Managers of Wealth Fintech

Wells Fargo Wealth & Investment Management Launches Internal Proxy Voting System

Expands partnership with Broadridge to support administration of its new, proprietary voting service

Merit Financial Advisors Acquires $260M SSC Wealth

As part of the acquisition, four SSC Wealth members, including partners and wealth managers Bert Falley and Michele Hammann, will join Merit Financial Advisors as regional VP and partners at Merit Financial Advisors

Pave taps Fidelity to scale automated wealth management

Advisors will be able to automate portfolio processes across connected accounts while maintaining existing custodial relationships, a structure designed to reduce operational disruption.

Banking behemoth JP Morgan Nutmegs rivals with purchase of WealthOS

JP Morgan Chase has swooped to buy pensions technology platform WealthOS for an undisclosed sum, according to an internal memo circulated by the American banking giant and seen by Sky News.

Wealth management and the tokenised future

With its latest move, the company, which launched in 2007 and now has more than 40 million registered users, will be launching US equities as ERC20 tokens on the Ethereum blockchain.

UBS Explores BTC Trading For Wealthy Clients As Wall Street Embraces Crypto

The Swiss bank, which managed $4.7 trillion in wealth assets as of September 30, is selecting partners for a cryptocurrency offering after months of discussions.

WRISE Group Partners to Expand UAE Private Banking Access

The partnership marks a significant milestone in WRISE Group's expansion strategy across the United Arab Emirates and the broader Middle East.

Broadridge Recognized as One of FORTUNE Magazine’s 2026 ‘World’s Most Admired Companies’

These honors reflect Broadridge’s continued investment in next-generation capabilities that help clients drive efficiency, resilience, and growth.

Alpaca becomes a unicorn

Alpaca’s scalable APIs and self-clearing custody enable global access to stocks, ETFs, options, crypto and fixed income products.

Crypto exchange Coincheck to buy digital asset manager 3iQ

3iQ was founded in 2012 and in 2024, Japanese fintech Monex acquired a majority stake for approximately $46 million.

iAltA acquires BridgeFT

BridgeFT has been a leader in helping advisors and wealth technology companies unify critical client and portfolio data to power applications across the wealth management ecosystem.

Standard Chartered launches refreshed Priority Banking Proposition

The proposition also brings to fore Standard Chartered Group's international network, enabling clients to manage their wealth seamlessly across borders

Aurum Capital unveils AI-driven quantitative wealth advisory platform

The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.

From ESG hype to credibility: what wealth management faces in 2026

WealthTech company Kidbrooke recently explored the lessons learned from 2025 and what to expect in wealth management in 2026.

WealthTech in Southeast Asia: Private Wealth, Digital Transformation, and the Outlook for 2026 and Beyond

WealthTech SEA – 2025 Update and 2026 Outlook

Season's Greetings from Managers of Wealth

Happy New Year to all

Insufficient innovation: German banks are falling behind.

Only 13 percent of German financial service providers consider innovation the most important IT driver – compared to 63 percent in France and 50 percent in the UK.

Hargreaves Lansdown signs multi-million pound technology deal with Keystone

We see consistently compelling advocacy from our employer and employee clients based on the strength of our proposition

Blackstone,Revolut in talks to collaborate on wealth management – report

The company is also looking to hire a private banker in the UK to manage and support relationships with high-net-worth individuals worldwide.

Rosell Wealth Management Rebrands as Exemplar Wealth Advisors, Adds Partner, and Launches Exit Planning Focus

“Local Wealth Firm Rebrands to Meet Owners’ Next Big Challenge”

Wealth & Asset Management