Managers of Wealth Fintech

Rosell Wealth Management Rebrands as Exemplar Wealth Advisors, Adds Partner, and Launches Exit Planning Focus

“Local Wealth Firm Rebrands to Meet Owners’ Next Big Challenge”

Broadridge Strengthens Platform for Alternative Investment Managers with New General Ledger Capabilities and a Redesigned User Interface

The new general ledger capabilities extend Broadridge’s portfolio management system by embedding period accounting and financial statement reporting directly into the investment platform.

Truist Wealth elevates the digital experience with a new modern, mobile forward investment account and portfolio platform

Updated wealth platform focused on seamless client experience

Sygnum Study: Asia’s Wealth Turns Decisively Toward Crypto

The survey of more than 270 HNWIs and professional investors across 10 markets reveals that digital assets are no longer viewed as speculative vehicles; 90 percent consider them important for long-term wealth preservation and legacy planning.

Half Of Asia Pacific’s High Net Worth Individuals Now Allocate Over 10% To Crypto

90% of Asia’s wealthy now view crypto as a long-term wealth and legacy tool, with most citing diversification as the key reason for investing.

Barclays invests in United Fintech

Ryan Hayward, head of strategic investments at Barclays, comments: "United Fintech’s approach to scaling proven fintech innovation aligns closely with our vision for future-ready financial services.”

PNC debuts bitcoin spot trading for HNW clients

PNC plans to expand access to additional client segments and introduce enhanced features and services in future phases of the offering.

Broadridge’s Shareholder Disclosure Hub Migrates to AWS, Boosting Global Reach, Resilience and Security

Enhances performance and scalability, expands multi-regional market coverage and accelerates innovation for clients

Wealthy families left cold by AI revolution

While most wealth management firms are cautiously embracing AI to improve profitability, major clients have yet to be convinced about the technology’s benefits

Moneybox partners with Amundi to bolster its wealth proposition

Moneybox partners with Amundi to bolster its wealth proposition with launch of three low-cost investment funds for pension customers

SEI Drives Sustained Momentum Across Global Wealth Management Markets

Demand for End-to-End Wealth Management Experience, Business Transformation Powers Growth

Bybit Private Wealth Management Beat November Downtrend with Top Fund Delivering Close to 30% APR

Bybit PWM's top fund delivered almost 30% APR in November, beating downturn.

Bank of America expands crypto access for wealth management clients

The Week in Breakingviews newsletter offers insights and ideas from Reuters' global financial commentary team.

Flex raises $60m Series B to scale AI private bank

The fundraise comes as the company responds to accelerating demand from business owners who struggle with fragmented financial workflows.

SEI Completes First Stage of Strategic Investment in Stratos Wealth Holdings

Business Partnership Highlights Commitment to Helping Advisors Scale and Grow

SS&C Expands European Wealth Management Capabilities with New MiFID License in Ireland

License enables SS&C to deliver integrated wealth management technology and services across the European Union from its Dublin hub

SMA: The case of the new management arriving from America

The remainder are multi-line solutions, less consistent with the "private" spirit they are supposed to embody.

Nevis bags $35m to build AI for wealth management

The company, founded less than a year ago, develops technology aimed at freeing advisors from time-consuming administrative tasks.

Range Raises $60M Series C to Accelerate AI-Driven Wealth Management

The U.S. wealth management industry manages over $90 trillion in assets, yet just 1% of Americans have worked with a financial advisor

UK firms continue to dominate the European WealthTech market securing 70% of the top 10 deals in Q3 2025

Deal activity also contracted, falling by 24% from 33 transactions in the same quarter the previous year.

Wealth & Asset Management