Inveniam Capital Partners, a leading data infrastructure platform for private market assets, has announced the appointment of Paul Soanes as Chief Commercial Officer (CCO). With a career spanning over 35 years in commercial leadership, operational strategy, and energy entrepreneurship, Soanes is set to lead Inveniam’s global commercial initiatives at a critical moment in the digitization of private markets.
In a groundbreaking move for the financial technology sector, Blitzy, the enterprise-scale AI platform for autonomous software development, has entered a strategic partnership with Galatea Associates, a leading technology consultancy for global financial institutions. This alliance combines Blitzy’s AI-driven platform with Galatea’s deep domain knowledge to help financial services firms modernize legacy infrastructure and accelerate innovation—safely, scalably, and securely.
In a move set to redefine how consumers engage with healthcare benefits, Sunny, a financial technology innovator, has announced a strategic collaboration with Visa, the global leader in digital payments. The partnership introduces the Sunny Visa® Prepaid Card, enabling users to easily spend health benefits and rewards earned through the Sunny app. By integrating Visa’s vast, secure global network, Sunny enhances user flexibility and simplifies the healthcare payment experience.
Optifino, a digital BGA (Brokerage General Agency) focused on simplifying the life insurance experience, has announced the strategic appointment of two seasoned industry leaders—Ventrice Lam as Chief Operating Officer and Mark Forman as Chief Marketing Officer. These leadership additions follow Optifino’s successful Series A funding round, aimed at propelling the company’s next phase of innovation and national expansion.
Aidentified, Inc., the leader in Wealth Networking Intelligence™, has announced key product enhancements, a flexible new subscription pricing model, and the strategic hire of Dan Cavanaugh as Head of Wealth Management. These updates signal a new phase of growth as Aidentified continues to serve financial professionals and institutions across the U.S. Launched in 2019, the company has raised over $30 million in funding, including a strategic investment from FactSet in 2023, while staying true to its mission of enabling sustainable, high-value client relationships in the financial services industry.
Finastra, a global fintech leader in financial services software, has introduced new generative AI (Gen AI) features for its Filogix Expert Pro platform—Canada’s premier mortgage software. This advancement aligns with Finastra’s broader vision to integrate AI technologies that accelerate value creation for both financial professionals and their clients. The latest Gen AI upgrades are tailored to reduce manual tasks, minimize human error, and optimize broker efficiency in the mortgage process.
In an era of accelerated digital transformation and globalized commerce, legacy payment systems are proving inadequate for modern business needs. From high cross-border transaction costs to fragmented crypto-to-fiat workflows and outdated employee reimbursement models, enterprises are demanding smarter, branded, and more agile payment tools.
Brazil’s instant payment system, Pix, used by over 170 million consumers, today takes a bold step forward with the launch of Pix Automático -a recurring payments feature designed to expand financial access and fuel digital commerce. This new capability is expected to significantly benefit subscription-based global platforms such as SaaS providers and streaming services, enabling…
Juniper Square, a leader in connected fund software and services for private markets, has announced the closing of its Series D funding round, raising $130 million. This round was led by Ribbit Capital, with strategic participation from Fifth Wall, Redpoint Ventures, HighSage Ventures, Blue Owl Capital, and others.
MoneyGram, a global leader in digital and cross-border payment solutions, has appointed Lamia Pardo as its new Chief Marketing Officer (CMO), effective June 16, 2025. Pardo will lead all global marketing efforts with a focus on sustainable growth, customer acquisition, retention, and long-term brand loyalty.
