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The Fundraising Rap-Up #19 Q4 2021
Back once again for the renegade master, The Fundraising Rap-Up has officially returned with a brand new format and a slick video looking at the all the dollar that was dropped during the last quarter of 2021!
- Standard Chartered Appointed as Digital Asset Custodian for TP ICAP’s Fusion Digital Assets Read more
- Vivox AI Raises £1.3m to Scale Regulator-ready Atomic AI Agents for Financial Crime Compliance Read more
- Diebold Nixdorf Names Andy Zosel as Chief Product and Technology Officer Read more
- YouLend Secures Multi-Year Forward-Flow Facility from Värde Partners to Accelerate U.S. Growth Read more
- Addepar Unveils Addison, a Native AI Experience Built to Deliver Actionable Intelligence Across Investment Workflows Read more
Addepar Unveils Addison, a Native AI Experience Built to Deliver Actionable Intelligence Across Investment Workflows
Addepar, a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence, today announced the launch of Addison, its new native AI experience embedded within the platform. The release marks a pivotal step in Addepar’s strategy to deploy native AI, intelligent agents, and intuitive workflows across the investment lifecycle, enabling clients to achieve new levels of operating leverage and deliver more consistent, trusted outcomes at scale.
iDenfy Releases a Unique KYB AI Reviewer That Automates the Corporate Onboarding Process
iDenfy, a global RegTech company that specializes in identity verification and fraud prevention services, announced the AI Company Reviewer, its smart Know Your Business (KYB) automation tool that acts as a virtual Data Verification Officer by cross-referencing company documents, government registry reports, and fraud signals against custom, easily configurable rules, helpingto approve, deny, or flag companies more easily. This built-in feature helps reduce what once took compliance teams hours to check to a matter of seconds, making KYB compliance a less complex task in various regulated industries.
Carta Launches CRM with Acquisition of ListAlpha
Carta, the world’s first fully interconnected system for private capital, today announced it has acquired ListAlpha, the AI-powered CRM and relationship intelligence platform. The acquisition marks the launch of Carta CRM, a major expansion of the Carta ERP that further unifies front-to-back office workflows for the private markets.
Alkami Now a Nacha Preferred Partner for ACH Experience, Fraud Monitoring, and Risk and Fraud Prevention
Alkami Technology, Inc. (Nasdaq: ALKT) (“Alkami”), a digital sales and service platform provider for financial institutions in the U.S., today announced it is a Nacha Preferred Partner, reinforcing Alkami’s commitment to delivering secure, compliant, and modern Automated Clearing House (ACH) solutions for financial institutions and their commercial clients.
OneVest Declares the End of the Manual Wealth Tech Era With the Launch of its AI-Native Agentic Wealth Operating System
Today, OneVest announces the launch of its Agentic Wealth Operating System. This is not a new tool, a chatbot, or a feature set. It is an intelligent, institutional-grade engine where AI is not an add-on, it is the very fabric of the system. This is built to redefine how modern firms operate, scale, and compete by advancing passive dashboards with autonomous execution; a decisive shift from static software to intelligent execution from command to completion. The result is eliminating the massive "Legacy Tax" where advisors are buried in hours of manual labor every week, fragmented data, and AI that does little more than summarize notes.
N26 Strengthens Pan-European Operations with New Centre of Excellence in Madrid
N26 today announced the opening of its new European Centre of Excellence in Madrid, strengthening its pan-European operations
Capgemini Joins Forces with OpenAI
Capgemini announced a new strategic partnership with OpenAI to accelerate the next era of enterprise AI transformation with Frontier
Standard Chartered Appointed as Digital Asset Custodian for TP ICAP’s Fusion Digital Assets
Standard Chartered has been appointed as the digital asset custodian and settlement agent for TP ICAP’s Fusion Digital Assets. This partnership will support the global markets infrastructure provider as it expands its matched principal trading activities.
Vivox AI Raises £1.3m to Scale Regulator-ready Atomic AI Agents for Financial Crime Compliance
Vivox AI, a UK-based technology company building regulator-ready, atomic AI agents for AML, KYB/KYC and financial crime, has raised £1.3 million ($1.6 million) in its first funding round to accelerate product development and scale its enterprise platform.
Diebold Nixdorf Names Andy Zosel as Chief Product and Technology Officer
Diebold Nixdorf (NYSE: DBD), a world leader in transforming the way people bank and shop, today announced that Andy Zosel has joined the company as executive vice president, chief product and technology officer. In this newly created role, Zosel will lead the company's unified Product & Technology organization to bring together product management, engineering, R&D, software and hardware innovation across banking and retail to drive speed, consistency and long‑term growth.
YouLend Secures Multi-Year Forward-Flow Facility from Värde Partners to Accelerate U.S. Growth
YouLend, the leading global embedded financing platform for e-commerce, payment and technology platforms, today announces a multi-year financing partnership with Värde Partners, a global investment firm, to further expand its capital base in the United States. The financing is structured as a forward-flow agreement with potential for Värde to purchase up to $225 million in receivables originated by YouLend.
Addepar Unveils Addison, a Native AI Experience Built to Deliver Actionable Intelligence Across Investment Workflows
Addepar, a global data and AI platform empowering investment professionals to turn complex financial information into actionable intelligence, today announced the launch of Addison, its new native AI experience embedded within the platform. The release marks a pivotal step in Addepar’s strategy to deploy native AI, intelligent agents, and intuitive workflows across the investment lifecycle, enabling clients to achieve new levels of operating leverage and deliver more consistent, trusted outcomes at scale.
iDenfy Releases a Unique KYB AI Reviewer That Automates the Corporate Onboarding Process
iDenfy, a global RegTech company that specializes in identity verification and fraud prevention services, announced the AI Company Reviewer, its smart Know Your Business (KYB) automation tool that acts as a virtual Data Verification Officer by cross-referencing company documents, government registry reports, and fraud signals against custom, easily configurable rules, helpingto approve, deny, or flag companies more easily. This built-in feature helps reduce what once took compliance teams hours to check to a matter of seconds, making KYB compliance a less complex task in various regulated industries.
Carta Launches CRM with Acquisition of ListAlpha
Carta, the world’s first fully interconnected system for private capital, today announced it has acquired ListAlpha, the AI-powered CRM and relationship intelligence platform. The acquisition marks the launch of Carta CRM, a major expansion of the Carta ERP that further unifies front-to-back office workflows for the private markets.