July 3, 2025 | Financial Technology Insights

July 3, 2025
FinTech Media Room
Blockchain, Digital asset, Finance, FinTech, Fintech News, Investments

YZi Labs Joins DRW, Goldman, Citadel in Digital Asset Round

YZi Labs joins top financial firms in Digital Asset’s $135M Series E, supporting institutional blockchain adoption. YZi Labs announced its investment in Digital Asset, a platform for enterprise-grade tools to...

Brazos Safety Systems Secures Growth Investment from Altaline

July 3, 2025
FinTech Media Room
Business, Financial Services, FinTech, Fintech News, Investments, Technology

Altaline Invests in Brazos Safety Systems for Growth

Altaline Capital Management, LLC (“Altaline” or the “Firm”), a newly launched Los Angeles-based private equity firm focused on partnering with lower-middle market companies in the technology, business services, and...

July 3, 2025
FinTech Media Room
Financial Services, FinTech, Fintech News, Insurance, Investments

Trucordia Appoints Leanne Ross as SVP, National Sales Leader

Trucordia, a top 20 U.S. insurance brokerage, announced the appointment of Leanne Ross as Senior Vice President and National Sales Leader. In this pivotal role, Ross will be responsible for developing,...

July 3, 2025
FinTech Media Room
AI (artificial intelligence), Financial Services, FinTech, Fintech News, Technology

Jump & eMoney Partner to Simplify Financial Advisor Workflows

New integration streamlines meeting follow-ups and financial plan updates—saving time, reducing errors and improving advisor efficiency Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and...

July 3, 2025
FinTech Media Room
AI (artificial intelligence), Financial Services, FinTech, Fintech News, Technology

Savvy Wealth Raises $72 Million for AI-Augmented Financial Advice

Former LPL CEO Mark Casady joins the Board and Series B round to help shape the company’s wealth management future. Savvy Wealth (“Savvy”), a digital-first platform for financial advisors centered...

July 3, 2025
FinTech Media Room
Financial Services, FinTech, Fintech News, Insurance, Payments

Relation Insurance Acquires Advantage Insurance Group

Relation Insurance Services (“Relation”) acquired the assets of Advantage Insurance Group. The transaction went into effect on May 31, 2025; terms of the transaction were not disclosed. “Our new...

July 3, 2025
FinTech Media Room
Business, Cloud, Daily Roundup, Fintech News

FinTech Daily Roundup: Key Insights in Financial Technology

Welcome to Today’s FinTech Daily Roundup your go-to source for the latest developments in financial technology. As FinTech continues to redefine the way we bank, invest, insure, and manage...

YZi Labs Joins DRW, Goldman, Citadel in Digital Asset Round

Altaline Invests in Brazos Safety Systems for Growth

Trucordia Appoints Leanne Ross as SVP, National Sales Leader

Jump & eMoney Partner to Simplify Financial Advisor Workflows

Savvy Wealth Raises $72 Million for AI-Augmented Financial Advice

Relation Insurance Acquires Advantage Insurance Group

FinTech Daily Roundup: Key Insights in Financial Technology

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