Managers of Wealth Fintech

Objectway accelerates growth course

The wealth management sector continues to grow steadily, and demand for modern technology solutions from established providers is increasing.

Wealthsimple data breach exposes customer information

No money was stolen or passwords lifted and all accounts remain secure, says Wealthsimple.

Broadridge Acquires Retirement Plan Technology Provider iJoin

Combined capabilities will help record keepers, financial advisors, asset managers, and insurers improve retirement participant outcomes and unlock growth opportunities

Citi and BlackRock to Launch Investment Portfolio Solutions to Improve Wealth Management

Unveiled this month, this collab reportedly combines Citi’s advisory expertise with BlackRock’s investment management know-how and technology, setting a standard for personalized wealth solutions.

Fidelity Investments Launches WealthscapeSM Intelligence and Introduces New, Fully Digital Onboarding Enhancements

The new offerings are designed to help streamline advisor workflows, allowing them to focus more on meeting clients’ evolving needs and long-term investment goals.

Pave Finance, an AI-Powered, Institutional-Grade, Personalized Wealth Management Software Company Raises $14m in an Oversubscribed Seed Financing

The financing included investments from former executive officers and board members of leading financial services firms in the U.S.

Wealth and asset management leaders launch global study on AI and transformative technologies reshaping the investment industry

The research will explore how the latest advances in AI and other transformative technologies will reshape the investment sector.

10 best trading tools for wealth management in 2025

Trading tools help advisors and traders access traditional financial markets, as well as newer opportunities like digital assets.

State Street Corporation and Apex Fintech Solutions Announce Strategic Partnership to Address Growing Global Wealth Market Opportunity

The State Street/Apex partnership will deliver a differentiated, fully digital, globally scalable, custody and clearing solution and experience for wealth advisors and self-directed wealth platforms as well as their clients around the world.

Wedbush Selects Broadridge Technology to Accelerate Growth

The collaboration will help Wedbush fuel digital innovation and business expansion, attract top talent, and deepen client engagement.

Fintech pioneers unite to build bank for high net worth individuals

The group - currently operating through 11:FS Holdings Limited - has earmarked £50 million so far and is expecting to begin another investment round shortly.

Carlyle acquires Intelliflo to expand WealthTech portfolio

The transaction, which also includes Intelliflo’s US-based subsidiaries, is valued at up to $200 million.

SMA, the integrated model that combines advanced consulting and management

This is a model that can represent a strategic response to the growth of passive management

Nephila Capital Selects SEI as a Global Strategic Partner

Global Operational Footprint and Technology Capabilities Enable Scale and Power Growth

SEI CEO plots wealth, private assets expansion

Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans.

Wealthsimple buys investment research platform Fey

The startup's trader-focused design, along with earnings analysis, natural language stock screening, and a real-time personalised news feed are coming to Wealthsimple.

iCapital® And Pantheon Expand Global Partnership to Broaden Investor Access to Evergreen Funds

iCapital’s technology now enables streamlined access to Pantheon’s Global Credit Secondaries strategies, distributing evergreen private market solutions to wealth managers across Asia, Europe, the Middle East, and Latin America.

Citi Wealth Rolls out AI Tools for Advisers and Client Teams

Citi Wealth has deployed two artificial intelligence platforms designed to accelerate client communications and streamline adviser workflows across its global operations.

Wells Fargo adds alternative investments to Unified Managed Account programme

All investing involves risk including the possible loss of principal.

The power of precision: private banks turn to new generation of clients

By combining different types of artificial intelligence, wealth managers can deliver a personalised service to today’s younger, affluent clients

Wealth & Asset Management