Managers of Wealth Fintech

WealthKernel further extends Series A by £6m

With this latest capital injection, WealthKernel is looking to capitalise on European demand for investment infrastructure

Objectway Acquires Nest Wealth, Leading Digital Wealth Solutions Provider in Canada

Objectway has taken a significant step towards expanding its capabilities and geographic footprint in North America with the acquisition of Nest Wealth. This is a notable milestone in Objectway’s strategy to become the trusted end-to-end global part

Danske Bank Selects Broadridge’s Principal Risk Trading and Market Making Solution

Tbricks will integrate with existing systems at Danske and allow the bank to scale and streamline operations

Four Trends That Will Shape the Wealth Management Sector in 2024

As firms navigate the post-pandemic era with highly connected clients, digital readiness will be a critical focus area in shaping the path forward in 2024.

Emirates Islamic to launch a digital wealth offering and equity trading on its mobile banking app

As a special introductory offer, customers using the Digital Wealth platform will be able to trade in stocks with zero commissions from 1 January until 31 March 2024.

Broadridge and Boring Money Collaborate to Deliver Consumer Duty Solution for Asset Managers

Unparalleled, holistic insights created for asset managers and fund boards from combined product and consumer data sets

What will drive wealth tech evolution in 2024?

Customer expectations, digitalization, and data aggregation will take the spotlight, says Canadian wealth tech leader

UK fintech start-up Zilo lands £25m in Series A funding

With its software, Zilo says firms can replace their legacy and end-of-life systems for a digital, real-time user experience. Its first client went live on its platform in July 2023.

Kinecta FCU selects FusionIQ for wealth tech rebuild

The integrated FusionIQ One platform makes it easy for banks and credit unions to offer additional investing services focused on retaining customers while growing their membership base.

IntellectAI and St. James’s Place receive coveted industry recognitions as they redefine Adviser Led Wealth Management on Salesforce

Marking a new era in wealth management, this award-winning collaboration leverages Salesforce to redefine the wealth management landscape, showcasing a commitment to technological excellence and a customer first approach

Looking back on 2023: APAC WealthTech Landscape Report 2023

Our data insights gave an ‘at a glance’ guide to headline statistics for the APAC wealth management community.

What This Wealthtech Investor Predicts for 2024

FTV Capital’s Adam Hallquist discusses the wealth tech industry and what trends he’s seeing.

Democratising Wealth Management: The Fintech Revolution

Fintech opens up opportunities for individuals with various income levels to participate actively in building wealth

WealthKernel expands into US equities trading

This strategic move positions WealthKernel among the select group of API-first companies to offer institutional-grade UK and US equities trading at highly competitive prices.

No more annual fees for debit cards and private accounts: Zürcher Kantonalbank is launching a digital banking offering across Switzerland with ZKB Banking

Overall, the annual savings are up to CHF 116

Wealth & Asset Management