Moment raises $78M to build an AI operating system for wealth managers
Index Ventures led the Series C less than a year after Moment’s prior round, as assets on the platform grew from $300B to more than $10T.
Financial AI News and Analysis
4 verified stories covering Financial AI, product updates and industry developments.
Anthropic Brings Claude Across Excel, Word and Office
Claude is moving between Excel, PowerPoint, Word and Outlook with shared context, while Anthropic pitches Wall Street on finance agents and data partnerships.
Blend Turns Mortgage Workflows Into an MCP Server
Blend Autopilot MCP exposes U.S. mortgage-origination systems to AI agents, showing how MCP is moving from tool protocol to industry infrastructure.
Anthropic brings 10 finance agents to Wall Street
Anthropic is pushing Claude deeper into finance with 10 ready-made agent templates, Microsoft 365 integrations, governed data connectors and named production customers.