Managers of Wealth Fintech

Levi9 and ABN AMRO Clearing Bank announce collaboration

This collaboration provides opportunities for growth, digital innovation & quality and for customers a better and quicker collaboration.

How Fintech is Revolutionizing Investment Opportunities And Wealth Management

Today, however, fintech platforms have democratized this process, opening up global investment opportunities to anyone with a smartphone and a modest amount of capital.

WealthTech Solutions Present a $9.43 Billion Market Opportunity by 2028

The wealthtech solutions market is expected to see rapid growth in the next few years.

Wealthtech start-up Propelle prepares for late September launch

The app will be free to download, offering features like general investment account options and monthly webinars.

AI Parameters Make Wealth Management Unrestricted by Time and Expertise

Now, with the integration of AI, big data, and other technologies, wealth management is becoming smarter, more personalized, and more efficient.

Leveraging AI in the ultra-high net worth and family office segment

There is a delicate balance to be found between leveraging technology and maintaining a high-touch, personalised service.

The affluentisation of wealth management: enhancing the client experience

As the total addressable market size for fee revenue in the affluent segment is estimated to be up to USD 40 billion annually, this presents a significant opportunity to wealth managers.

Explosive Growth of Crypto Millionaires in 2024

Volek concludes that as the lines between traditional and digital finance continue to blur, the synergy between investment migration and cryptocurrencies grows stronger.

Cardea acquires select assets from NSCG, rebrands as Fourcore Capital

Fourcore says its newly secured assets will enable the company to provide a “comprehensive digital wealth and asset management offering”

Fear of missing out drives GenAI race in wealth management

Wealth managers have been exploring new use cases, eager to pioneer the launch of new solutions, aware that this technology is set to transform their business models and affect their value proposition.

Advisers to the super-rich are embracing the AI revolution — but at what cost?

Computer-generated tools promise to make life easier for HNW wealth managers. But could the push put their clients at risk?

What is the future of wealth management?

This shift has led wealth management firms to explore new advisory models, including hybrid approaches that blend traditional and digital services.

Valverde Enhances Investment Management Technology with Broadridge to Drive Growth in ASEAN Equity

Tech update advances Valverde’s tailored investment strategy capabilities amid ASEAN investment growth

Northern Trust partners kids' finance fintech Greenlight

Northern Trust clients now have complimentary access to Greenlight’s award-winning family finance app and debit card, available through the Greenlight for Banks program.

Why wealth management needs a high-touch, high-tech approach

Wealth management advisory needs refreshed approaches to unlock the new value and perspectives necessary.

BlackRock unseats Grayscale Investments as biggest crypto asset manager

Grayscale, a US digital asset manager, gives investors exposure to cryptocurrency through its bitcoin and ethereum trusts.

FusionIQ and interVal partner to boost financial advisors' growth

US-based fintech FusionIQ has partnered with wealthtech provider interVal to expand technology solutions for financial advisors.

Why British asset managers are twice as profitable as German ones

Financial institutions in Great Britain generate the highest revenues in Europe - and the trend is rising.

Wealth management: embracing automation and customisation

Adapting to the latest trends is crucial for wealth managers aiming to enhance efficiency, improve client satisfaction, and maintain a competitive edge.

Why Corporate Treasury and Family Offices Should Consider Bitcoin

Multiple reports suggest that firms such as Tesla and Microstrategy amongst others, are building portfolios with investments in Bitcoin and other crypto assets

Wealth & Asset Management