09/16/2026
Envestnet Strengthens Wealth Management Platform with New Interactive Dashboard, UMP Configuration Tools, and Expanded Widget Library
Third Technology Release of 2026 Lays the Interface Foundation for an AI-First Advisor Experience
Wealth & Asset Management
09/15/2026
Envestnet to acquire portfolio management tech provider Vestmark
Going forwards, Envestnet says it will work with Vestmark to develop new AI-powered capabilities for wealth advisors.
09/14/2026
SS&C Enhances Wealth Management Offerings with Black Diamond AI
Black Diamond AI is part of SS&C's broader AI strategy, built on the SS&C AI Gateway governance platform and designed to interoperate with SS&C WorkHQ
09/14/2026
Broadridge Expands Next-gen Digital Assets Capabilities to U.S. Wealth Management Firms
Unified platform enables advisor-led and self-directed access to cryptocurrencies and tokenized assets alongside traditional investments
09/11/2026
Prometeia bets big on Spain’s WealthTech shake-up
The firm says Spanish financial intermediaries are increasingly hunting for providers that can fuse technology, data and domain expertise into outcomes that hold up at scale, rather than piecemeal fixes.
09/11/2026
The rise of WealthTech: how is BNP Paribas Private Banking in Europe meeting the challenge?
Digital transformation presents both opportunities and challenges for private banks.
09/10/2026
Standard Chartered deepens “Now’s Your Time for Wealth” campaign with AI-powered innovation, wealth and advisory capabilities
With this latest phase of the campaign, Standard Chartered reinforces its position as a leading international wealth manager and trusted partner for globally minded investors, helping them navigate markets, capture opportunities and make informed financia
09/09/2026
Jyske Bank enhances wealth management offering with Formuepleje acquisition
Subject to regulatory approvals, the acquisition is set to be completed in Q4 2026.
09/09/2026
UBS launches YUMO to promote financial and economic literacy in Switzerland.
YUMO by UBS is a new learning platform that explains financial and economic concepts in Switzerland in an interactive, practical, and easy-to-understand way.
09/09/2026
Luigi Marciano named CEO of the Year in Wealth Technology at the European CEO Awards 2026
The award recognises the Objectway Founder and Group CEO for more than three decades of entrepreneurial leadership, innovation and contribution to the evolution of WealthTech across Europe.
09/09/2026
BBVA GWA Selects SS&C Black Diamond Wealth Solutions to Drive Its Next Growth Phase
Driving Personalization: This new tool will allow the firm to scale efficiently while delivering far more tailored, client-centric investment advice.
09/08/2026
European wealthtech funding drops amid investor caution
The statistics continue a decline in funding levels from the previous year – funding for Q4 2025 was $826.9 million.
09/08/2026
Finloop Partners with Aberdeen Investments in Hong Kong to Offer Tokenised Distribution of a Global Private Markets Strategy
The initiative marks one of the first tokenised interests in global private markets strategies of its kind in Hong Kong.
09/04/2026
Hungarian wealthtech Dorsum attracts Norwegian private equity investment
The publication identified Norwegian investment firm Hawk Infinity as the likely buyer, although neither party has officially confirmed the transaction.
09/03/2026
Aquiline to invest in wealthtech platform Flourish
Aquiline will work alongside Flourish to build on its record of meeting the changing needs of independent advisors through new functionality and capabilities
09/03/2026
Aquiline to take controlling stake in wealthtech platform Flourish
Flourish, which is based in New York, works with more than 1,300 RIAs.
09/03/2026
Study: Outdated technology slows growth at research institutions
Despite this, only a quarter of financial institutions have so far managed to decouple growth from rising costs.
09/02/2026
Broadridge Brings G7 Securities to Institutional Tokenized Repo
Broadridge’s Distributed Ledger Repo solution expands cross-border atomic settlement and collateral mobility across G7 securities for global financing and collateral markets
09/01/2026
How Banks Can Modernise Digital Wealth Management
The challenge for banks is not simply putting wealth services online.
09/01/2026
Northern Trust inks digital investment infrastructure MoU with CSC
The companies say the MoU "establishes a framework for collaboration focused on emerging technologies including tokenisation, digital assets, and enhanced digital cash capabilities".