Tag: Financial Wellness

BrightPlan, an AI-powered financial wellness platform built for global enterprises, has marked its 10th anniversary with the announcement of the first closing of its...

MeridianLink, a provider of software platforms for financial institutions and consumer reporting agencies, has acquired Credit Mountain, an AI-native financial wellness platform designed to...

Key US FinTech investment stats in H1 2026: US FinTech deal activity grew 25% YoY Californian companies retained their top spot in the US...

Alkami Technology, a digital sales and service platform provider for financial institutions in the US, has partnered with Strata Credit Union, a full-service community...

Oportun, a Nasdaq-listed financial services company, has launched Smart Bills, an AI-powered feature within its Set & Save platform designed to help users prepare...

Key Canadian FinTech investment stats in Q2 2026: Canadian FinTech deal activity reduced 18% YoY Trend analysis showed a projected 46% fall in funding...

Marine Federal Credit Union (Marine FCU), a credit union serving over 85,000 members across the southeastern United States, has announced a partnership with InvestiFi,...

Key Global WealthTech investment stats in Q1 2026: Global WealthTech deal activity rose 46% YoY If investment pace continues deal activity is set to...

Kashable, a mission-driven FinTech platform offering employer-sponsored financial wellness services, has closed a $60m Series C funding round. The round was led by Sustainable Investing...

BrightPlan, an AI-powered financial well-being platform for global enterprises, has secured a new investment from Riverside Acceleration Capital (RAC), with participation from existing investors,...