Was 2025 a Good Year for the WealthTech Sector?
FinTech Global interviewed Kidbrooke’s head of business development, Zaliia Gindullina, to assess 2025’s performance in WealthTech. While the sector saw a noticeable dip in funding rounds and total capital raised, established players continued to expand. Providers shifted from experimental pilots to building scalable platforms, emphasizing analytics, data quality and automation. Notably, artificial intelligence did not rank among the year’s three defining trends.
How Virtuoso Partners Scales Document Automation with M-Files
Virtuoso Partners, a UK‑based intelligent‑automation firm, has leveraged its partnership with M‑Files since 2021 to modernise document‑heavy processes through metadata‑driven management and workflow automation. By combining M‑Files’ contextual content handling with its own AI, RPA and intelligent‑document‑processing expertise, Virtuoso delivers...
Napier AI Powers MV Shield for Building Societies
Napier AI and Mutual Vision have launched MV Shield, a purpose‑built AML and financial‑crime compliance platform for UK and Canadian building societies and credit unions. The solution is offered as Compliance‑as‑a‑Service, pairing Napier AI’s technology with Mutual Vision’s sector expertise....
New LSEG Data Reveals Ownership Behind One-Third of Sanctions Exposure
London Stock Exchange Group’s Risk Intelligence unit has launched the Sanctioned Securities Data File, an instrument‑level dataset that links sanctions designations to specific securities. Initial analysis shows about one‑third of sanctions exposure stems from ownership or control relationships, even when...
Karavel Raises £1.25m Pre-Seed to Modernise AI-Driven Compliance
Karavel announced a £1.25 million pre‑seed round led by Fuel Ventures to accelerate its AI‑driven compliance platform across the UK and Europe. The solution bundles marketing ad reviews, real‑time horizon scanning, regulatory gap analysis and actionable guidance in one interface. By...
Pagaya Launches $350m Revolving Personal Loan ABS Deal
Pagaya Technologies closed a $350 million revolving asset‑backed securitisation, PAID 2025‑REV1, backed by consumer loans originated on its AI‑driven network. The deal features a 24‑month revolving period that can double funding capacity to $700 million as loans are repaid. Structured with 26North Partners,...
How CCOs Can Manage AI Notetaker Risks Safely
Financial services firms are rapidly adopting AI note‑taker tools to streamline meeting documentation, but the technology creates a new class of records that can capture material non‑public information before compliance review. Unvetted AI‑generated summaries risk breaching information barriers, misrepresenting nuanced...
How to Scale Insurance Compliance without Errors
Insurance agencies and MGAs hit a compliance breaking point around 50 producers, where small errors can halt half the team’s ability to write business. As firms scale from 15 to 200 producers, data points multiply from dozens to thousands across...
Major Firms Leave Critical Cyber Risks Unpatched for Months
A KYND study of over 2,000 firms, including FTSE 350 and S&P 500 members, found that 11% were exposed to vulnerabilities actively exploited by attackers. Of those, 88% remained unpatched for six months or longer, highlighting chronic remediation delays. Remote...
Digital Fraud Prevention: 8 Steps to Protect Your Identity
Digital fraud losses surged to $12.5 billion in 2024, a 25% rise from the prior year, as criminals leverage AI, automation, and social engineering. The article outlines eight practical steps—from slowing down on suspicious messages to deploying multi‑factor authentication and secure...
Inter Miami CF Names ERGO NEXT Insurance as Main Partner
Inter Miami CF announced a multi‑year deal naming ERGO NEXT Insurance as its Main Partner, Training Apparel Partner, and Official Insurance Partner for the 2026 season. The insurer’s logo will feature on the first‑team training kit, second‑team apparel, and signage...
Akur8 Brings Takayuki Saito on Board to Transform Insurance Pricing
Akur8 has appointed Takayuki Saito as senior advisor to accelerate its Japanese expansion and guide insurers toward transparent, machine‑learning‑based pricing. Saito brings deep actuarial experience from Rakuten, AXA, EY and Deloitte to help local carriers improve profitability. The move targets...
More than Two-Thirds of Investment Managers Now Use AI in Front Office
SimCorp’s 2026 InvestOps Report shows 70% of buy‑side firms now deploy AI in front‑office functions, up sharply from roughly 10% a year earlier. The survey of 200 senior asset‑manager executives indicates AI has moved from pilot projects to business‑critical tools....
Ecommpay and NORBr Partner to Enable Seamless Global Payments
Ecommpay has teamed up with infrastructure‑as‑a‑service provider NORBr to embed its full‑stack acquiring and orchestration platform into NORBr’s ecosystem. The joint solution gives merchants, PayFacs, ISVs and ISOs instant access to more than 100 local and international alternative payment methods,...
Revolut Pay Targets Agentic Commerce with AP2 Integration
Revolut Pay announced integration with Google’s Agent Payments Protocol (AP2), making it one of the first EU payment methods compatible with the open, agent‑led commerce framework. The partnership enables one‑tap, account‑to‑account transactions within AI‑driven shopping experiences across the UK and...
Gen Z Prioritise Everyday Perks over Interest Rates when Choosing Banks
Pay.UK’s latest research shows UK Gen Z customers judge banks more by everyday rewards and digital convenience than by traditional interest rates. Seventy‑two percent of respondents aged 16‑28 prefer perks such as free coffee, food discounts and cashback, while 66...
Financial Advisor Compliance: Policies, Tech and Audits
Financial advisor compliance has shifted from a back‑office checklist to a strategic imperative as regulations tighten and client expectations rise. Core requirements now include adherence to the SECURE Act, Regulation Best Interest, and Form CRS, demanding precise documentation, conflict management,...
TechAssure Strengthens Brazil Presence Through Vitae Group
TechAssure, an international insurance broker network, has incorporated the São Paulo brokerage team of Brazil’s Vitae Group. The addition brings on‑the‑ground insight into Brazil’s rapidly evolving, innovation‑driven risk landscape. TechAssure now operates over 37 broker teams in 20 countries, strengthening...
HawkSoft Partners with AgencyFocus to Boost Financial Clarity for Agencies
HawkSoft, a leading agency management system provider, has teamed up with financial advisory firm AgencyFocus to deliver enhanced financial visibility for independent insurance agencies. The collaboration will embed AgencyFocus’s valuation, growth‑planning and acquisition expertise into HawkSoft’s platform, launching a suite...
Credura Launches AI-Based Insurance Adviser for Private Customers
Credura, a FINMA‑licensed Swiss InsurTech, has launched the first AI‑driven insurance adviser for private customers after a successful pilot. The platform consolidates policies from 17 insurers, continuously monitors market changes, and provides proactive optimisation recommendations. Users access an interactive dashboard...
Lloyd’s Names PwC Veteran Jim Bichard as New CFO
Lloyd's announced Jim Bichard, a PwC veteran, will become chief financial officer in April 2026. He will join the executive team, report to CEO Patrick Tiernan, and sit on the Council of Lloyd's. Bichard brings 30 years of insurance‑focused finance,...
Why FinCrime Detection Is Delayed and How to Fix It
FinCrime detection latency occurs when the signal arrives late or lacks context, not because analysts are slow. Opoint outlines four timestamps—event, first public mention, internal awareness, and decision—to expose where delays happen. Early‑stage OSINT, especially from non‑English sources, can close...
Mid Minnesota Federal Credit Union Partners with InvestiFi on Digital Investing
Mid Minnesota Federal Credit Union has teamed with InvestiFi to embed a full‑stack InvestTech platform into its online banking suite. The integration will let roughly 60,000 members trade more than 6,500 stocks and ETFs, plus over 25 digital assets, directly...
TS Imagine Data Shows Rapid Acceleration in Fixed Income E-Trading
TS Imagine’s TradeSmart platform reported a 44% year‑over‑year rise in fixed‑income trading activity for 2025, led by a 76% jump in government‑bond volumes. Portfolio‑trading transactions exploded 607%, while RFQ responses grew 109% and Click‑to‑Trade usage increased 81%, signalling deeper buy‑side...
Flanks and finReg360 Launch EDX to Standardise Financial Data Exchange
Flanks and finReg360 have unveiled EDX, Europe’s first standardized financial data exchange protocol, designed to securely transmit comprehensive position data among custodian banks, wealth managers and advisory firms. The platform tackles Europe’s fragmented data infrastructure by replacing manual reconciliation with...
How CIOS Is Reshaping Digital Wealth Advice in 2026
Fincite’s CIOS platform has introduced over 70 new features in 2026, targeting the core pain points of wealth‑management advisers. The Strategic Asset Allocation tool uses algorithms to auto‑optimise client portfolios and visualise changes instantly. An ad‑hoc instrument creation module lets...
Oxbow Partners Launches New York Office for US Expansion
Oxbow Partners, a specialist insurance strategy consultancy, has opened its first North American office in New York, marking a strategic US expansion. The new location will deliver corporate advisory services such as commercial due diligence, post‑acquisition strategy, and integration support....
Why Vixio Has Become Essential for Managing Rapid Regulatory Change
Vixio, a RegTech platform launched in 2006, now serves financial services, gambling and payments firms by automating regulatory change management with AI‑enhanced technology and human expertise. It monitors 200+ jurisdictions, 1,400 authorities and over four million data points, offering tools...
Vinted Pay Teams up with AMLYZE for Compliant Expansion
Vinted Pay, the payments arm of Europe’s leading second‑hand marketplace, has partnered with AMLYZE to embed advanced AML/CFT compliance technology as it rolls out across new markets. AMLYZE will provide real‑time transaction monitoring and customer risk assessment tools, leveraging its...
Nevado AI Introduces Autonomous Platform for Financial Services
Nevado AI has launched an autonomous, agent‑orchestrated platform tailored for financial services and insurers, aiming to replace cumbersome legacy systems. The solution bundles compliance, human oversight, and deep industry context into a unified AI‑native environment. By automating workflow orchestration and...
Replacing Manual KYC with Automated Verification
Manual know‑your‑customer (KYC) processes are creating onboarding friction, compliance exposure, and higher operational risk for regulated financial firms. Recent enforcement actions, such as FinCEN’s $3.5 million penalty against Paxful, highlight the cost of scaling human‑led checks. KYC automation—leveraging digital identity capture,...
Sedgwick Launches Global Specialty Platform for Complex Claims
Sedgwick has unveiled its Global Specialty platform, a dedicated solution for managing the world’s largest and most technically complex insurance losses. The service is anchored in London and will operate through regional hubs across Asia, the Middle East, and the...
Frankenmuth Taps Duck Creek to Modernise Distribution
Frankenmuth Insurance has selected Duck Creek Technologies to replace its legacy agency management system with the Duck Creek OnDemand Distribution Management SaaS platform. The new solution, now live, supports commercial, home, auto and life lines across more than 800 independent...
Explainable AI and the Future of Financial Crime Prevention
Financial institutions are rapidly adopting AI to fight money‑laundering and sanctions breaches, and explainability has shifted from a technical afterthought to a strategic imperative. SymphonyAI’s new guide outlines how transparent, accountable AI models provide regulators with defensible decisions and give...
Unitary Expands UK Broker Automation Through BIBA Partnership
Unitary has joined the British Insurance Brokers’ Association (BIBA) as an associate member, extending its automation platform to the UK broker market. The company leverages its Virtual Agents for Insurance, which previously cut costs by 50% and lifted customer satisfaction...
GrowthPal Raises $2.6m to Accelerate AI-Led M&A Deal Sourcing
GrowthPal announced a $2.6 million funding round led by Ideaspring Capital to fast‑track its AI‑driven M&A sourcing platform and broaden its global footprint. The solution replaces traditional banker networks with AI agents that scan a database of over four million technology...
Meld Secures $7m to Expand Global Stablecoin Network
Meld, a digital‑asset infrastructure provider, closed a $7 million strategic funding round led by Lightspeed Faction. The capital will fund expansion of its global stablecoin network, sales force, and customer‑success capabilities. Meld’s platform links more than 150 fiat currencies to a...
AI Security Platform WitnessAI Raises $58m to Expand Globally
WitnessAI secured $58 million in strategic funding led by Sound Ventures, aiming to accelerate global expansion and broaden its AI security suite. The platform provides enterprises with real‑time visibility and control over large‑language models and autonomous AI agents, addressing governance gaps...
Property Owners Get New Way to Verify Insurer Estimates
Two independent adjusters have launched InsuranceClaim123, an AI‑driven platform that lets property owners verify insurer repair estimates for gaps. The service combines permit data, photos, material costs and adjuster expertise to flag missing damage, excessive depreciation or inappropriate repair scopes....
Using Analytics to Uncover Forced Labor Risks in Supply Chains
Organizations across banking, asset management, retail and manufacturing face mounting pressure to identify and mitigate forced‑labor risks within sprawling supply chains. Regulatory scrutiny and stakeholder expectations are intensifying, exposing gaps caused by opaque ownership structures and inconsistent global standards. Moody’s...
Aon Expands Data Center Insurance Program to $2.5bn
Aon announced a $1 billion expansion of its Data Center Lifecycle Insurance Program, raising total capacity to $2.5 billion. The program, launched in 2025, bundles construction, cyber, cargo and operational risks into a single multi‑line solution for data‑center projects from build‑out to...
Root Partners with Kikoff to Simplify Auto Insurance
Root Insurance has teamed up with personal‑finance app Kikoff to embed its auto‑insurance quoting and purchase flow directly within the Kikoff platform. The integration delivers instant, personalized quotes without requiring users to exit the app, leveraging Root’s data‑driven pricing models....
Harvest Acquires Firstance to Expand European WealthTech Reach
Harvest, a European WealthTech software provider, announced the acquisition of Italy’s Firstance, adding a life‑insurance distribution platform to its portfolio. The deal follows Harvest’s March 2025 purchase of Fincite, which opened the German market, and now extends the group’s coverage...
Tieto Acquires OpenSpring and GrupoOnetec to Expand in Spain
TietoEVRY announced the acquisition of Spain‑based OpenSpring and GrupoOnetec for an enterprise value of €8 million. The two firms, together employing about 200 staff and generating roughly €10 million in revenue, specialize in technology consulting and anti‑money‑laundering services for financial institutions. The...
Hawk Introduces Analytics Studio for AI-Driven Fraud and AML
Hawk has unveiled Analytics Studio, an AI‑driven platform that manages the full lifecycle of anti‑money‑laundering and fraud models. The solution offers pre‑built model templates, a low‑code copilot interface, real‑time performance dashboards, and automated documentation for regulator‑ready compliance. Integrated governance features...
Ryan Secures Minority Investment From Neuberger Berman
Ryan, the world’s largest dedicated business‑tax services and software firm, announced a minority equity investment from Neuberger Berman Capital Solutions. The deal adds Neuberger to existing shareholders Onex Partners and Ares Private Equity, creating a broader strategic investor base. The...
BridgeWise and Ultumus Boost ETF Data Coverage for FundWise
BridgeWise announced a partnership with Ultumus to broaden its FundWise ETF intelligence, adding over 800 European funds and more than 3,000 global ETFs to its existing coverage of 12,000 funds. Ultumus will supply a cloud‑native, normalized data infrastructure covering holdings,...
ARKK Secures £4.5m From Gresham House Ventures to Scale Tax Platform
Gresham House Ventures has made a £4.5 million follow‑on investment in ARKK, the AI‑driven financial automation platform for CFOs. The capital will fund product expansion to meet new regulatory reporting demands, improve customer experience, and scale sales and marketing. ARKK’s technology...
Wint Wealth Raises INR 250 Cr in Series B Funding
Wint Wealth, a SEBI‑registered online bond platform, secured INR 250 crore ($27 million) in Series B financing led by Vertex Ventures SEA and India. The round also included existing backers 3one4 Capital, Eight Roads Ventures, Arkam Ventures and Rainmatter. The capital will fund...
The Compliance Risk Hiding in Fragmented Communications Data
Financial services firms are grappling with compliance risk as communications migrate across voice, video, chat, email, shared files and AI‑generated content. Most institutions still rely on legacy, siloed archiving tools that capture only single channels, creating incomplete records and manual‑intensive...