Inverite's AI Platform Becomes Core Data Layer for a Global Fintech's Tier 1 Canadian Wealth Management Clients

Rhea-AI Summary

Inverite Insights (OTC: INVRD) announced that a global fintech wealth-management provider has selected Inverite's AI real-time data platform as a core data and verification layer for its Canadian wealth management ecosystem on November 28, 2025. The partner supports over US$2 trillion in assets, 26 million end investors, and 650+ financial institutions.

The integration embeds automated EFT collection and real-time KYC confirmation into Tier-1 Canadian workflows, making Inverite services natively available without separate integrations and creating a scalable channel across national Tier-1 clients.

Separately, Inverite announced a non-brokered private placement of units at $0.25 per unit for gross proceeds up to $1,000,000; each unit includes one common share and one-half warrant $0.35, two-year term). Securities will be subject to a four months and one day hold period and are not registered for sale in the United States.

Positive

• Partner supports US$2 trillion in assets under administration
• Integration provides real-time KYC and automated EFT onboarding
• Private placement sized up to $1,000,000
• Warrants exercisable at $0.35 for two years

Negative

• Private placement could cause shareholder dilution
• Securities not registered for U.S. sale, limiting investor pool
• Issued securities subject to 4 months + 1 day hold period, restricting immediate liquidity

Key Figures

Assets administered: over US$2 trillion End investors: 26 million Financial institutions: 650+ institutions +5 more

8 metrics

Assets administered over US$2 trillion Scale of the global wealth management technology provider partner

End investors 26 million End investors supported by the partner’s platforms worldwide

Financial institutions 650+ institutions Financial institutions served globally by the partner

Wealth & asset firms 12,000+ firms Wealth and asset management firms using the partner’s platforms

Unit offering price $0.25 per unit Price per unit in non-brokered private placement

Private placement size up to $1,000,000 Maximum gross proceeds of the non-brokered private placement

Warrant exercise price $0.35 per share Exercise price for each whole warrant, valid two years

Hold period four months and one day Regulatory hold period on securities issued in the placement

Market Reality Check

Price: $0.1976 Vol: Volume 500 is just 0.04x ...

low vol

$0.1976 Last Close

Volume Volume 500 is just 0.04x the 20-day average of 12,565, indicating limited pre-news activity. low

Technical Price at $0.1976 is trading slightly above the 200-day MA of $0.19 and 12.84% below the 52-week high of $0.2267.

Peers on Argus

INVRD showed a -7.92% move with very low volume, while key peers were mostly fla...

INVRD showed a -7.92% move with very low volume, while key peers were mostly flat and SPFX rose 4.42%, pointing to stock-specific dynamics rather than a broad sector move.

Historical Context

3 past events · Latest: Sep 23 (Positive)

Pattern 3 events

Date	Event	Sentiment	Move	Catalyst
Sep 23	Management/board change	Positive	+9.1%	CEO Karim Nanji appointed to FDATA board, highlighting sector credibility.
Aug 07	AI partnership	Positive	-22.8%	AI-based platform partnership with Usolve and insider convertible debenture.
Jul 30	Earnings results	Positive	-0.3%	Improved revenues and reduced operating expenses in audited financial results.

Pattern Detected

Recent positive management, AI partnership, and improving earnings updates have produced mixed to negative price reactions, suggesting upbeat news often met with tepid or adverse trading.

Recent Company History

Over the past several months, Inverite reported improving financial performance, with verification fee revenue rising and operating expenses falling, and secured AI-focused partnerships to expand its platform usage. A management profile event tied to CEO Karim Nanji’s FDATA board role previously saw a positive share reaction, but an AI partnership announcement with Usolve and the latest earnings drew flat to negative moves. Today’s AI partnership and financing news continues the theme of strategic growth and platform adoption against a backdrop of inconsistent price responses to prior milestones.

Market Pulse Summary

This announcement combines a major AI-driven integration and a financing. Inverite’s real-time data ...

Analysis

This announcement combines a major AI-driven integration and a financing. Inverite’s real-time data platform will form a core layer in a global fintech’s Canadian wealth infrastructure, potentially reaching over 650 institutions and 12,000 firms. At the same time, a non-brokered private placement of up to $1,000,000 in $0.25 units with $0.35 warrants introduces new capital and potential dilution. Investors may watch for concrete revenue contributions, onboarding of Tier-1 institutions, and subsequent updates on open banking initiatives.

Key Terms

ai-driven, real-time data platform, automated eft collection, kyc, +4 more

8 terms

ai-driven technical

"Inverite's AI-driven Real-Time Data Platform will be embedded directly..."

AI-driven describes products, services, processes or decisions that rely on artificial intelligence—software that detects patterns in data and makes predictions or choices without step-by-step human direction. For investors it signals potential for faster growth, lower operating costs or new revenue, but also new risks (model errors, data problems, regulatory limits); think of it like a smart thermostat that can save energy and money but can also misbehave if fed bad information.

real-time data platform technical

"Inverite's AI-driven Real-Time Data Platform will be embedded directly..."

A real-time data platform is software that continuously collects, organizes and delivers live market prices, news, and other financial signals to users and systems as they happen, like a constantly updating traffic map for markets. For investors it matters because immediate access to fresh information lets you spot opportunities, manage risk and execute trades quickly instead of relying on delayed reports, improving the chances of timely, informed decisions.

automated eft collection financial

"The integration provides Tier-1 financial institutions... Automated EFT Collection..."

Automated EFT collection is a system that automatically pulls payments from a customer’s bank account using electronic transfer rules, replacing manual invoicing and checks with scheduled, computer-driven debits. For investors, it matters because it smooths and speeds cash inflows, lowers payment processing costs and missed-payment risk, and makes a company’s revenue more predictable—similar to how setting up automatic bill pay steadies household budgeting.

kyc regulatory

"...Real-time KYC Confirmation - instant verification of account ownership..."

KYC (Know Your Customer) is the routine of checks and questions that financial firms use to confirm who a client is, understand their financial profile, and spot risky or illegal activity. It matters to investors because it helps prevent fraud and money laundering, ensures companies follow the law, and protects the integrity of markets—think of it like an identity and background check a bank or airport runs before allowing access.

non-brokered private placement financial

"The Company is also pleased to announce a non-brokered private placement..."

A non-brokered private placement is when a company raises money by selling securities (such as shares or bonds) directly to a small group of chosen investors without using a broker or dealer as a middleman. For investors it matters because it can provide faster, lower-cost access to new investment opportunities but may bring higher risk, less liquidity and potential dilution of existing holdings compared with public offerings.

warrant financial

"Each whole Warrant (the "Warrant") is exercisable to purchase a Common Share..."

A warrant is a time-limited financial contract that gives its holder the right to buy a company's shares at a set price before a specified date, like a coupon that lets you purchase stock at a fixed discount for a limited time. It matters to investors because warrants offer leveraged exposure to a stock’s upside and can dilute existing shareholders if exercised, so they affect potential gains and the company’s outstanding share count.

regulation s regulatory

"...U.S. persons (as defined in Regulation S under the 1933 Act)..."

Regulation S is a set of rules that allows companies to sell securities (like shares or bonds) to investors outside the United States without having to follow all U.S. securities laws. It matters because it makes it easier for companies to raise money from international investors while still complying with U.S. regulations.

united states securities act of 1933 regulatory

"The securities have not been, and will not be, registered under the United States Securities Act of 1933..."

A federal law that requires companies to provide clear, written information when they sell stocks, bonds or other investment securities to the public, and that outlaws misleading claims or fraud in those offerings. It matters to investors because it forces sellers to lay out the key facts — like a detailed menu for an unfamiliar restaurant — so buyers can compare options, understand risks, and rely on a legal framework if important information is omitted or deceptive.

AI-generated analysis. Not financial advice.

Highlights:

• A global wealth management technology provider administering over US$2 trillion in assets, supporting 26 million end investors, and serving 650+ financial institutions and 12,000+ wealth and asset management firms worldwide has selected Inverite as a core data intelligence and verification layer for its Canadian operations.

• Inverite's AI-driven Real-Time Data Platform will be embedded directly into the partner's Canadian wealth management infrastructure.

• The integration provides Tier-1 financial institutions and wealth managers with:
        ▪   Automated EFT Collection                ▪   Real-time KYC Confirmation

Vancouver, British Columbia--(Newsfile Corp. - November 28, 2025) - Inverite Insights Inc. (CSE: INVR) (OTC Pink: INVRD) (FSE: 2V0) ("Inverite"), a leading Canadian provider of AI-driven financial data intelligence and real-time bank verification technology, is pleased to announce that a global fintech enterprise has selected Inverite as a core integrated data and verification provider for its Canadian ecosystem. The partner is recognized for powering large-scale wealth management platforms across major financial institutions worldwide.

Through this partnership, the global fintech provider will embed Inverite's AI-enabled, real-time data intelligence layer directly into its Canadian wealth management infrastructure. Inverite will deliver key onboarding and compliance functions including:

1. Automated EFT Collection - a faster, more secure and less error-prone process for onboarding clients.

2. Real-time KYC Confirmation - instant verification of account ownership and identity for regulatory compliance and risk management.

This integration positions Inverite within the core infrastructure layer of the partner's Canadian wealth platform, allowing Inverite's capabilities to support onboarding, payment initiation, identity verification, and compliance workflows across Tier-1 financial institutions. As a result, Inverite's services will be natively available to participating Canadian financial institutions without requiring separate integrations.

The agreement establishes a scalable, high-distribution channel for Inverite, further strengthening the Company's role in Canada's emerging open banking ecosystem and supporting recurring revenue growth as its AI-driven services are consumed across a national Tier-1 client base.

"This partnership is a defining milestone for Inverite and validates the core of our business model," said Karim Nanji, CEO of Inverite Insights Inc. "Embedding our AI-driven data intelligence directly within the financial infrastructure of a global enterprise demonstrates our ability to operate in highly regulated environments and accelerates our national scale. It firmly positions Inverite at the forefront of Canada's next generation of open banking and AI-enabled financial verification."

The Company is also pleased to announce a non-brokered private placement of $0.25 units, for gross proceeds of up to $1,000,000. Each Unit is comprised of a Common Share and one-half Warrant. Each whole Warrant (the "Warrant") is exercisable to purchase a Common Share at a price of $0.35 for a period of two years. The Company may pay finder fees in accordance with applicable laws and Exchange requirements. All securities issued will be subject to a hold period expiring four months and one day from the closing date.

The securities have not been, and will not be, registered under the United States Securities Act of 1933, as amended (the "1933 Act"), or any state securities laws and may not be offered or sold in the United States or to, or for the account or benefit of, U.S. persons (as defined in Regulation S under the 1933 Act), except pursuant to an exemption from the registration requirements of those laws. This press release shall not constitute an offer to sell or the solicitation of an offer to buy securities in the United States, or for the account or benefit of U.S. persons (as such term is defined in Regulation S under the 1933 Act).

About Inverite Insights Inc.

Inverite Insights Inc. (CSE: INVR) (OTC: INVRD) (FSE: 2V0) ("Inverite") is a Vancouver-based, AI-driven software provider specializing in real-time financial data intelligence. With a proprietary database of over 30 billion financial data points from more than seven million unique Canadian consumer requests, Inverite empowers businesses to transact more effectively with consumers through innovative solutions for data enrichment, identity verification, risk management and regulatory compliance.

For further information about Inverite, please visit: inveriteinsights.com

ON BEHALF OF THE BOARD
Mike Marrandino, Executive Chairman
T: (855) 661-2390 ext. 104 Email: ir@inverite.com

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Neither the Canadian Securities Exchange nor its Regulation Services Provider/Market Maker (as that term is defined in the policies of the Canadian Securities Exchange) accepts responsibility for the adequacy or accuracy of this release, nor has in any way passed upon the merits of the proposed transaction nor approved or disapproved the contents of this press release.

Forward-Looking Statements: This news release may include forward-looking statements that are subject to risks and uncertainties. All statements within, other than statements of historical fact, are to be considered forward looking. Although the Company believes that any forward-looking statements in this news release are reasonable, there can be no assurance that any such forward-looking statements will prove to be accurate. The Company cautions readers that all forward-looking statements, are based on assumptions none of which can be assured and are subject to certain risks and uncertainties that could cause actual events or results to differ materially from those indicated in the forward-looking statements. Such forward-looking statements represent management's best judgment based on information currently available. Readers are advised to rely on their own evaluation of such risks and uncertainties and should not place undue reliance on forward-looking statements.

The forward‐looking statements and information contained in this news release are made as of the date hereof and no undertaking is given to update publicly or revise any forward‐looking statements or information, whether as a result of new information, future events or otherwise, unless so required by applicable securities laws or the CSE. The forward-looking statements or information contained in this news release are expressly qualified by this cautionary statement.

To view the source version of this press release, please visit https://www.newsfilecorp.com/release/276234

FAQ

What did Inverite announce on November 28, 2025 regarding INVRD?

Inverite announced a partnership embedding its AI real-time data platform into a global fintech's Canadian wealth infrastructure and a non-brokered private placement up to $1,000,000.

How will Inverite's platform be used by Tier-1 Canadian wealth managers (INVRD)?

The platform will be embedded to enable automated EFT collection, real-time KYC confirmation, payment initiation, and onboarding within Tier-1 workflows.

What are the terms of Inverite's private placement for INVRD?

Units priced at $0.25 each for gross proceeds up to $1,000,000; each unit includes one share and one-half warrant; warrants exercisable at $0.35 for two years.

Does the INVRD financing restrict U.S. investors?

Yes; the securities are not registered under the U.S. Securities Act and may not be offered or sold in the United States or to U.S. persons.

What liquidity constraints apply to securities from Inverite's private placement (INVRD)?

All securities issued will be subject to a hold period expiring four months and one day from the closing date.