Bretton AI has launched AI-Native Managed Services and appointed Rick Shooman to lead the offering. The launch comes as banks prepare for proposed AML/CFT reforms from FinCEN that emphasise program effectiveness and modern technologies like AI. Shooman brings over 25 years of financial services technology experience, including 15 years in financial crime programmes. He previously led financial crimes technology at Bank of America and was a managing director at Protiviti. Bretton Managed Services combines AI with a US-based operations team to run compliance operations, including AML, KYC, sanctions and fraud workflows. The service assumes responsibility for delivering compliance operations on customers' data and policies. The launch follows Bretton AI's $75 million Series B funding and rebrand from Greenlite AI earlier this year.

Bretton AI partners with Kaufman Rossin to bring agentic compliance to financial institutions. June 9, 2026 Kaufman Rossin's financial crime and risk advisory practice is now delivering Bretton AI to its clients, combining decades of regulatory expertise with AI-native operations to change how compliance work gets done. The financial crime problem is not getting any simpler. Transaction volumes are rising, regulatory expectations are tightening, and the investigative techniques underpinning most compliance programs were built for a world that no longer exists. Raymond Villanueva has watched this gap widen across a thirty-year career, first as a federal law enforcement official investigating money laundering, now as Head of Investigations at Kaufman Rossin. His read on the industry is plain: "Transactions are happening with the click of a button, but sometimes we're still using the same 1980s techniques." That is the problem this partnership is built to solve. Kaufman Rossin is one of the most respected risk advisory practices in the country, with deep experience helping financial institutions manage compliance, regulatory, and operational risk. Bretton AI runs financial back-office operations, including AML reviews, transaction monitoring, enhanced due diligence - with every decision traced, documented, and defensible. Together, Kaufman Rossin is now delivering Bretton AI to its clients as part of its compliance and risk advisory practice. A partnership built on selectivity. Configuring, calibrating, and overseeing AI in a regulated environment takes people who understand what good looks like in the context of real compliance programs under real regulatory scrutiny. As Will Lawrence, CEO of Bretton AI, explained: "The promise of agentic AI really requires experts to bring it to market." What Kaufman Rossin found in Bretton was technology that met their standard. What Bretton found in Kaufman Rossin was the kind of institutional expertise that makes the technology perform. What changes for analysts. The operational shift this partnership delivers is palpable. Compliance analysts spend a significant portion of their time on work that should not require their judgment: gathering information, reconciling data from separate sources, building case narratives from scratch. That is time that cannot go toward the escalations and high-risk decisions where their expertise actually matters. Bretton AI changes that equation. Investigative findings flow directly into active cases rather than being assembled manually. Every review follows the institution's own procedures, consistently, regardless of volume. Every output is structured, traceable, and aligned to OCC, FDIC, and Federal Reserve standards from day one. Villanueva, speaking from three decades of investigative experience, framed the value directly: "I bring my expertise, you bring the technology and it's a match made in heaven." For institutions working with Kaufman Rossin, the results are measurable. Analysts used to spend 4-6 hours on transaction monitoring triage. With Bretton, they now spend less than an hour on the same task. Built to hold up to regulators. Quality is not incidental to this partnership. It is the standard Kaufman Rossin has always held itself to, and the standard Bretton AI is built around. Villanueva was clear on what that means in practice: "We're not going to do the work twice or three times. We're going to do it once. We're going to do it right. And regulators appreciate our work." That posture is encoded in how Bretton AI operates. Every output is built on Bretton's Trust Infrastructure, which provides model risk management, continuous AI evaluation, and rigorous QA testing. Institutions operating under OCC, FDIC, or Federal Reserve oversight cannot afford decisions that are not explainable and audit-ready. Bretton agents are built to that standard from the start. A model for how advisory firms grow with AI. Advisory practices face a genuine challenge with AI adoption. The firms best positioned to guide clients through it can tend toward more a more conservative outlook. Because their differentiation is judgment, not tooling, they are appropriately cautious about what they put in front of clients and regulators alike. Kaufman Rossin's approach with Bretton AI offers a different path. As CEO of Bretton AI, Will Lawrence put it, partnering with firms that bring deep expertise to the relationship is what makes the technology land: "You bring your deep expertise on the industry, partnered with our best-in-class technology to change how banks operate." For advisory firms looking to grow their compliance practice, this is a model worth examining. Bretton AI is actively partnering with firms that have the expertise, the client relationships, and the operational presence to deliver agentic compliance at scale. The firms that move first will be the ones that introduce their clients to what modern compliance operations actually look like. Building what comes next. The compliance burden on financial institutions is not going away. But the way it gets managed is changing. Institutions that adopt AI-native operations now will not just be more efficient but they will be better positioned to serve more customers, enter new markets, and grow without the back-office overhead that has historically capped their ambition. Kaufman Rossin and Bretton AI share a belief that this shift happens when deep expertise and purpose-built technology work together. That is what this partnership is built to deliver.

Introducing Bretton AI Horizon: the agentic workspace for complex investigations. February 25, 2026 Bretton AI agents complete alert reviews with rigor, speed, and deep auditability. But some investigations need an escalated review driven by humans. This is the reality of financial crime compliance. While AI workflows excel at automating high-volume, repetitive L1 alert reviews, the most complex and critical work - the Level 2 (L2) investigation - requires a different approach. These are the cases that don't fit a template, where an experienced investigator's judgment is the most valuable asset. Today, Bretton AI is proud to introduce Bretton AI Horizon, the first automation platform designed specifically for complex financial crime escalations. Horizon is an agentic workspace that gives your best investigators the AI tool they need to complete thorough reviews with rigor, speed and quality. The escalation challenge. L2 investigations are, by nature, unpredictable. They are often unstructured, requiring analysts to navigate a maze of internal systems and external data sources. The process is a frustrating "swivel chair" marathon of logging in, copying data, and manually piecing together a case file - all before the real analytical work can even begin. This friction doesn't just slow down investigations; it puts a ceiling on the capacity and effectiveness of a bank's most experienced compliance professionals. Horizon: an agentic workspace for L2 analysis. Horizon is designed to break through that ceiling. It is an interactive, agent-powered workspace that layers on top of your existing case management and screening systems, meaning you don't need a massive migration to get started. With Horizon, investigators can direct an AI agent to: * Retrieve records and data without "swiveling" between systems. This works for internal systems as well as external sources like LexisNexis, Thomson Reuters, and Equifax. * Create research plans in line with your internal best practices and execute these complex reviews with ease. * Draft narratives from your firm's narrative library after completing the analysis, ensuring consistency and adherence to your established templates. Horizon handles the laborious data gathering and documentation, freeing up your experts to focus on the critical thinking and nuanced analysis that only a human can provide. Built on a foundation of Trust. Bretton Horizon is built atop its proprietary Trust Infrastructure, ensuring deep auditability, model validation, and information security controls. This gives banks of all sizes the confidence to safely deploy agentic AI into their most sensitive workflows. Every action the agent takes is explainable, auditable, and governable, meeting the rigorous standards of financial regulators. With Bretton, you can now automate L1 reviews end-to-end and give your best analysts Horizon to handle complex escalations. It's a complete solution for the modern financial crime compliance team, enabling growth without compromise. Bretton AI: the platform for L1 and L2 compliance operations. Bretton AI is now the only platform that completes end-to-end L1 investigations and with the launch of Horizon, improves the efficacy of L2 operations. One workspace for all of your financial crime intelligence work.