Month : March 2026

Topaz Ventures Announces Successful Exit from Visitt and Expands PropTech Investment Platform
Finance Investment Services News

Topaz Ventures Announces Successful Exit from Visitt and Expands PropTech Investment Platform

EIN Presswire
by EIN Presswire0
Topaz Ventures Announces Successful Exit from Visitt Following Series B Financing and Expands Focus on Seed+ and Series-A PropTech Investments Topaz Ventures, the proptech-focused venture investment platform affiliated with Topaz Capital Group and administered through AngelList, today announced the successful exit of its investment in Visitt, the AI-driven commercial real......
Jump Expands AI Operating System for Advisors With New Products Powering Growth and Operations
Artificial Intelligence Finance News

Jump Expands AI Operating System for Advisors With New Products Powering Growth and Operations

Business Wire
by Business Wire0
Complementing Jump’s original AI Meeting Assistant product, new offerings use AI to accelerate organic growth and streamline back office operations for modern advisory firms Jump, the leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers,  announced a major addition to its product lineup. The......
Baker Hill and GoDocs Launch Integrated Solution to Accelerate and De-Risk Commercial and Small Business Lending
Finance News

Baker Hill and GoDocs Launch Integrated Solution to Accelerate and De-Risk Commercial and Small Business Lending

PR Newswire
by PR Newswire0
New integration delivers faster closings, stronger oversight and smarter path from origination to funding Baker Hill, a leading provider of commercial loan origination and risk management technology, and GoDocs, the leader in automated commercial loan documentation, announced a strategic integration that streamlines and strengthens the entire commercial and small business......
Wealthbox Announces Early Access to New AI Features for Financial Advisors
Artificial Intelligence Finance News

Wealthbox Announces Early Access to New AI Features for Financial Advisors

PR Newswire
by PR Newswire0
Wealthbox, the highest-rated CRM software for financial advisors, announces the launch of early access to new Wealthbox AI features, including Agents, Playbooks, and an AI Assistant. These capabilities move the platform beyond a system of record into a system of action that automates workflows, surfaces client insights, and executes on......
John Marshall Bank Hires Matthew Witt as VP, Commercial Lender to Grow and Support Alexandria Market
Banking Finance News

John Marshall Bank Hires Matthew Witt as VP, Commercial Lender to Grow and Support Alexandria Market

Business Wire
by Business Wire0
John Marshall Bank (“JMB” or the “Bank”), subsidiary of John Marshall Bancorp, Inc. (the “Company”) , is proud to announce that Matthew Witt will be joining the JMB team as VP, Commercial Lender in the Bank’s Alexandria market. In his role, he will work to further grow the Bank’s commercial......
Spinwheel Becomes a Consumer Reporting Agency
Digital Payments Finance News

Spinwheel Becomes a Consumer Reporting Agency

Business Wire
by Business Wire0
Operating as a CRA enables Spinwheel to provide the highest standards of compliance, security, and data governance for financial providers while also offering strong protections for consumers Spinwheel, a leading API-based credit data and payments platform, announced that it is now operating as a consumer reporting agency (CRA). This designation......
Morningstar Introduces AI Assistant Built into the Advisor Workflow
Artificial Intelligence Investment Services News

Morningstar Introduces AI Assistant Built into the Advisor Workflow

Business Wire
by Business Wire0
The new AI capability is designed to transform Direct Advisory Suite into an interactive, connected workspace that helps streamline key tasks from research and meeting prep to client-ready proposals Morningstar, Inc. , a leading provider of independent investment insights, introduced an AI assistant embedded in Direct Advisory Suite, its flagship advisor......
Payward Partners with Nasdaq to Develop xStocks-Powered Gateway Connecting Permissioned and Permissionless Tokenized Equities Markets
Blockchain Finance News

Payward Partners with Nasdaq to Develop xStocks-Powered Gateway Connecting Permissioned and Permissionless Tokenized Equities Markets

Business Wire
by Business Wire0
xStocks will power the permissionless infrastructure layer supporting Nasdaq’s issuer-sponsored equity tokens, enabling transfers seamlessly between regulated capital markets and decentralized blockchain ecosystems in eligible jurisdictions Payward, the developer of the xStocks tokenized equities framework and parent company of global crypto platform Kraken, announced a partnership with Nasdaq to develop next-generation infrastructure connecting......
VolumeSpikes.com Launches Real-Time Stock Trading Education Platform Amid Market Volatility
News Trading

VolumeSpikes.com Launches Real-Time Stock Trading Education Platform Amid Market Volatility

Cision PRWeb
by Cision PRWeb0
VolumeSpikes.com officially launches a real-time stock trading education platform featuring live market training, proprietary volume indicators and momentum trading strategies designed for active traders navigating volatile markets. VolumeSpikes.com today announced the official launch of its real-time stock trading education platform, providing live market training, proprietary volume-based indicators and structured instruction......
America Mortgages Closes $25M Cross-Coast Bridge Loan for UAE Investor in 10 Days
Fintech Funding Mortgage News

America Mortgages Closes $25M Cross-Coast Bridge Loan for UAE Investor in 10 Days

EIN Presswire
by EIN Presswire0
America Mortgages funds $25M Manhattan and Beverly Hills bridge loans for a UAE UHNW investor, executing a complex cross-border transaction in 10 days. 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 𝗠𝗼𝗿𝘁𝗴𝗮𝗴𝗲𝘀 𝗖𝗹𝗼𝘀𝗲𝘀 $𝟮𝟱 𝗠𝗶𝗹𝗹𝗶𝗼𝗻 𝗶𝗻 𝗖𝗿𝗼𝘀𝘀-𝗖𝗼𝗮𝘀𝘁 𝗕𝗿𝗶𝗱𝗴𝗲 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗻𝗴 𝗦𝗮𝗺𝗲 𝗗𝗮𝘆—𝗨𝗔𝗘 𝗕𝗶𝗹𝗹𝗶𝗼𝗻𝗮𝗶𝗿𝗲 𝗦𝗲𝗰𝘂𝗿𝗲𝘀 𝗠𝗮𝗻𝗵𝗮𝘁𝘁𝗮𝗻 𝗣𝗲𝗻𝘁𝗵𝗼𝘂𝘀𝗲 𝗮𝗻𝗱 𝗕𝗲𝘃𝗲𝗿𝗹𝘆 𝗛𝗶𝗹𝗹𝘀 𝗘𝘀𝘁𝗮𝘁𝗲 𝗟𝗶𝗾𝘂𝗶𝗱𝗶𝘁𝘆 𝗶𝗻 𝗥𝗲𝗰𝗼𝗿𝗱 𝗧𝗶𝗺𝗲 What makes GMG and......
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