slowing closes and reporting, increasing operational risk and making it harder to scale efficiently. 

Feathery, the AI operational and decisioning system for wealth management, today announced that RFG Advisory has accelerated advisor transitions with Feathery. RFG, an independent registered investment advisor overseeing more than $8 billion in assets under advisement and supporting 100+ advisors, more than doubled form generation speeds for full repapering transitions while expanding the number of accounts that can be prepared and sent on day one. 

As advisor recruiting and M&A activity accelerate across wealth management, firms face increasing pressure to transition hundreds of client accounts across multiple custodians, forms and systems without disrupting advisor productivity or client relationships. 

Before implementing Feathery, RFG relied on manual spreadsheets and repetitive data entry across multiple systems, making full repapering engagements difficult to execute consistently at scale. Working alongside RFG’s advisor transition and operations teams, Feathery introduced a repeatable workflow that identifies missing or inconsistent information, pre-fills required forms, and generates ready-to-send DocuSign envelopes. The result is improved day-one execution with less manual effort, and a more predictable transition process. 

FinQuery today announced the appointment of Ryan Grace as Chief Revenue Officer. In his new role, Grace will oversee go-to-market strategy as the company expands its AI-powered subledger Platform—the system of record for corporate financial obligations and capital assets, including leases, fixed assets, debt and accruals. 

The strategic addition comes as FinQuery accelerates its product roadmap to support corporate accounting and finance teams across a wider spectrum of complex balance sheet requirements. Grace will lead commercial execution as the company scales its multi-product Platform to capture broader market share. 

Grace joins FinQuery following three and a half years as CRO at A-LIGN, where he built the high-velocity revenue organization that culminated in the company’s $1B+ exit to Hg Capital in 2025. Over his career, Grace has specialized in scaling multi-product revenue operations and turning partnership ecosystems into primary growth engines, including playing a key role in HERO’s acquisition by Klarna. 

FirstParty, a leader in enterprise data commercialization, today announced the acquisition of Gulp Data, the authority in data valuation and data asset intelligence. The move comes as the rise of AI pushes proprietary data to the center of competitive strategy. 

The acquisition combines Gulp’s valuation technology and market intelligence with FirstParty’s commercialization platform, giving enterprises a complete path from understanding what their data is worth to turning it into competitive advantage and recurring revenue. 

As artificial intelligence reshapes how organizations compete, organizations face growing pressure to treat proprietary data as a measurable business asset. Yet despite spending billions to collect, manage, and govern data, most enterprises still lack a consistent way to determine its economic value or put that value to work. Unlike intellectual property, real estate, or equipment, enterprise data is rarely measured economically despite often being among a company’s most valuable assets. 

Fluxx, the leading provider of AI technology for the social good funding ecosystem, today introduced its new intelligent assistant Finn. Embedded in the Fluxx platform, Finn flips the script on siloed, reactive, and often slow data gathering with immediate answers about grant status, portfolio trends, and operational risks for program, grant, and leadership teams. It’s the first in a growing library of agents built for funders. 

Finn interprets your data in the context of how grantmaking truly works, and is grounded in 15 years of Fluxx platform data and deep expertise into how funding decisions are made, documented and reported on. 

This innovative solution goes beyond improving efficiency. It provides big-picture insights necessary for tracking program health, preparing for board discussions, and ensuring funding decisions are driving outcomes for the people and communities funders serve. 

FMG Suite (FMG), the leading marketing and growth platform for financial advisors, insurance professionals and enterprises, today announced four additions to its senior team: Christian Short as Senior Vice President of AI Strategy & Operations; Nathan Worthington as Senior Vice President of Customer Success; and Kevin Jurick and Jeremy Kowalski as Strategic Enterprise Account Executives. 

These appointments follow FMG’s recent board expansion and reflect the company’s accelerating investment in the next phase of its platform strategy. As broker-dealers, RIAs, wirehouses, insurance organizations and asset managers increasingly deploy FMG on behalf of advisors and agents at scale, the firm is expanding leadership in the areas that matter most to enterprise success: AI strategy and infrastructure, customer success and enterprise sales. Together, these hires strengthen FMG’s ability to help institutions deliver compliant growth, deepen advisor engagement and bring more of the wealth management ecosystem onto the platform. 

Fundraise Up, the fundraising platform used by thousands of nonprofits globally, today introduced Agentic Giving – a new category describing a fundamental shift in how donors discover causes, evaluate organizations, and complete gifts. CEO and Co-founder Peter Byrnes framed the category in his presentation at Bridge to Integrated Marketing & Fundraising Conference, the sector’s leading fundraising technology event, where he shared that donors will soon be moving from navigating websites and donation forms to delegating that entire process to AI assistants they trust. 

For twenty years, digital fundraising optimized what happens after a donor arrives at a website – reducing friction, personalizing the ask, and maximizing the conversion moment. Fundraise Up has been at the forefront of that transformation, embedding AI into fundraising since 2018 – years before it became a mainstream conversation – and processing billions of dollars in donations while continuously optimizing every step of the giving journey. 

Agentic Giving describes what comes next: as AI assistants become more capable, donors increasingly begin with intent rather than navigation, delegating discovery and execution to systems they trust. In its most advanced form, this means an AI assistant discovering a cause, confirming intent, and an authorized agent completing the gift without the donor ever visiting a website or opening a form. 

Guidewire (NYSE: GWRE) today launched the Agentic Framework in its new Qusar release, enabling insurers to build, deploy, and manage AI agents on Guidewire Cloud Platform. The framework delivers value grounded in Guidewire’s deep insurance context across the functions that matter most to the business throughout the insurance lifecycle. Paired with new capabilities across Guidewire’s application portfolio, the Agentic Framework empowers carriers to protect indemnity margins, and elevate underwriting decisions, giving them the operational speed and precision to compete with confidence. 

The Agentic Framework enables insurance carriers to choose the right AI model for each task and provides AI agents with secure, real-time access to policy, claims, and billing data and workflows. This allows complex, multi-step processes to run automatically, so decisions that once took days can happen in minutes. 

Qusar also introduces Guidewire-developed agents designed for specific insurance workflows. 

Infosys Finacle, part of EdgeVerve Systems, a wholly-owned subsidiary of Infosys (NSE: INFY) (BSE: INFY) (NYSE: INFY), today announced that Investec, a leading international bank and wealth manager, has selected the Finacle Digital Banking Solution Suite on Microsoft Azure to modernize its banking operations across South Africa, the UK, Mauritius, and the Channel Islands. As part of this multi-country, large-scale transformation program, the bank will migrate from its legacy platforms to Finacle, establishing a future-ready technology foundation aligned with the next phase of its growth strategy. 

Under this transformation program, the bank will adopt the Finacle Deposits Suite, Finacle Lending Suite, Finacle Virtual Accounts Management, and Finacle Liquidity Management Solution on a multi-region Finacle SaaS platform. This integrated platform will enable Investec to enhance business agility, drive higher operational efficiency, and continually meet regulatory compliance, while supporting its evolving business and client needs. 

LPL Financial LLC today announced LPL Latitude, the company’s unified technology experience that connects the firm’s capabilities across data, cybersecurity, infrastructure resiliency, artificial intelligence, advisor workflows and end-investor applications. 

Over the last three years, LPL has invested nearly $2 billion in building the core pillars of Latitude, including a significant annual increase in cyber protections, reinforcing its commitment to protecting advisors, clients and data at every level. This year, LPL expects to introduce more than 35 major technology enhancements inside Latitude, representing the largest set of advanced features in the company’s history. 

LPL’s position as a self-clearing, broker-dealer and custodian gives the firm a dynamic advantage in creating one of the most vertically integrated data ecosystems in wealth management — turning information into actionable insight that can improve outcomes. For example, LPL’s comprehensive data-driven framework is the foundation of its Advisor Growth System, which helps advisors and institutions benchmark their performance, identify growth opportunities and execute strategic improvements with LPL’s support. The Advisor Growth System is available at no cost to LPL advisors and institutions.  

Mercer Advisors, Inc. (“Mercer Advisors”), a national wealth management and financial planning firm, today unveils the second generation of Aspen, its proprietary, artificial intelligence (AI)-enabled ecosystem that powers its full-spectrum family office offering. Developed over the past three years by the technology team at Mercer Advisors, the firm has now rolled out its second AI-enhanced version of the platform. Aspen 2.0 is now deployed across the firm’s more than 1,100 interdisciplinary wealth professionals. Built to address one of the most persistent industry challenges—fragmented data and technology that hinders collaborative service delivery—Aspen creates a single, unified environment that allows advisory teams to work together to deliver the full power of the Mercer Advisors platform to clients.
 
Mercer Advisors built Aspen as a family office platform, to support its advisory teams in local markets in delivering its comprehensive offering and orchestrate its deep bench of interdisciplinary professionals. As wealth firms add services for their clients (planning, investing, tax, estate, insurance, financial administration, and more) it becomes increasingly important to provide team members with a real-time view of each client and a shared environment for client service. Unlike many advisor systems that simply display data, Aspen maps the relationships between the firm’s clients, team members, and the services being provided. It forms a unified knowledge graph that connects client data, acts as a system of record for the work that is being done and integrates directly into specialist systems in each advisory domain. Because of its unique architecture, Aspen allows Mercer Advisors to deploy AI tools within workflows, directly alongside team members, in a supervised manner.

The platform’s name reflects its design and philosophy. In nature, what appears to be a forest of Aspen trees is often a single living organism, connected by an extensive underground root system. In the same way, Aspen connects data, workflows, and communication across Mercer Advisors into a single platform, allowing individual advisors and teams to operate as local boutiques while remaining deeply connected to a shared source of intelligence and capability. 

MeridianLink, Inc., a leading provider of modern software platforms for financial institutions and consumer reporting agencies, today announced it has acquired Credit Mountain, an AI-native innovative financial wellness platform that helps community financial institutions transform loan declines into opportunities through personalized credit education, digital coaching, and actionable financial improvement plans. 

As the financial services landscape evolves, credit unions and community banks are looking beyond faster lending decisions to deepen member and consumer relationships. They are seeking new ways to advance their mission of improving financial well-being, expanding access to credit, and helping more people achieve their financial goals. 

The acquisition marks the start of an era of accelerated technology investment by MeridianLink and accelerates MeridianLink’s Lending Lifecycle strategy, enabling financial institutions to engage borrowers before, during, and after the lending decision. By combining intelligent lending with personalized financial wellness guidance, MeridianLink helps institutions not only make better lending decisions, but also empower more consumers to become successful borrowers over time. 

MeridianLink, Inc., a leading provider of modern software platforms for financial institutions and consumer reporting agencies, today announced its summer enhancements across MeridianLink® One designed to help financial institutions accelerate growth, improve operational efficiency, and create more seamless borrower experiences. 

The latest enhancements reflect MeridianLink’s vision that every loan has a path to yes. From the first marketing touchpoint through application, approval, and funding, the latest innovations reduce friction across the lending journey while empowering lenders with embedded intelligence, automation, and expanded ecosystem connectivity. 

MeridianLink Access includes several new capabilities focused on improving borrower acquisition, application completion, and account opening experiences. 

Mili, an AI platform for wealth management firms, and Global Relay, an innovative provider of integrated digital communications and mobile compliance solutions for regulated industries, today announced a partnership that brings AI-generated advisor records under firms’ recordkeeping and supervision obligations. Through the Global Relay Open Connector API, every record that Mili creates will now be automatically captured and stored in firms’ archives with a complete audit trail. 

Client meetings have long been some of the least documented channels in wealth management. But AI assistance is reversing that trend by turning meetings into a compliance priority. 

According to the 2026 T3/Inside Information Software Survey, 43% of advisors reported using an AI meeting solution in the category’s first tracked year, and more than half use generative AI tools. Global Relay’s Communication Capture Trends in 2025/26 report, which draws on data from 12,000 financial institutions, recorded a nearly 3,000% year-over-year increase in ChatGPT capture. 

Moore, a leading constituent experience management (CXM) company, announced the launch of SimioCloud Omnichannel Acquisition, an innovative solution that helps purpose-driven organizations identify and engage the best prospective donors through a single, coordinated audience-first strategy. 

Built on Moore’s fundraising intelligence platform and powered by SimioCloud, a Moore company, SimioCloud Omnichannel Acquisition combines AI-powered audience modeling with omnichannel activation to help nonprofits stop acquiring donors by individual marketing channels and start acquiring them by audience. The result is a more innovative, integrated approach that helps organizations reach the right prospects across mail, email, text messaging, digital advertising, and connected TV. 

SimioCloud’s fundraising intelligence includes 2.3 billion donation records across more than 800 organizations and over 45,000 donor signals per constituent, helping nonprofits build stronger, more intelligent acquisition audiences using real donation data and one of the industry’s most comprehensive collections of philanthropic insights. 

NTT DATA, a global leader in AI, digital business and technology services, today announced NTT DATA AI for Insurance, an AI-native agentic solution that converts complex core insurance workflows into governed, repeatable services. Built for highly regulated insurance environments, the Service-as-Software solution combines configurable AI agents, insurance-specific data models, workflow orchestration and enterprise-grade governance to maintain auditability, regulatory guardrails and human oversight. 

NTT DATA AI for Insurance helps carriers modernize underwriting, claims, customer service and other core insurance workflows while improving productivity across the enterprise. Powered by NTT DATA AIVista, the company’s AI-native product platform, the solution combines a prebuilt insurance foundation with flexible configuration and targeted customization, enabling rapid deployment while adapting to each carrier’s products, processes, operating model and regulatory requirements. 

The solution is designed for open integration with existing carrier systems and enterprise technology environments, enabling insurers to deploy AI capabilities without core system lock-in. Its model-routing capabilities also help carriers avoid lock-in to any single foundation model. 

Options Technology, the leading provider of trading infrastructure solutions to the world’s leading financial firms, today announced the launch of Kimi K3, accessed via PrivateMind, its secure, private AI platform. 

Kimi K3 is one of several models available via PrivateMind. The model runs in a sandboxed, cybersecurity container across multiple, strategic locations including Iceland, ensuring a fully private operation, purpose-built to meet the security demands of financial institutions. 

With 2.8T parameters and 1M-token context window, Kimi K3 is positioned as one of the most capable LLMs available in the market today, competing with top-tier models from major AI companies. Requiring a full NVIDIA B300 to run, with two units deployed for redundancy, the model is now available for use, giving clients the flexibility of customization and deployment options while avoiding vendor lock-in. 

Orion Digital Corp. (NASDAQ: ORIO) (TSX: ORIO) (“Orion Digital” or the “Company”), today announced the commercial launch of Intelligent Investing, an investing platform built for an AI world in which information is increasingly abundant and long-term success depends less on access to information and more on the quality of investment decisions. 

The investing industry spent two decades making investing easier. Orion Digital believes the next generation of investing platforms will compete on decision quality. Intelligent Investing is the Company’s answer to that shift. 

Most investing platforms are organized around the transaction. They record what you bought and rarely capture why. Intelligent Investing is organized around the decision – and around a question the industry seldom asks its customers to answer: how are you actually doing? 

Outmarket AI, the leading AI platform purpose built for insurance, today announced the launch of the Outmarket Data Intelligence Platform, a governed data foundation that unites an agency’s structured management system data with the unstructured intelligence inside its policies, proposals, and loss runs, and puts all of it one question away in a conversational interface. 

Insurance agencies sit on a wealth of valuable data spread across their management systems, documents, and daily workflows. Turning that data into timely, trustworthy answers has traditionally required stitching together half a dozen tools for pipelines, transformation, semantic modeling, business intelligence, and warehousing, then hiring a team to run them. Outmarket packages all of it into a single platform: data governance as a service, purpose built for insurance. 

The platform is the natural evolution of Outmarket’s core business. Solving unstructured document workflows for the world’s top brokerages required building an industrial-grade data platform underneath. Now that platform works as a flywheel: structured data makes every workflow smarter, and every workflow generates new intelligence that flows back in, keeping the agency’s view into its business current, and compounding in value. 

PointsKash, Inc. (“PointsKash” or the “Company”), a rapidly emerging financial technology company developing one of North America’s most comprehensive integrated financial services ecosystems, today announced the successful acquisition of more than 2,100 cryptocurrency kiosks through the recent Bitcoin Depot bankruptcy proceedings. 

The acquisition represents Phase One of the Company’s National KashPoint™ Infrastructure Rollout, providing PointsKash with a significant installed hardware platform that will be transported, refurbished, technologically upgraded, and redeployed throughout the United States to support the Company’s rapidly expanding commercial enterprise partnerships. 

Once redeployed, the kiosks will become KashPoint™ Financial Centers—AI-enabled self-service financial kiosks designed to integrate with the Company’s rapidly expanding fintech ecosystem, including PK Pay™, PointsKash’s next-generation mobile financial application currently anticipated to receive app store approval for public launch at the beginning of Q4 2026. 

Savvy Advisors Inc., a federally registered investment advisor (RIA) affiliated with Savvy Wealth, Inc. (“Savvy”), today announced the addition of Blue Barn Wealth (“Blue Barn”) and Paragon Private Wealth Management (“Paragon”) to its growing network of independent advisors. Together, the two firms bring approximately $550 million in combined assets under management (AUM) to the platform. The additions come amid rapid growth for Savvy, which has brought on over $4 billion in recruited assets in 2026 alone and now holds more than $8 billion in total AUM, a 4x increase year-over-year. Blue Barn Wealth and Paragon reinforce Savvy’s reputation as the destination for independent advisors who want AI-native technology and dedicated operational support without sacrificing their brand, their clients, or their time. 

Blue Barn Wealth, headquartered in Orem, Utah, manages approximately $300 million in AUM and serves more than 220 client households and multiple 401(k) plans across the United States and internationally. The firm, which traces its roots to 1994 and was merged under its current ownership by Jeff Brimhall, PhD, CFP®, CFA, in 2017, provides comprehensive wealth management services, including tax planning, retirement planning, charitable giving strategies, estate planning coordination and alternative investments specialization. Blue Barn works with individuals and families seeking to align their financial decisions with their broader goals and values through a planning-focused approach to wealth management. Additionally, Blue Barn services 401(k) plans for several companies. For Blue Barn, joining Savvy reflected a deliberate choice to spend more time on clients and less on the operational demands that come with running an independent firm. 

Based in Franklin, Tennessee, Paragon manages approximately $250 million in assets and serves affluent individuals, families and entrepreneurs nationwide. Founded by Allen Buckley, CFP®, the firm provides integrated wealth management through investment management, financial planning, tax planning and tax preparation services. Paragon works primarily with business owners and professionals, including attorneys, physicians, dentists and other practice owners. Buckley began his career in financial services in 2003, focusing initially on retirement planning for educators and healthcare professionals before transitioning to the independent RIA model in 2009. 

TacoAI LLC (“Taco”), a subsidiary of Prosperum Fintech Holdings LLC (“PFH”) and the technology company behind Avant Garde Trading’s new trading platform, today announced that it has acquired Authava, an enterprise conversational AI platform designed to help businesses deploy secure, fully integrated and highly configurable AI assistants. 

The acquisition represents a strategic expansion of Taco’s technology capabilities and advances PFH’s broader objective of building a portfolio of scalable financial technology and artificial intelligence solutions. Authava brings Taco an established platform for developing and operating white-label AI assistants that can support customer service, sales, lead generation, account servicing and other business-critical interactions. 

Authava’s technology is designed to extend beyond traditional website chatbots. Its API-first architecture allows AI assistants to connect with enterprise applications, customer relationship management systems and proprietary data sources. The platform also supports authenticated user experiences, real-time data retrieval, workflow integrations, post-conversation analytics and managed deployment services. 

Tavant, a leading platform-powered AI transformation specialist, today announced the integration of its TOUCHLESS® AI Mortgage Automation platform with the Empower® loan origination solution (LOS) from Dark Matter Technologies (Dark Matter), an innovative leader in mortgage technology. 

The integration brings Tavant’s advanced, AI-driven, automation capabilities into the Empower ecosystem, helping lenders streamline underwriting, accelerate cycle times, enhance loan quality and extend Tavant’s exception-based, data-driven, loan decisioning to Empower LOS users. Operational gains for lenders include reduced cost per loan, automation of repetitive and time-intensive tasks, improved data accuracy and consistency through standardized AI-powered automation and the ability to scale loan production without proportional increases in headcount. Borrowers benefit as well, experiencing faster approvals, fewer documentation requests and more transparent, predictable loan timelines. 

The integration is designed to help lenders automate key stages of the mortgage lifecycle, including loan setup, document classification, data extraction and intelligent comprehension, processing, underwriting, conditions management and pre-close quality checks. By reducing workflow fragmentation and manual handoffs, the solution supports faster decision-making, greater consistency, and a more connected loan manufacturing process. 

Trading Central, the global leader in actionable financial market research and analytics, today announced the release of TC Corporate Calendar, following a collaboration with TMX Datalinx, TMX Group’s information services division. 

TC Corporate Calendar empowers brokers to increase engagement, drive platform stickiness, and expand share of wallet by integrating timely and accurate corporate events intelligence directly into their research platform in a single, seamless user experience. 

Fueled by institutional-grade corporate event data from TMX Datalinx (via its Wall Street Horizon datasets) and other reputable data providers, and enhanced by Trading Central AI engines, this powerful calendar covers over 10,000 U.S. and global equities, including comprehensive coverage of Canadian listed-companies, with smart filters enabling investors to surface relevant, actionable events and make faster, more informed investment decisions. 

UniCredit, one of Europe’s leading pan-European banking groups, Accenture (NYSE:ACN) and IBM have announced a long-term strategic collaboration that establishes the technology foundation supporting UniCredit’s growth across the thirteen European markets in which the Group operates. 

The companies will work to design a new operating model for banking technology—one that gives UniCredit greater control over its technology evolution while combining the resilience of mission-critical systems with the flexibility of modern digital platforms, enabling continuous innovation. 

As part of the agreement, Accenture will acquire from IBM the majority stake in the joint venture that currently manages a significant portion of UniCredit’s technology infrastructure. Additionally, IBM will provide modernised technology platforms to UniCredit, including IBM Z, software, and consulting. This agreement is the beginning of a multi-year programme to enhance the bank’s underlying systems and operating model. 

Upstart Holdings, Inc. (NASDAQ: UPST), the leading artificial intelligence (AI) lending marketplace, today announced a new multi-year forward-flow agreement with Castlelake, L.P. (“Castlelake”), a global alternative investment firm specializing in asset-based private credit. 

Under the agreement, Castlelake-managed funds have agreed to purchase up to $4 billion of consumer loans originated on the Upstart platform over up to 24 months through a new forward-flow arrangement. This agreement represents the largest program between the two companies to date and builds on prior transactions dating back to 2023. 

Since 2015, Castlelake has both acquired assets and provided asset-based private credit to consumer and small and medium-sized business loan originators. In that time, the firm has invested approximately $29 billion in such opportunities. 

Mutual of Omaha’s Workplace Solutions is working with Vamrah to accelerate the use of Artificial Intelligence (AI) to automate business processes and reduce repetitive, manual tasks within group insurance workflows. 

As part of this effort, Mutual of Omaha and Vamrah have entered into a pilot agreement and are finalizing production licensing. 

Volta, a fully vertically integrated artificial intelligence (“AI”) infrastructure platform and NVIDIA Cloud Partner, today emerged from stealth with a mission to build The Utility of Compute™, enabling frontier AI labs, AI-native companies, and enterprises to access dedicated AI infrastructure that is dependable, scalable, and backed by low-cost infrastructure capital. 

AI is creating a new infrastructure economy, but access to dedicated AI infrastructure remains fundamentally constrained. While the world’s largest technology companies can finance AI infrastructure on their own balance sheets, frontier AI labs, AI-native companies, and enterprises remain dependent on scarce cloud capacity because the capital required to develop dedicated AI infrastructure has remained largely inaccessible. The primary constraint is not demand, power, or chips. It is financing. 

Volta was founded by Chief Executive Officer Ricard Boada and Chief Corporate Development Officer Sofia Gumuzio to solve this problem. The company was built around a simple belief: compute is infrastructure and should be financed as such. That belief led Volta to build the world’s first fully vertically integrated AI infrastructure platform, extending beyond technology into capital formation. By bringing together institutional infrastructure capital, powered land, data centers, compute, software, and operations under one platform—and combining that with co-founder-led speed of execution—Volta addresses one of AI infrastructure’s biggest bottlenecks: access to affordable capital. The result is AI factories that are faster to deploy, more scalable, and financed at a lower cost of capital. 

Wealth.com, today announced a strategic partnership with FMG Suite, the leading marketing technology platform for wealth management and insurance organizations, through which it will serve as the Exclusive Technology Founding Partner of FMG’s Institutional Intelligence program. Through the collaboration, more than 80,000 advisors, insurance professionals and the enterprises that support them using FMG will now gain access to compliance-friendly estate and tax planning content – including emails, social media posts, blogs, downloadable resources and educational marketing assets – designed to help advisors engage clients on two of the fastest-growing areas of holistic financial planning. 

The partnership also introduces dedicated Wealth.com-powered estate and tax planning website tools, content, experiences and advisor website templates – enabling advisors to quickly add educational estate and tax planning content to their websites. FMG’s website team can also implement these on advisors’ behalf, creating a turnkey solution that helps firms educate prospects, strengthen client relationships and support business growth. Additionally, Wealth.com will develop Estate Snapshot, a website-ready tool powered by Ester®, its proprietary artificial intelligence (AI), that enables prospects to securely share estate planning documents. Estate Snapshot will analyze uploaded documents and generate a concise one-page summary, helping advisors better prepare for prospect meetings while creating a new lead generation opportunity. 

Estate and tax planning have become increasingly central to holistic financial advice, yet many advisors still struggle to consistently create timely, compliant educational content around these complex topics. By combining Wealth.com’s planning expertise with FMG’s leading marketing platform, the partnership gives advisors professionally developed resources they can publish immediately or customize to their firm’s brand, making it easier to educate clients, strengthen relationships and create more meaningful planning conversations. 

WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, today announced the acquisition of AdvisorRankings, a specialized search engine optimization (SEO) and artificial intelligence (AI) search optimization agency focused exclusively on helping financial advisors get found by high-intent prospects online. The deal brings AdvisorRankings’ advisor-specific search and website expertise in-house and adds a high-touch, done-for-you offering to a platform already powering organic growth for some of the largest wealth management firms in the industry. 

Founded in 2010, AdvisorRankings helps advisory firms show up where and when prospects turn for financial advice, first on Google, and increasingly on AI platforms like Claude, ChatGPT and Perplexity. Led by founder Brent Carnduff, whose master’s degree in financial planning gives him a practitioner’s understanding of the advisor business, AdvisorRankings has spent 16 years translating that expertise into search visibility for wealth managers. The firm will continue operating as a distinct brand under the WealthReach umbrella, with Carnduff leading business development and contributing directly to WealthReach’s SEO and AI search product roadmap. 

With AdvisorRankings now part of the platform, WealthReach can pair expert-led search optimization with Living Sites, its continuously evolving advisor website product, as well as its Attract, Convert and Multiply organic growth engines, giving advisors a complete path from visibility to client acquisition. 

Webull (NASDAQ: BULL), a leading online investment platform, today announced significant expansions to its AI-powered investing ecosystem, including native connectors for ChatGPT, Claude and Grok, the launch of Webull Command Line Interface (“CLI”), and an enhanced suite of Webull Model Context Protocol (“MCP”) skills. The announcement builds upon Webull’s recently launched MCP server, which enables investors to interact with Webull’s OpenAPI, market intelligence, account insights, and research tools using natural-language AI prompts. 

Together, these innovations enable investors, developers, and AI agents to access Webull’s market data, account services, investment research, and developer tools through conversational AI interfaces, automation tools, and developer workflows.  

Webull’s new native app connectors allow users to securely connect their accounts directly to ChatGPT, Claude and Grok, enabling natural-language access to account information, market data, investment research, portfolios, watchlists, and order activity. 

Wipro Limited (NYSE: WIT, BSE: 507685, NSE: WIPRO), a leading AI-powered technology services and consulting company, today announced an enhanced partnership with Databricks, the Data and AI company, to enable enterprises to modernize data foundations and accelerate AI adoption. As part of this partnership, Wipro has set up a self-contained Databricks business practice to drive industry solutions and accelerators to deliver business value through industry-specific offerings. 

The enhanced partnership will help clients move from fragmented data foundations and isolated AI pilots to governed, enterprise-scale AI implementations. This will enable Wipro and Databricks to optimize existing data investments for shared clients while building new AI-led solutions tailored to industry needs. The collaboration will integrate Databricks’ capabilities for agentic AI, data modernization, application development, and analytics with Wipro Intelligence™, the suite of AI-powered platforms, solutions, and transformative offerings. The practice will help business users see the value faster, utilizing Databricks Genie, Databricks’ AI coworker which helps both business users and technical professionals explore and interact with enterprise data using natural language. Leveraging Wipro’s agent-native delivery platform WEGA, the practice will enable enterprises to transition from legacy systems to scalable, AI-ready data architectures. 

The business practice is built on a strong foundation of more than 300 agentic AI and data use cases delivered across industries, including banking and financial services, healthcare, telecom, manufacturing, and energy. The business practice was also recognized by Databricks as the 2025 Banking Partner of the Year Award and the 2026 Innovation Partner of the Year. 

Worthy, an AI-native tax planning platform for financial advisors, today announced it has analyzed more than $1 billion in taxable client income — a milestone that reflects rapid adoption across independent RIAs and enterprise advisory firms since the platform’s launch earlier this year. 

The $1 billion milestone spans advisors across firm types and client profiles, proving the value of AI-native tax planning beyond any single channel or client type. Worthy’s growing base also includes an ongoing pilot with more than 300 associates at Edward Jones and a separate partnership with estate planning platform Vanilla. Learn more at withworthy.com. 

Zocks, the privacy-first AI platform for financial services, today announced the launch of Zocks Scheduling, a new feature that automatically books meetings directly from conversations and emails, then connects every booking to the preparation, notes, and follow-up related to the meeting. 

Most advisors manage meeting logistics across several disconnected tools: a scheduling link, a calendar, an email inbox, and a CRM. Zocks Scheduling brings it all together and coordinates what happens before, during, and after a booking in a single automated workflow. 

Zocks Scheduling analyzes the details of a client meeting or email, then automatically proposes the next booking. It matches the booking to the context: a ready-to-send invite if a client specifies a time during the conversation; or, a link to a pre-filled booking page for the client to choose, if they don’t.