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Amerant Bank has invested $2.5 million in Marstone to provide a digital alternative to personal wealth advisors for new and existing clients. The technology "gets planning capabilities into the hands of any customer that wants them," says Jerry Plush, the Florida bank's new CEO.

The approval broadens Excel’s membership to anyone in Gwinnett, Hall, Forsyth and Fulton counties.

With an agreement in hand to buy Bank of Commerce Holdings in Sacramento, the Washington company will prioritize filling in a 200-mile gap between the seller's footprint and its own.

U.S. regulators blocked the card network's attempt to buy Plaid last year for antitrust reasons. Its bid to acquire Tink, a similar company based in Sweden, may have a better shot given European officials' desire to promote open banking.

Visa Inc. has agreed to buy Swedish open-banking platform Tink AB as the payment giant looks to expand beyond its card network.

Southern Bancorp, a community development financial institution, will devote part of a multimillion-dollar investment from the payments giant to developing technology that helps consumers budget, buy a home and more.

Resorts World is building its entire customer experience around a digital app, hoping to eliminate the need for — and costs of — handling paper money.

Goldman Sachs Group has begun offering cash management and treasury services in the U.K. as it builds out its new transaction-banking arm.

Thomas Caldwell has run Middlefield Banc Corp. for 26 years.

Rapyd's new venture capital arm seeks companies that can develop or benefit from an international identity verification system.