Financial Services

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

Copia Wealth Studios Launches AI-Powered Investor Portal 'Connect'

Copia Wealth Studios has introduced 'Connect', an AI-driven investor portal offering a flat fee model, eliminating traditional AUM-based pricing.

August 05, 2025

Saphyre Secures $70 Million Investment from FTV Capital

Saphyre has secured a $70 million growth equity investment from FTV Capital to enhance its AI-powered financial services platform.

August 02, 2025

Bermuda Monetary Authority Seeks Feedback on AI Use in Financial Services

The Bermuda Monetary Authority has released a discussion paper on the responsible use of AI in the financial sector, inviting feedback from stakeholders by September 30, 2025.

July 31, 2025

Plutus Launches AI Solutions for Insurance with Moneta Ventures Backing

Former ServiceNow leaders have launched Plutus, a new company focused on AI solutions for the insurance industry, with pre-seed funding from Moneta Ventures.

July 30, 2025

Ramp Secures $500 Million to Boost AI in Finance

Ramp has raised $500 million in a Series E-2 funding round, led by ICONIQ, bringing its valuation to $22.5 billion. The funds will accelerate AI development in financial operations.

July 30, 2025

Catena Labs Appoints Sharda Caro Del Castillo as Chief Legal and Business Officer

Catena Labs has appointed Sharda Caro Del Castillo as Chief Legal and Business Officer, bringing over 25 years of experience in fintech and legal leadership to the company.

July 30, 2025

Ping An Appoints Ray Wang as CTO to Boost AI Integration

Ping An Insurance has appointed Ray Wang as Chief Technology Officer to enhance its AI capabilities and drive digital transformation.

July 29, 2025

Octane and Avalanche Integrate AI Security for Web3 Development

Octane and Avalanche have launched an AI-powered security integration for Web3 development, embedding vulnerability detection directly into the Avalanche ecosystem.

July 29, 2025

Keye Launches AI Platform for Private Equity Due Diligence

Keye has emerged from stealth with a $5 million seed round to launch an AI platform designed to streamline private equity due diligence, announced in a press release.

July 29, 2025

AgentSmyth Joins StavMarket to Expand Autonomous Trading Intelligence

AgentSmyth has joined StavMarket to enhance the adoption of its autonomous trading intelligence platform, as announced in a press release by Stavtar.

July 28, 2025

xAI Partners with Kalshi to Integrate Grok into Prediction Markets

Elon Musk's xAI has partnered with Kalshi to integrate its AI chatbot Grok into Kalshi's regulated prediction markets, enabling real-time analysis of events for traders.

July 26, 2025

BridgePort Appoints Steven Bartfield as Chief Product Officer

BridgePort has appointed Steven Bartfield as Chief Product Officer to lead its product roadmap and enhance AI-driven trading infrastructure, announced in a press release.

July 23, 2025

Neutrinos Unveils AI Agent Library for Insurance Industry

Neutrinos has launched an AI Agent Library designed to streamline operations in the insurance sector, offering over 50 AI agents for tasks like claims automation and fraud detection.

July 23, 2025

NatWest Group Partners with Accenture and AWS for AI Transformation

NatWest Group has announced a five-year collaboration with Accenture and AWS to enhance its digital, data, and AI capabilities, aiming to provide more personalized services to its 20 million customers.

July 23, 2025

OpenAI CEO Warns of AI-Driven Fraud Crisis in Banking

OpenAI CEO Sam Altman has raised concerns about an impending fraud crisis in the banking sector due to AI's ability to impersonate voices and bypass security checks.

July 22, 2025

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

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