Addepar Launches Addison AI for Smarter Investment Workflows
New AI capabilities further embed more secure, transparent intelligence within the platform investment professionals rely on every day
New AI capabilities further embed more secure, transparent intelligence within the platform investment professionals rely on every day
MEXC, the fastest-growing global cryptocurrency exchange redefining a user-first approach to digital assets through true zero-fee trading, today announced the full deployment of its AI trading suite six integrated tools that support the complete crypto investment workflow, from real-time market monitoring through to trade execution and portfolio management. The suite has served 1.57 million users recording approximately 100,000 daily interactions, and over 8.4 million intelligent responses in 2025. The six tools are designed to operate...
Nadish Lad of Volante Technologies explains why hybrid cloud is becoming banking’s foundation for innovation, resilience and regulatory control.
New capabilities make investor-facing materials easier to find; harder to misinterpret; and more likely to be cited across ChatGPT, Gemini, Perplexity and other GenAI tools
New capability enables institutions to offer personal loans under their brand, powered by Happy Money’s multichannel marketing engine and end-to-end lending platform
Industry veteran Tim Sadler appointed as Chief Revenue Officer
Advancing innovation, strengthening partnerships, and powering growth for credit unions nationwide.
iAltA Holdings, the WestCap-backed private markets infrastructure company, today announced that it has acquired Delio, the leading provider of white-label operating systems for private markets distribution and reporting. Delio provides the operating systems and investment structures that enable asset managers, wealth firms and other distributors to digitize, distribute, and report on private market products. Its Delio Core OS leverages configurable, low-code tools and modules to commoditize the technologies and workflows needed to deliver a market-leading digital client...
Industry veteran to lead wholesale business and drive broker growth for national California-based lender
West Coast Community Bank (WCCB), a $2.9 billion community bank headquartered in Santa Cruz, Calif., has signed a 10-year lease at 10 Almaden Boulevard, Suite 150 in Ten Almaden, a premier Class A office tower located in the heart of downtown San Jose, Calif. The ground-floor suite will be the site of a full-service banking branch opening July 1. The Downtown San Jose branch will be the Bank’s flagship location in Santa Clara County, demonstrating...