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nCino launches Mortgage MCP for AI agent integration. (2026, August 7). FinTech Global. https://fintech.global/2026/08/07/ncino-launches-mortgage-mcp-for-ai-agent-integration/ nCino has introduced new functionality allowing lenders to link MCP-compatible AI agents directly into the nCino Mortgage Suite. The launch, called Mortgage MCP, uses Model Context Protocol, an open-source standard that connects AI agents to external platforms, and is designed to bring AI agents into th

Randall, S. (2026, August 7). Industry veterans launch AI data firm targeting wealth management's infrastructure problem. InvestmentNews. https://www.investmentnews.com/fintech/industry-veterans-launch-ai-data-firm-targeting-wealth-managements-infrastructure-problem/267730 Astraeus, a New York-based platform, went live on August 6, 2026, designed to unify client data, advisor relationships, accounts, products, fees, and regulatory requirements into a single semantic layer. Th

As entraprenuers ourselves, we know how hard it is to build the right team. But, we also know that getting the team right is the key to real success, and "key" is probably too weak a word here. So here is our modest effort to try and speed-up the connection between our friends who are looking for a new challenge and our friends who are looking to build rock-star teams. If you are looking for your next challenge, let us know. We have attached an info template you can use to te

Slant launches AI-built intake forms inside its CRM • Slant, an AI-native CRM for advisors, launched Intake Forms that users create by describing what they want in plain language, with submitted responses applied to the client record in one click. • Pulling known CRM data and extracting details from an uploaded tax return before the client is asked anything reframes the form as an output of the database rather than a separate tool bolted onto it. Knote: More evidenc

Arbex, P. (2026, August 4). Ex-Nubank levanta 'seed' histórico: Decade vai gerir finanças pessoais com AI [Ex-Nubank raises historic seed: Decade will manage personal finances with AI]. Brazil Journal. https://braziljournal.com/ex-nubank-levanta-seed-historico-decade-vai-gerir-financas-pessoais-com-ai/ Decade, a fintech founded by former Nubank CTO Vitor Olivier, raised $85 million in what the article identifies as Latin America's largest seed round. The round totaled approxi

Ortolani, A. (2026, August 6). Edward Jones set for January bank launch to widen client lending options. WealthManagement.com. https://www.wealthmanagement.com/ibd-news/edward-jones-set-for-january-bank-launch-to-widen-client-lending-options Edward Jones is on track to launch its in-house bank in January, with David Chubak, head of wealth management and field management, describing himself as "cautiously optimistic" about the timeline. The bank will be used for lending rather

TradePMR. (2026, August 4). AI for financial advisors takes a step forward at SYNERGY26. https://www.tradepmr.com/blog/ai-for-financial-advisors-takes-a-step-forward-at-synergy26 TradePMR by Robinhood announced Robinhood Cortex for Advisors, an AI tool coming to the Fusion platform at no additional charge to advisors using Fusion. The AI underlying Robinhood Cortex for Advisors has already been deployed across nearly one million retail Robinhood investors. The tool is built t

Steves, R. (2026, August 5). Orion brings fractional share trading to RIAs using Schwab custody. FinanceFeeds. https://financefeeds.com/orion-brings-fractional-share-trading-to-rias-using-schwab-custody/ Orion launched fractional share trading for registered investment advisors who custody with Schwab Advisor Services, integrated directly into Orion Trading and its order management system. The capability targets whole-share limitations that create residual cash balances and t

The WealthTech Strategy Team tracks every unique WealthTech fundraising and acquisition event, turning it into data and analytics built to help startups, strategic buyers, and financial backers spot where the opportunities and growth are. Our first-half 2026 numbers are attached. Sub-$10M deals are at an all-time low. We saw the writing on the wall here. The shiny new startup is getting harder to back when there's always a shinier one tomorrow. But here's the twist: the compa

Business Wire. (2026, July 28). Snappy Kraken report finds financial advisor website form submissions jumped 110% amid AI-driven changes in investor research behavior. https://www.businesswire.com/news/home/20260728662355/en/Snappy-Kraken-Report-Finds-Financial-Advisor-Website-Form-Submissions-Jumped-110-Amid-AI-Driven-Changes-in-Investor-Research-Behavior Snappy Kraken released its State of Digital & AI 2026 report, an analysis based on aggregate, anonymized platform data fr