Lantern Launches AI-Powered Investment Commentary to Streamline Private Market Reporting

Lantern, a leading platform for fund and portfolio monitoring in private markets, has announced the launch of its new AI-powered Investment Commentary feature. This tool is designed to help investment teams, including associates, financial controllers, and partners, generate structured and professional commentary in seconds, drastically reducing the time spent on quarterly reporting.

Lantern Launches AI-Powered Investment Commentary to Streamline Private Market Reporting

ASAPP Financial Technology Announces Launch of Version 1.0 of bank.io OXP® Platform

ASAPP Financial Technology is excited to announce the upcoming release of Version 1.0 of its bank.io OXP® Platform. With completion of development and internal quality assurance testing slated for August 2025, the platform will be ready for US credit union Client-Partner implementation in September 2025. This version will support multiple core banking integrations, including Jack Henry Symitar, Correlation Keystone, Fiserv DNA, and more.

ASAPP Financial Technology Announces Launch of Version 1.0 of bank.io OXP® Platform

Curated Wealth Partners Appoints Nellie Keyhani as Director of Client Advisory

Curated Wealth Partners, a leading multi-family office and investment management firm catering to ultra-high-net-worth clients, has announced the appointment of Nellie Keyhani as its new Director of Client Advisory. With nearly two decades of experience, Ms. Keyhani brings valuable expertise in wealth management, estate planning, and family governance to the firm.

Curated Wealth Partners Appoints Nellie Keyhani as Director of Client Advisory

Expansion Capital Group Recognized as One of the Best Places to Work in Fintech for the Fourth Time

Expansion Capital Group (ECG) has been named one of the Best Places to Work in Fintech for the fourth time, continuing to solidify its position as a leading employer in the financial technology sector. The annual awards program, launched by Arizent and Best Companies Group, celebrates companies that excel in creating outstanding workplace cultures. ECG’s repeated recognition underscores the company’s dedication to fostering an environment where employees feel valued, empowered, and supported.

Expansion Capital Group Recognized as One of the Best Places to Work in Fintech for the Fourth Time

SavvyMoney Acquires CreditSnap to Revolutionize Digital Loan and Deposit Solutions

SavvyMoney, a leader in financial wellness tools and personalized loan offerings, has announced its acquisition of CreditSnap, a fintech company specializing in intelligent integrations for digital loan, deposit, and account onboarding solutions. This strategic acquisition is a major step in SavvyMoney’s mission to build a unified, flexible platform that improves every stage of the consumer financial journey. CreditSnap’s technology will enhance SavvyMoney’s ability to seamlessly integrate with existing loan origination systems (LOS) and account opening systems, bringing even greater value to both financial institutions and their consumers.

SavvyMoney Acquires CreditSnap to Revolutionize Digital Loan and Deposit Solutions

Stash Secures $146 Million in Series H Funding to Transform Personal Finance with AI

Stash, the innovative platform helping millions build financial futures, has successfully raised $146 million in an oversubscribed Series H funding round. Led by Goodwater Capital, with participation from investors such as Union Square Ventures, StepStone Group, Serengeti, and the University of Illinois Foundation, this new capital will help propel Stash’s mission to make financial guidance accessible to all. The company plans to deepen its investment in AI technology to enhance its financial advice capabilities.

Stash Secures $146 Million in Series H Funding to Transform Personal Finance with AI

Variant Investments Expands Institutional Market Reach with Ryan Leach as VP of Investor Relations

Variant Investments, LLC, an SEC-registered alternative credit investment manager, has announced that Ryan Leach, a seasoned industry professional, has joined the firm as vice president of investor relations. With nearly $3 billion in assets under management, Variant continues to strengthen its presence in the institutional market, and Leach’s addition marks a key step in expanding its institutional relationships across the Midwest and Southeast.

Variant Investments Expands Institutional Market Reach with Ryan Leach as VP of Investor Relations