Managers of Wealth Fintech

Citec Solutions raises a round of €500K to customize wealth management

Citec Solutions provides solutions that cover the entire life cycle of an investment

BridgeFT Launches WealthTech API

The new product provides firms with account aggregation and multi-custodial feeds through a single API.

Wealth Management and Artificial Intelligence, the buzz continues for 2023

Looking forward to 2023, it can be expected that artificial intelligence will have greatly influenced how investors, both retail and institutional, interact with and manage their wealth.

Bank Nagelmackers partners with Objectway to implement their new private client offering

Focused on delivering premium private banking services, Nagelmackers provides clients with a digital native service and investment experience, building on Objectway Suite to underpin its digital transformation.

Broadridge Extends Digital Wealth Platform Partnership with IGM Financial

IG Wealth Management will leverage Broadridge's R.Broker solution to optimize advisor team productivity and enrich client experience

Zoe Financial Announces Its New Innovative Wealth Platform

The Zoe Wealth Platform enables clients to gain a greater understanding and control over their wealth

Broadridge Recognized as a Leader in Two Aspire CCM-CXM Leaderboard Market Segments

Aspire Leaderboard placements highlight Broadridge's strength in omni-channel communications, digital transformation, and consultative client approach

Volatility and cloud: two buzzwords for private banking in 2023

Prepare to hear a bit about this over the next twelve months.

Digital Currency Group shutdowns wealth management business

Late last year, DCG, which owns asset manager Grayscale Investments and cryptocurrency brokerage firm Genesis and others, reduced the size of its workforce by 10%.

Bondsmith becomes a principal member of Visa

Our vision is to bring embedded banking to the wealth management industry to enable holistic financial management and planning

GoLogiq and GammaRey merge to focus on millennial wealth management

The company says the search for a new permanent CEO is underway.

Digital Done Right: Striking a Balance in Modern Wealth Management

There’s no doubt a huge opportunity is on the table for wealth managers today.

Sanctuary Wealth Chooses Wealthbox for Enterprise CRM Relationship

Sanctuary Wealth works consistently to assist our partner firms in developing their own businesses to the fullest and meeting all of their clients' needs.

InCred Capital enters retail wealth tech space with Orowealth takeover

It helps its clients to invest in various products including bonds, mutual funds, fractional real estate, green investing, P2Ploans, invoice discounting, among others.

Crypto Billionaires: How Much Wealth was Lost in 2022?

Several individuals on the list had their net worth go to zero.

Walking the tightrope – how banks should navigate the new wealth management opportunity

Alexandre Duret discusses the need for banks to optimise their tech strategy to ensure they tap into the growing wealth management segment

Empaxis and EXL forge wealth management pact

Pairing Empaxis' extensive middle- and back-office expertise, with EXL's proven data, analytics, and digital operations capabilities, this alliance will allow both firms to scale their wealth management solutions offerings.

Green Dot and Wealthfront extend partnership

Wealthfront began partnering with Green Dot in 2020 to offer Cash Account clients seamless access to checking features.

ICE and BNY Mellon | Pershing agree wealth management integration

BNY Mellon | Pershing’s NetX360+ platform provides investment professionals and registered investment advisors the tools to manage their business and support their client’s evolving needs.

Temenos: A leading US Financial Institution selects Temenos to modernize its wealth management platform in the cloud

The Temenos wealth management platform will support the bank's strategic transition to a cloud-based core banking system

Wealth & Asset Management