Managers of Wealth Fintech

Broadridge’s Distributed Ledger Repo Processes $7.5 Trillion in September

September 2026 ADV reaches $359 billion as Broadridge builds on DLR’s institutional scale with newly launched DLX

Endowus Partners with CVC, a Top 3 European Direct Lending Manager, to Launch Its First Standalone European Private Credit Strategy

The European private credit market is structurally fragmented across countries, currencies and legal regimes.

Target International Trustee Onboarded to Wealth Management System

The Wealth Management System is designed to provide an integrated operating environment for client administration, account management, workflow processes, reporting and related technology support.

Wealthtech PlannerPal raises $6m

PlannerPal has grown rapidly as the sector looks beyond stand-alone AI tools towards technology that can work with the client data and systems

WealthAi launches AI agents to oversee client onboarding and KYC process

WealthAi, the AI operating system OS for wealth managers and advisers, has launched a new suite of AI agents designed to oversee the client onboarding and KYC process end-to-end.

SEI Opens Singapore Office to Support Growing Asset Management Sector in Asia

Launch Advances SEI’s International Growth Strategy and Brings Leading Asset Servicing Capabilities to the Region

InvestGB goes live with Avaloq to unify wealth management

The implementation consolidates InvestGB’s wealth management, portfolio management, fund administration, credit and lending operations onto a unified platform.

HLB Private Bank Launches Multi-Asset Fund With Lombard Odier

The strategy aims to pair long-term growth with income from dividends, bonds and options.

Broadridge and Korea Securities Depository Sign MOU to Support Modernization of Proxy Voting for International Investors Holding Korean Equities

Collaboration reflects shared intention to support a more efficient, transparent and globally competitive Korean capital market

DBS and Avaloq expand 18-year partnership on wealth skills

DBS is aiming to grow its retail and assets under management to S$1t.

InvestCloud targets record sales with private markets push

Private markets are a central part of InvestCloud’s growth strategy.

Invesco launches Personalised Investor Engine, a behavioural intelligence platform technology to help banks and wealth platforms turn savers into investors

For financial institutions, this represents one of the largest untapped customer activation opportunities in wealth management and it is this issue that PIE has been built to address.

Quartz raises £2.75m pre-seed for AI-led wealth platform

The company has been testing its platform since the beginning of the year, and more than £10m of its members’ assets are already being tracked.

Intesa Sanpaolo advises Omnia Technologies on the acquisition of BRAM-COR

Through this transaction, Intesa Sanpaolo further confirms its role as a strategic partner supporting the growth and industrial consolidation of leading Italian companies.

Why Open APIs Are the Foundation of Modern Wealth Platforms

As the pace of technology and AI adoption accelerates, the ability to integrate and adapt will become increasingly important to firms looking to modernize their technology infrastructure.

Annual Broadridge Global Distribution Achievement Awards Honour Market-Leading Performance and Fastest-Rising Firms Across Fund Distribution

BlackRock and JPMorgan Asset Management are consistently strong across multiple categories

Apex Fintech Solutions and FusionIQ Announce Collaboration

Collaboration combines Apex's clearing, custody, and brokerage infrastructure with FusionIQ's end-to-end digital wealth platform

Envestnet Strengthens Wealth Management Platform with New Interactive Dashboard, UMP Configuration Tools, and Expanded Widget Library

Third Technology Release of 2026 Lays the Interface Foundation for an AI-First Advisor Experience

Envestnet to acquire portfolio management tech provider Vestmark

Going forwards, Envestnet says it will work with Vestmark to develop new AI-powered capabilities for wealth advisors.

SS&C Enhances Wealth Management Offerings with Black Diamond AI

Black Diamond AI is part of SS&C's broader AI strategy, built on the SS&C AI Gateway governance platform and designed to interoperate with SS&C WorkHQ

Wealth & Asset Management