July 31, 2026
Worthy tax planning software has processed more than $1 billion in taxable client income since launching earlier this year, the San Francisco company said this week. The framing is that independent RIAs and larger advisory firms are using the tool in production rather than merely piloting it. What the Worthy Tax Planning Number Measures Be
July 31, 2026
Curant.ai seed funding closed on July 28 at $3.1 million, led by Diagram with participation from Humania Insurance, Element Ventures, Blue Plains Capital and a group of angels. The St. George company builds AI tools for claims adjudication, beginning with disability, automating data extraction and workflow steps that claims professionals handle by hand today. What
July 31, 2026
Interactive Brokers MCP access opened up on July 28, when the Greenwich broker announced that clients can connect accounts to nearly any AI tool built on the Model Context Protocol. Previously the route ran only through certified marketplaces for ChatGPT, Claude and Grok. Now Claude Code, Cursor, Perplexity and Windsurf can connect too, using a
July 30, 2026
FinTurk CRM gained two workflow automation tools on Thursday. The company announced FormFiller and CashSweep, the first handling client paperwork and the second an Orion integrated tool that claims to reduce a full book cash to money market sweep to under five minutes of advisor time. What the Two FinTurk CRM Additions Do FormFiller populates
July 30, 2026
Cognitive Credit Claude Connector access went live on Thursday, letting institutional credit desks query the firm's machine extracted bond and leveraged loan data inside Claude conversations rather than opening a separate web application first. What the Cognitive Credit Claude Connector Delivers The core business is structured, machine extracted fundamental data on corporate credit issuers, drawn
July 30, 2026
Lumonic MCP server access reached general availability on Thursday for every customer of the PitchBook-owned portfolio monitoring platform, letting private credit and private equity teams query portfolio data from Claude, ChatGPT or any approved assistant rather than opening a separate dashboard. Why the Lumonic MCP Server Bets on Traceability The feature that matters here is
July 29, 2026
Trulioo UBO Discovery gained an AI layer on Thursday, when the San Diego based risk intelligence firm announced its UBO Discovery Agent inside its Know Your Business verification workflow. The tool exists to reconstruct who controls a company when official government registries are incomplete, outdated, or simply were never built to name a person at
July 10, 2026
Amplify Goldman Sachs custody is a bet about what independent advisors really want. Amplify, a platform built around what it calls an AI-native data lake for registered investment advisors, launched its Custody Command Layer this week, integrated directly with Goldman Sachs Custody Solutions. The pitch is same-day account opening, real-time data, and no reconciliation, aimed
July 10, 2026
Nuvo CreditRiskMonitor is a data integration with real consequences. Nuvo Technologies and CreditRiskMonitor, the publicly traded credit risk data provider (OTCQX: CRMZ), announced an integration that makes CreditRiskMonitor's company risk scores, alerts, and credit limit guidance readable by Nuvo's AI agents. Those agents handle customer onboarding, credit monitoring, and accounts receivable work for finance teams
July 5, 2026
AI receivables automation has a marketing problem. Every finance team has heard the pitch that it will slash Days Sales Outstanding, automate collections, and turn receivables into a self-running machine. So we asked three finance leaders a blunt question about what the technology delivers in the real world, right now. Their answers cut straight past
July 2, 2026
AI expense management at Expensify just got more hands-off. On July 1, 2026, Expensify expanded its Concierge AI to handle far more of the expense workflow. Customers can now configure accounts, automate tasks, and analyze spending in plain English. The tools work by email, text, or inside the Expensify app. The goal is less manual
June 26, 2026
AI wealth management startup Arca has raised $64 million as it emerges from stealth. The round splits into a $48.5 million Series A and a $15.5 million seed. General Catalyst led the Series A, with backing from Index Ventures and Venrock. Venrock led the earlier seed. Arca already manages more than $1 billion in client
