Managers of Wealth Fintech

Asset management software startup ZILO secures £20m round

The group develops global transfer agency software

Asean private banks reveal top innovations in a volatile year

The region’s private banks and wealth managers have introduced more defensive investment strategies, bolstered their alternatives propositions and added new functionality for clients.

SIX and FIDA Join Forces to Provide a Comprehensive Portfolio Management and Analysis Terminal

The goal of this alliance is to provide the French market, initially, with a complete terminal offering all the necessary data on funds and savings products marketed in France.

HSBC Rolls Out AI Ecosystem for Private Bankers

This will then be translated into market insights and personalized investment strategies for clients.

Finary gets serious: Paris FinTech lands €25 million for AI-powered wealth tools and expand across Europe

With the new capital, Finary plans to deepen its offering through Finary One, its private-wealth service, and launch AI-driven wealth management tools tailored to the evolving financial habits of Europeans.

Global Wealth Reset: How Wealth Managers Are Racing to Keep Up

Professionals are catching up: over half now see crypto as key for client engagement, even as concerns about trust in exchanges persist.

HSBC Private Bank unveils new AI-driven platform

The platform is specifically designed for teams that interact with clients, as well as for investment advisors and product experts.

Everest Group Names Broadridge BPO as a Leader in 2025 Capital Markets Operations Services PEAK Matrix® Assessment

Leaders recognition highlights Broadridge’s successful accelerated strategy to invest in technology and innovation to drive business value for its BPO clients across capital markets, wealth and asset management

M2 Repositions as Digital Asset Wealth Management Platform for High-Net-Worth, Family Offices, and Institutional Investors

This strategic evolution comes amid rising global demand for institutional-grade access to the digital asset economy.

UK’s Digital Wealth Management Fintech Chip Reports £6M Investment at £208M Valuation

This partnership might improve Chip’s visibility, possibly exposing the app to more users through Channel 4’s extensive media reach.

PFS Autumn Roadshow explores AI in wealth management

At the event, Madeleine Debney, co-founder at Otto, spoke to the use of AI in wealth management, noting that some AI companies are focusing more on the safe and ethical use of AI.

BTA Finance partners with Avaloq to modernise wealth management operations

Under the partnership, BTA Finance will implement the Avaloq platform, hosted in the cloud, to modernise its core wealth infrastructure, front-office systems and digital banking channels.

91% of Wealth Managers Have AI Ambitions–And Concerns. Eton Solutions’ AI Platform Addresses Both.

Eton Solutions’ AI Scales The Mundane for Family Offices, RIAs and PE Firms While Upholding Rigorous Privacy, Security, Transparency and Bias Standards

$280 Billion in Average Daily Processed Trade Volumes on Broadridge Distributed Ledger Repo Platform

DLR market data now available on Kaiko's new data application on Canton Network, Broadridge leading the settlement of tokenized real assets

$280 Billion in Average Daily Processed Trade Volumes on Broadridge Distributed Ledger Repo Platform

DLR market data now available on Kaiko's new data application on Canton Network, Broadridge leading the settlement of tokenized real assets

Finpension Tops 4 Billion Francs in Client Assets

This corresponds to a 41 percent increase in client assets within twelve months.

SMA: Towards an integrated, flexible and sustainable model

This will facilitate the integration of advanced consulting and professional management, optimizing the portfolio and enhancing profiling during the onboarding phase, based on clear and consistent objectives.

Altruist Partners with Ritholtz Wealth Management to Expand Access to Financial Advice

The firm has built a tiered service model to meet clients wherever they are in their financial journey — from first paychecks to complex estates — and engaged Altruist as a partner whose technology could support that vision at scale.

Bybit Launches Private Wealth Management Broker Program to Empower Partners and Drive Growth

The initiative aims to expand Bybit's high-net-worth user base, increase assets under management (AUM) and deliver long-term revenue growth.

Scalable Capital is now a bank

Over €30 billion is held on the platform by more than one million customers.

Wealth & Asset Management