Managers of Wealth Americas

Merit Financial taps Prizm to bring digital insurance into its wealth management offer

The RIA aims to close the gap between financial planning and personal insurance coverage.

Janus Henderson and General Catalyst’s Percepta Build AI-Native Investment and Client Tools, Powered by Anthropic's Claude

Global asset manager works with Percepta, a General Catalyst Transformation Company, to develop AI-native research and client-engagement tools and to roll out Claude across the firm

US start-up Capsa AI scores $18m in Series A funding

The fintech has raised a total of $20 million since its founding in 2023.

Thunes Opens New York Office as It Expands US Payments Business

The payments company says its US growth is backed by 50 money transmission licenses and recent Series D funding.

RedBlack Named a 2026 Finalist in WealthManagement.com Industry Awards for Rebalancing Technology

RedBlack was recognized for its continued innovation and enhancements to its rebalancing and trading platform

Revolut Targets US Banking Expansion with Stablecoin Offering

Fintech plans to combine insured deposits and digital assets ahead of US bank launch

CSI Wins Best Core Banking System at the 2026 Banking Tech Awards USA

Award recognizes CSI NuPoint® as modern, open core platform helping community banks innovate, compete, and grow

Ascensus Named Best RegTech Solution at the 2026 Banking Tech Awards USA

Recognition from FinTech Futures Highlights Ascensus' Technology Leadership in Compliance and Regulatory Innovation

Woodforest National Bank adopts Jack Henry for digital and core banking upgrade

Woodforest migrates its core services from Finxact, six years after debuting the core banking infrastructure.

Precision at scale: How J.P. Morgan Payments is using AI and robotics to digitize check and remittance processing

The bank then receives the mail, deposits the checks, and digitizes the accompanying documents so the company can quickly reconcile payments.

Alipay+ targets Latin America growth with PVS partnership

The companies also plan to expand the service into additional Latin American markets.

US Senate Federal Credit Union partners with Thought Machine to modernise banking infra

Under the agreement, USSFCU will implement Thought Machine’s unified stack of Vault Core and Vault Payments to replace traditional batch-based processing systems with an integrated real-time banking and payments environment.

BankSouth migrates core to FIS Horizon

The new platform includes standardised data streams that will set BankSouth up to implement AI across its services and operations.

Latin America’s Financial Inclusion Problem Was Never Just About The Technology

Technology can reduce friction, lower distribution costs, and expand reach.

AI is boosting asset managers’ investment operations, but humans still call the shots, according to a new Mercer report

A majority of firms – 55% of respondents – have integrated AI into at least one of their investment processes, while 27% report integrating AI as a pilot or proof-of-concept.

JP Morgan to bring digital bill of exchange offering to the US

Its decision to bring the digital product to the US follows its debut in the UK last year under the Electronic Trade Documents Act

US fintech Moment lands $78m in Series C fundraise

Index Ventures led Moment’s Series C round, returning as an investor less than 10 months after leading the firm’s Series B raise.

Wells Fargo Hires Three Tech Investment Bankers from Rivals

Wells has brought on Mark Gracia from Citi to be a managing director covering core digital assets and Blockchain

You Can’t Spell Advisor without AI

Advisors discuss their use of AI now and how it will change going forward

Coupa acquires intelligent document processing partner Rossum

Coupa will now integrate Rossum’s intelligent document processing capabilities across its whole platform, having previously only embedded the technology into its accounts payable department following a 2024 partnership.