Managers of Wealth Fintech

Broadridge Reports Third Quarter Fiscal 2025 Results

Recurring revenues grew 7%; up 8% constant currency

Summit Wealth Group Launches RIA, SEI Powers Evolved Business Model

Integrated Custody, Technology, Investment Management, and Transition Services Drive Business Evolution and Growth

How ETF share classes could transform investor access

Wealth managers can act today to prepare their firms and clients for the potential shift.

Syfe Moves Forward with A$65 Million Selfwealth Acquisition Pending Court Nod

The company intends to preserve Selfwealth’s existing features while enhancing its platform with Syfe’s broader investment tools

Quilter Cheviot and Quilter WealthSelect Managed Portfolio Services now available on AJ Bell’s Platform

By making these services available on AJ Bell’s platform, Quilter aims to enhance the accessibility of its managed portfolio services to more advisers and clients.

Wealthsimple acquires wealth management platform, Plenty

Their expertise complements Wealthsimple’s expansion of products for couples and families, including householding for Premium and Generation status, joint accounts, spousal RRSPs and RESPs.

‘Evolving demand and demographics are weighing on wealth manager tech’

While an opportunity, this impending avalanche has the potential to shake the foundations of the wealth industry, but also to consume private banks and wealth managers unable to adapt.

Simon Gomez: «GenAI and LGT Will Evolve Together»

All of LGT's employees were recently given access to a secure internal chatbot, based on ChatGPT.

Digital Wealth Management Platforms (DWMP) Market Disruptions: The $18.59 Billion Opportunity Vendors Can't Afford to Miss

Digital Wealth Management Platforms Market Set for Explosive Growth, Projected to Reach $18.59 Billion by 2030

FNZ raises $500m to drive long-term WealthTech innovation

FNZ intends to continue investing in its business while driving efficiencies and sharpening the company’s strategic focus to best position FNZ for long-term success.

IRALOGIX Named to 2025 WealthTech100; Recognized as Wealth Management Technology Innovator for Third Successive Year

IRALOGIX’s technology enables banks, recordkeepers, and advisory firms to offer a wider range of IRA products

Jupiter Asset Management signs revenue analytics contract with Room Zero

The module also assists with operational oversight through early identification of product ‘outliers’ and reducing the risk of over or underpaying rebates, for example.

Tietoevry Banking achieves recognition in the 2025 WealthTech100 list

Tietoevry Banking proudly stands among the world’s top wealth technology providers, securing a place in the prestigious 2025 WealthTech100 list.

Luxembourg wants to modernise tools to account for digital assets

Wealth management in Luxembourg has six key dimensions, he said, presenting what the country has done in each of those dimensions and how the grand duchy plans to move forward.

Wealthtime owner buys Craven Street Wealth

Quanta Group is using private equity funding from Anacap to make the acquisition.

HSBC Private Bank live with new core banking system, Avaloq Banking Suite

Global giant HSBC has deployed Avaloq’s flagship core banking solution, Avaloq Banking Suite, for its private banking operations.

Pimfa WealthTech and Morningstar invita applications for AI TechSprint

Access to high-quality data, robust evaluation metrics, and seamless integration tools remains a barrier for many looking to leverage AI effectively.

French wealth management fintech RockFi garners €18m funding

With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close of 2026.

BetaNXT & Fi-Tek Introduce TrustWealthX, Allowing Clients to Seamlessly Manage & Report on Trust, Brokerage & Wealth Businesses

Two Leading FinTech Companies Partner to Upend Siloed Processing Among Trust & Non-Trust Business Lines—Offering a Streamlined View of Positions & Balances Across All Accounts

Moneyfarm completes acquisition of Willis Owen and sees assets exceed £5.5bn

This acquisition marks Moneyfarm’s third successful UK expansion in the past three years, following the seamless integrations of Profile Pensions and Wealthsimple’s UK book of business.

Wealth & Asset Management