WaveCX, a leader in personalized digital product engagement for financial institutions, has announced a strategic partnership with CSI, a prominent provider of financial software and technology. The integration is designed to elevate digital banking experiences by enhancing customer engagement and increasing the adoption of in-app features across CSI’s core platforms, NuPoint® and Meridian®.

BILL , a leading financial operations platform for small and midsize businesses (SMBs), today announced the appointment of Rohini Jain as Chief Financial Officer, effective July 7, 2025. Jain will report directly to René Lacerte, BILL’s CEO and Founder. With this appointment, John Rettig, current CFO, will transition into a newly expanded role as President and Chief Operating Officer, driving BILL’s continued growth and innovation.

Fintech disruptor Limited has closed a $7 million Seed funding round to expand its global banking platform that blends stablecoin security with premium banking accessibility. Led by North Island Ventures with support from existing and new investors—including Third Prime, Arche Capital, Collab+Currency, and SevenX Ventures—this raise brings Limited’s total funding to $10 million since its founding in 2024.

Uplinq, a fast-growing provider of AI-powered bookkeeping and tax automation for small and medium-sized businesses (SMBs), has secured $10 million in a Series A funding round. This round, led by Next Coast Ventures with backing from AZ-VC, Live Oak Ventures, and other investors, is set to accelerate the company’s growth trajectory while expanding its AI capabilities and scaling its market reach.

TP ICAP Group PLC, a global leader in financial markets infrastructure, has officially acquired Neptune Networks, an independent financial data provider. This acquisition represents a strategic consolidation of financial data and electronic credit trading capabilities, positioning TP ICAP to create a full-service global Dealer-to-Client (D2C) credit business by integrating Neptune with its Liquidnet platform.

Tradeweb Markets Inc. (Nasdaq: TW), a premier global electronic trading platform for financial markets, has announced a strategic leadership appointment. Sherry Marcus, a seasoned AI expert, will now spearhead the company’s Artificial Intelligence initiatives in a newly created global role. This move marks a significant step in Tradeweb’s commitment to deepening its use of AI to improve client experience and trading outcomes across its markets.

Affirm, a leading payment network empowering consumers and driving merchant growth, announced the expansion of its partnership with Williams-Sonoma, Inc. (NYSE: WSM) into the Canadian market. This move builds on a successful multi-year collaboration in the U.S. and now offers Canadians flexible payment options across Williams-Sonoma’s family of brands including Williams Sonoma, West Elm, Pottery Barn, Pottery Barn Teen, Pottery Barn Kids, and Mark & Graham.

Pavilion Payments, a trusted provider of omnichannel payment solutions for the gaming industry, has announced the appointment of Brock Moorehouse as Vice President of Customer Success. With nearly two decades of gaming experience, Moorehouse brings operational expertise, compliance leadership, and firsthand product knowledge to his new role.

Acumatica, a prominent provider of cloud-native ERP solutions for small and mid-sized businesses, has signed a definitive agreement to be acquired by Vista Equity Partners, a global investment firm with a strategic focus on enterprise software and tech-enabled businesses. This acquisition marks a significant milestone in Acumatica’s growth journey and aligns with its AI-driven, innovation-first approach to digital business management.