Financial Services & Fintech

eMudhra Launched Trust Infrastructure to Secure the Emerging AI Economy

eMudhra announced the launch of its Agentic AI Security Platform, a trust infrastructure designed to secure autonomous AI systems by providing verifiable identity, authentication, and governance controls for AI agents operating across enterprise and public digital environments. The platform addresses a growing challenge as organizations deploy AI agents capable of making decisions, executing tran

Guardian and Avantos Formed Strategic Partnership to Accelerate AI Transformation in Wealth Management

The Guardian Life Insurance Company of America® (Guardian) announced a strategic partnership with Avantos, an AI-native operating system built to modernize how financial institutions onboard and service clients. With Avantos' platform, Guardian's financial advisors will soon be able to leverage next-generation technology to deepen client relationships and better support their holistic fi

DataJoint Introduced an Agentic AI Control Layer to Bring Reproducibility and Governance to Scientific AI

DataJoint announced the launch of DataJoint Agentic AI, a governed execution layer for scientific workflows that enables semi-autonomous AI operation on rigorously structured, provenance-rich data. As pharmaceutical and academic institutions accelerate investment in generative and agentic AI to further innovation, many are confronting a critical constraint: AI systems trained on fragmented, under

AssetView Introduced a Privacy-First Investment Dashboard Featuring Advisor-Grade Analytics

AssetView, a privacy-first financial technology company, announced the launch of its personal investment dashboard for individual investors. The platform provides a unified view of investment data across financial relationships and asset classes, applying comprehensive analytics to deliver actionable insights into specific holdings and an investor's overall portfolio. AssetView trac

Global Financial AI Introduced AI-Powered Platform to Automate Strategy Design and Multi-Asset Execution

Global Financial AI, LLC announced the launch of Financial AI®, a platform for strategy modeling and execution designed to support traders, asset managers, financial advisors and institutional investors across multiple asset classes. Financial AI® enables users to design, test, and refine trading and investment strategies using natural language prompts. The platform generates perform

Ambition Introduced Coaching Intelligence to Strengthen AI-Driven Revenue Execution

Ambition announced a significant enhancement to its AI Assistant with the introduction of Coaching Intelligence, bringing coaching data directly into the AI experience. The update gives revenue leaders and their frontline counterparts a deeper understanding and recommended coaching activities, helping them focus their efforts and drive peak seller performance. Without clear visibility into coachin

Obol and DualEntry Formed Strategic Alliance to Modernize Accounting With AI-Driven Cash Flow Intelligence

Obol, the AI-driven cash flow management platform for modern businesses, announced a strategic partnership with DualEntry, the AI-native ERP platform. This partnership enables business owners and finance teams to combine DualEntry's intelligent accounting automation with Obol's real-time cash flow management capabilities, delivering a unified AI-first experience for businesses managing comple

Stratosphere Introduced SIA to Bring AI-Powered Assistance to Insurance Agencies

Stratosphere, a leading digital marketing company specializing exclusively in insurance agencies, proudly announced the official launch of SIA (Smart Insurance Assistant), an AI-powered chatbot designed to help insurance agencies modernize client engagement, automate lead capture, and increase website conversion rates.Built specifically for independent insurance agenc

Hidden Brains Introduced AI-First Product Engineering Framework for High-Growth SaaS Companies

For years, the SaaS industry has operated on a "build now, pay later" model, but the bill for technical debt is finally coming due. As companies push for faster release cycles, their underlying legacy systems are becoming too heavy to move. Today, Hidden Brains, a leading AI software development company, announced a new ‘AI-First Product Engineering Framework’ designed to stop thi

ElevenLabs Advanced Responsible AI Deployment With Novel Insurance for AI Agents

ElevenLabs, the leading AI audio research and product company, has rolled-out a first-of-its-kind AI insurance policy - becoming the first company to go live with the AIUC-1-backed insurance policy covering AI voice agents. ElevenAgents powers over three million voice agents deployed by enterprises worldwide for customer support, sales, scheduling, and other business-critical workflows. Elev

LedgerLink Introduced Agent2Agent AI Solutions to Modernize Regional and Community Banking

LedgerLink is pleased to announce expanded platform support for AI agent (A2A) banking, enabling regional and community banks to serve AI agents and AI-led organizations building on blockchain networks. Banks are the missing gateway between Web3 and broad commercial adoption. LedgerLink enables banks to provide compliant access to blockchain networks, including secure custody, identity, and regul

FlashLabs Debuted SuperAgent, an AI Agent Designed to Manage Revenue Operations Around the Clock

FlashLabs announced the launch of FlashLabs SuperAgent, a hosted, enterprise-secure 24/7 AI Revenue Worker designed to execute revenue operations continuously across sales, marketing, and business operations. SuperAgent moves beyond conversational AI. It executes real work—autonomously, securely, and at scale. AI That Actually Executes FlashLabs SuperAgent is built to

Symmetry Systems Expanded Data Security Capabilities With AI-Powered Classification Enhancements

Symmetry Systems, the Data+AI security company, unveiled its AI-Powered Classification taxonomy that fundamentally transforms how organizations classify and secure sensitive data, as well as new capabilities for large enterprises to "Bring Your Own AI". A Unified Taxonomy for Modern Data+AI Security The comprehensive taxonomy and Symmetry DataGuard itself supports classification and c

RSM Advanced Digital Tax Infrastructure Through Expanded Licensing of PartnerSight®

RSM US LLP ("RSM") – the leading provider of assurance, tax and consulting services for the middle market – announced expanded direct licensing of its PartnerSight® platform, giving financial institutions, private equity and family offices access to a cloud-native tax allocation platform developed, refined through years of complex client work. The platform reflects nea

Standard Metrics Introduced Portfolio-Level AI Analyst to Enhance Private Market Oversight

Standard Metrics announced the launch of its AI Analyst, an agent that can access and analyze data across the Standard Metrics application to streamline portfolio analysis for venture capital and private equity firms. The AI Analyst enables investors to use natural language questions when conducting analysis across their entire portfolio and receive clear, actionable answers in seconds. Ear

Verito Partnered With Filed to Launch AI-Powered Tax Automation on Best-in-Class Cloud Infrastructure

Verito, the top-rated cloud hosting and managed IT provider for accounting firms, announced a strategic partnership with Filed, the AI-powered tax automation platform selected for the 2025 AICPA/CPA.com Startup Accelerator. The partnership combines Filed's AI automation, which cuts tax prep time by 40–80%, with Verito's #1-ranked hosting infrastructure, creating what the companies call

Winston Pierce Invest Introduced Adaptive AI to Power Cross-Market and Crypto Arbitrage Strategies

Winston Pierce Invest has announced the launch of a new suite of trading strategies that incorporate artificial intelligence (AI) to enhance decision-making across a range of asset classes. Designed for institutional and experienced investors, these strategies integrate deep learning models with high-frequency trading algorithms to process live market data, identify subtle patterns, and execu

NEXA Lending Rolled Out AI-Driven Chat and Social Engagement to Transform Loan Production

NEXA Lending, the nation's fastest-growing mortgage brokerage, announced the rollout of Chat and Social AI, the next major evolution of its Agenetic AI platform, a fully integrated, large-language-model system built exclusively for mortgage professionals. Unlike traditional chatbots, static CRMs, or bolt-on tech tools, NEXA's agenetic AI is designed to learn, adapt, and evolve in r

XTEL Expanded Its AI Portfolio With Microsoft-Powered Trade Promotion and Revenue Management Solutions

XTEL, a global leader in AI-first revenue management enterprise solutions, announced enhanced Assortment AI functionality within its Trade Promotion Optimization (TPO) solution, one of the industry's most comprehensive set of actionable revenue, margin, and growth analytics. XTEL's specialized consumer packaged goods (CPG) intelligence, combined with Microsoft's enterprise cloud, data, and AI plat

Aidentified Launched Starter Plan to Broaden Adoption of AI-Based Relationship Intelligence

Aidentified, Inc., the leading Wealth Networking Intelligence™ platform, announced the launch of its new Starter Plan, expanding access to AI-powered relationship intelligence with greater flexibility and cost control for financial professionals. The Starter Plan replaces Aidentified's former Professional option and is available immediately. It delivers the same core capabilities as the Pre

Channel99 Launched AI-Powered Paid Search Optimization to Improve B2B Campaign Performance

Channel99, the AI-powered B2B marketing performance platform, announced the launch of Paid Search Optimization, a new capability designed to help B2B marketers dramatically improve the financial efficiency and accountability of their paid search investments. Paid Search is often the single largest line item in the B2B marketing budget (~40% of budget), yet optimization is still driven by surface-

Oversight Reduced Reconciliation Burden Through AI-Powered Automation

Oversight, the global leader in AI-powered spend monitoring and financial audit technology, announced the launch of its groundbreaking Vendor Statement Reconciliation solution as its latest extension to enable Financial Risk Intelligence (FRI). Delivered through Oversight's next-generation AI platform, which continuously monitors 100% of enterprise spend transactions across payables, expenses, and