Vestmark and T. Rowe Price launch Custom Premier for RIAs
Vestmark, a provider of wealth management technology and services, has partnered with T. Rowe Price, a global investment management firm, to launch Custom Premier, a new personalised model portfolio solution designed for registered investment advisors (RIAs) seeking tax-efficient investment implementation at scale. The key focus of the launch is the combination of Vestmark’s tax-aware portfolio implementation capabilities with T. Rowe...
Revolut offers Gen Z premium perks worth over £400 a year
Revolut, the global FinTech, has unveiled a new premium subscription bundle for users aged 13 and over on its Revolut Kids & Teens platform, aimed at strengthening wellbeing, learning and financial independence while delivering more than £400 in annual value at no extra cost. The initiative provides eligible Revolut Kids & Teens users with complimentary access to a curated selection...
risk
Financial planners and investment advisers sit at the heart of long-term wealth decisions, often balancing close client relationships with product distribution and portfolio construction. While the sector is generally viewed as lower risk than wholesale banking, it remains vulnerable to financial crime because criminals can exploit legitimate-looking investments to disguise the origins of illicit funds, claims Arctic Intelligence. The money laundering...
OneDosh raises $3m pre-seed to build stablecoin payments
OneDosh, a FinTech startup focused on borderless payments, has raised $3m in pre-seed funding, according to a report from TechAfrica News.  The funding represents an early milestone for the company as it targets long-standing inefficiencies in cross-border payments. OneDosh’s platform enables instant cross-border transfers with stablecoins or cash, helping users avoid the delays and high costs typically associated with bank-based international...
SurgePays prices $2.5m public offering to support growth
SurgePays, a wireless and FinTech point of sale company focused on connecting subprime and underserved consumers to essential mobile and financial services, has announced the pricing of its previously disclosed underwritten public offering, raising gross proceeds of approximately $2.5m. The company confirmed that the offering consists of 2,000,000 shares of common stock, priced at $1.25 per share. Before deducting underwriting...
Leo RegTech
As regulatory expectations grow in breadth and complexity, firms face increasing pressure to manage compliance in a more structured and efficient way. For Jerome Lussan, founder of Leo RegTech, this challenge has long been evident. Drawing on his background in regulatory law and consultancy, he set out to build a platform that would unify fragmented workflows, remove manual burden...
CARF
The global push for tax transparency has moved far beyond its early experimental phase, yet the industry’s behaviour has not always kept pace. The regimes created under FATCA and CRS have matured into frameworks where tax authorities expect complete accuracy, strong governance, and consistent oversight. According to Scott Nice of Label, the period of leniency enjoyed by firms as...
Asymmetric
Asymmetric Security, a cybersecurity startup specialising in digital forensics and incident response, has emerged from stealth following a successful pre-seed raise. The company secured $4.2m in an oversubscribed funding round led by Susa Ventures, with participation from Halcyon Ventures, Overlook Ventures and a group of angel investors. Founded in 2025, Asymmetric Security focuses on applying AI-driven automation to digital forensics and...
CyberNut
CyberNut, the AI-enabled cybersecurity training platform focused on K-12 schools, has secured a strategic minority growth investment as it looks to expand its footprint across the education sector. The company, which provides human-centred cyber risk management tools tailored for school environments, said the backing marks an important step in strengthening its mission to help districts defend against increasingly sophisticated digital...
Jamie Dimon’s much-circulated remark in October 2025 comparing fraud to cockroaches resurfaced at a moment when several trade finance failures made headlines. His comment drew attention to an underappreciated corner of the financial system: supply-chain financing, particularly factoring. According to Resistant AI, despite its reputation as a niche activity, factoring supports the flow of goods behind almost everything consumers purchase,...

News Stories

Palm

Palm’s Pulse brings conversational AI to treasury

Palm, an AI intelligence layer that sits on top of existing treasury management systems and ERPs, has launched Pulse, a conversational interface designed to...

How currency overlay is reshaping portfolio management in 2025

A new era of currency volatility has taken hold following years of subdued interest rates and limited exchange rate movement. In the US, Federal...
compliance

RegTech tools reshaping compliance and regulatory change

For businesses operating in heavily regulated sectors — whether payments, financial services, or gambling — keeping pace with regulatory change is one of the...
Theta Lake

Closing the gap: Theta Lake’s reconciliation tools

Regulatory compliance in financial services is built on a single, non-negotiable principle: the completeness and accuracy of records. Across global markets, a dense patchwork...
Azos, a Brazilian InsurTech focused on individual life insurance, has raised $25m in a Series C round to expand in a market still dominated by Bradesco and Prudential.

Brazilian InsurTech Azos secures $25m Series C

Azos, a Brazilian InsurTech focused on individual life insurance, has raised $25m in a Series C round to expand in a market still dominated...

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