Managers of Wealth Fintech

SEI Attracts Large European and Global Asset Managers with CIT Lineup

Turnkey Operational Platform Supports Asset Managers’ and Plan Sponsors’ Unique Demands

Nearly half of wealth managers 'dissatisfied' with their tech systems

Wealth managers view their current technology systems as outdated, Avaloq says

WiseAlpha launches new wealth management portal and white-label solution

Every investment required a huge amount of complex paperwork and a minimum investment of £100,000 turning into a predominantly institutional market.

Wealth Dynamix arrives on Temenos Exchange

Our solutions support the broadest range of firms, from 10-person boutique investment managers and UHNW multi-family offices to global mass affluent wealth managers and global private banks.

Hargreaves lansdown unveils multi-bank cash ISA platform

This reduces the complexities for clients, by allowing them to have ISAs with different providers all in one place.

Bitpanda launches high net worth wealth division

The product has been launched in response to rising demand as part of Bitpanda’s commitment to meeting the needs of every investor in the European Union.

Four trends in wealth management

Immerse yourself in the future of wealth management with Futora’s advanced tech ecosystem.

Inherrit, a Fintech app is on a mission to save Billions lost in unclaimed wealth.

As we live our lives we continue to accumulate wealth and pass it on to our family and loved ones as our legacy.

WealthKernel further extends Series A by £6m

With this latest capital injection, WealthKernel is looking to capitalise on European demand for investment infrastructure

Objectway Acquires Nest Wealth, Leading Digital Wealth Solutions Provider in Canada

Objectway has taken a significant step towards expanding its capabilities and geographic footprint in North America with the acquisition of Nest Wealth. This is a notable milestone in Objectway’s strategy to become the trusted end-to-end global part

Danske Bank Selects Broadridge’s Principal Risk Trading and Market Making Solution

Tbricks will integrate with existing systems at Danske and allow the bank to scale and streamline operations

Four Trends That Will Shape the Wealth Management Sector in 2024

As firms navigate the post-pandemic era with highly connected clients, digital readiness will be a critical focus area in shaping the path forward in 2024.

Emirates Islamic to launch a digital wealth offering and equity trading on its mobile banking app

As a special introductory offer, customers using the Digital Wealth platform will be able to trade in stocks with zero commissions from 1 January until 31 March 2024.

Broadridge and Boring Money Collaborate to Deliver Consumer Duty Solution for Asset Managers

Unparalleled, holistic insights created for asset managers and fund boards from combined product and consumer data sets

What will drive wealth tech evolution in 2024?

Customer expectations, digitalization, and data aggregation will take the spotlight, says Canadian wealth tech leader

UK fintech start-up Zilo lands £25m in Series A funding

With its software, Zilo says firms can replace their legacy and end-of-life systems for a digital, real-time user experience. Its first client went live on its platform in July 2023.

Kinecta FCU selects FusionIQ for wealth tech rebuild

The integrated FusionIQ One platform makes it easy for banks and credit unions to offer additional investing services focused on retaining customers while growing their membership base.

IntellectAI and St. James’s Place receive coveted industry recognitions as they redefine Adviser Led Wealth Management on Salesforce

Marking a new era in wealth management, this award-winning collaboration leverages Salesforce to redefine the wealth management landscape, showcasing a commitment to technological excellence and a customer first approach

Looking back on 2023: APAC WealthTech Landscape Report 2023

Our data insights gave an ‘at a glance’ guide to headline statistics for the APAC wealth management community.

What This Wealthtech Investor Predicts for 2024

FTV Capital’s Adam Hallquist discusses the wealth tech industry and what trends he’s seeing.

Wealth & Asset Management