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.
AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.
Copia Wealth Studios has introduced 'Connect', an AI-driven investor portal offering a flat fee model, eliminating traditional AUM-based pricing.
Saphyre has secured a $70 million growth equity investment from FTV Capital to enhance its AI-powered financial services platform.
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.
Former ServiceNow leaders have launched Plutus, a new company focused on AI solutions for the insurance industry, with pre-seed funding from Moneta Ventures.
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.
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.
Ping An Insurance has appointed Ray Wang as Chief Technology Officer to enhance its AI capabilities and drive digital transformation.
Octane and Avalanche have launched an AI-powered security integration for Web3 development, embedding vulnerability detection directly into the Avalanche ecosystem.
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.
AgentSmyth has joined StavMarket to enhance the adoption of its autonomous trading intelligence platform, as announced in a press release by Stavtar.
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.
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.
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.
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.
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.
Homebridge has acquired NFTYDoor to integrate AI-powered lending infrastructure, aiming to modernize mortgage processes and reduce costs.
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.
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.
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.
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.