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.
HuLoop and Ceto have joined forces to bring human‑in‑the‑loop work optimization and AI‑powered automation to financial institutions. The partnership integrates HuLoop’s solutions directly with the Ceto NOVA™ platform and other Ceto offerings, including VendorLink™, MarketView™, and NexBridge™, enabling banks and credit unions to automate complex workflows while leveraging real‑time market, vendor, and performance intelligence.
Mid‑sized law firms have long lived with a technological split personality: one system to manage legal work, another to manage the books, and spreadsheets to bridge the gap. SurePoint Technologies thinks that era should be over. The company has unveiled SurePoint Pro, a new unified platform that brings together practice management, financial operations, and embedded…
Tether is making a decisive push deeper into everyday payments and savings, announcing expanded support for USDT and Tether Gold (via XAU₮0*) within MiniPay, Opera’s self‑custodial wallet built on the Celo blockchain. The initiative is helping millions of users across emerging markets gain stable, dollar‑denominated access to value and savings, reinforcing Tether’s role in advancing global financial inclusion.
Immutable and Crypto Blockchain Industries (CBI) are giving players their first real taste of emoji™ Marble Dash, with a playable demo now live on PC through the Epic Games Store. The release marks more than just an early‑access preview: it’s a litmus test for how competitive, skill‑based gameplay can coexist with Web3‑native progression and rewards—without putting blockchain front and centre.
Perfios launches Journey Builder, an AI‑powered, low‑code platform that helps banks cut product launch times by 60%+ and adapt faster to regulatory and market change.
India’s financial institutions have no shortage of data. What they do lack—often painfully—is speed. Turning customer insights into live, compliant financial products still takes months, tangled up in rigid loan origination systems, siloed teams, and regulatory complexity.
Zocks, the privacy‑first AI platform designed for financial advisors, has raised $45 million in Series B funding, co‑led by Lightspeed Venture Partners and QED Investors, with participation from Illuminate Financial and all existing investors. This latest round brings Zocks’ total funding to $65 million, following its $13.8 million Series A in March 2025.
Signal Tree Financial Partners, LLC, a Northeast Ohio‑based SEC‑registered investment advisor, has acquired HHL Group, Inc., a well‑established Medina, Ohio tax and accounting firm. Finalized on December 31, 2025, the acquisition aligns with Signal Tree’s strategy to provide coordinated, end‑to‑end financial services for its clients.
Matrixport is expanding its regulated virtual‑asset footprint with a strategic move into Bhutan. Its local entity, Matrix Bhutan Pte Ltd, has received In‑Principle Approval (IPA) from the Gelephu Financial Services Office (GFSO) to operate regulated financial services in Gelephu Mindfulness City (GMC).
HSBC UK is stepping up its support for small businesses with a new tool designed to help owners get ahead of the Government’s Making Tax Digital (MTD) changes, coming into effect on April 6, 2026. Its My Business Finances, powered by Sage’s embedded accounting technology, allows eligible customers to manage accounting, invoicing, and tax returns directly within their HSBC UK business banking account, reducing the complexity many small business owners face as MTD approaches.
Bybit, the world’s second‑largest cryptocurrency exchange by trading volume, is turning heads with a first‑of‑its‑kind experiment: a live, AI‑versus‑human trading competition using real capital and the exchange’s production infrastructure. The initiative is set to kick off in March 2026, putting AI trading teams head‑to‑head against human traders in a season‑based contest designed for speed, strategy, and precision.
