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SAN FRANCISCO--(BUSINESS WIRE)--Prelim, a San Francisco-based fintech company specializing in omnichannel account opening and digital onboarding for financial institutions, today announced that Stearns Bank N.A. has selected its platform to unify and modernize the bank's account opening experience across both in-branch and digital channels. Stearns Bank, a nationally chartered, independently owned institution headquartered in St. Cloud, Minnesota, with more than a century of history and over 35

DISTRIBUTED WORKFORCE/OAKLAND, Calif.--(BUSINESS WIRE)--Cash App announced today a first-of-its-kind feature that allows customers to convert peer-to-peer (P2P) money transfers into installment plans, becoming the first major U.S. finance app to bring pay-over-time flexibility to everyday money movement. Whether splitting utilities, covering everyday necessities, or sending money to family, customers can now spread the cost of P2P payments over time, giving them greater control over their cash

MONTEREY, Calif.--(BUSINESS WIRE)--Modern Wealth Management (“Modern Wealth”), a registered investment advisory (RIA) firm founded to meet the evolving needs of today’s financial professionals and its clients, today announced an asset purchase agreement of Legacy Wealth Management (“Legacy”), a South Florida-based advisory firm managing approximately $1.2 billion in client assets. As part of this transaction, Legacy has transitioned from its broker-dealer affiliation with LPL Financial and is n

SAN FRANCISCO--(BUSINESS WIRE)--Minted's 5th annual Independent Artist Day (April 3) celebrates 20,000+ global artists and human creativity in an AI-driven world.

SAN FRANCISCO--(BUSINESS WIRE)--Zocks, the privacy-first AI assistant for financial services, today announced the launch of Zocks MCP, connecting Zocks data and client intelligence to the broader AI ecosystem. Zocks MCP is built on the Model Context Protocol (MCP), an open standard that allows AI tools like Claude and ChatGPT to search, read, and reason over external sources of information using natural language. Zocks automatically captures client information shared in conversations, meetings,

BOSTON--(BUSINESS WIRE)-- #AI--Cengage today announced that three executives will speak at the 2026 ASU+GSV Summit, taking place this month in San Diego, California.

NEW YORK--(BUSINESS WIRE)--American Express, Resy and Chef's Table announce expansive partnership to transform culinary storytelling into real-world dining experiences.

NEW YORK--(BUSINESS WIRE)--Court Square Capital Partners (“Court Square”), a leading U.S. middle market private equity firm, today announced it has acquired a majority stake in CallTower (the “Company”), a global leader in enterprise-class cloud communications and collaboration solutions. Court Square is acquiring the company from BV Investment Partners, which acquired a majority stake in 2023. Founded in 2002 and Headquartered in South Jordan, Utah, CallTower specializes in Unified Communicati

BOSTON--(BUSINESS WIRE)--HarbourVest and CAIA Announce Education Partnership for Private Markets

ENGLEWOOD, Colo.--(BUSINESS WIRE)--Brightfin unifies brand after Proven Optics merger, launching as the first AI-Native Cost Optimization Partner for enterprise technology spend.

PITTSBURGH--(BUSINESS WIRE)--IRALOGIX, a leading fintech retirement provider, today announced it has been selected as the IRA services provider for Radish Plan, the innovative performance-based incentive solution created by Ted Benna, widely recognized as “The Father of the 401(k).” This new relationship supports Radish’s continued expansion of financial solutions for employers and employees nationwide. "We selected IRALOGIX for their expertise and reliability in IRA administration,” said Ted B

PALO ALTO, Calif.--(BUSINESS WIRE)--Navan (NASDAQ: NAVN), the global AI-powered business travel and expense platform, today announced its new Audit Engine, an enterprise-grade transaction screening system with more than 45 configurable audit checks, including built-in Anti-Corruption and Bribery flags. By integrating global risk intelligence used by top financial institutions, Navan now provides real-time protection against high-stakes threats like sanctioned individuals and politically exposed

INDIANAPOLIS--(BUSINESS WIRE)-- #AdvancedPrimaryCare--Marathon Health announced it has named Chris Pricco chief executive officer to lead the next chapter of advanced primary care for employers.

LEHI, Utah & HOUSTON--(BUSINESS WIRE)--Avetta®, the leader in intelligent work readiness across global supply chains, today announced new details about its 2026 Summit Series event taking place in Chicago on May 19-21, 2026. Chiefly, the company revealed an all-new format focused on curated experiences designed to go beyond traditional conferences and drive meaningful outcomes for its community of hiring clients, suppliers and partners. The new model will foster an environment where work gets d

SEATTLE--(BUSINESS WIRE)--The median U.S. monthly mortgage payment is $2,742, up 0.4% year over year—a small increase, but the first in nearly six months. That’s according to a new report from Redfin, the real estate brokerage powered by Rocket. Housing payments are climbing because the Iran war and rising oil prices have pushed the weekly average mortgage rate up to a six-month high of 6.38%. Daily average mortgage rates rose as high as 6.64% at the end of last week. Home-sale prices are a fac

SAN FRANCISCO--(BUSINESS WIRE)--SoFi Technologies, Inc. (NASDAQ: SOFI), the one-stop shop for digital financial services, today announced the launch of SoFi Big Business Banking, a new offering that gives enterprise partners the ability to manage both fiat and crypto banking from a single, nationally chartered bank. This launch builds on SoFi’s integration of blockchain into its core platform. Over the last year, SoFi has enabled members to buy, sell and hold crypto, launched SoFiUSD, and built

SAN FRANCISCO--(BUSINESS WIRE)--Numos, an AI platform built for enterprise finance teams, today announced a $4.25 million seed round led by General Catalyst with participation from Operator Collective. Numos’ AI platform sits on top of a company's existing finance stack and continuously analyzes transactions across accounting systems, billing tools, data warehouses, and spreadsheets, allowing companies to make faster, more strategic decisions. Gartner recently predicted that embedded AI will dr

WESTLAKE, Texas--(BUSINESS WIRE)-- #Schwab4Good--As Financial Literacy Month brings renewed attention to the importance of practical money skills, Charles Schwab Foundation today announced the launch of a new annual grant program to encourage fresh thinking and innovative solutions to help advance financial literacy. Through the Schwab Moneywise Momentum Grants program, Schwab is committing up to $2 million this year to support nonprofit organizations that are taking new and distinctive approaches to expand a

HUNTSVILLE, Ala.--(BUSINESS WIRE)-- #5G--Adtran today extended its edge routing portfolio with new Terabit-class edge routers, featuring 400Gbit/s interfaces. These new devices give operators a practical, cost-effective way to scale capacity at the network edge without adding space, power or operational burden. Supported by a unified software foundation that simplifies deployment and operations across the portfolio, the solutions provide a consistent, future-ready environment for edge growth. With 10

SUNNYVALE, Calif. & ATLANTA--(BUSINESS WIRE)--Clari + Salesloft, the leader in the Revenue Orchestration category, today announced the appointment of Rick Hasselman as Chief Financial Officer (CFO). Hasselman will report to CEO Steve Cox and lead the company’s financial strategy, planning, and operations as it enters its next phase following the December 2025 merger. Hasselman joins at a pivotal moment for Clari + Salesloft as the company has integrated two market-leading platforms into a singl