Managers of Wealth Fintech

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.

Why AI and Crypto Are Gaining Ground in Family Office Portfolios

While portfolio allocations in traditional assets, such as stocks and bonds, are not going anywhere soon, investments that were once looked upon with skepticism are now picking up steam among the world’s most sophisticated investors.

Investcorp Wealth App Named Best Digital Client Solution at the 2025 MENA Banking Excellence Awards

Recognition underscores Investcorp’s leadership in digital innovation and client-centric wealth management

James Hambro picks Moneyinfo to build new digital client portal

James Hambro & Partners has teamed up with Moneyinfo to build a better digital experience for its wealth clients.

Emirates Investment Bank Partners with Avaloq to Modernize Its Wealth and Investment Management Operations in Dubai

This will help the bank to scale its services and deliver a highly personalized, data-driven wealth management experience.

Endowus Bags Over US$70 Million Funding as Client Assets Exceed US$10 Billion

The firm plans to use the new capital to enhance its wealth technology platform, deepen AI capabilities, and grow its regional advisory offerings.

Crypto confidence crisis leaves UK wealth managers trailing global peers: Avaloq

Compounding the issue is little current desire to offer crypto investing.

AI advantage in wealth

As artificial intelligence continues to ripple through financial services, the question for wealth managers isn’t if they’ll use AI – but how.

New TD Wealth Virtual Assistant Set to Enhance the Colleague and Client Experience

Virtual Assistant part of TD strategy to deliver faster and simpler digital experiences while maintaining trusted advice

Northern Trust Selects Broadridge Global Class Action Services

Northern Trust unlocks greater asset recovery opportunities and investor participation, helping enhance client returns

H.I.G. Capital Selects SEI for Fund Administration and Depositary Services

Global Strategic Partnership to Enable Operational Efficiency, Reduce Replication

Wealth advisers reshape their tech stacks

With custody moving from commoditised utility to a new sphere of innovation in wealth management, leading players are starting to reassess their back-office arrangements

Wealth.com joins Osaic to power estate planning

The collaboration reflects Osaic’s broader strategy to equip advisors with advanced digital tools that strengthen client relationships and enable holistic financial advice.

Wealth app Chip scores £6m investment from Channel 4 VC arm

Established in 2017, Chip now claims more than 400,000 active customers for its app that helps users save and invest, with £6 billion assets under management.

What should wealth management firms look for in trading APIs/solutions?

Modern trading tools have empowered advisors with access to real-time market data, AI-powered analytics, enhanced risk management and ultimately improved the decision-making capabilities of users.

JPMorgan drops Nutmeg wealth management brand

It will provide access to existing Nutmeg products and services such as pensions, Isas and managed investments, as well as new products including digital financial planning tools and dedicated relationship managers.

Evelyn to migrate 109 WMs to XPlan as ‘Herculian’ tech battle nears end

At S&W, investment managers used Avaloq (although financial planners used XPlan’s previous iteration, Adviser Office).

Wealth & Asset Management