Managers of Wealth Fintech

InvestCloud targets record sales with private markets push

Private markets are a central part of InvestCloud’s growth strategy.

Invesco launches Personalised Investor Engine, a behavioural intelligence platform technology to help banks and wealth platforms turn savers into investors

For financial institutions, this represents one of the largest untapped customer activation opportunities in wealth management and it is this issue that PIE has been built to address.

Quartz raises £2.75m pre-seed for AI-led wealth platform

The company has been testing its platform since the beginning of the year, and more than £10m of its members’ assets are already being tracked.

Intesa Sanpaolo advises Omnia Technologies on the acquisition of BRAM-COR

Through this transaction, Intesa Sanpaolo further confirms its role as a strategic partner supporting the growth and industrial consolidation of leading Italian companies.

Why Open APIs Are the Foundation of Modern Wealth Platforms

As the pace of technology and AI adoption accelerates, the ability to integrate and adapt will become increasingly important to firms looking to modernize their technology infrastructure.

Annual Broadridge Global Distribution Achievement Awards Honour Market-Leading Performance and Fastest-Rising Firms Across Fund Distribution

BlackRock and JPMorgan Asset Management are consistently strong across multiple categories

Apex Fintech Solutions and FusionIQ Announce Collaboration

Collaboration combines Apex's clearing, custody, and brokerage infrastructure with FusionIQ's end-to-end digital wealth platform

Envestnet Strengthens Wealth Management Platform with New Interactive Dashboard, UMP Configuration Tools, and Expanded Widget Library

Third Technology Release of 2026 Lays the Interface Foundation for an AI-First Advisor Experience

Envestnet to acquire portfolio management tech provider Vestmark

Going forwards, Envestnet says it will work with Vestmark to develop new AI-powered capabilities for wealth advisors.

SS&C Enhances Wealth Management Offerings with Black Diamond AI

Black Diamond AI is part of SS&C's broader AI strategy, built on the SS&C AI Gateway governance platform and designed to interoperate with SS&C WorkHQ

Broadridge Expands Next-gen Digital Assets Capabilities to U.S. Wealth Management Firms

Unified platform enables advisor-led and self-directed access to cryptocurrencies and tokenized assets alongside traditional investments

Prometeia bets big on Spain’s WealthTech shake-up

The firm says Spanish financial intermediaries are increasingly hunting for providers that can fuse technology, data and domain expertise into outcomes that hold up at scale, rather than piecemeal fixes.

The rise of WealthTech: how is BNP Paribas Private Banking in Europe meeting the challenge?

Digital transformation presents both opportunities and challenges for private banks.

Standard Chartered deepens “Now’s Your Time for Wealth” campaign with AI-powered innovation, wealth and advisory capabilities

With this latest phase of the campaign, Standard Chartered reinforces its position as a leading international wealth manager and trusted partner for globally minded investors, helping them navigate markets, capture opportunities and make informed financia

Finloop Partners with Aberdeen Investments in Hong Kong to Offer Tokenised Distribution of a Global Private Markets Strategy

The initiative marks one of the first tokenised interests in global private markets strategies of its kind in Hong Kong.

Wealth & Asset Management