December 20, 2025
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Tag: automation

Intellebox.ai Breaks Stealth, Taps AJ De Rosa as CEO to Bring AI ‘Operating System’ to Wealth Management

When most advisory firms talk about AI, they mean chatbot experiments, bolt-on automation, or an analytics upgrade that barely improves the Monday workflow. Intellectus Partners’ newly spun-out Intellebox.ai aims much higher: a full-stack AI “Operating System” built to rewire the advisory firm from the inside out.

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Businesswire08 mins
Intellebox.ai Breaks Stealth, Taps AJ De Rosa as CEO to Bring AI ‘Operating System’ to Wealth Management

Moment Secures $36M to Automate the Chaos in Fixed Income Trading

Moment, a New York-based fintech startup, has raised $36 million in Series B funding to modernize the way financial institutions handle bonds, credit products, and everything in between. The round was led by Index Ventures, with big-name backers Andreessen Horowitz, Lightspeed, Venrock, Neo, and Contrary Capital also in the mix. This latest infusion brings Moment’s total funding to $56 million.

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PR Newswire05 mins
Moment Secures $36M to Automate the Chaos in Fixed Income Trading