Arcesium, a prominent provider of investment lifecycle and data management technology, has unveiled Aquata® Marketplace, a first-of-its-kind interoperable data ecosystem for institutional investment firms. The platform connects users of Arcesium’s Aquata data platform with pre-configured integrations to 20 third-party partners, including data providers, fund administrators, and software vendors.
Lemonade (NYSE: LMND), the digital-first insurance company built on AI, behavioral economics, and social impact, has appointed Geoff Seeley, Chief Marketing Officer at PayPal, to its Board of Directors—a move that underscores Lemonade’s ambitions to elevate its global brand and expand its reach in a fiercely competitive insurtech market.
Independent investment bank Cascadia Capital is doubling down on technology. The firm has named Jonathan Cantwell as Head of Technology Investment Banking, marking a significant step in expanding its national footprint — and establishing a dedicated Silicon Valley office to serve growth-stage tech companies.
TRUE, a leader in AI-powered mortgage automation, has teamed up with Candor Technology, a top provider of automated AI underwriting, to unveil Instant Income Clarity—the first solution to deliver verified, GSE-aligned income analysis in minutes directly to loan officers and branch teams, not just underwriters.
Snowflake (NYSE: SNOW) is expanding its AI Data Cloud capabilities with the launch of Cortex AI for Financial Services, a comprehensive suite designed to help financial institutions unify their data ecosystems and deploy AI models, apps, and agents securely—while meeting rigorous compliance and governance standards.
Behavox, the AI firm known for transforming enterprise data into actionable insights, has announced a $42 million investment in Google Cloud infrastructure and services as part of an expanded strategic partnership. The move underscores Behavox’s commitment to delivering cutting-edge AI solutions to some of the world’s largest financial services firms, including Bank of New York Mellon, J.P. Morgan, and Invesco.
BlackRock is pushing the AI frontier in wealth management. Its Aladdin Wealth™ platform is introducing Gen AI-driven features, including a new “Auto Commentary” tool that helps financial advisors turn complex portfolio analytics into concise, personalized insights for clients.
FinQuery, a leading AI-powered accounting automation provider, has announced a strategic growth investment from global private equity firm TA Associates. The partnership is set to accelerate FinQuery’s mission of automating accounting within a unified sub-ledger platform.
ACI Worldwide (NASDAQ: ACIW), a pioneer in global payments technology, has appointed Todd Ford and Didier Lamouche as independent directors to its Board of Directors. The move underscores ACI’s ongoing focus on board refreshment and adding seasoned technology leaders as it navigates growth and leadership transitions.
Kwanti, the portfolio analytics platform for financial advisors and investment managers, has once again been recognized as the industry leader in portfolio analytics, winning the ‘Portfolio Analytics’ award in the Technology Providers category of the 2025 WealthManagement.com Industry Awards. The win marks the second consecutive year the firm has captured the honor, thanks in large part to its new Risk Profiling Platform.
