Managers of Wealth Fintech

Flanks raises €14m to automate wealth management

Flanks now processes more than 500,000 portfolios per month

Wealth management platform Unique raises $30M Series A for US expansion

The additional funding will support Unique's product development growth and expansion plans into the US.

Morgan Stanley’s 'key driver' is wealth management, analyst notes

The wirehouse's "strong investment in technology and AI has improved financial advisor productivity," KBW's David Konrad said.

Wealthtech start-up Firenze secures £160m funding line from Monument Bank

The company says it “is currently working with wealth managers and investment platforms overseeing more than £50bn in assets”.

Client communication outpace wealth managers digital shift

Investors are shifting towards digital channels, but many wealth managers remain reliant on traditional methods, Avaloq reveals.

Flanks raises €14 million to automate wealth management for next-gen advisory

The round was led by Motive Ventures, joined by Battery Ventures and existing investors Earlybird, JME Ventures, and 4Founders Capital.

FNEX Launches FNEX Wealth, a Multi-Family Office and Wealth Management Firm

FNEX Wealth enables advisors to strengthen client relationships and provide institutional-caliber family office services.

Digitalisation key to wealth preservation for family offices

Family offices, responsible for preserving multi-generational wealth, face mounting pressure to modernise.

Monument Bank partners with Firenze for Lombard lending access

The arrangement does not require a shift in custody arrangements for the client’s investment portfolio.

Arta Finance Expands Compliance, Investment Tools for Finance Professionals

Finance professionals now make up 15% of Arta Finance's U.S. membership and 11% of its global user base.

BNP Paribas’ Securities Services Business Adopts Broadridge’s Global Class Action Solution to Maximize its Clients’ Global Asset Recovery Opportunities

Broadridge’s solution provides comprehensive global class action coverage, maximizes claims and increases investor participation in settlement recoveries

The Wealth Management Revolution: balancing innovation, efficiency, and client expectations

Success now depends on their ability to seamlessly integrate technology, elevate client experience, and maintain profitability.

Payfinia Partners with TAPP Engine to Provide Instant Wealth Management Capabilities

The partnership enables participating clients to access Payfinia's full suite of instant payment services

Wealth management firm Scripbox forays into Kerala

Scripbox will offer investment solutions, including mutual funds, Portfolio Management Services, and Alternative Investment Funds

J.C. Flowers invests in Canada’s Infinite Investment Systems

The company will utilise the capital to expand its product line-up, improve its services, as well as deepen its footprint.

Osaic Expands its W2 Employee Affiliation Channel with Payant Wealth Management Group

$360 Million RIA Joins Osaic's Corporate RIA in Greater Tampa Area

Orion Expands Capabilities to Help Advisors Capture Opportunities with Affluent Clients Through Highly Personalized Services

Great Wealth Transfer accelerates demand for bespoke reporting, estate planning, trust accounting and foreign exchange solutions

Wealth & Asset Management