Diversify Advisor Network (Diversify), a financial advisor-led wealth management platform, has officially welcomed Inventa Wealth Advisors, a $450 million advisory firm previously affiliated with Ameriprise. This move is part of Diversify’s mission to support experienced advisors seeking autonomy, equity, and meaningful practice growth in today’s highly consolidated financial services landscape.
Digital banking platform provider Tyfone has partnered with fraud prevention leader Advanced Fraud Solutions (AFS) to bring a proactive, integrated check and ACH fraud prevention solution to commercial banking clients. This partnership aims to drive adoption of Positive Pay, a key defense mechanism, in the face of rising check fraud incidents across the financial industry.
Venmo, the widely used social payments platform, is stepping up its game in the digital commerce space. Known for its ease in facilitating peer-to-peer transactions, Venmo is now evolving into a comprehensive financial tool, helping users earn rewards and simplify payments for everyday purchases—online and in-store.
Advyzon, a premier portfolio management and technology platform for financial advisors, has appointed Clark Richards as Vice President of Client Success. This strategic hire reinforces Advyzon’s dedication to providing exceptional client service while scaling its operations to support a rapidly growing user base.
As fraud threats grow more advanced with the use of generative AI and stolen data, financial institutions face mounting pressure to detect fraud without compromising customer privacy. To address this, Feedzai, the global leader in AI-native financial crime prevention, has launched Feedzai IQ — a next-generation solution that enables real-time, network-driven fraud detection without sharing sensitive customer data.
HSBC UK Private Banking has become the first major UK bank to adopt Addepar, a market-leading wealth management software platform. Following its integration with HSBC’s US Private Bank, this strategic move reflects HSBC’s growing commitment to deliver seamless digital experiences for ultra and high-net-worth (U/HNW) clients. The rollout will extend to the Channel Islands and Luxembourg later this year.
Vic.ai, the pioneer of AI-powered accounting automation, has announced a significant product expansion for Q2 2025, further advancing its mission to eliminate manual finance work through intelligent, autonomous execution.
GoodLeap, LLC – America’s leading fintech for sustainable solutions – has launched GoodLeap Payments, a modern, all-in-one payments platform tailored specifically for contractors. Designed to solve payment inefficiencies in the $500B+ home upgrade industry, this solution bridges the gap between job sites and back-office operations, empowering contractors to improve cash flow, streamline reconciliation, and scale faster.
Metronome, the leading platform for usage-based billing, has announced two pivotal leadership hires as it continues to scale operations and meet the growing demand from fast-moving AI and SaaS companies. This comes on the heels of Metronome’s $50 million Series C funding round and a significant 8x surge in dollars billed on the platform in 2024.
Syntax Data, a provider of data-optimized index solutions, and Donoghue Forlines, a tactical investment firm known for risk-managed portfolios, have entered a strategic partnership. The collaboration aims to deliver innovative, risk-conscious investment strategies tailored to today’s unpredictable market environment. The partnership has resulted in the launch of two new indexes designed to mitigate downside risk:
