Broadridge Financial Solutions has announced a strategic partnership and minority investment in Uptiq, an AI platform for financial services. The partnership aims to modernize wealth management by addressing the growing demand for artificial intelligence in financial services and developing a better wealth lending process. Uptiq’s AI-powered tools and Broadridge’s Wealth Lending Network will enable advisors to deliver smarter lending recommendations, save time, and help clients access the liquidity needed to achieve their financial goals. The integration will streamline the process of accessing securities-based lending solutions, particularly for financial advisors and wealth management firms not affiliated with banks. Broadridge’s investment supports Uptiq’s growth and reinforces a shared vision for transforming wealth lending.
Robinhood pivots to a global superapp by tokenizing 200+ US. stocks for EU investors with 24/7 trading Robinhood, a global financial superapp, has transformed the post-public market landscape by leveraging blockchain, tokenization, and AI to redefine retail trading. By tokenizing over 200 U.S. stocks and ETFs for European investors, Robinhood has enabled 24/7 trading, fractional ownership, and exposure to illiquid private companies like OpenAI and SpaceX. Robinhood’s AI-driven tools, such as Robinhood Cortex, provide hyper-personalized insights, boosting retention and engagement. The company’s expansion into banking and wealth management, Robinhood Banking, positions it as a one-stop financial ecosystem. Financial performance validates Robinhood’s strategic bets, with Q2 2025 revenue surged 45% year-over-year, and its adjusted EBITDA margin hit 56%. Despite challenges, Robinhood’s forward P/E ratio of 12x and $4.2 billion cash balance suggest a compelling valuation. The company’s ability to navigate regulatory complexity while scaling AI-driven personalization and blockchain infrastructure will determine its long-term dominance in a fragmented fintech landscape.
Robinhood, a global financial superapp, has transformed the post-public market landscape by leveraging blockchain, tokenization, and AI to redefine retail trading. By tokenizing over 200 U.S. stocks and ETFs for European investors, Robinhood has enabled 24/7 trading, fractional ownership, and exposure to illiquid private companies like OpenAI and SpaceX. Robinhood’s AI-driven tools, such as Robinhood Cortex, provide hyper-personalized insights, boosting retention and engagement. The company’s expansion into banking and wealth management, Robinhood Banking, positions it as a one-stop financial ecosystem. Financial performance validates Robinhood’s strategic bets, with Q2 2025 revenue surged 45% year-over-year, and its adjusted EBITDA margin hit 56%. Despite challenges, Robinhood’s forward P/E ratio of 12x and $4.2 billion cash balance suggest a compelling valuation. The company’s ability to navigate regulatory complexity while scaling AI-driven personalization and blockchain infrastructure will determine its long-term dominance in a fragmented fintech landscape.
NKSCX launches institutional-grade autonomous digital asset management with Intent-Centric Architecture processing cross-chain execution and Inheritance Protocol enabling granular permissions through role-based family office access
NKSCX announced its comprehensive wealth management ecosystem, the Autonomous Wealth Engine. This integrated suite of institutional-grade tools is engineered to address the core challenges of complexity, security, and access faced by High-Net-Worth Individuals (HNWIs), family offices, and wealth managers in the digital asset space. The NKSCX Autonomous Wealth Engine eliminates this compromise by delivering a seamless, sophisticated, and sovereign platform built on three core pillars: The Vault, The Strategy Studio, and The Access Desk. • The Vault: Sovereign Digital Legacy Management. Moving beyond the limitations of traditional wallets, The Vault functions as a command center for a client’s digital legacy. Built on advanced account abstraction, it offers features like an Inheritance Protocol for seamless succession planning and Granular Permissions, allowing for secure, role-based access for family members or financial advisors without ever exposing private keys. • The Strategy Studio: Effortless Sophistication. This powerful tool acts as a personal quantitative team, leveraging an “Intent-Centric Architecture” to translate complex financial goals into flawless execution. Clients can express objectives in simple terms, such as, “Deploy 100,000 USDC to the highest-yielding, audited stablecoin protocol,” and the engine autonomously computes and executes the optimal, most secure transaction path across multiple chains. • The Access Desk: Curated Alpha and Institutional Access. Completing the ecosystem, The Access Desk serves as a private gateway to vetted and exclusive investment opportunities. This includes fractional ownership in Tokenized Real-World Assets (RWAs) like private credit and real estate, as well as pre-market access to promising Web3 protocols traditionally reserved for top-tier venture capital firms.
Halo Invest’s platform for advisers offers a light-touch, client-administrated option to efficiently service customers with more modest assets allowing them to easily check progress for clients and corporate actions
Halo Invest Adviser Gateway is now live, offering advisers a light-touch, client-administrated option to efficiently service customers with more modest assets. The platform, led by CEO Douglas Boyce, has secured its first advice firm client and a strong pipeline of new business for the immediate future. The platform is built to make investing “simpler, fairer and better” through innovative functionality, including a transfer dashboard for advisers to easily check progress for clients and corporate actions that the adviser doesn’t need to respond to individually. It also uses Go Cardless for efficient client money addition. The platform features include onboarding, trading, custody, and reporting, as well as a comprehensive range of investments and wrappers. The senior management team at Halo Invest has close to 200 years of combined experience within financial services, including former Tatton CEO Helen O’Neill, Head of Risk and Compliance Wendy Crawford, and Head of Customer Lynn Johnston. Halo Invest Adviser Gateway represents an evolution rather than a revolution, helping advisers achieve profitability from parts of their client book where it was previously difficult or impossible.
Bitcoin ownership skews towards retail at 66% but institutions are catching up with funds and ETFs at 8% and businesses 6% highlighting balance sheet adoption momentum
River, the U.S.-based bitcoin financial services firm says individuals still own the majority of bitcoin. The study groups bitcoin supply into a few categories and shows the market share of each, using public filings, custodial address tagging and earlier blockchain research. River estimates individuals control about 65.9% of circulating BTC, or 13.83 million coins. This bucket includes self-custodied wallets and exchange accounts that River classifies as individual. On the institutional side, River divides holdings into businesses, ETFs and funds: Businesses — a global category covering corporate treasuries and conventional firms that report bitcoin holdings — account for about 6.2% of supply, or 1.30 million BTC. ETFs and funds — spot ETFs and investment vehicles that custody coins for clients — control about 7.8%, or 1.63 million BTC. Governments are shown at about 1.5%, or 306,000 BTC, based on sovereign addresses tracked from public sources. Two special categories round out the distribution: Lost bitcoin makes up about 7.6%, or 1.58 million BTC. River says this is inferred from age heuristics, which show coins that have not moved for many years and are likely unrecoverable. Satoshi/Patoshi holdings are pegged at about 4.6%, or 968,000 BTC, based on earlier research into early-era mining patterns. Finally, about 5.2% of the supply, or 1.09 million BTC, has yet to be mined before the hard cap of 21 million is reached. In plain terms, River’s research is an attempt to map who holds bitcoin today, not to forecast future prices. The estimates are not definitive, since custodians aggregate many clients, some wallets are misclassified, and ownership can be opaque. River’s conclusion is that individuals still dominate holdings, but the institutional share is expanding, helped by the growth of ETFs and companies that now treat bitcoin as a balance-sheet asset.
Kraken delivers US capital market access to 200 million users across four blockchains by integrating 60 xStocks tokenized equities into Trust Wallet
Kraken has announced a partnership with Trust Wallet to integrate xStocks, its tokenized equities product, into the self-custody wallet. The integration will allow Trust Wallet users to buy 60 different xStocks using multiple fiat currencies and transfer them across blockchains including Solana, BNB Chain, TRON, and Ethereum. Backed will continue issuing xStocks as fully collateralized tokens, maintaining a 1:1 backing for each equity. Since their launch in June, xStocks have reached over $4 billion in combined exchange volume. The integration with Trust Wallet aims to broaden access to U.S. capital markets through tokenization. “Bringing xStocks to Trust Wallet places open and interoperable tokenized equities directly into the hands of millions, alongside the crypto, stablecoins and DeFi assets they already use every day,” Arjun Sethi, Kraken co-CEO. Kraken has partnered with a Circle affiliate to expand access to USDC and EURC on its platform, aiming to support on-chain financial applications. The collaboration seeks to increase stablecoin liquidity, reduce conversion fees, and provide euro-denominated EURC to users.
eToro’s AI tools to enable retail traders to develop bespoke trading algorithms, automate trade execution with precision and interact with social feed via customizable boiler plates and rich media posts creating a community-led marketplace for investing
eToro is launching a suite of AI-tools that will transform social investing by creating a community-built marketplace for investing built on top of eToro’s new public API. This marks a significant leap forward in the democratization of investing, arming retail traders and investors with sophisticated, AI powered capabilities previously only accessible to quantitative hedge funds. The suite of AI-tools will initially be available to eToro’s Popular Investors, a subset of users who are a vetted group of top traders and investors who meet specific criteria and whose investment strategies can be copied by other users via eToro’s patented CopyTrader technology. The key capabilities which will be deployed include the ability to: Develop bespoke trading algorithms and automate strategies; Automate trade execution: AI-driven algorithms to execute trades with precision, minimizing latency and maximizing efficiency; Integrate real-time market data and third-party tools, including backtesting and advanced analytics, to identify trends and opportunities across stocks, crypto, and ETFs, in order to build investment strategies; Personalize portfolio optimization: Tailored recommendations based on risk profiles, market conditions, and user behavior; Create personalized dashboards for monitoring portfolios and market activity including sophisticated risk management tools, powered by AI including Value-at-Risk (VaR) analysis and portfolio stress testing; Interact with eToro’s social feed via customizable boiler plates e.g. rich media posts. eToro’s focus on AI-empowerment, includes the launch of Tori, eToro’s next-gen AI companion. Tori is a powerful AI assistant transforming how users interact with eToro: answering questions, surfacing personalized insights, guiding them across the platform, and helping them better understand the world of investment – all through natural conversation.
WealthChain files patent for Oracle‑driven smart‑contract “wealth blockchain” to replace wills and trusts, with death verification, emergency stops, identity tokens and immutable compliance logs
WealthChain Protocols announced the filing of a pioneering patent for its WEALTH Blockchain™, an innovative platform that aims to revolutionize estate planning and asset protection through self-executing smart contracts. The WEALTH Blockchain™ is a pioneering smart contract and oracle-driven platform that reimagines estate planning, asset protection, and wealth management & transfer in the digital age. This filing marks a key milestone in the development of the first blockchain specifically engineered to replace traditional legal documents — including wills, trusts, and powers of attorney — with self-executing smart contracts governed by real-world legal triggers. Key Features of the WEALTH Blockchain™ Include: A Death Verification Oracle using two independent government sources and notarized affidavits to trigger smart contracts; A Dynamic Beneficiary Registry that allows flexible, on-chain updates to beneficiary designations; Built-in Emergency Stop Mechanisms enabling family members, trustees, and courts to pause execution during disputes; Blockchain-native, encrypted Identity Tokens for secure access control; Immutable Compliance Logging for regulatory transparency and legal auditability. Boyd & Boyd, P.C. has been selected as the initial licensee and official affiliate of the WEALTH Blockchain™. The firm will integrate the technology into its Wealth Protection & Transfer Plan™, providing clients with cutting-edge smart estate plans backed by decades of legal expertise.
Bloomberg advances portfolio analytics with AI, enabling 750+ clients to generate customizable automated attribution reports with integrated Bloomberg news and strategic insights
Bloomberg has launched AI Portfolio Commentary, an AI-powered feature within PORT Enterprise, Bloomberg’s premium portfolio and risk analytics offering. The new feature uses AI to generate detailed explanations of return drivers, streamlining workflows and simplifying reporting across fixed income and equity portfolios. With built-in AI capabilities, PORT Enterprise now delivers contextualized portfolio summaries by combining a portfolio’s attribution data with media coverage from sources like Bloomberg News. This solution enables clients to quickly surface a summary of key performance drivers and relevant news, then shift their focus to more strategic, high-impact analysis. PORT Enterprise is used by investment teams at some of the largest asset managers and asset owners across the world as a primary portfolio analysis solution, utilizing its award-winning performance attribution and risk models. This release brings a top-down, granular analysis of allocation and selection decisions with a wealth of Bloomberg company-level data and news, and allows users to effortlessly generate performance attribution commentary with reliable and actionable insights. PORT Enterprise is a premium offering that provides more than 750 clients with sophisticated portfolio risk and return attribution capabilities with enhanced customization and batch reporting. Access to Bloomberg’s Multi-Asset Class Hybrid Performance Attribution model (MAC HPA) provides clients with a robust and flexible attribution solution catering to a wide variety of portfolio strategies. PORT Enterprise and RMS Enterprise are part of Bloomberg’s integrated investment management solutions.
YELO Software’s AI-driven private markets intelligence platform delivers accurate, CRM-ready contact data across private equity and portfolio decision-makers and a dynamic map of firms, sectors, and interconnections to reveal hidden investment opportunities
YELO Software, has launched its full-service offerings alongside YELOsphere Connect the first module of its proprietary, AI-driven private markets intelligence platform designed to help teams identify and connect with key players across private equity and portfolio companies. Private equity teams work in high-stakes, low-visibility environments. YELOsphere is built to change that — delivering verified data, strategic insights, and AI-driven foresight in three stages: 1) YELOsphere Connect (Live) – Accurate, CRM-ready contact data on PE and portfolio decision-makers. 2) YELOsphere Insights (2025) – A dynamic map of firms, sectors, and interconnections to reveal hidden opportunities. 3) YELOsphere Analytics (In development) – Interactive dashboards and predictive strategy tools, powered by AI. YELOsphere Connect enables investment and marketing teams to move faster with cleaner, more actionable data, powered by smart automation and AI-driven data validation. Continuously validated contacts across PE firms and portco executive roles; Smart filters by firm, title, sector, and investment profile; Decision-grade contact intelligence across investors and operators; Built to move teams from research to outreach, faster.