Regulators, tax leaders and industry practitioners gathered in New York on 4 February for the 2026 Investment Management Tax Reporting and Withholding Conference, where digital asset reporting, FATCA/CRS enforcement and treaty developments dominated the agenda. Sponsored by Comply Exchange, the event highlighted how regulatory expectations are hardening globally and why tax operations teams must rethink systems, governance and controls. One of...

For many MGAs, CE compliance feels like a box already ticked. Courses are assigned, certificates are logged and spreadsheets show producers as “complete”. On the surface, everything looks in order. The real risk, however, is not what agencies are tracking — it is what they are missing. According to insights shared by ProducerFlow, some of the most disruptive compliance failures...

Vestwell, the US-based infrastructure platform powering the modern savings economy, has raised $385m in a Series E funding round. The Series E round, led by Blue Owl Capital and Sixth Street Growth, also saw participation from new and existing investors including Neuberger Berman, SLW, Morgan Stanley, Franklin Templeton, TIAA Ventures and HarbourVest. JPMorgan acted as placement agent and structuring agent...

Monark Markets, a New York-based FinTech building infrastructure that connects brokerage firms and wealth platforms to private markets, has raised $8.1m in a strategic funding round to accelerate the expansion of its embedded investment rails. The round was led by F-Prime, with participation from The Treasury, Commerce Ventures, Grit Capital Partners and BBAE Holdings. The fresh capital will be used to...

Venice, an adaptive privileged access platform formerly known as Valkyrie, has launched with $33m in total funding, including a $25m Series A, to modernise enterprise privileged access management for the AI era. The Series A round was led by IVP, with backing from Index Ventures, Vine Ventures, Holly Ventures and angel investors. Venice’s platform removes standing access by default, uncovering and...

Sixfold, an InsurTech company focused on artificial intelligence-driven underwriting, has announced the appointment of Tony Rosa as its new chief data & analytics officer, a move designed to accelerate the scaling of its AI underwriting brain and deepen portfolio-level intelligence for insurers. Founded to modernise insurance underwriting through advanced data science and machine learning, Sixfold provides insurers with AI-powered tools...

CUBE, a global provider of Automated Regulatory Intelligence (ARI) and RCM solutions, has acquired 4CRisk.ai, a RegTech specialising in agentic AI-powered compliance and risk mapping automation. The acquisition is designed to enhance CUBE’s end-to-end compliance and risk capabilities by integrating 4CRisk’s AI-driven policy and procedure mapping technology into its platform. While the financial terms of the deal were not disclosed, the...

Payra, a  FinTech specialising in accounts receivable automation for construction and industrial suppliers, has secured fresh funding of $15m.  The company focuses on helping firms upgrade their receivables operations without replacing the enterprise resource planning (ERP) systems that sit at the centre of their finance functions. The company has raised $15m in a growth investment from Edison Partners. The capital injection...

Wayflyer, a FinTech specialising in working capital solutions for fast-growing small businesses, has secured fresh institutional backing of $250m. The company has agreed a $250m, two-year credit facility with ATLAS SP Partners, the warehouse finance and securitised products business majority owned by Apollo funds. The deal is designed to increase Wayflyer’s lending firepower at a time when demand for flexible, non-dilutive...

Cogent Security, a cybersecurity company building autonomous AI agents for enterprise vulnerability remediation, has raised new capital totalling $42m. The company has secured $42m in a Series A round led by Bain Capital Ventures, with participation from existing investor Greylock Partners and Definition. Founders and executives from OpenAI, Abnormal Security, and Datadog also invested personally. The latest funding brings...