Managers of Wealth Fintech

BetaNXT to invest in AI-driven wealth management product innovation

The company stated that its investment will address use cases across the wealth management lifecycle, benefitting advisors, and investors.

Bybit Lowers Barrier to Elite Wealth Management Solutions with Year-End Exclusive for VIP Clients

This exclusive year-end initiative for Bybit VIPs expands access to institutional-grade wealth management strategies designed to navigate today's dynamic market conditions.

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

AI, Product Innovation, and Next-Generation Investors Set the Course for the Future of Asset and Wealth Management, MMI-Broadridge Survey Finds

Firms are embracing AI to drive efficiency and personalization while confronting structural shifts in product demand, workforce needs, and investor expectations.

Japan's major asset managers mull crypto investment offerings ahead of major rule changes: report

The discussions follow Japan’s recent regulatory momentum, including stablecoin initiatives, custody reforms, and broad tax relief proposals.

BlackRock Aladdin Adds Luma Structured Product Data to the Aladdin Wealth™ platform

Mutual clients to gain deeper visibility into structured investments, better construct and manage portfolios across public and private assets.

Broadridge’s Tokenization Capability Enables Societe Generale’s First U.S. Digital Bond Issuance

First U.S. digital bonds issued as security tokens on the Canton Network blockchain with Societe Generale-FORGE acting as registrar

ING Bank Śląski takes full control of Goldman Sachs TFI by acquiring remaining 55% stake

ING already owns 45% of the company and with acquiring the remaining 55% stake it brings its ownership to 100%.

Profile Software Expands Axia Suite With Next-Generation Wealth Management Capabilities for Retail and Mass Affluent Clients

These innovations enable financial institutions to offer scalable, high-touch investment services across all client segments, combining automation with human insight for maximum personalisation and engagement.

VPBank Modernizes Core Banking with Temenos and Systems Limited on Red Hat OpenShift

The project involved migrating VPBank from its existing version of Temenos core banking to the latest release, hosted by Red Hat OpenShift.

The Evolving Landscape of Middle East Family Offices

This evolution reflects both regional economic diversification and a new generation of leadership stepping into prominent roles.

Wealth manager True Potential integrates NatWest's Payit

Payit will integrate with True Potential's impulseSave system, which enables expedited investment contributions.

Broadridge Reports First Quarter Fiscal 2026 Results

Reaffirming FY'26 guidance including Adjusted EPS growth of 8-12% and Closed sales of $290-$330 million

Apex Fintech Solutions and Evergreen Wealth Collaborate to Redefine Digital Wealth Management

Evergreen Wealth provides tax-aware investment management and AI-powered financial advice to affluent and high-net-worth clients

Bank of Singapore, Hong Leong Adopt Arta’s AI Sidekick as Platform Expands Globally

The expansion reflects growing demand among private banks and financial advisors for AI-driven portfolio and research tools.

UBS executes first live tokenized fund transaction leveraging the Chainlink Digital Transfer Agent technical standard

UBS Tokenize and DigiFT showcased a live, in-production tokenized fund transaction that leverages the Chainlink Digital Transfer Agent (DTA) technical standard to complete the first-ever subscription and redemption request of a tokenized fund.

Wealthsimple raises C$750m at C$10bn valuation

This year, the company launched a waitlist for its first credit card, surpassing 300,000 Canadians in the first six months.

Clermont Trust USA Goes Live on the SEI Wealth Platform

SEI Introduces Streamlined Implementation Model and Scalable Platform for Community Banks and Trust Companies

Trust and Technology in Balance

AI is moving from hype to habit in wealth management, reshaping how firms serve clients, manage portfolios and build trust.

Swiss banks and the Italian market: opportunities and operational evolution

Regulatory developments present operators with a crossroads.

Wealth & Asset Management