Managers of Wealth Fintech

Alternative Investments for Retail Investors – Current Status

Firms typically use a questionnaire to assess investors’ knowledge and to avoid legal complications later.

CSI enhances banking software leadership with TA Associates funding

The addition of TA aligns with CSI’s ambition to enhance its extensive technology suite and evolve with modern solutions essential for community bankers.

Alkami Partners with Chimney to Deliver Insights to Homeowners Within Its Digital Banking Solution

Account holders can now track their home value, see available equity, and access personalized offers within their digital banking platform

FintechOS joins Microsoft Azure Marketplace

The FintechOS platform allows banks and insurers to design, build, and deploy digital banking and insurance products

Plaid and Robinhood alumni raise $75m to invest in early-stage startups

Exponent Founders Capital is an early-stage venture firm co-founded by managing partners Charley Ma and Mahdi Raza

LPBank partners with with NGS and Finastra

The partnership with NGS, known for its strong presence and experience in Vietnam, signifies Finastra's dedication and increased investment in the country's banking sector.

Tarabut partners with decentralised savings platform Hakbah

The partnership has several benefits for Hakbah as it simplifies and expedites various tasks.

HSBC expands technology scale-up lending by £100 million

In the 12 months since launch Growth Lending has demonstrated support to regional economies, with 50% of deals finalised being with firms outside of London.

Revolut sees bumper revenue growth in 2023

The revenue growth is welcome news for Revolut - which is estimated to be worth £26 billion - after a difficult period.

Apadmi backed by private equity investor CBPE

Manchester-headquartered digital product consultancy was co-founded by friends 15 years ago who have never fallen out

BNY Mellon migrates proxy voting service to Proxymity for clients investing in the UK

BNY Mellon clients investing in the UK will benefit from a full end-to-end digital connection, that will extend their voting period and enhance the overall accuracy, speed, and transparency of the process.

Angel investment platform Obu closes double funding round

The platform facilitated nearly £300,000 in seed funding for ProperPlan and MoodyMonth

Vietnam's JIVF migrates credit portfolio to OpenWay

OpenWay is renowned for its exceptional software solutions in card issuing, merchant acquiring, and payment switching, scalable across any geography.

N26 moves into stocks and ETFs via Upvest partnership

N26 may have been pulling back from its international expansion plans but is doubling down on its digital wealth strategy.

Broadridge Investment Management Technology Enhances Carlyle’s Private Credit and CLO Portfolio Management Operations

Broadridge technology being implemented at one of the world’s largest CLO managers to increase efficiency of pipeline, trade and loan operations management

SS&C Aloha’s Data Approach Wins Waters Technology Award

SS&C Aloha was awarded Best New Technology Introduced over the Last 12 Months – Data & Data Services.

Nuvei enters global payments partnership with Microsoft

Nuvei and Microsoft are committed to extending this partnership across additional markets, as well as exploring new use cases to enhance the overall Microsoft experience.

UniCredit invests in German fintech Banxware

The transaction has been managed by the new Strategic Investment Team, part of Group Strategy & ESG, which explores investment opportunities.

Trading Venues Offering Alternative Execution Mechanisms Favoured in Low Liquidity Environment

According to the latest SIX Swiss Exchange Trader Survey, liquidity concerns among market participants emphasize the need for innovation by trading venues to offer a variety of execution mechanisms.

SS&C GlobeOp Forward Redemption Indicator

SS&C GlobeOp Forward Redemption Indicator: November notifications 3.49%