AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.
Stout has introduced Drivr, a platform that uses AI to streamline portfolio valuation and monitoring for asset managers, integrating valuation expertise with analytics and reporting tools.
Hadrius has raised $27 million in seed and Series A funding led by CRV, with participation from Y Combinator, Pathlight Ventures, and the founders of Altruist, Jump AI, and FINNY. The company plans to use the capital to expand its AI-based compliance platform for financial institutions.
Woodforest National Bank has signed an agreement with Zelus Automation to deploy the SNAP automation platform across its 740 retail branches in 17 states, integrating with the bank’s SilverLake System from Jack Henry.
Corgi Insurance has introduced Golden by Corgi, a specialized platform focused on providing tailored insurance programs for the sports and entertainment industry, consolidating fragmented coverage into a unified service.
FMG has appointed three independent directors and one board observer to support its growth and AI innovation strategy, as the marketing platform now serves over 80,000 financial professionals.
Corgi Insurance has entered the trucking insurance market, using its AI platform to streamline coverage and claims processes for fleet operators. The company will offer auto liability, cargo, and physical damage policies through a single platform and integrate coverage with trucking platform AtoB.
Payoneer has opened a new innovation hub in Gurugram, India, which will serve as a center for engineering, product development, and AI advancement to support its global financial platform.
Architect Financial Technologies has partnered with Compute Desk to launch ComputeConnect, a new exchange-for-physical market linking compute futures with physical GPU capacity delivery in the United States.
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.
Weekly newsletter about AI in finance. Covers AI-driven trading, fintech innovations, and data analytics transforming markets
