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NEXT Investors, a private equity firm based in New York, has announced a Series A investment in Transient.AI, an artificial intelligence platform built for institutional trading environments. Founded over 25 years ago, NEXT Investors specializes in financing critical capital markets infrastructure. This strategic partnership represents the first institutional capital for Transient.AI and aims to accelerate the platform's deployment within highly regulated financial institutio

AI-native securities compliance platform Greenboard announced it has secured $20 million in total funding, including a previously undisclosed $15.5 million Series A round led by Base10 Partners. Founded in 2023 by Dave Feldman and Ed Schembor, the company provides a unified technology system that replaces outdated, fragmented compliance tools across financial institutions. The platform currently serves more than 500 firms, automating key workflows such as communications archi

WEALTHTECH SAFARI A Guided Tour of WealthTech News Week of May 15, 2026 Acuity Trading Invests in MarketReader to Build a More Complete Al Market Intelligence Offering • Acuity Trading has completed a strategic growth investment in MarketReader to integrate real-time market movement attribution into its financial intelligence ecosystem. • This partnership enables advisors to provide more defensible market analysis by combining alternative data with explainable A

Southall, B. (2026, May 13). Orion headhunts Yi-Ching Wu from AssetMark -- its second attempt in 14 months to fill a crucial role -- 'to put a phone book onto a postage stamp' and weave together its tech and investment businesses. RIABiz. https://riabiz.com/a/2026/5/14/orion-headhunts-yi-ching-wu-from-assetmark-its-second-attempt-in-14-months-to-fill-a-crucial-role-to-put-a-phone-book-onto-a-postage-stamp-and-weave-together-its-tech-and-investment-businesses Orion has hired Y

Acuity Trading recently announced a strategic growth investment in MarketReader to enhance its financial intelligence ecosystem. Acuity Trading provides market and trade intelligence solutions for global brokers and financial institutions while MarketReader specializes in explaining real time market price movements. The partnership combines the alternative data capabilities and global distribution of Acuity Trading with the specialist market move attribution technology develo

Inabinet, J., & Sun, Y. (2026, May 13). Anthropic slams tokenized equity instruments, tanks onchain pre-IPO share prices. Yahoo Finance / Bloomberg. https://finance.yahoo.com/news/anthropic-slams-tokenized-equity-instruments-190547070.html Anthropic has officially warned investors that any unauthorized transfers of its private shares through tokenized products or secondary marketplaces are void and carry no legal value. The company updated its investor warning to explicitly n

Misonzhnik, E. (2026, May 11). Franklin Templeton Launches New Private Markets Models with Corastone. Wealth Management. https://www.wealthmanagement.com/alternative-investments/franklin-templeton-corastone-team-up-on-private-market-models Franklin Templeton has collaborated with digital platform Corastone to launch multi-asset private market model portfolios. These models provide investors with diversified exposure to private equity, private credit, private real estate, and

Marloo has announced a significant shift in its product strategy to move beyond its origins as a meeting notetaker for financial advisers. The company is repositioning itself as a broader artificial intelligence partner that integrates deeply into the adviser workflow by automating document creation and administrative tasks. This transition aims to address the growing demand for efficiency within wealth management firms that need to scale their operations while maintaining hi

Bullish To Acquire Equiniti For $4.2 Billion To Drive Tokenized Securities Adoption Bullish, a regulated digital asset exchange, has entered into an agreement to acquire Equiniti from Siris Capital Group in a transaction valued at $4.2 billion. This strategic move unites a high growth digital finance platform with a leading provider of shareholder and transfer agency services. Equiniti currently supports approximately 70 percent of the companies listed on the FTSE 100 and ma

Upadhyay, H. (2026, May 11). Exclusive: Centricity in talks to raise $30 Mn round led by MUFG and SIG. Entrackr. https://entrackr.com/exclusive/exclusive-centricity-in-talks-to-raise-30-mn-round-led-by-mufg-and-sig-11822996 Wealthtech startup Centricity is currently in negotiations to secure approximately $30 million in a new funding round led by MUFG and SIG. This potential investment is expected to value the Gurugram-based company at $250 million, effectively doubling