Dispatch Opens Wealthtech Infrastructure With New Account-Opening API
Wealth technology infrastructure provider Dispatch has launched the Dispatch API, opening its account-opening infrastructure to wealthtech companies, fintech providers and technology-focused registered investment advisers. The API allows firms to embed…
Finloop Raises $10M+ to Expand AI Wealth Technology
Finloop Finance Technology Holding Limited has completed a Series A+ financing round of more than $10 million, backed by strategic investors including HSBC and People’s Capital, as the Hong Kong-based…
Williams Tax & Financial Services joins LPL Financial platform, signaling a shift in advisor‑centric technology
Williams Tax & Financial Services joins LPL Financial platform, signaling a shift in advisor‑centric technology. On July 23, 2026, LPL Financial announced that the Los Alamitos‑based advisory firm, led by veteran CFP® Steve Williams,…
VersaBank Launches Real‑Time Structured Receivable Program, Adds Industry Veteran Moe Danis to U.S. Team
VersaBank announced on July 23, 2026 that its newly minted Real‑Time Structured Receivable Program (SRP) is now live in the United States, and the bank has bolstered its U.S. go‑to‑market unit with…
Quicken Named to CNBC World’s Top Fintech Companies for 2026
Quicken — the long‑standing personal‑finance software maker — has been added to CNBC’s Fintech Companies list for 2026, a ranking compiled with Statista. The accolade, awarded for the third straight year, spotlights Quicken’s recent…
Associated Banc‑Corp Expands AI Academy, Merging Artificial‑Intelligence Training with Financial Literacy for Teens
A community‑focused AI curriculum goes into its second year Milwaukee – On July 1, 2026, Associated Banc‑Corp (NYSE: ASB) announced the rollout of the sophomore season of its AI Academy, a summer‑term…
Bybit Unveils Private Wealth Management Platform with 30‑Day Returns Surpassing 10% APR
Bybit Private Wealth Management (PWM) entered the spotlight on June 17, 2026, announcing that its crypto‑focused wealth platform delivered double‑digit annualised returns over the past 30 days, positioning the service as a competitive…
World Insurance Associates Acquires MLR Risk Management, Bolstering Its Embedded Finance Footprint
World Insurance Associates — a Top 50 U.S. insurance brokerage—announced on June 16, 2026 that it has completed the acquisition of ML Ruberton Agency and MLR Risk Management, a Hammonton‑based firm that offers personal and commercial property,…
M&T Bank Appoints Delaware North CEO Jerry Jacobs Jr. to Board, Signaling Deeper FinTech Integration
Why the Appointment Matters for FinTech Jacobs oversees Delaware North’s sprawling portfolio of sports venues, parks, gaming, hotels and food‑service outlets, all of which rely on sophisticated digital‑payments platforms to…
JPMorgan Chase Extends $1.5 Trillion Security & Resiliency Initiative to Canada, Targeting Defense, Energy and Embedded Finance
JPMorganChase Expands Security and Resiliency Initiative to Canada – JPMorgan Chase announced Tuesday that its $1.5 trillion, ten‑year Security and Resiliency Initiative (SRI) will now include Canada, adding a new geographic layer…
