FINNY Wants a Cut of Every Client It Wins for Your Advisory Firm
FINNY has swapped its flat subscription for $50 a month plus a share of assets it helps advisers win, charged only while those clients stay.
Charitarth SindhuAugust 19, 2026
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FINNY has swapped its flat subscription for $50 a month plus a share of assets it helps advisers win, charged only while those clients stay.
Charitarth SindhuAugust 19, 2026
XP's client assets held at R$1.535 trillion, up 12%, while its annualised retail take rate slipped to 1.20%. Money keeps arriving at lower margins.
Charitarth SindhuAugust 19, 2026
Deluxe has put Kevin Jones, whose Celero Commerce it just acquired, in charge of its whole merchant services division.
Charitarth SindhuAugust 19, 2026
Sage 50 and Sage 200 customers in the UK and Ireland keep Elavon acquiring and gateway services. The renewal release carries no numbers and no explanation of why it was needed.
Charitarth SindhuAugust 18, 2026
Expensify Card admins in 14 countries can now set how, where and when each card is used before any money moves. The company says it serves 15 million members.
Charitarth SindhuAugust 18, 2026
Melio's expense tool works with whatever card a business already uses, texting for receipts and syncing categorised spend to accounting software.
Charitarth SindhuAugust 18, 2026
Alpaca Derivatives has registered with the CFTC as a futures commission merchant and joined the NFA, clearing a path to event contracts. It has not started FCM operations yet.
Charitarth SindhuAugust 18, 2026
Green Dot's revenue rose 18% to $595.9 million and its loss narrowed sharply, but the quarter matters less than its pending split under the CommerceOne deal.
Charitarth SindhuAugust 18, 2026
REPAY's 33% revenue growth to $100.7 million comes mostly from one acquisition, and last year's loss included a $103.8 million goodwill impairment that flatters the comparison.
Charitarth SindhuAugust 17, 2026
Navan has added DataVisor's rules and machine learning fraud detection across its travel and expense platform as transaction volume grows.
Charitarth SindhuAugust 17, 2026
PaysafeWallet gives Polish users a personal IBAN, a virtual debit card and cash top-ups in złoty, aimed at younger customers who already know paysafecard.
Charitarth SindhuAugust 17, 2026
Northern Trust clients can now see crypto transaction history and balances beside traditional assets through Lukka, which connects to more than 100 blockchains and 400 exchange sources.
Charitarth SindhuAugust 17, 2026