Managers of Wealth Fintech

IRALOGIX Named to 2025 WealthTech100; Recognized as Wealth Management Technology Innovator for Third Successive Year

IRALOGIX’s technology enables banks, recordkeepers, and advisory firms to offer a wider range of IRA products

Jupiter Asset Management signs revenue analytics contract with Room Zero

The module also assists with operational oversight through early identification of product ‘outliers’ and reducing the risk of over or underpaying rebates, for example.

Tietoevry Banking achieves recognition in the 2025 WealthTech100 list

Tietoevry Banking proudly stands among the world’s top wealth technology providers, securing a place in the prestigious 2025 WealthTech100 list.

Luxembourg wants to modernise tools to account for digital assets

Wealth management in Luxembourg has six key dimensions, he said, presenting what the country has done in each of those dimensions and how the grand duchy plans to move forward.

Wealthtime owner buys Craven Street Wealth

Quanta Group is using private equity funding from Anacap to make the acquisition.

HSBC Private Bank live with new core banking system, Avaloq Banking Suite

Global giant HSBC has deployed Avaloq’s flagship core banking solution, Avaloq Banking Suite, for its private banking operations.

Pimfa WealthTech and Morningstar invita applications for AI TechSprint

Access to high-quality data, robust evaluation metrics, and seamless integration tools remains a barrier for many looking to leverage AI effectively.

French wealth management fintech RockFi garners €18m funding

With this fresh capital, RockFi aims to fast-track its expansion and reach its target of managing €1bn in assets by the close of 2026.

BetaNXT & Fi-Tek Introduce TrustWealthX, Allowing Clients to Seamlessly Manage & Report on Trust, Brokerage & Wealth Businesses

Two Leading FinTech Companies Partner to Upend Siloed Processing Among Trust & Non-Trust Business Lines—Offering a Streamlined View of Positions & Balances Across All Accounts

Moneyfarm completes acquisition of Willis Owen and sees assets exceed £5.5bn

This acquisition marks Moneyfarm’s third successful UK expansion in the past three years, following the seamless integrations of Profile Pensions and Wealthsimple’s UK book of business.

UMushroom becomes cooperation partner of ZWEI Wealth

The partnership with ZWEI Wealth perfectly complements our aim of bringing transparency and innovation to the financial sector.

Wealthtech firms OneVest and Envestnet enter alliance

The partnership will integrate OneVest's configurable technology solutions into Envestnet's portfolio management platform.

State Street selects Wealth Management FinTech ZILO™ for UK transfer agency launch

State Street was a Series A investor in ZILO™ and has provided continued support in the development of the technological platform.

Apex Fintech Solutions and OneVest Announce Strategic Collaboration to Transform Wealth Management Technology Landscape

Gives investment firms less disruptive ways to upgrade platform feature

Staying ahead in Wealth Management: A Conversation with Jos Martens, Sales & Business Development Director

This is a pre-event interview in the run-up to the Leaders in Finance Wealth Management Event 2025 on 6th March 2025.

Shaping the Future of Wealth Management: Key Trends for 2025 and Beyond

At the same time, the generational shift among investors will demand a new level of digitalisation.

Flanks Raises €14m to Automate Wealth Management for Next-Gen Advisory

The funding will be used to further accelerate the company’s growth into Europe and drive continued development of Flanks’ technology platform.

Franklin Templeton launches first tokenised fund in Luxembourg

According to the asset manager, the tokenised fund offers greater transparency, security, accuracy and immediacy.

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.

Wealth & Asset Management