AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.
OpenAI has introduced a version of ChatGPT Work that combines GPT-6 Astra with financial data for research, modeling, and client materials. Morgan Stanley and Evercore helped design the product.
Grantd will add Collective Liquidity's private market analytics and exchange fund to its platform for financial advisors and private company employees.
A Macabacus survey found that 62% of respondents believe an AI caused error reached a client or internal decision maker during the past 12 months.
T. Rowe Price is expanding its use of Claude for investment research, information analysis, and internal tool development.
Omega Point has launched Kelly, an AI agent that creates investment analysis and dashboards for research, portfolio construction, risk management and manager evaluation.
Ant International, Visa and Mastercard are developing a shared framework for identifying, certifying and monitoring AI agents that make purchases for users.
A DROS.ai field report identifies workforce concerns and outdated views of voice AI as barriers to adoption in the collections industry.
Blockaid has expanded its Onchain Monitoring service with asset discovery, dependency mapping, incident alerts, and automated response tools.
Maywood is integrating PitchBook private market data into its Maverick AI agent to help finance professionals track companies, identify signals, and support deal decisions.
FINTRX launched Fin, an AI agent that monitors private wealth data and delivers alerts, prospect lists, reports, and meeting preparation through workplace apps.
AI Guardian and Cyberify are partnering to help financial institutions monitor generative and agentic AI systems and enforce security, privacy, and regulatory controls.
Datarails Desk centralizes finance requests and uses financial records to draft responses for human review.
Ask Leah interprets medical, financial and claim data to help claims professionals identify risks, priorities and recommended actions.
Luminary Platforms raised $22 million in Series A funding to expand its AI capabilities, integrations and estate administration tools.
Deck Check AIR uses generative AI to review PowerPoint presentations for calculation errors and logic inconsistencies. The tool supports models from Anthropic, OpenAI and Google Gemini.
AI related cases were 13 percent of core federal securities class action filings in the first half of 2026 but 73 percent of alleged investor losses, according to Cornerstone Research and Stanford's midyear assessment.
DoubleZero Edge now offers Kalshi election and politics market data through its dedicated fiber network. The subscription feed supports AI systems, trading firms, institutional investors and analytics workflows.
FMG Suite introduced FMG Connect, a platform that connects advisor tools, data and workflows through its API library.
Envestnet agreed to acquire Vestmark, adding portfolio management, trading, tax transition and AI monitoring tools to its wealth technology platform.
Erin Gambrel will lead retail growth strategy for Corgi's ETF platform as vice president of financial services.
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