Managers of Wealth Fintech

Moomoo Singapore breaks new ground in digital wealth management

This innovative approach has not only won over tech-savvy millennials but has also impressed experienced investors seeking an edge in today's fast-paced markets.

Broadridge Ranked #3 in the 2024 IDC FinTech Rankings Top 100

The 21st annual vendor ranking represents leading hardware, software, and service providers to the financial services industry from around the world.

WealthArc Teams Up with Polixis to Automate KYC Screening and Enhance Compliance Efficiency

Under this partnership, Polixis will provide its extensive datasets and software, seamlessly integrated into WealthArc's platform

Switzerland’s Zürcher Kantonalbank deploys new digital asset platform with Avaloq and Fireblocks

ZKB will now be able to offer clients the ability to trade, manage and store both traditional and digital assets through a single platform.

UBP joins the Wecan Group network

Based in Geneva and present in over 20 locations worldwide

Hong Kongers seek digital channels, F2F meetings in wealth mgmt services

Despite their comfort in using digital platforms and even AI, the respondents said that traditional face-to-face meetings remain an important channel for managing wealth.

After Jensen Huang's Nvidia wipeout, no one has gained more wealth than Mark Zuckerberg in 2024 — he's $56 billion richer

Zuckerberg now ranks third on the rich list

Eton Solutions Launches EtonGPT™, World's First Generative AI Platform for Family Offices

The platform will enable wealth managers to achieve 2 to 4X increase in operational efficiency

KFin Technologies unveils ‘mPower Wealth’ to fuel wealth management

The platform offers integration across front, mid, and back-office operations, multi-asset, multi-currency capabilities, and technology to help wealth managers improve client experiences.

Levi9 and ABN AMRO Clearing Bank announce collaboration

This collaboration provides opportunities for growth, digital innovation & quality and for customers a better and quicker collaboration.

How Fintech is Revolutionizing Investment Opportunities And Wealth Management

Today, however, fintech platforms have democratized this process, opening up global investment opportunities to anyone with a smartphone and a modest amount of capital.

WealthTech Solutions Present a $9.43 Billion Market Opportunity by 2028

The wealthtech solutions market is expected to see rapid growth in the next few years.

Wealthtech start-up Propelle prepares for late September launch

The app will be free to download, offering features like general investment account options and monthly webinars.

AI Parameters Make Wealth Management Unrestricted by Time and Expertise

Now, with the integration of AI, big data, and other technologies, wealth management is becoming smarter, more personalized, and more efficient.

Leveraging AI in the ultra-high net worth and family office segment

There is a delicate balance to be found between leveraging technology and maintaining a high-touch, personalised service.

The affluentisation of wealth management: enhancing the client experience

As the total addressable market size for fee revenue in the affluent segment is estimated to be up to USD 40 billion annually, this presents a significant opportunity to wealth managers.

Explosive Growth of Crypto Millionaires in 2024

Volek concludes that as the lines between traditional and digital finance continue to blur, the synergy between investment migration and cryptocurrencies grows stronger.

Cardea acquires select assets from NSCG, rebrands as Fourcore Capital

Fourcore says its newly secured assets will enable the company to provide a “comprehensive digital wealth and asset management offering”

Fear of missing out drives GenAI race in wealth management

Wealth managers have been exploring new use cases, eager to pioneer the launch of new solutions, aware that this technology is set to transform their business models and affect their value proposition.

Advisers to the super-rich are embracing the AI revolution — but at what cost?

Computer-generated tools promise to make life easier for HNW wealth managers. But could the push put their clients at risk?

Wealth & Asset Management