Tag: AI

The rise of artificial intelligence has transformed the financial industry. As it continues to move ahead, this is leading the technology to redefine the...

Artificial intelligence is no longer limited to automating simple, repetitive compliance and risk tasks. Across financial services, firms are increasingly using AI to conduct...

Brookwood Investment Group, a Phoenix-based registered investment advisor, has partnered with Amplify Technology, LLC, an AI-native WealthTech platform built on a data lake architecture,...

Vanguard is set to acquire Altruist, an AI-enabled WealthTech and custody platform for financial advisors, as the investment giant looks to expand access to...

WealthReach, an AI-powered organic growth platform built for registered investment advisors (RIAs) and wealth management firms, has partnered with VastAdvisor, a governed AI organic...

Flanks, the WealthTech firm providing a unified data layer for wealth managers, has partnered with Perplexity to bring regulated, multi-bank portfolio data into the...

Neno, the Dutch FinTech building an AI-native workspace to automate accounting for small and medium-sized enterprises, has raised €6.6m in seed funding to expand...

Standard Metrics, the AI-driven portfolio management platform built for venture capital and private equity firms, has closed $20m in Series B funding as it...

FGV Capital, A US-based venture capital firm, has closed its second investment fund at $35m, exceeding its original $25m target as it prepares to...

Zeidler Group, the technology-driven law firm and regulatory compliance services provider, has unveiled AI Questionnaire Review, a new intelligent review tool built into its...