Zocks Secures $45M, ThetaRay's New AI Suite, and Revolut's AI Voice Agents - Finance AI Weekly #51
February 02, 2026 -
Finance AI Weekly
Hi there,
Welcome to this week's edition of Finance AI Weekly.
In recent developments, Zocks, an AI platform for financial advisors, has successfully raised $45 million in Series B funding. This round was co-led by Lightspeed Venture Partners and QED Investors, with the aim of enhancing its AI capabilities to automate tasks and identify business opportunities. Meanwhile, Jelou has secured $10 million in Series A funding to bolster its AI platform for financial operations on WhatsApp, marking a significant step in integrating AI with popular communication tools.
A study by SimCorp reveals that 70% of buy-side firms are now utilizing AI in front office operations, highlighting a growing trend in technology adoption. Additionally, Boardwalktech Software Corp. has expanded its contract with a major U.S. bank to modernize workflows using its Velocity platform, aiming to improve operational efficiency and compliance. In the realm of compliance, ThetaRay has introduced Ray, an AI suite designed to enhance Anti-Money Laundering investigations, ensuring adherence to global standards.
Welcome to this week's edition of Finance AI Weekly.
In recent developments, Zocks, an AI platform for financial advisors, has successfully raised $45 million in Series B funding. This round was co-led by Lightspeed Venture Partners and QED Investors, with the aim of enhancing its AI capabilities to automate tasks and identify business opportunities. Meanwhile, Jelou has secured $10 million in Series A funding to bolster its AI platform for financial operations on WhatsApp, marking a significant step in integrating AI with popular communication tools.
A study by SimCorp reveals that 70% of buy-side firms are now utilizing AI in front office operations, highlighting a growing trend in technology adoption. Additionally, Boardwalktech Software Corp. has expanded its contract with a major U.S. bank to modernize workflows using its Velocity platform, aiming to improve operational efficiency and compliance. In the realm of compliance, ThetaRay has introduced Ray, an AI suite designed to enhance Anti-Money Laundering investigations, ensuring adherence to global standards.
Zocks Secures $45 Million Series B Funding
Zocks, an AI platform for financial advisors, has raised $45 million in Series B funding co-led by Lightspeed Venture Partners and QED Investors. The funds will enhance its AI capabilities to automate tasks and identify business opportunities. Read more
Jelou Raises $10 Million for AI on WhatsApp
On January 26, 2026, Jelou announced securing $10 million in Series A funding to enhance its AI platform for financial operations on WhatsApp. Read more
SimCorp Study: 70% of Investment Managers Use AI
A study by SimCorp indicates that 70% of buy-side firms are now using AI in their front office operations, a notable rise from last year's 10%. Read more
Boardwalktech Expands AI Contract with Major U.S. Bank
Boardwalktech Software Corp. has expanded its contract with a top-five U.S. bank to automate and modernize workflows using its Velocity platform. The deal, valued at over $250,000 for 2026, aims to enhance operational efficiency and compliance. Read more
ThetaRay Introduces AI Suite for AML Compliance
ThetaRay has launched Ray, an AI-powered suite designed to enhance Anti-Money Laundering investigations for financial institutions. The tool automates tasks to ensure compliance with global standards. Read more
WealthAI Raises $1M Pre-Seed Funding
WealthAI has secured $1 million in pre-seed funding from Fuel Ventures and Founders Factory. The company aims to enhance AI solutions for wealth managers by integrating systems into a single AI-native operating system. Read more
Standard Metrics Launches AI Analyst Tool
Standard Metrics has introduced an AI Analyst tool to improve portfolio analysis for venture capital and private equity firms, offering natural language query capabilities for actionable insights. Read more
Paraglide Raises €4.2 Million for AI in Accounts Receivable
Malmö-based startup Paraglide has secured €4.2 million in Seed funding to advance its AI agents for accounts receivable, with plans for European expansion and platform development. Read more
Inception and Visa Partner for Agentic Commerce
Inception has partnered with Visa to promote agentic commerce in Central and Eastern Europe, the Middle East, and Africa, integrating Visa's Intelligent Commerce into Inception's AI solutions. Read more
RSM US LLP Expands Licensing of PartnerSight Platform
RSM US LLP has expanded the licensing of its PartnerSight® platform, offering financial institutions access to a cloud-native tax allocation system. This expansion supports RSM's investment in AI and digital transformation. Read more
Oversight Recognized by Everest Group for AI in Finance Risk
The Everest Group has acknowledged Oversight as a leader in AI-driven Finance Risk Intelligence, emphasizing its platform's role in proactive financial risk management. Read more
LoanWorks Integrates AngelAi into Operations
LoanWorks, Inc. has become the first mortgage broker to fully integrate AngelAi into its core operations, aiming to enhance loan origination efficiency and service delivery. Read more
Guidehouse and Databricks Launch AI Financial Solution
Guidehouse has introduced its AI-powered Financial Management of the Future solution, developed with Databricks, to enhance financial operations for government agencies. Read more
Citrine Venture Partners Launches $50M AI and Fintech Fund
Citrine Venture Partners has announced a $50 million venture fund targeting early-stage startups that combine AI with fintech, focusing on areas like risk management and cybersecurity. Read more
Standard Chartered Unveils AI Platform for Transaction Banking
Standard Chartered has introduced an AI-powered platform to enhance Transaction Banking services for corporate and institutional clients. The platform aims to automate knowledge access and improve client engagement. Read more
Bybit Announces Vision 2026 for Financial Ecosystem
Bybit has announced its plan to transform into a global financial ecosystem by 2026, aiming to improve access to banking and financial services for underserved populations using AI technology. Read more
MegazoneCloud and Hana Bank Partner for AI Financial Services
In Seoul, MegazoneCloud and Hana Bank have signed an agreement to collaborate on developing AI-driven digital financial services, focusing on trade finance and new business models. Read more
ASIC Highlights Regulatory Gaps in AI and Digital Assets
The Australian Securities and Investments Commission has identified regulatory gaps in AI and digital assets, warning of potential risks to consumers and the financial system. Read more
finanzen.net Group Acquires AI Startup Vickii
The finanzen.net Group has acquired the AI fintech startup Vickii to enhance its investment solutions across Europe. This acquisition will integrate Vickii's technology into the finanzen.net platform to improve investment decision-making for users. Read more
Cognizant and Flagstar Bank Mark One Year of AI Partnership
Cognizant and Flagstar Bank, N.A. celebrate one year of partnership focused on advancing technology transformation with AI-driven solutions and development centers in India and the Philippines. Read more
Behavox Partners with b-next for AI Compliance
Behavox has announced a strategic partnership with b-next to enhance its Polaris Trade Surveillance Platform. This collaboration aims to integrate b-next's expertise into Behavox's AI solutions for improved compliance and regulatory capabilities. Read more
Rogo Raises $75 Million to Expand AI Platform in Europe
FinTech company Rogo has secured $75 million in Series C funding to expand its AI finance platform into Europe, starting with a new office in London. Read more
Singapore Expands AI Governance with Project MindForge Phase 2
Singapore is advancing its AI governance in financial services through Project MindForge Phase 2, which now includes traditional AI, generative models, and agentic AI. The initiative features the AI Risk Management Executive Handbook to guide senior leadership. Read more
Transient.AI Partners with Arango for AI Data Infrastructure
AI fintech startup Transient.AI has partnered with Arango to enhance its AI data infrastructure, aiming to provide real-time intelligence for financial institutions. Read more
Intellect Design Arena Launches AI Payments Platform in US
Intellect Design Arena Ltd. has introduced its AI-first payments platform in the US, targeting the growing demand for instant payments and aiming to capture a share of the projected $2 billion real-time payments market by 2030. Read more
OneARVO Raises Rs 1.23 Crore to Fight Counterfeiting
OneARVO, a deep-tech startup, has secured Rs 1.23 crore in pre-seed funding led by Inflection Point Ventures. The funding will support the expansion of their technology team and the development of an AI lab to enhance their anti-counterfeiting solutions using AI and blockchain. Read more
Revolut and ElevenLabs Introduce AI Voice Agents
The financial platform Revolut has teamed up with ElevenLabs to enhance its customer service by integrating AI voice agents, aiming to improve response times for users in the UK and Europe. Read more
Indigo Raises $50 Million for AI-Driven Insurance
Indigo has secured $50 million in Series B funding to advance its AI-based medical malpractice insurance platform, aiming to automate underwriting and enhance distribution. Read more
Allvue Systems and BC Partners Launch AI Document IQ
Allvue Systems has partnered with BC Partners to introduce Allvue Document IQ, an AI-driven document extraction tool designed to streamline private credit operations by automating data extraction. Read more
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