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:
Leading European fintech provider payabl. has officially launched its Virtual Business Cards, a next-generation digital payment tool designed to give businesses greater control, flexibility, and transparency in managing expenses. This launch aligns with payabl.’s ongoing mission to modernize financial operations for growing businesses in today’s dynamic payment landscape.
In response to the maturing global regulatory environment for digital assets, Poynex, a compliant digital asset trading platform, has officially launched its general agent system in France. This move marks a significant step in Poynex’s European expansion and compliance roadmap. The company has appointed Mr. Tom Tragett—a seasoned European finance executive—as the General Agent for the French region, responsible for compliance oversight, operations, and user services.
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®.
