AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.
Clockwork.ai has launched Mira, an AI analyst that provides forecasting and financial insights for small and medium sized businesses using their QuickBooks and Xero data.
Dun & Bradstreet has introduced agentic credit and portfolio management workflows powered by its Commercial Graph on the Databricks Marketplace and OpenSharing, enabling finance teams to accelerate credit decisioning and portfolio insights.
Symend has released SymendConverse, an AI voice platform for debt collections that uses behavioral science to personalize customer interactions and coordinate with digital channels.
Trust Science has entered a Master Services Agreement with TD Bank to improve loan approval and origination processes. TD Auto Finance will be the first business unit to deploy Trust Science’s income verification and reporting technology through its dealer network in Canada.
Duck Creek Technologies has acquired Send Technology Solutions to combine its intelligent core and Agentic AI Platform with Send’s underwriting orchestration engine, creating a unified system for commercial and specialty insurers.
LinqAlpha has raised 22 million dollars in Series A funding to grow its AI platform that helps institutional investors identify market signals using personalized AI agents.
Nuvei has completed a live in-agent payment proof of concept with Visa and partners across Europe, marking a step toward merchant-led agentic payments. The test allowed a merchant’s AI agent to initiate and complete a purchase using Visa’s network without redirecting to an external payment flow.
Wesley has launched its AI bookkeeping automation platform for CPA firms in the United States, automating document ingestion, transaction categorization, and reconciliation. The company reports that early users reduced bookkeeping time from weeks to under a day.
Tilt has completed its acquisition of Brazilian salary-advance lender Blipay, expanding its international presence and entering its fourth market outside the US.
Corgi Insurance has introduced Corgi Claims, an AI claims administration platform combining a nationwide network of adjusters with automated claim review and scoring.
Parabellum Investments has acquired Crux Informatics to strengthen AI-driven data infrastructure for financial markets. The acquisition will enhance Crux's data management capabilities and global reach.
Quantifind has announced a $200 million growth investment led by Summit Partners, with participation from Citi Ventures, S&P Global, Deloitte, and Stephens Group, to expand its AI risk intelligence platform and agentic middleware for financial crime detection.
nVision Global has launched nSure AI, an artificial intelligence and data intelligence engine designed to turn fragmented transportation information into validated financial data, enabling automation and accuracy in freight audit and payment processes.
Trintech has launched two AI agents, Flux and Variance Analysis, to automate financial close and performance review processes within governed workflows.
Priority Software has acquired fintech company Obol to integrate its AI cash flow management tools into Priority's cloud ERP platform, enhancing forecasting, liquidity optimization, and real-time financial visibility.
Hippo Holdings has implemented Cognition’s AI software engineer Devin across its engineering teams to speed up software development for its insurance operations, covering areas from rate filings to customer experience.
Rose Financial Solutions has activated agentic AI capabilities across its Easby platform, bringing over 100 AI agents live across client and internal workflows in 2026. The company aims for all clients to reach a financial readiness index score of 85 or higher by 2030.
Lili has introduced its Model Context Protocol (MCP) server, enabling accountants to securely link AI assistants with client-authorized banking data for faster financial analysis and workflow automation.
Trovy has secured $15 million in Series A funding led by Left Lane Capital, bringing its total funding to $25 million. The company plans to expand nationally and launch its new 1Loan product for home purchases and refinances.
LUMIQ announced a strategic funding round led by Bajaj Finserv, with participation from Info Edge Ventures, to scale its AI decisioning platform for financial institutions in the US and Southeast Asia.
Weekly newsletter about AI in finance. Covers AI-driven trading, fintech innovations, and data analytics transforming markets
