Financial Advisory stories

Citi Wealth rolls out AI-powered assistant for US clients, with Google DeepMind avatar tech set to support advisors on wealth platforms.

Deloitte and Payslip say tighter EU pay rules are driving multinationals towards centralised payroll systems, with 1.3 million payslips now automated annually.

Pello buys ByAllAccounts from Morningstar in a deal that leaves the data aggregation platform embedded in adviser and investor tools.

DC Advisory has hired Oliver Parker as London Managing Director in its Technology & Software team, boosting senior software M&A firepower.

Accordion buys FCM to fuse data-led finance consulting with operator-led transformation in a push to deepen private equity value creation.

Agentic AI start-up Superbo wins strategic backing from Deep Capital to scale its Opero Suite and accelerate global expansion plans.

Aonic acquires Prime Insights for $250m, expanding beyond gaming into research tech and adtech to boost its global data platform reach.

NiCE to acquire Cognigy for USD $955 million, combining AI platforms to enhance global customer experience with advanced conversational AI solutions.

Quinn, a New York fintech, secured $11m to launch AI-driven platform offering personalised wealth advice for financial institutions at scale.

Organisations are increasingly adopting cloud AI solutions to boost efficiency and enhance customer experiences, says Transparency Market Research.

Nakamoto Holdings merges with KindlyMD, raising USD $710 million to launch a Bitcoin treasury, aiming to integrate Bitcoin into global capital markets.

SolarWinds has struck a deal to be acquired by Turn/River Capital for around USD $4.4 billion, offering shareholders a premium of 35% per share.

Sophos has acquired Secureworks for USD $859 million, solidifying its position as a top cybersecurity provider with enhanced comprehensive services.