AI applications in financial services, including trading platforms, FinTech, risk management solutions, accounting systems, and wealth management technologies.
Rose Financial Solutions has activated agentic AI capabilities across its Easby platform, bringing over 100 AI agents live across client and internal workflows in 2026. The company aims for all clients to reach a financial readiness index score of 85 or higher by 2030.
Lili has introduced its Model Context Protocol (MCP) server, enabling accountants to securely link AI assistants with client-authorized banking data for faster financial analysis and workflow automation.
Trovy has secured $15 million in Series A funding led by Left Lane Capital, bringing its total funding to $25 million. The company plans to expand nationally and launch its new 1Loan product for home purchases and refinances.
LUMIQ announced a strategic funding round led by Bajaj Finserv, with participation from Info Edge Ventures, to scale its AI decisioning platform for financial institutions in the US and Southeast Asia.
Caplight Technologies has secured $16 million in Series A funding led by BlackRock and Fin Capital, with participation from UBS Investment Bank, to expand its private market data and transaction infrastructure.
MoonPay has acquired Entendre, a company that builds AI accounting agents used by stablecoin and fintech firms, extending MoonPay's infrastructure into finance operations automation.
Integrated Research has launched Iris for Card Payments, an AI assistant designed to help payments teams detect and resolve transaction issues faster through natural language insights and observability tools built into the Prognosis platform.
San Francisco-based Antal has emerged from stealth with an autonomous AI agent stack for the private credit market, with lenders already originating over $30 million a month through its agents.
Payscore has partnered with DoorLoop to embed real-time income verification into the property management platform, enabling faster and more accurate tenant screening for multifamily housing operators.
Arbital Health has introduced ATLAS, a new actuarial modeling tool to help Accountable Care Organizations evaluate provider networks and financial performance under the Centers for Medicare & Medicaid Services' new LEAD Model.
Melio has introduced an autonomous payment network that enables small businesses to pay suppliers directly through their accounts receivable systems without requiring supplier onboarding. The system uses agent technology to automate payments and handle remittance data.
Blue Sage Solutions announced expanded capabilities for its AI ecosystem, introducing new automation and analysis features across origination and servicing through SageVision, UW Studio, and Voice AI.
iBusiness has introduced Platform0, a configurable enterprise platform that enables banks to create and manage custom software around their workflows, data, and teams in days instead of months.
VIP Software has launched rateIQ Cohort 2, expanding its insurance claims intelligence platform with new AI tools and a freemium adoption program aimed at increasing industry participation.
Corgi Insurance and Silicon Valley Bank have announced a partnership to provide SVB clients with direct access to Corgi's digital insurance and risk management platform, supporting startups and technology companies.
IQAX has begun a pilot with Tianjin Consol and EZShipping to deploy a blockchain-based electronic Bill of Lading system aimed at improving efficiency in high-volume less-than-container-load shipping operations.
APRIL has introduced its APRIL Moto application within ChatGPT, allowing users to receive personalized motorcycle insurance quotes directly through a conversational interface without traditional forms or processes.
HaystackID has introduced its Compliance Oversight for Mobile Electronic Transmissions (COMET) solution for regulated financial organisations, offering automated collection of business mobile communications to meet global compliance standards. The company is showcasing COMET and other AI legal tools at London's LegalTechTalk 2026.
Flagstar Bank has announced proprietary rights for its enterprise platform and a new AI system, part of its ongoing technology transformation aimed at unifying operations across legacy systems.
BetaNXT has partnered with DeepSee to launch RetainX, an AI solution designed to help wealth management firms identify and address client and advisor attrition risks. The platform combines BetaNXT’s data infrastructure with DeepSee’s orchestration technology to deliver predictive analytics and actionable insights.
Weekly newsletter about AI in finance. Covers AI-driven trading, fintech innovations, and data analytics transforming markets
