Managers of Wealth Fintech

Bain Capital completes acquisition of Envestnet

Transaction supports industry-leading wealth technology platform's next chapter as a private company

AI key for UK wealth management, but client trust is a barrier: Study

These professionals are optimistic about the technology, with the same proportion believing AI will bring benefits to the industry.

Close Brothers Asset Management partners with Objectway to drive growth and innovation

By adopting Objectway's Portfolio Management solution, CBAM will drive digital transformation and customer-centric expansion to achieve its strategic goals.

Amundi acquires aixigo

Amundi acquires aixigo to accelerate the deployment of technological solutions to distributors of savings products

Broadridge Significantly Enhances Structured Product Trading Capabilities

New enhancements address industry needs to quote at unprecedented scale, while optimizing trading technology to unlock significant efficiency gains for traders

London fintech 1fs Wealth and Apex Group announce strategic partnership

The company’s growing global client base includes wealth owners and family offices, who particularly value the platform’s ability to support succession planning.

SBI Digital Markets, UBS Asset Management, and Chainlink Complete Pilot For Automated Fund Administration and Transfer Agency Using Smart Contracts

The adoption of tokenized funds by the world's largest asset managers has created a need for the fund administration industry to evolve into an onchain format.

Westwood Wealth Management Partners with OneVest to Elevate Client and Advisor Experience

This partnership underscores Westwood’s dedication to innovation, ensuring clients receive premier service and a seamless, modern financial management experience.

Fourcore Becomes Sponsor of Global Blockchain Acquisition Corp. and Appoints Wealth Management CEO

Through this transaction, Fourcore becomes the sponsor of the publicly listed investment vehicle.

“I Want to Break Free” (from Operational Complexity): Building Scalable Wealth Management Operations for Growth

Tariq Khan, Objectway’s Client Development Director, shares his view on how today’s wealth managers need to rethink their operating models.

Swissquote Singapore: Pioneering Digital Wealth Management in Asia

Asia, and particularly Singapore, is at the heart of this transformation.

WealthTech: Transforming Wealth Management with Advanced Technology

This digital transformation is reshaping traditional practices, making wealth management more accessible, efficient, and customer-centric.

Private markets firms embrace social media to attract new-generation of investors

Private markets firms are leveraging social media to engage with investors, management teams and other audiences as industry evolves

Introducing the US WealthTech Landscape Report 2024

A new WealthTech Landscape Report from The Wealth Mosaic, focused on the wealth management sector in the United States.

Wealth-tech Zeplyn lands $3m seed investment

Zeplyn's AI Meeting Assistant for wealth management turns conversations into precise notes.

Bank of Valletta P.L.C. Selects Profile Software’s Investment Management Platform

This strategic investment aims to enhance BOV’s operational efficiency across multiple divisions, including Asset Management, Private Banking, and Prestige Client Networks.

Leveling Up: How Banks Must Pay The Innovation Game To Stay Ahead

The financial services sector is undergoing a significant transformation, largely driven by rapid advances in technology and changes in investor behaviour and needs.

Osaic Welcomes Nova Wealth

New York-Based Team Overseeing $180 Million Joins Osaic

Wealth Management Firms Set to Double AI Budgets, Eyes on Personalisation & Compliance

This strategic investment underscores a broader industry movement toward data-driven innovation to meet clients’ growing expectations and outperform competitors.

Southeast Asia’s Wealth Management Boom: 5 Platforms to Watch

Traditionally, wealth management in the region was primarily reserved for high-net-worth individuals (HNIs), with most services being offered by large banks or financial institutions.

Wealth & Asset Management