After 16 years at a legacy firm, Jason Oestreicher launches independent firm backed by Osaic’s tech-forward platform
Financial institutions can now provide Greenlight’s innovative money management tools and financial education offerings to account holders through Q2’s Digital Banking Platform
Highlights: With the award-winning SimCorp One platform, which includes SimCorp Managed Business Services and the Axioma analytics suite, AXA will benefit from more efficient and interconnected processes. SimCorp chosen for deep industry expertise and integrated capabilities across the full investment lifecycle for public and private market asset classes. SimCorp, a leading global financial technology company, today announced that AXA will implement the award-winning SimCorp One platform alongside SimCorp Managed Business Services to improve portfolio monitoring and strengthen financial risks...
Eton Solutions Raises $58M to Expand AI Wealth Platform
July 25, 20258 min
Navis Capital Partners Leads Round to Accelerate AI innovation and Global Expansion of Solution That 800 Families Use to Manage More Than $1 Trillion in Assets
Ryt Bank Picks Provenir for AI-Powered Risk Decisioning
July 25, 20255 min
Provenir’s AI Decisioning Platform will support real-time credit risk assessment, personalized consumer loan approvals and automated compliance checks
GReminders Launches AI “Do Anything” Assistant for Advisors
July 24, 20256 min
Enhancements include pre-meeting briefs, instant post-meeting CRM updates and fully automated email drafts
Between no-cost Essentials and premium Overwatch, institutions trust Delfi with over $1.7T in assets
PNC Bank and Coinbase Partner to Expand Digital Asset Services
July 23, 20253 min
PNC Bank today announced a strategic partnership with Coinbase aimed at expanding access to trusted, secure, and innovative digital asset solutions to PNC’s banking clients and institutional investors. PNC will also provide select banking services to Coinbase, reflecting both companies’ commitment to a more resilient digital financial system. This partnership brings together PNC’s legacy of client service and innovation with the institutional-grade infrastructure of Coinbase’s Crypto-as-a-Service (Caas) platform to power secure, scalable crypto access for PNC’s clients. PNC and Coinbase will work together to...
Airwallex Named Company of Good for Social Impact in Singapore
July 21, 20257 min
Airwallex, a leading global financial platform for modern businesses, has been recognised as a Company of Good (COG) by the National Volunteer & Philanthropy Centre (NVPC) for its meaningful and growing contributions to corporate purpose and community impact in Singapore. This national recognition affirms Airwallex’s ongoing commitment to building a more inclusive and sustainable future through purposeful business practices, in line with the Forward Singapore movement and COG’s five pillars: People, Society, Governance, Environment, and...
Provenir Named Strong Performer in 2025 AI Platforms Report
July 18, 20254 min
Per the report, “Provenir best fits customers who want an all-in-one decisioning solution that includes credit risk, fraud and identity management, collections, and customer management.”