Financial Services

AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.

Homebridge Acquires NFTYDoor to Revolutionize Mortgage Lending with AI

Homebridge has acquired NFTYDoor to integrate AI-powered lending infrastructure, aiming to modernize mortgage processes and reduce costs.

July 22, 2025

PitchBook Integrates AI with Anthropic, Perplexity, Rogo, and Hebbia

PitchBook has announced partnerships with Anthropic, Perplexity, Rogo, and Hebbia to integrate its private capital market data into AI-driven workflows, enhancing accessibility and usability for financial professionals.

July 22, 2025

Alix Secures $20M to Expand AI Estate Settlement Platform

San Francisco-based startup Alix has raised $20 million in Series A funding to enhance its AI-driven estate settlement platform, aiming to streamline the process for families.

July 21, 2025

Xelix Secures $160 Million to Enhance AI in Accounts Payable

Xelix has raised $160 million in a Series B funding round led by Insight Partners to advance its AI platform for Accounts Payable, aiming to improve efficiency and reduce fraud.

July 21, 2025

Algebrik AI Integrates Spinwheel for Enhanced Loan Origination

Algebrik AI has partnered with Spinwheel to integrate real-time consumer credit data and payment processing into its loan origination platform, enhancing the lending experience for credit unions and fintech lenders.

July 21, 2025

Cetera and ATS Form Joint Venture for AI-Powered Retirement Planning

Cetera Financial Group and Advanced Time Segmentation have announced a joint venture to provide AI-driven retirement income planning tools to advisors.

July 21, 2025

Wiv.ai Introduces Wivy: An Action-Oriented FinOps Agent

Wiv.ai has launched Wivy, a FinOps agent that automates cloud operations, as announced in a press release. This tool integrates with major cloud platforms and communication tools.

July 21, 2025

Stocktwits Acquires Thematic to Enhance AI Investment Research

Stocktwits has acquired AI startup Thematic to bolster its investment research capabilities, leveraging 17 years of community data to offer AI-driven insights.

July 20, 2025

Occupi Secures $3.1 Million to Enhance Property Management Payments

Occupi, a fintech company based in Alabama, has raised $3.105 million in an oversubscribed seed funding round to expand its AI-powered payment solutions for property management.

July 19, 2025

Windward and SGTraDex Partner to Enhance Digital Trade Finance

Windward and SGTraDex have signed a Memorandum of Understanding to advance digital trade finance solutions, leveraging Maritime AI and digital infrastructure.

July 19, 2025

Roots Recognized for AI Innovation in Insurance

Roots has been named to PropertyCasualty360's Insurance Luminaries Class of 2025 for its AI-driven innovation in the insurance sector, as announced in a press release.

July 19, 2025

Cetera Launches AI-Driven IntelligenceEngine for Financial Advisors

Cetera Financial Group has introduced IntelligenceEngine, an AI-powered suite designed to help financial advisors enhance client relationships and drive growth.

July 19, 2025

DebitMyData Unveils Reinforcement Learning-Powered LLM Security API Suite

DebitMyData has launched a new LLM Security API Suite, combining reinforcement learning with blockchain technology to enhance AI security and compliance.

July 19, 2025

Quandri Secures $12M to Expand AI Tools for Insurance Agencies

Quandri has raised $12 million to enhance its AI platform for insurance brokerages, led by Framework Venture Partners and Intact Ventures.

July 18, 2025

Auquan Secures Multiple Industry Awards for AI and Fintech Excellence

Auquan has been recognized with several prestigious awards in 2025, highlighting its impact in AI and financial technology.

July 16, 2025

S&P Global Integrates Financial Data with Anthropic's Claude

S&P Global has partnered with Anthropic to integrate its financial data into the Claude AI platform, enhancing data access for financial professionals.

July 15, 2025

WealthAi and MDOTM Ltd Partner to Offer AI Investment Tools

WealthAi and MDOTM Ltd have announced a partnership to integrate MDOTM's AI platform, Sphere, into the WealthAi MarketPlace, enhancing investment capabilities for wealth managers.

July 15, 2025

Anthropic Unveils Claude for Financial Services

Anthropic has introduced a new solution for financial analysis with Claude, offering enhanced capabilities for finance professionals. The platform integrates various data sources and provides tools for complex financial tasks.

July 15, 2025

Yabx Introduces AI Voice Engine for Financial Literacy in Emerging Markets

Yabx has launched a Generative AI-powered voice solution to enhance financial literacy among underserved borrowers in emerging markets, as announced in a press release.

July 14, 2025

Nymbus Partners with Bud Financial for AI-Powered Banking Services

Nymbus has announced a partnership with Bud Financial to integrate AI-driven personal financial management services into its banking platform, enhancing customer engagement for banks and credit unions.

July 08, 2025

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