Managers of Wealth Fintech

Wealth Management Startups See Funding Rise

There’s nothing terrible about this sort of asset assortment.

Avaloq and Quadient team up to transform client communications

Financial services technology provider Avaloq integrates Quadient Inspire to enhance customer communication management.

MUFG to buy robo-advisor for $664m

Mitsubishi UFJ Financial Group (MUFG) says it will pay $664 million to take 100% ownership of robo-advisor WealthNavi.

Client experience – trends and developments

Emerging trends and key developments shaping client experience in wealth management by Brewen Latimier, Financial Services Consultant, Colombus Consulting

Manzil Wealth introduces new halal wealth management platform in Canada

Manzil Wealth concluded its statement by inviting financial advisors from across Canada to join its platform.

SimCorp extends partnership with Deutsche Bank in Asia Pacific

This renewal will allow Deutsche Bank to keep providing fund administration and accounting services using SimCorp One.

Objectway: Growing Demand for As a Service Models

In fact, the demand for services in Business Process as a Service mode is growing, to outsource some business processes and allow financial operators to automate and optimize operations.

Front Street Capital Management Selects SEI for Custody and Advisor Technology

Integrated Custody and Technology Solution Powers Connected Experience and Business Growth

Quirin Private Bank Relies on Swiss 3rd-Eyes Analytics for Their Advisory Process and Services

With the help of 3rd-eyes, the financial goals and wishes of Quirin private bank’s clients can not only be calculated, but above all visualised and optimised.

Wealth Management Software Market Report 2025-2030 - The Portfolio, Accounting, & Trading Management Segment Dominated the Market in 2024

The widening scope of wealth management software to cover everything from accounting and investment management to estate planning and retirement planning bodes well for the growth of the market.

Bain Capital completes acquisition of Envestnet

Transaction supports industry-leading wealth technology platform's next chapter as a private company

AI key for UK wealth management, but client trust is a barrier: Study

These professionals are optimistic about the technology, with the same proportion believing AI will bring benefits to the industry.

Close Brothers Asset Management partners with Objectway to drive growth and innovation

By adopting Objectway's Portfolio Management solution, CBAM will drive digital transformation and customer-centric expansion to achieve its strategic goals.

Amundi acquires aixigo

Amundi acquires aixigo to accelerate the deployment of technological solutions to distributors of savings products

Broadridge Significantly Enhances Structured Product Trading Capabilities

New enhancements address industry needs to quote at unprecedented scale, while optimizing trading technology to unlock significant efficiency gains for traders

London fintech 1fs Wealth and Apex Group announce strategic partnership

The company’s growing global client base includes wealth owners and family offices, who particularly value the platform’s ability to support succession planning.

SBI Digital Markets, UBS Asset Management, and Chainlink Complete Pilot For Automated Fund Administration and Transfer Agency Using Smart Contracts

The adoption of tokenized funds by the world's largest asset managers has created a need for the fund administration industry to evolve into an onchain format.

Wealth & Asset Management