Managers of Wealth Fintech

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.

Objectway accelerates growth course

The wealth management sector continues to grow steadily, and demand for modern technology solutions from established providers is increasing.

Wealthsimple data breach exposes customer information

No money was stolen or passwords lifted and all accounts remain secure, says Wealthsimple.

Broadridge Acquires Retirement Plan Technology Provider iJoin

Combined capabilities will help record keepers, financial advisors, asset managers, and insurers improve retirement participant outcomes and unlock growth opportunities

Citi and BlackRock to Launch Investment Portfolio Solutions to Improve Wealth Management

Unveiled this month, this collab reportedly combines Citi’s advisory expertise with BlackRock’s investment management know-how and technology, setting a standard for personalized wealth solutions.

Fidelity Investments Launches WealthscapeSM Intelligence and Introduces New, Fully Digital Onboarding Enhancements

The new offerings are designed to help streamline advisor workflows, allowing them to focus more on meeting clients’ evolving needs and long-term investment goals.

Pave Finance, an AI-Powered, Institutional-Grade, Personalized Wealth Management Software Company Raises $14m in an Oversubscribed Seed Financing

The financing included investments from former executive officers and board members of leading financial services firms in the U.S.

Wealth and asset management leaders launch global study on AI and transformative technologies reshaping the investment industry

The research will explore how the latest advances in AI and other transformative technologies will reshape the investment sector.

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.

Wealth & Asset Management