Managers of Wealth Fintech

Prosperity IFA Limited Selects SEI for Tailored Model Portfolios

Goals-Based Investment Approach and Consultative Services Core to Driving Growth

SS&C to Power Wesleyan’s New Digital-First Wealth Platform

One of the U.K.’s leading financial mutual extends 20-year relationship with SS&C

Paragon Bank rolls out Spring, a Moneyhub-powered savings app

The collaborative agreement between Paragon Bank and Moneyhub is based on a shared commitment to customer-centric solutions

Carlyle, Citi partner to explore fintech specialty lending opportunities

Both firms have created a framework for sharing market insights and exploring co-investment and financing opportunities.

The Active ETF Boom, Assets Up 600%: Broadridge Report Unpacks the Growth and What Sets Apart Launches that Soar from Those that Stall

Top 10 active asset managers control 77% of active ETF assets, shedding light on a concentration challenge

LTX, a Broadridge Company, Expands Generative AI Capabilities with BondGPT Intelligence

New functionality proactively delivers actionable intelligence directly into trading and investing workflows at the moment users need these critical insights

Revolut’s €1bn bet on France signals waning UK fintech appeal

It underscores a strategic pivot toward jurisdictions that offer faster regulatory approvals, greater market access, and policy frameworks that are more supportive of innovation.

SEI Business Audit Tool Reveals Financial Advisors’ Focus on Significant Business Transitions

Industry Prepares for Substantial Evolution, Advisors Focused on Business Planning, Growth, and Scalability

HSBC invests in Token.io

The value of the investment was not disclosed.

Apex leads tokenised finance with acquisition of Tokeny

Tokeny’s solutions have been used to tokenise over $32bn USD in assets

Kashable lands $250m to expand affordable credit and wellness tools for employees

The new capital will be used to enhance Kashable’s HR and payroll integration capabilities

Visa makes AI-driven commerce push in Asia Pacific

Visa Accept is a new solution that allows micro-sellers to receive payments directly to their eligible Visa debit card using any NFC-enabled smartphone.

FinTech leader Dojo secures $190m to fuel European expansion

The company currently processes between 6 and 9 million transactions daily and engages with over 50 million unique consumer cards every month.

Canadian Investors Rethink Spending and Investment Decisions Amid Global Trade Wars: New Broadridge Survey Reveals

Against the current macroeconomic backdrop, Canadian investors are split on the state of their investments.

Capital One Finalizes $35 Billion Discover Purchase

The deal, finalized Sunday (May 18), creates the largest credit card issuer in terms of loan volume in the U.S.

Algbra partners with Gatehouse Bank

The partnership between Gatehouse Bank and Algbra will involve creating a new digital account for overseas residents looking to invest in UK property

Arion Bank Strengthens Compliance With Volante Technologies’ Payments as a Service

Iceland’s leading bank strengthens its modern payments infrastructure and partners with Volante to support long-term innovation and growth

SouthTrust Bank partners Jack Henry for digital overhaul

The bank has adopted Jack Henry's core processing system to automate manual processes and roll out additional services.

US fintech Chime files for Nasdaq IPO

Chime filed a registration statement on Form S-1 with the US Securities and Exchange Commission on Tuesday.

Arbra launches tech-focused private market fund

Asset management group unveils its first High Conviction Private Markets Basket, targeting late-stage private tech firms poised to shape the future economy.

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