Candidly, an AI-native financial guidance platform, has launched six new capabilities within its Candidly Intelligence Center, including guidance for Invest America accounts, known as Trump Accounts. These tax-advantaged children's investment accounts were established under the One Big Beautiful Bill Act, with regular contributions opening 4 July 2026. The new capabilities cover retirement planning, equity compensation, account guidance, budgeting, benefits intelligence and Trump Accounts. They will be available through Candidly's MCP gateway and API, with white-labeled front-end experiences launching this autumn. Founded in 2016, Candidly delivers personalised financial guidance to employees through employers and financial institutions. The platform is SOC 2 certified and designed with deterministic, auditable calculations. Each capability includes curated knowledge bases, computation tools, integrated data, actionable surfaces and visualisation components.

Candidly, an AI-driven student debt and savings optimisation platform, announced $2.3 billion in projected student debt impact and $66 million in projected additional retirement savings in its 2025 annual report. The company launched Cait, a conversational AI tool, and the Candidly Intelligence Centre, a multi-agent platform delivering personalised financial guidance. The platform achieved strong adoption, with 71% of users taking action on Cait's suggestions and 61% of returning users exploring new topics. Candidly facilitated $73 million in employer contributions in 2025 and saw a 121% increase in new employer partnerships. The company won the Fintech Breakthrough Award for Best Student Loan Management Platform for the third consecutive year and was named a Technology Pioneer by the World Economic Forum. Founded in 2016, Candidly is backed by Altos Ventures, Salesforce Ventures and other investors.

Company Hosts Awards Live for First TimeSCOTTSDALE, Ariz., Dec. 31, 2024 /PRNewswire/ -- Cornerstone Advisors, a leading management and technology consultancy for banks, credit unions and fintech firms, has announced its 24th Annual GonzoBanker Awards, the company's iconic tribute to notable people, companies, technologies and deals in the banking and fintech industries.According to Steve Williams, Cornerstone CEO, banks and credit unions demonstrated remarkable performance this year in the face of accelerating complexity on many fronts, not the least of which was a difficult economic environment. "We salute the 'troublemakers' in the industry who balanced fundamental and complex challenges while continuing to improve customers' financial lives," said Williams.Award categories included the Smarter Banks Awards, designed to celebrate extraordinary financial institutions that have modernized their businesses and grown in focused and strategic ways. These included:The Smarter Bank Hyper-Efficient Award , recognizing groundbreaking efficiency driven by digital self-service, process automation and artificial intelligence, went to Space Coast Credit Union in Melbourne, Fla. Under the leadership of CEO Tim Antonition , the credit union has demonstrated how leaning into new approaches to efficiency can yield a 2.5% non-interest expense/asset ratio in a full-service community credit union.digital self-service, process automation and artificial intelligence, went to Space Coast Credit Union in Under the leadership of CEO , the credit union has demonstrated how leaning into new approaches to efficiency can yield a 2.5% non-interest expense/asset ratio in a full-service community credit union. The Smarter Bank Differentiated Award , recognizing institutions that forge distinct competitive positions and segmented brands, went to CEO Ken Vecchione and the team at Western Alliance Bancorporation