Financial Services

Announcements

Broadridge Tokenization Pulse Survey Finds Tokenized Assets Are a Strategic Priority for Financial Services Firms and Highlights Growing Investment in Hybrid Market Infrastructure

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NEW YORK — July 16, 2026 Executive Summary Broadridge Financial Solutions, Inc. has released findings from its inaugural Tokenization Pulse Survey, indicating that tokenization has become...
Announcements

Jeitto Expands Access to Digital Credit in Brazil With an AI-Powered App for...

SAO PAULO — July 15, 2026 Executive Summary Jeitto is expanding its digital credit and financial services platform in Brazil with a mobile-first experience designed for...
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Announcements
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Jeremy Zeman joins True as Managing Director and Head of Consumer & Commercial Banking as the company expands its financial services capabilities with a dedicated banking practice

True Expands Financial Services Footprint with Jeremy Zeman as Head of...

PHILADELPHIA — June 23, 2026 Executive Summary True, a global executive talent platform powered by data, AI, and sector expertise, has appointed Jeremy Zeman as Managing...
Announcements
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Novel Financial Holdings announces strategic investment from Flexpoint Ford to support diversified underwriting and insurance services platform expansion

Novel Financial Holdings Secures Flexpoint Ford Investment to Accelerate Diversified Underwriting...

JERSEY CITY, N.J. — June 22, 2026 Executive Summary Novel Financial Holdings, Inc. has secured an investment from Flexpoint Ford, a specialist private equity firm focused...
Announcements
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Webster Bank launches Prolific Banking FI-Streams Connector powered by Plaid Core Exchange to enable secure commercial client financial data connectivity and third-party application integration

Webster Bank Implements Prolific Banking’s FI-Streams Connector to Expand Secure Financial...

ATLANTA — June 11, 2026 Executive Summary Webster Bank has gone live on Prolific Banking’s FI-Streams Connector, leveraging Plaid’s FDX-aligned Core Exchange to expand secure financial...
Announcements
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ERShares announces a shareholder protection plan for the XOVR ETF ahead of the SpaceX IPO to support long-term investors and preserve value from SpaceX exposure

ERShares Announces XOVR Shareholder Protection Plan Ahead of the SpaceX IPO...

NEW YORK — June 5, 2026 Executive Summary ERShares has announced a shareholder protection plan for the ERShares Private-Public Crossover ETF (XOVR) ahead of the anticipated...
Announcements
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John Durham joins Sanctuary Wealth as founder of Valen Private Capital, expanding ultra-high-net-worth wealth management and family advisory services through Sanctuary Wealth’s Partnered Independence platform

Sanctuary Wealth Welcomes Valen Private Capital as New Partner Firm to...

MIAMI — June 5, 2026 Executive Summary Sanctuary Wealth has welcomed Valen Private Capital, LLC as its newest Partner Firm, bringing aboard veteran wealth advisor John...
Announcements
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Lukka acquisition of PEER DATA combining digital asset data, DBOR platform, Daisy Chain technology, data governance, provenance, licensing, traceability, and AI governance capabilities

Lukka Acquires PEER DATA to Expand Digital Asset Data, Data Commerce...

NAPLES, Florida, June 4, 2026 Executive Summary Lukka has acquired PEER DATA, bringing together institutional-grade digital asset data, data commerce infrastructure, data governance, licensing, provenance, and...
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