Managers of Wealth Fintech

Backflip secures $15m in Series A to redefine real estate FinTech

The funds arrive at a crucial time as Backflip recently achieved a $10m net revenue run rate, nearing profitability despite facing a turbulent housing market.

Franklin Templeton partners Microsoft to build “advanced financial AI platform”

The firm has been actively exploring the application of AI in financial services

Close Brothers Motor Finance extends customer outreach with Zuto

The businesses engaged in a rigorous integration process connecting their systems to maintain a fast and seamless customer experience, and a secure flow of data.

IFC invests $7-M in fintech firm to fund rural bank

In preparation for the launch, the bank offers some of the most attractive deposit interest rates in the Philippines, including its time deposit with up to 8.88% interest for a 12-month term.

Accenture Completes Acquisition of CLIMB

In particular, CLIMB's expertise will accelerate application and infrastructure modernization services for financial institutions and government agencies to achieve digital transformation.

Deutsche Börse to access market data from Nodal Exchange

This offering will include major power hubs across the United States

US fintech start-up Pomelo bags $35m Series A funding

The round was supported by Vy Capital and existing backers A* Capital and Founders Fund.

UK property lender Together taps nCino for cloud banking solution

This year has been an active one for nCino so far.

Generali approves new organisational structure for an integrated insurance and asset management group

The business units DACH and International will be reorganised as part of the new Division, which will consist of five business units and three Regions.

SBI SECURITIES Selects Broadridge's Post-trade Solution for its Equities Brokerage Services in the UK

Broadridge has proven to be the partner of choice for us as we grow our business globally.

Iress partners with InfinitX, JP Jenkins for unlisted securities trading

Any client using Iress’s Order Management System is able to connect directly to the JP Jenkins venue and submit expressions of interest to buy or sell shares.

SBI Securities selects Broadridge for post-trade services

This is in addition to the existing relationship with Broadridge to process Japanese equities transactions in Hong Kong and Singapore.

EQT to sell data management tech firm Rimes to Five Arrows

Five Arrows, which currently has global assets under management of more than €26 billion, has leveraged its long-term fund FALT and principal investments division FAPI to action the purchase.

Three Technologies Banks Will Invest More in This Year

The banking industry is one of the most highly regulated verticals on the planet.

Tradeweb to pay $785m for investment tech firm ICD

The deal, which will be funded with cash on hand, is expected to close in the second half of the year.

Accenture Acquires Axis Corporate to Help Spanish Financial Services Companies Reinvent their Businesses

The company provides a wide range of advisory services, including operating model and cost transformation, talent and culture, finance, and sustainability.

Lloyds bank invests £3m in proptech startup

Coadjute has also received funding from NatWest, Nationwide, and Rightmove.

iCapital to Acquire Reporting Platform Mirador

The acquisition expands iCapital’s data management and reporting capabilities.

NewRetirement completes $20m funding round

The majority of Americans – as many as 65%, per Charles Schwab’s Modern Wealth Survey 2023 – have no formal financial plan.

Best-Performing Fund Brands Globally According to the 2024 Broadridge Fund Brand 50 Report

U.S. Fund Brand 50

Alternative Investments