Model ML today announced the acquisition of Captide, the leading financial data layer that turns complex global corporate filings and disclosures into LLM-ready documents and data for AI agents.

Meridian, an agentic artificial intelligence startup trying to reinvent complex financial modeling, has the money it needs to complete that mission after raising $17 million in seed funding today. The ...

A new company called Meridian.AI has emerged from stealth with an IDE-based approach to agentic financial modeling.

Abstract: The need of building information technology is becoming more evident to those working in corporate financial management as the digital era arrives. An increasing number of modern societies ...

Copilot who?

Power Pivot excels in handling large datasets and performing complex analytics, using data modeling and DAX expressions, but ...

We analyzed everything from advisor credentials to fees to portfolio options at some of the larger and more well-known registered investment advisor firms to help you select a firm that could best ...

An illustration Anthropic commissioned to mark the release of Opus 4.5. (Anthropic) Hot on the heels of Google's Gemini 3 Pro release, Anthropic has announced an update for its flagship Opus model.

Claude for Excel is currently available as a research preview Anthropic says Claude provides full transparency about its actions The company is also adding six new ...

Navigate the process of selecting a financial advisor by exploring advisor types, fee structures, credentials and essential questions Written By Written by Staff Senior Editor, Buy Side Miranda ...

Anthropic's Claude chatbot just got a suite of finance updates. Claude can draft financial reports, access new data, and more. AI is playing an increasingly central role in the financial sector.

Now in its seventh year, CNBC's Financial Advisor 100 list recognizes the best financial advisors and top firms. For 2025, CNBC's top-ranked firm is Parsons Capital Management, based in Providence, ...