Managers of Wealth Fintech

UMushroom becomes cooperation partner of ZWEI Wealth

The partnership with ZWEI Wealth perfectly complements our aim of bringing transparency and innovation to the financial sector.

Wealthtech firms OneVest and Envestnet enter alliance

The partnership will integrate OneVest's configurable technology solutions into Envestnet's portfolio management platform.

State Street selects Wealth Management FinTech ZILO™ for UK transfer agency launch

State Street was a Series A investor in ZILO™ and has provided continued support in the development of the technological platform.

Apex Fintech Solutions and OneVest Announce Strategic Collaboration to Transform Wealth Management Technology Landscape

Gives investment firms less disruptive ways to upgrade platform feature

Staying ahead in Wealth Management: A Conversation with Jos Martens, Sales & Business Development Director

This is a pre-event interview in the run-up to the Leaders in Finance Wealth Management Event 2025 on 6th March 2025.

Shaping the Future of Wealth Management: Key Trends for 2025 and Beyond

At the same time, the generational shift among investors will demand a new level of digitalisation.

Flanks Raises €14m to Automate Wealth Management for Next-Gen Advisory

The funding will be used to further accelerate the company’s growth into Europe and drive continued development of Flanks’ technology platform.

Franklin Templeton launches first tokenised fund in Luxembourg

According to the asset manager, the tokenised fund offers greater transparency, security, accuracy and immediacy.

Flanks raises €14m to automate wealth management

Flanks now processes more than 500,000 portfolios per month

Wealth management platform Unique raises $30M Series A for US expansion

The additional funding will support Unique's product development growth and expansion plans into the US.

Morgan Stanley’s 'key driver' is wealth management, analyst notes

The wirehouse's "strong investment in technology and AI has improved financial advisor productivity," KBW's David Konrad said.

Wealthtech start-up Firenze secures £160m funding line from Monument Bank

The company says it “is currently working with wealth managers and investment platforms overseeing more than £50bn in assets”.

Client communication outpace wealth managers digital shift

Investors are shifting towards digital channels, but many wealth managers remain reliant on traditional methods, Avaloq reveals.

Flanks raises €14 million to automate wealth management for next-gen advisory

The round was led by Motive Ventures, joined by Battery Ventures and existing investors Earlybird, JME Ventures, and 4Founders Capital.

FNEX Launches FNEX Wealth, a Multi-Family Office and Wealth Management Firm

FNEX Wealth enables advisors to strengthen client relationships and provide institutional-caliber family office services.

Digitalisation key to wealth preservation for family offices

Family offices, responsible for preserving multi-generational wealth, face mounting pressure to modernise.

Monument Bank partners with Firenze for Lombard lending access

The arrangement does not require a shift in custody arrangements for the client’s investment portfolio.

Arta Finance Expands Compliance, Investment Tools for Finance Professionals

Finance professionals now make up 15% of Arta Finance's U.S. membership and 11% of its global user base.

BNP Paribas’ Securities Services Business Adopts Broadridge’s Global Class Action Solution to Maximize its Clients’ Global Asset Recovery Opportunities

Broadridge’s solution provides comprehensive global class action coverage, maximizes claims and increases investor participation in settlement recoveries

The Wealth Management Revolution: balancing innovation, efficiency, and client expectations

Success now depends on their ability to seamlessly integrate technology, elevate client experience, and maintain profitability.

Wealth & Asset Management