Managers of Wealth Fintech

Apache Capital appoints Ocorian to provide services on BTR platforms

“We value long-term relationships, built on service quality and trust and Ocorian delivers on both."

Swiss AI specialists targets family offices and HNWIs with new ICAV

Seed share class investors include some of the most prominent and renowned family offices globally

SBI Group selects nCino platform for Credit Guarantee business

SBI Credit Guarantee operates as a division of SBI Aruhi and launched operations in April.

Natech Banking Solutions raises $33m Series B

The Series B, comprising $26 million in equity and $7 million in debt, will support R&D initiatives focused on AI, BaaS, and composable banking solutions.

Sweden's Länsförsäkringar Bank acquires Savr to enhance digital investment offerings

Subject to regulatory approval from the Swedish FSA, the deal is expected to close before year-end.

JTC Shortlisted at 2025 Real Deals Sustainable Investment Awards

The services span advisory, regulatory compliance, outsourced reporting and our virtual Chief Sustainability offering.

JTC Recognised for Marketing and Communications Excellence

I’m delighted that our team’s combined efforts to deliver compelling, innovative, multi-channel communications campaigns

LGT and iCapital Join Forces for Alternatives Investing

The partnership marks a bold step toward automation, transparency, and personalized client service in private markets investing.

Barclays and Citi lead $7 million investment in deal intelligence platform Claira

Claira's technology embeds AI into deal workflows, accelerating due diligence and providing easy access to historical deal data and insights.

WealthTech firm Conquest Planning raises $80m to expand in US

Conquest Planning develops advanced digital planning tools for financial advisors and institution

BlackRock’s Bold Move into Crypto: A Turning Point for Digital Finance?

This shift marks a transition from treating crypto as an “experiment” to recognizing it as a legitimate investment class.

Instapay raises $3m to expand digital payments and B2B remittances

The funding follows Instapay’s $4.75 million Series A round in September 2022, showing continued investor confidence and steady business growth.

Prosperity IFA Limited Selects SEI for Tailored Model Portfolios

Goals-Based Investment Approach and Consultative Services Core to Driving Growth

SS&C to Power Wesleyan’s New Digital-First Wealth Platform

One of the U.K.’s leading financial mutual extends 20-year relationship with SS&C

Paragon Bank rolls out Spring, a Moneyhub-powered savings app

The collaborative agreement between Paragon Bank and Moneyhub is based on a shared commitment to customer-centric solutions

Carlyle, Citi partner to explore fintech specialty lending opportunities

Both firms have created a framework for sharing market insights and exploring co-investment and financing opportunities.

The Active ETF Boom, Assets Up 600%: Broadridge Report Unpacks the Growth and What Sets Apart Launches that Soar from Those that Stall

Top 10 active asset managers control 77% of active ETF assets, shedding light on a concentration challenge

Alternative Investments