Managers of Wealth Fintech

WealthAi Launches AI-powered Compliance Solution for Wealth Managers

Compliance teams at wealth management firms are under mounting pressure.

WealthAi launches AI-powered compliance solution for wealth managers

Compliance teams at wealth management firms are under mounting pressure.

Citi is hoping AI agents will supercharge wealth advisors — but there's still a memory issue standing in the way

Citi recently added a high-profile new wealth advisor to its team — and she's AI-generated.

Credem accelerates innovation and advanced WM: AI and customer relationship platforms

Credem has therefore developed a customized platform that analyzes customer portfolios daily, integrating advanced metrics and operational suggestions for the banker.

Amid rising competition, wealth management providers can score with investment insights

For starters, investors today want their financial tools and advice to be tailored to their needs.

Innovation built to scale at Objectway's OWIN26

The industry gathering targeted the complexities that arise with digital growth in wealth management, with an agenda featuring a number of high-profile Objectway success stories.

The WealthTech platform built to help advisors demonstrate real value

When advisors are equipped with that level of insight, they are better positioned to turn interest into action and translate complexity into meaningful client outcomes.

SEI Reports First-Quarter 2026 Financial Results

On an adjusted basis, EPS and operating income grew 21% and 24%, respectively, with the adjusted operating margin increasing to 32%.

Broadridge Launches Central Risk and Liquidity Optimization Solution to Unify Trade Execution, Liquidity and Risk Management

New integrated front-office solution enables firms centralize risk, internalize client flow, optimize liquidity, and improve capital efficiency

Marciano (Objectway): "Innovation in wealth? Only if it's scalable."

In this scenario, for wealth and asset management operators, innovation alone is not enough.

The Intelligent Allocator: artificial intelligence – revolution guaranteed, returns not included

The lesson of industrial revolutions is that displacements are transitional, not permanent.

Temenos announces strong Q1-26 results; FY-26 guidance reconfirmed

Q1-26 (growth rates are vs. Q1-25 proforma, excluding Multifonds)

Firenze raises £6m to bring Lombard lending to the mass affluent

In the last 12 months, the firm claims to have successfully introduced Lombard lending into the toolkit of IFAs, wealth management firms and investment platforms across the UK.

WealthReach rolls out AI referral engine to systematize advisor growth strategies

New tool embeds decades of referral coaching into automated workflows for RIAs.

HQLAX Announces Strategic Investments from Broadridge and Digital Asset to Support its Next Phase of Growth on Canton

Together, these initiatives will leverage complementary capabilities to support regulated market use cases across the global securities finance and repo industry.

Tavira selects Broadridge to Support its Agency Brokerage Platform and Market Connectivity

Broadridge’s integrated High Touch OMS, connectivity, and middle office capabilities will provide the scale, automation, and global market access to support Tavira’s next phase of growth

Matsui Securities Adopts Broadridge’s JASDECPS on SaaS Platform, Transforming Securities Lending Business for Accelerated Growth

Matsui utilizes Broadridge’s SaaS to streamline operations, boost efficiency, and meet Japan's emerging market changes

Broadridge Announces Strategic Investment in CENTRL to Enhance Due Diligence and RFP Solutions for Asset Management and Retirement Industry

The financial services industry continues to face increasing regulatory scrutiny, fragmented counterparty oversight processes and a growing volume of manual and duplicative due diligence requests.

The Family Office launches Wealth Mermaid, a pioneering AI wealth assistant

The tool uses voice-enabled technology to deliver real-time portfolio information to private market investors in English and Arabic, turning complex portfolio data into simplified and accessible format

Multi‑Factor indexing leader STOXX announces strategic collaboration with SEI and Factor Investing pioneer Dr. Andrew Ang

SEI files prospectus for its first proposed linked ETF

Wealth & Asset Management