Managers of Wealth Fintech

PNC debuts bitcoin spot trading for HNW clients

PNC plans to expand access to additional client segments and introduce enhanced features and services in future phases of the offering.

Broadridge’s Shareholder Disclosure Hub Migrates to AWS, Boosting Global Reach, Resilience and Security

Enhances performance and scalability, expands multi-regional market coverage and accelerates innovation for clients

Wealthy families left cold by AI revolution

While most wealth management firms are cautiously embracing AI to improve profitability, major clients have yet to be convinced about the technology’s benefits

Moneybox partners with Amundi to bolster its wealth proposition

Moneybox partners with Amundi to bolster its wealth proposition with launch of three low-cost investment funds for pension customers

SEI Drives Sustained Momentum Across Global Wealth Management Markets

Demand for End-to-End Wealth Management Experience, Business Transformation Powers Growth

Bybit Private Wealth Management Beat November Downtrend with Top Fund Delivering Close to 30% APR

Bybit PWM's top fund delivered almost 30% APR in November, beating downturn.

Bank of America expands crypto access for wealth management clients

The Week in Breakingviews newsletter offers insights and ideas from Reuters' global financial commentary team.

Flex raises $60m Series B to scale AI private bank

The fundraise comes as the company responds to accelerating demand from business owners who struggle with fragmented financial workflows.

SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings

Business Partnership Highlights Commitment to Helping Advisors Scale and Grow

SS&C Expands European Wealth Management Capabilities with New MiFID License in Ireland

License enables SS&C to deliver integrated wealth management technology and services across the European Union from its Dublin hub

SMA: The case of the new management arriving from America

The remainder are multi-line solutions, less consistent with the "private" spirit they are supposed to embody.

Nevis bags $35m to build AI for wealth management

The company, founded less than a year ago, develops technology aimed at freeing advisors from time-consuming administrative tasks.

Range Raises $60M Series C to Accelerate AI-Driven Wealth Management

The U.S. wealth management industry manages over $90 trillion in assets, yet just 1% of Americans have worked with a financial advisor

UK firms continue to dominate the European WealthTech market securing 70% of the top 10 deals in Q3 2025

Deal activity also contracted, falling by 24% from 33 transactions in the same quarter the previous year.

Wealth managers are embracing stablecoins

The survey, conducted across 13 countries including the US, UK, EU, UAE, Brazil, Singapore, South Korea, Switzerland and Hong Kong, suggests stablecoins are moving rapidly from the fringes of retail speculation into the mainstream of wealth management.

Why UK MPS is next after the US TAMP market's explosive growth

By Kendrick Wakeman, CFA, CEO and Co-Founder at WealthTech Strategy Partners

Amundi launches its first tokenised fu

The technology and infrastructure was provided by asset servicing firm Caceis

Swiss Banks in Italy: The 2027 Challenge: Rules and Markets

This scenario is changing, thanks to the agreement between the Bank of Italy, Consob, and FINMA, combined with the upcoming entry into force of the European Directive CRD VI, which requires banks operating outside the EU to operate in Italy by opening a b

ARP Digital Holdings Expands Digital Asset Wealth Management Offering

Partners with DV Trading and Centaur Markets for Structured Products

Germany’s affluent surge reshapes wealth market

New research from BCG and Deutsche Bank’s Private Banking Report shows that 8.8 million Germans now fall into this category, holding between €100k and €2m in investable onshore assets.

Wealth & Asset Management