All articles by Vidya Sagar Maddela
Vidya Sagar Maddela
Orion to acquire wealth management firm Summit Wealth Systems
Summit has an advanced wealth tech platform that combines unified data with an enhanced user experience, helping advisors guide their clients toward a life of abundance while growing their businesses
Titan acquires financial planning firm Independent Wealth Planners
The acquisition makes Titan one of the largest financial planning businesses in the UK, with more than £14bn in assets under advice, and brings its total assets under management (AUM) to nearly £35bn
Future Capital, APIA partner to enhance retirement plan services
The collaboration allows financial professionals serving APIA to access Future Capital’s Construct platform, effectively manage their clients’ held-away 401(k) assets, and identify rollover opportunities
FinCrime secures seed funding to advance financial crime prevention
The seed round was led by Oxford Capital, a UK-based specialist investment manager, alongside Twin Path Ventures and Syndicate Room, backing founders Stephen Quick and Daniel Turner-Szymkiewicz
Upbound to acquire financial health technology firm Brigit for up to $460m
Brigit will continue to operate from its headquarters in New York City, as a business segment of Upbound, and Brigit founders Zuben Mathews and Hamel Kothari will continue to lead the Brigit team
Tuum, Audax partner to drive digital transformation for financial institutions
Initially focused on the Middle East, the partnership will deliver rapid digital banking capabilities, incremental core modernisation, and scalable BaaS solutions, with plans to extend the services to other regions
ThetaRay deploys GenAI Financial Crime Detection Suite
The deployment of ThetaRay’s new GenAI suite, which leverages Microsoft Azure OpenAI Service, enhances financial crime detection, risk assessment, and reporting in anti-money laundering (AML) practices
Marygold introduces new feature on mobile fintech banking app
The new feature, dubbed Cash Management Account, will be offered on its recently developed mobile fintech banking app from 30 June 2025, or achieving a total of $100m in assets under management
British digital bank Zopa Bank secures €80m to introduce GenAI
Established in 2020, the British digital bank Zopa Bank has more than 1.3 million customers, around 850 employees, more than £5bn in deposits and currently has £3bn loans on its balance sheet
Insightsoftware launches Simba Workday Drivers to boost data integration
The new drivers, designed to provide secure access to Workday data for analytics, ETL, and custom application development, leverage ODBC (Open Database Connectivity) and JDBC (Java Database Connectivity) technologies