Copia Wealth Studios Unveils AI Investor Portal, eToro Launches AI Assistant, and OneConnect Partners with Inspur - Finance AI Weekly #27
August 11, 2025 -
Finance AI Weekly
Hi there,
Welcome to this week's edition of Finance AI Weekly.
Copia Wealth Studios has launched Connect, a new investor portal for General Partners, offering a flat-fee model and AI-driven automation to streamline financial processes. Meanwhile, Menos AI has introduced Sonαr, an AI tool designed to help hedge funds and institutional investors generate investment ideas by analyzing market data. This tool is initially available to select partners, with a broader release planned.
In other news, OneConnect Financial Technology and Inspur Enterprise Cloud have announced a strategic partnership to accelerate global digital transformation using AI-powered solutions. Additionally, eToro has launched a public API and AI assistant named Tori, aimed at enhancing social investing for retail traders by offering personalized insights and guidance. Stay tuned as we delve into these stories and more in this edition.
Welcome to this week's edition of Finance AI Weekly.
Copia Wealth Studios has launched Connect, a new investor portal for General Partners, offering a flat-fee model and AI-driven automation to streamline financial processes. Meanwhile, Menos AI has introduced Sonαr, an AI tool designed to help hedge funds and institutional investors generate investment ideas by analyzing market data. This tool is initially available to select partners, with a broader release planned.
In other news, OneConnect Financial Technology and Inspur Enterprise Cloud have announced a strategic partnership to accelerate global digital transformation using AI-powered solutions. Additionally, eToro has launched a public API and AI assistant named Tori, aimed at enhancing social investing for retail traders by offering personalized insights and guidance. Stay tuned as we delve into these stories and more in this edition.
AI Firms Attract Wall Street Quants with High Salaries
AI companies such as Anthropic, OpenAI, and Perplexity are offering lucrative roles to Wall Street quants, prompting a shift from finance to AI. This trend is intensifying competition between tech and finance sectors. Read more
Copia Wealth Studios Launches AI-Powered Investor Portal
On August 4, 2025, Copia Wealth Studios introduced Connect, a new investor portal for General Partners. The platform, priced at $495 per month, aims to streamline financial processes by eliminating traditional fees and automating operations for firms managing significant assets. Read more
Menos AI Introduces Sonαr for Hedge Funds
Menos AI, based in San Jose, California, has launched Sonαr, an AI tool designed to help hedge funds and institutional investors generate investment ideas by analyzing market data. The tool is initially available to select partners, with plans for broader availability. Read more
OneConnect and Inspur Partner for AI Digital Transformation
On August 6, 2025, OneConnect Financial Technology and Inspur Enterprise Cloud announced a strategic partnership to accelerate global digital transformation using AI-powered solutions. Read more
eToro Introduces API and AI Assistant for Traders
On August 7, 2025, eToro announced the launch of a public API and AI assistant named Tori, designed to enhance social investing for retail traders. Read more
PwC to Acquire Kunai for AI and Cloud Expertise
PwC US has announced its agreement to acquire Kunai, an IT consultancy specializing in AI and cloud solutions for the financial services sector. This move is intended to boost PwC's engineering capabilities and service offerings. Read more
Wells Fargo Expands AI Partnership with Google Cloud
Wells Fargo is enhancing its collaboration with Google Cloud to deploy agentic AI tools for its employees. These tools aim to provide real-time insights and improve customer service across various roles. Read more
Broadridge Partners with Uptiq for AI Lending Solutions
On August 6, 2025, Broadridge Financial Solutions announced a partnership with Uptiq to enhance wealth management using AI-driven lending solutions. Read more
AEON Partners with Sahara AI for Payment Integration
AEON has announced a partnership with Sahara AI to integrate $SAHARA into AEON Pay, enabling payments across millions of merchants in Southeast Asia, Mexico, and Nigeria. Read more
Convr Partners with PERMA for AI Underwriting
Convr is providing its AI underwriting solution, Intake AI, to PERMA to enhance efficiency by digitizing and standardizing loss runs for over 800 public entities in New York State. Read more
Casap Secures $25M for AI Payment Dispute Resolution
Casap has raised $25 million in Series A funding to enhance its AI-driven payment dispute resolution capabilities, addressing first-party fraud and improving efficiency for financial institutions. Read more
Weilliptic Introduces WeilChain for AI and Blockchain Integration
On August 7, 2025, Weilliptic announced the launch of WeilChain, a platform combining AI and blockchain to enhance security and transparency in AI operations. Read more
Finance Teams Struggle with AI-Generated Expense Fraud Post GPT-5.0
A survey by Medius shows that 32% of finance professionals find it difficult to identify AI-generated fake receipts, raising concerns about increased expense fraud following the launch of GPT-5.0. Read more
Accenture Invests in Snorkel AI for Financial Services
Accenture has announced a strategic investment in Snorkel AI to enhance AI solutions for the financial services sector. The partnership aims to improve data transformation and AI model training. Read more
Tracelight Secures £2.7M for AI Financial Modeling
London-based startup Tracelight has secured £2.7 million in seed funding to integrate generative AI into financial modeling, aiming to automate tasks and aid finance professionals. Read more
OpenAI and BBVA Launch GPT-5 in Financial Sector
During the global launch of GPT-5, OpenAI announced its collaboration with BBVA, marking a significant advancement in AI capabilities within the financial sector. Read more
Razorpay Introduces AI Banking Tools for CFOs
Indian fintech company Razorpay is expanding its services by launching AI-powered banking tools through its RazorpayX platform, targeting CFOs to automate financial tasks as it gears up for an IPO. Read more
Finastra and NTT DATA Expand Lending Cloud Service
Finastra and NTT DATA have announced an expansion of their partnership to enhance the Lending Cloud Service. This aims to improve managed services for financial institutions in the Middle East, Africa, Asia Pacific, and Latin America. Read more
Alkymi Secures Funding to Enhance AI Financial Services
Alkymi, an AI-powered data workflow platform, has raised strategic financing led by Cornerstone Investment Capital and Canaan Partners. The funding aims to support the company's growth in modernizing data management in private markets. Read more
Unleash Capital Leads Zype's $10.2M Funding Round
Digital lending startup Zype has secured $10.2 million in a funding round led by Unleash Capital to expand its AI-driven lending operations. Read more
Photocert and STFC Hartree Centre Tackle AI Media Fraud
Photocert and the STFC Hartree Centre have partnered to address the risks of generative AI image manipulation, aiming to develop solutions for industries like insurance and fintech to prevent AI-assisted fraud. Read more
S&P Global Introduces AI Tool for Investment Insights
On August 7, 2025, S&P Global launched iLEVEL Document Search, an AI-powered tool to assist private market investment professionals in extracting insights from investment documents using natural language queries. Read more
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