Institutional Investment & Trading

WealthAi launches AI platform for independent advisers

WealthAi launches AI platform for independent advisers

WealthAi, the AI operating system for wealth management, has expanded its platform with the launch of WealthAi for Advisors, a new offering aimed at...
nCino boosts buyback as AI banking strategy gains ground

nCino boosts buyback as AI banking strategy gains ground

nCino has reported an 8% year-on-year increase in total revenue for the second quarter of fiscal 2027, while expanding its share repurchase programme by...
BitGo acquires NYDIG's institutional trading arm

BitGo acquires NYDIG’s institutional trading arm

BitGo, the digital asset infrastructure company offering custody, trading, staking, financing and settlement services from regulated cold storage, has entered into a definitive agreement...
Itoflow bags $2.5m to bring AI to portfolio management

Itoflow bags $2.5m to bring AI to portfolio management

Itoflow, the London-based AI platform helping professional investment teams scale portfolio research and management, has secured $2.5m in pre-seed funding. The round was led by...
Xceptor expands SaaS to Switzerland and Japan

Xceptor expands SaaS to Switzerland and Japan

Xceptor, a specialist in data automation technology for capital markets firms, has extended its software-as-a-service offering into Switzerland and Japan. The expansion brings sovereign-grade SaaS...
TradePMR adds scenario-based portfolio tools through Artha

Robinhood’s TradePMR adds Artha portfolio tool

TradePMR by Robinhood, a provider of custody and technology for growth-focused registered investment advisers, has integrated with WealthTech platform Artha to bring AI-driven portfolio...
FINNY launches pay-as-you-grow pricing for advisors

FINNY launches pay-as-you-grow pricing for advisors

FINNY, the AI-driven growth engine for financial advisors, has unveiled a new outcome-based fee structure named Pay-as-You-Grow, tying its charges directly to the growth...
Vestmark to power Vanguard's custom model portfolios

Vestmark to power Vanguard’s custom model portfolios

Vestmark, a leading provider of wealth management technology and services, has been named by Vanguard to support Vanguard Custom Model Portfolios, a new offering...
BlackRock launches tokenised money market fund shares

BlackRock launches tokenised money market fund shares

BlackRock, the one of world's largest asset manager, has introduced tokenised share classes for a selection of its European Institutional Cash Series (ICS) money...
Tomorrow widens investment access with lemon.markets

Tomorrow widens investment access with lemon.markets

Tomorrow, a Berlin-based provider of sustainable digital banking, and lemon.markets, a Brokerage-as-a-Service platform, have moved their partnership into a new phase, widening access to...

News Stories

Strong week for FinTech sees over $850m raised across deals

There was $858m raised in total by FinTech firms this week, as the sector continues to grow healthily going into the final stretch of 2026.  Total...
Why most DDQ answers never need a second look

Zeidler bets AI can cut DDQ review time

Due diligence questionnaires exist to help firms assess the risks tied to counterparties, service providers and other third parties. But completing one is only...
Private credit's growth exposes a data trust gap

Private credit’s growth exposes a data trust gap

Scaling private credit requires more than capital. It requires trusted data, according to LSEG Data & Analytics, which argues that as allocations to the...
Zinnia's Zahara gains whole life product capability

Zinnia’s Zahara gains whole life product capability

Zinnia, a life insurance and annuity technology provider, has expanded its Zahara policy administration platform with a new whole life chassis, giving insurance carriers...
AI

Can financial services overcome the barriers to AI adoption?

AI has become one of the biggest investment priorities in financial services, but enthusiasm for the technology has not necessarily translated into effective adoption. Many...

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