Managers of Wealth Fintech

10 best trading tools for wealth management in 2025

Trading tools help advisors and traders access traditional financial markets, as well as newer opportunities like digital assets.

State Street Corporation and Apex Fintech Solutions Announce Strategic Partnership to Address Growing Global Wealth Market Opportunity

The State Street/Apex partnership will deliver a differentiated, fully digital, globally scalable, custody and clearing solution and experience for wealth advisors and self-directed wealth platforms as well as their clients around the world.

Wedbush Selects Broadridge Technology to Accelerate Growth

The collaboration will help Wedbush fuel digital innovation and business expansion, attract top talent, and deepen client engagement.

Fintech pioneers unite to build bank for high net worth individuals

The group - currently operating through 11:FS Holdings Limited - has earmarked £50 million so far and is expecting to begin another investment round shortly.

Carlyle acquires Intelliflo to expand WealthTech portfolio

The transaction, which also includes Intelliflo’s US-based subsidiaries, is valued at up to $200 million.

SMA, the integrated model that combines advanced consulting and management

This is a model that can represent a strategic response to the growth of passive management

Nephila Capital Selects SEI as a Global Strategic Partner

Global Operational Footprint and Technology Capabilities Enable Scale and Power Growth

SEI CEO plots wealth, private assets expansion

Ryan Hicke chats with Citywire on the firm's recent $527m acquisition and other growth plans.

Wealthsimple buys investment research platform Fey

The startup's trader-focused design, along with earnings analysis, natural language stock screening, and a real-time personalised news feed are coming to Wealthsimple.

iCapital® And Pantheon Expand Global Partnership to Broaden Investor Access to Evergreen Funds

iCapital’s technology now enables streamlined access to Pantheon’s Global Credit Secondaries strategies, distributing evergreen private market solutions to wealth managers across Asia, Europe, the Middle East, and Latin America.

Citi Wealth Rolls out AI Tools for Advisers and Client Teams

Citi Wealth has deployed two artificial intelligence platforms designed to accelerate client communications and streamline adviser workflows across its global operations.

Wells Fargo adds alternative investments to Unified Managed Account programme

All investing involves risk including the possible loss of principal.

The power of precision: private banks turn to new generation of clients

By combining different types of artificial intelligence, wealth managers can deliver a personalised service to today’s younger, affluent clients

Bank of Singapore Introduces ‘Catalyst’ for Ultra-Rich Wealth Management

The launch comes as family offices in Asia Pacific grapple with rising operational expenses and growing demands for technology platforms

Bybit Private Wealth Management's Standout USDT Yield Strategy Set New Bar in July

Capturing the rapid tides of crypto and global markets in July

Two Former Vontobel Managers Combine Bitcoin, Gold and AI

It is aimed at investors who are afraid of missing out, as well as those who fear a Bitcoin setback.

New wealthtech start-up PloutosX founded by former Barclays UK exec Natasa Kyprianidou

The start-up plans to carry out its first fundraising round in September valued at £3 million pre-money.

Broadridge Partners with BMLL to Bring Advanced Pre-Trade Analytics to Global Trading Participants

Pre-trade analytics integrated into Broadridge's sell-side Global OMS and buy-side EMS, Xilix, in Japan

Mission Wealth Management Chooses Fynancial to Power New Offering for the Next Generation of Investors

The partnership will give Mission Wealth advisors a highly personalized platform to engage clients in real-time

InvestCloud Delivers the First of a New Generation of AI-Enabled Solutions to Drive Advisor Productivity and Enhanced Client Engagement

InvestCloud is connecting the wealth management ecosystem into a unified wealth data model that drives AI-enabled workflows

Wealth & Asset Management