Managers of Wealth Fintech

CME completes first phase of testing on Google Cloud

Back in March, CME Group announced that it was extending its deal with Google Cloud to include a number of use cases involving tokenisation and wholesale payments.

SS&C acquires funds network Calastone in $1bn deal

The sale comes five years after Calastone welcomed private equity firm Carlyle Group as a majority shareholder, a deal that funded Calastone's expansion efforts and moves into other areas such as ETF processing and tokenisation.

US banks Pinnacle and Synovus unite in $8.6bn merger

The transaction, which is expected to close in Q1 2026, aims to create the largest bank in Tennessee and the largest bank holding company in Georgia.

Viva Finance lands $220m to expand access to credit across the US

Since launching its lending platform in 2020, Viva claims to have originated over $250 million in payroll-deducted loans.

French startup Spiko raises $22m

The startup, founded in 2023, is focused on cash management for SMEs using blockchain technology.

Digital assets breakthrough: Aberdeen Investments, Lloyds Banking Group and Archax complete UK-first use of digital assets

Landmark collaboration underscores the UK’s capability to become a global hub for digital asset innovation.

Financial advisors look to digitise onboarding

Onboarding absorbs a significant amount of time, half of which is not spent directly with the client.

Deloitte and AuditBoard ally for GRC services

The certified team will provide specialised training, resources, content and tailored consulting tailored to the specific requirements in Germany and beyond.

Apache Capital appoints Ocorian to provide services on BTR platforms

“We value long-term relationships, built on service quality and trust and Ocorian delivers on both."

Swiss AI specialists targets family offices and HNWIs with new ICAV

Seed share class investors include some of the most prominent and renowned family offices globally

SBI Group selects nCino platform for Credit Guarantee business

SBI Credit Guarantee operates as a division of SBI Aruhi and launched operations in April.

Natech Banking Solutions raises $33m Series B

The Series B, comprising $26 million in equity and $7 million in debt, will support R&D initiatives focused on AI, BaaS, and composable banking solutions.

Sweden's Länsförsäkringar Bank acquires Savr to enhance digital investment offerings

Subject to regulatory approval from the Swedish FSA, the deal is expected to close before year-end.

JTC Shortlisted at 2025 Real Deals Sustainable Investment Awards

The services span advisory, regulatory compliance, outsourced reporting and our virtual Chief Sustainability offering.

JTC Recognised for Marketing and Communications Excellence

I’m delighted that our team’s combined efforts to deliver compelling, innovative, multi-channel communications campaigns

LGT and iCapital Join Forces for Alternatives Investing

The partnership marks a bold step toward automation, transparency, and personalized client service in private markets investing.

Barclays and Citi lead $7 million investment in deal intelligence platform Claira

Claira's technology embeds AI into deal workflows, accelerating due diligence and providing easy access to historical deal data and insights.

WealthTech firm Conquest Planning raises $80m to expand in US

Conquest Planning develops advanced digital planning tools for financial advisors and institution

BlackRock’s Bold Move into Crypto: A Turning Point for Digital Finance?

This shift marks a transition from treating crypto as an “experiment” to recognizing it as a legitimate investment class.

Instapay raises $3m to expand digital payments and B2B remittances

The funding follows Instapay’s $4.75 million Series A round in September 2022, showing continued investor confidence and steady business growth.

Alternative Investments