Managers of Wealth Fintech

Accenture Completes Acquisition of CLIMB

In particular, CLIMB's expertise will accelerate application and infrastructure modernization services for financial institutions and government agencies to achieve digital transformation.

Deutsche Börse to access market data from Nodal Exchange

This offering will include major power hubs across the United States

US fintech start-up Pomelo bags $35m Series A funding

The round was supported by Vy Capital and existing backers A* Capital and Founders Fund.

UK property lender Together taps nCino for cloud banking solution

This year has been an active one for nCino so far.

Generali approves new organisational structure for an integrated insurance and asset management group

The business units DACH and International will be reorganised as part of the new Division, which will consist of five business units and three Regions.

SBI SECURITIES Selects Broadridge's Post-trade Solution for its Equities Brokerage Services in the UK

Broadridge has proven to be the partner of choice for us as we grow our business globally.

Iress partners with InfinitX, JP Jenkins for unlisted securities trading

Any client using Iress’s Order Management System is able to connect directly to the JP Jenkins venue and submit expressions of interest to buy or sell shares.

SBI Securities selects Broadridge for post-trade services

This is in addition to the existing relationship with Broadridge to process Japanese equities transactions in Hong Kong and Singapore.

EQT to sell data management tech firm Rimes to Five Arrows

Five Arrows, which currently has global assets under management of more than €26 billion, has leveraged its long-term fund FALT and principal investments division FAPI to action the purchase.

Three Technologies Banks Will Invest More in This Year

The banking industry is one of the most highly regulated verticals on the planet.

Tradeweb to pay $785m for investment tech firm ICD

The deal, which will be funded with cash on hand, is expected to close in the second half of the year.

Accenture Acquires Axis Corporate to Help Spanish Financial Services Companies Reinvent their Businesses

The company provides a wide range of advisory services, including operating model and cost transformation, talent and culture, finance, and sustainability.

Lloyds bank invests £3m in proptech startup

Coadjute has also received funding from NatWest, Nationwide, and Rightmove.

iCapital to Acquire Reporting Platform Mirador

The acquisition expands iCapital’s data management and reporting capabilities.

NewRetirement completes $20m funding round

The majority of Americans – as many as 65%, per Charles Schwab’s Modern Wealth Survey 2023 – have no formal financial plan.

Best-Performing Fund Brands Globally According to the 2024 Broadridge Fund Brand 50 Report

U.S. Fund Brand 50

US investment management platform FundGuard bags $100m Series C funding

The firm says it utilises AI and cloud-native tech “to modernise and streamline investment accounting operations and workflows”.

GSS secures $47m to help banks with sanctions screening

As part of its investment in GSS, CBA will join the company’s main board as an observer.

Fintech stocks PayPal, Block rising ahead of the close

Company said it was robustly cash flow positive, Julie, in 2023, expects the same in 2024.

SmartSearch taps LSEG Risk Intelligence data base

Fraser Mitchell, technical director at SmartSearch, said: “Individuals who reside internationally are often perceived as higher risk, and yet regularly have the weakest level of verification.

Alternative Investments