Managers of Wealth Fintech

Ronald Ingram Launches BROK: The 'Super Genius' Robo Private Banker Reincarnation

Inventor Ronald Ingram launches BROK, a 'Super Genius Robo Private Banker' evolved from Buddhabot, to democratize elite wealth management through AI.

Lloyds Bank should publish the human cost of its AI savings

Banks should factor in the time spent by humans checking invented facts, writes Dr Gleb Tsipursky

Taiwan’s new digital asset law seen to boost crypto market

The new law requires full reserve assets to be held in financial institutions within Taiwan.

ABN Amro forms partnership with Mistral AI

The collaboration combines ABN Amro’s banking expertise with Mistral's advanced, independent AI capabilities.

Belize Bank Partners with Backbase for Nation-Scale AI-Native Digital Banking Transformation

Backbase solves the problem of fragmented banking workflows by deploying its AI-Native Banking OS as a unified layer above the bank's existing Finastra core.

Ex-Nubank CTO raises $85m for AI-native wealth advisory platform

The startup says it will combine AI and human expertise to help people put their money to work, giving each client an integrated view of their financial life and personalised guidance.

Rabobank commits €2bn to three-year AI investment strategy

Chief executive Stefaan Decraene says the funding will strengthen data foundations and streamline internal workflows.

Blockchain.com Expands Global Footprint with Cayman Islands VASP Custody Licence

This move is designed to bridge the gap between traditional finance and digital assets by providing:

Asia’s boutique firms poised to profit from AI-led realignment

Technological innovation must be accompanied by cultural change in order for both advisers and clients to enjoy maximum benefits from the fast-evolving wealth story

BlackRock To Offer Access To Select European UCITS Funds Via Tokenized Shares

Selected Money Market Funds From The BlackRock Institutional Cash Series (ICS) Range Will Be Accessible

Wells Fargo to roll out tokenised deposits for corporate clients

It will be integrated into the bank's existing offering and automatically route payments through tokenised deposits when they can improve speed, timing, and flexibility.

Ex-Nubank execs launch AI wealth manager Decade following $85m seed round

The $85 million seed round received backing from Greenoaks, Benchmark, and Diffusion.

Scotiabank equips employees with AI-powered knowledge agents through Scotia Intelligence

As Scotiabank has moved from experimentation to enterprise-wide scale, its AI strategy has remained anchored in three strategic themes: elevating client experiences, delivering speed and efficiency, and enhancing risk management.

Advisors, not algorithms, still drive financial fulfillment, says Edward Jones’ David Chubak

Nearly one in five U.S. adults have turned to AI for financial guidance, but almost none trust it fully — and Edward Jones' David Chubak says that gap is good news for advisors

Big Bank Builds on Innovation Award with Launch of Multiple New AI Tools

The bank also released additional AI-powered features, such as CRTeX and DocuMind, that year.

Obsidian Security lands $85m to police rogue AI agents

It follows a period of accelerating customer growth for Obsidian, with more than 100 customers now spending over $100K a year on the platform and upwards of 14 customers spending more than $1m annually.

Sumsub and Sumvin let AI agents spend as humans

The companies said this marks the first time that trust standards used in regulated finance can travel with the user, held inside a portable, encrypted credential that any merchant or financial institution can recognise.

Plaid and Sierra partner to embed bank data in AI agents

These processes typically require access to financial information at specific points in a longer process, rather than in a single exchange.

Ray Dalio Thinks The AI Boom Is Starting To Look Familiar

History suggests those two ideas can coexist. A technology can change the world while many of the investments tied to it ultimately disappoint.

AutoRek acquires Grath to strengthen AI reconciliation

The companies said the deal provides customers with greater flexibility to automate reconciliation while maintaining governance, auditability and regulatory oversight.

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