Merit Financial Advisors, a Georgia-based financial advisory firm, has announced the acquisition of Safeguard Wealth Management. This strategic move enhances Merit’s digital marketing capabilities, particularly through Safeguard’s successful YouTube platform, and adds $597 million in assets to Merit’s portfolio.
Ashland Place Finance LLC, a commercial aviation financing platform, has successfully completed two new financing facilities for Sirius Aviation Capital Holdings Limited. These facilities cover two A320-200 aircraft currently leased to Peach Aviation in Japan and Volaris in Mexico.
Pearl Diver Credit Company Inc. reported its financial results for the first quarter ended March 31, 2025. The quarter reflected a mix of increased investment income and higher expenses, along with market-driven unrealized losses affecting CLO equity valuations.
Dataiku, the Universal AI Platform™, today announced a powerful new solution tailored for the financial sector: the FSI Blueprint, built in collaboration with NVIDIA. Designed for banks and insurance companies, this blueprint enables the scalable deployment of agentic AI systems—with built-in governance, observability, and performance controls tailored for highly regulated environments.
Zocks, a privacy-first AI platform focused on transforming client interactions into structured, actionable data, has announced a first-of-its-kind bi-directional integration with eMoney Advisor. This partnership eliminates one of the biggest pain points in financial planning: manual data entry.
In a significant stride toward mainstream stablecoin adoption, Matera, a leading financial technology provider, has announced a commercial partnership with Circle, the global issuer of USDC, a fully-reserved dollar-backed stablecoin. This partnership is the first of its kind in the region—connecting real-time banking infrastructure with digital dollar liquidity to make everyday stablecoin payments a reality.
Managing global partner programs often requires juggling numerous tools and processes. From tracking deals and calculating commissions to handling global payments and ensuring tax compliance, the complexities are vast. Enter the powerful new integration between Mindmatrix and Tipalti—a joint solution that unifies PRM (Partner Relationship Management) and commission automation under one roof, bringing efficiency, accuracy, and scale to channel operations.
IT Solutions, a top-tier managed service provider (MSP) serving clients across North America, today announced the launch of Total IT for Financial Services—a turnkey platform that combines managed IT services, governance, risk, and compliance (GRC) oversight, and advanced cybersecurity into one seamless offering tailored for the financial services industry.
Farsight, the fast-growing technology company reshaping how financial institutions operate, today announced a $16 million Series A funding round. The raise, led by SignalFire with participation from RRE Ventures, Link Ventures, K5 Ventures, and strategic angel investors from major financial institutions, marks a pivotal step in Farsight’s mission to eliminate inefficiencies and empower high-value decision-making in finance.
Finofo, a Calgary-based financial operations platform, has secured a $3.3 million seed funding round led by Watertower Ventures, with participation from Motivate Venture Capital, SaaS Ventures, and Alberta-based private investors. This follows a $1.7M pre-seed round in 2023 and signals growing market momentum as Finofo continues to modernize global finance workflows.
In a move set to revolutionize how small businesses handle customer interactions, Postbot, an emerging AI startup, has officially launched its AI receptionist service. Designed to offer round-the-clock, professional call handling without the burden of subscriptions or setup fees, Postbot aims to level the playing field for businesses looking to improve engagement without expanding headcount.
Corpay, Inc., a leading global business payments company, has announced the appointment of Peter Walker as its new Chief Financial Officer (CFO), effective July 21, 2025. With a proven track record in financial leadership across both public and entrepreneurial enterprises, Walker is expected to play a pivotal role in Corpay’s continued growth and innovation.
In a bold leap for digital transformation in finance, FlowX.AI has introduced FlowX.AI 5, a groundbreaking evolution in enterprise AI designed to revolutionize banking modernization. Built for speed, security, and scalability, the platform enables continuous innovation—without the cost, disruption, or limitations of legacy system overhauls.
