- Regtech Blee has teamed up with New York-based multi-asset investing platform Public.
- Public will embed Blee’s AI-powered review engine directly into its marketing workflows to ensure that all customer-facing messaging and communication meets regulatory compliance standards.
- Founded in 2022, Blee made its Finovate debut at FinovateSpring 2024. Guy Shahar is Founder and CEO.
New York-based regtech Blee has announced a partnership with multi-asset investing platform Public. The company will leverage Blee’s AI-powered compliance platform to enhance and streamline its marketing review process as it scales its offering.
“Public is a platform for long term investors looking to build a diversified portfolio. We’re focused on creating a multi-asset platform that’s transparent and built to support informed decision-making,” Public Chief Compliance Officer Emily Verlinde said. “As we scale how we connect with current and prospective members, partnering with Blee helps us move quickly while ensuring everything we share meets the highest regulatory standards.”
Public enables investors to create portfolios using stocks, exchange-traded funds (ETFs), cryptocurrencies, options, and bonds, as well as contribute to retirement accounts. In teaming up with Blee, Public will embed the company’s AI-powered review engine directly into its marketing workflows. This will enable real-time risk detection for content across all asset classes and establish approval flows for different products. The technology also provides a complete audit trail for every review to help ensure compliance.
“This customer announcement is very special to me,” Blee Founder and CEO Guy Shahar wrote on the company’s LinkedIn page. “I’ve been a huge fan of Public’s mission. They’re not just building a product; they’re changing the culture of investing.”
Shahar noted that companies like Public face significant challenges when it comes to offering such a wide range of investment products. Chief among them is a need to communicate clearly and fairly to customers about the products they offer—including the risks involved—and to ensure that those communications meet regulatory standards.
“We’re proud to be the compliance infrastructure that will help the Public team continue to meet this challenge head-on,” Shahar added. “Our platform will provide the guardrails that enable them to educate their members and grow their offerings with confidence and speed.”
New York-based Public offers a multi-asset investment platform for investors in stocks, options, bonds, digital assets, and more. In addition to its investment tools, Public also offers a proprietary AI layer, Alpha, that gives investors fundamental data and custom analysis to guide their investment decisions. Founded in 2019, the company has raised more than $300 million from investors including Accel, Tiger Global, and Will Smith’s Dreamers VC.
Founded in 2022, Blee made its Finovate debut at FinovateSpring 2024. At the conference, Shahar showed how Blee’s AI-powered marketing compliance review technology automatically identifies and flags potential compliance issues and risks before they reach customers.
Blee’s partnership with Public comes a month after the regtech announced that it was working with fellow Finovate alum, Marqeta. Marqeta will integrate Blee’s real-time risk detection, configurable approval flows, and monitoring capabilities into its internal go-to-market process. The company will also use the risk detection technology to support third parties and partners in its ecosystem.
“Our customers are building what’s next in financial services, and trust is at the core of that work,” Marqeta Marketing Compliance Officer Annia Prado said. “With Blee as our compliance partner for marketing reviews, we’re able to share new programs fast—and stay true to the standards that matter.”
Photo by Tyler Prahm on Unsplash
Views: 314
