Managers of Wealth Fintech

Artificial intelligence enters Credem to improve customer portfolios

The goal of the partnership is to strengthen the relationship between advisors and investors, unlocking value through the strategic use of data.

Is the wealth management industry scalable?

As such, the industry has substantial potential to grow and become more profitable if the issues surrounding scale areresolved.

Broadridge and Kyndryl Extend Agreement to Bring Leading Edge Resiliency and Enhanced AI Capabilities to Broadridge Infrastructure

Agentic AI and quantum-ready mainframe capabilities advance data center modernization

Broadridge Expands NYFIX Platform with Overnight U.S. Equity Trading Access Through CAPIS and Blue Ocean

New integration gives broker-dealers and institutional investors access to overnight liquidity across 4,000+ U.S. equities

Wealthtech Farther notches unicorn status with $150m Series D

Farther has nearly doubled the valuation previously recorded during its Series C funding round in 2024.

Temenos Forward Awards Celebrate Innovation and Impact in Banking

Client awards recognize the leaders and innovators in the banking industry

Farther Raises $150 Million Series D Led by General Atlantic to Scale Intelligent Wealth Management

Farther serves a broad client base – from high-earning individuals and ultra-high-net-worth families supported by Farther Family Office, to small businesses and institutions – delivering a modern solution that scales with evolving technology,

Wealth management: Getquin raises €12m

The company now aims to accelerate its transition from a wealth tracking tool to a more comprehensive digital wealth management solution.

DBS remains committed to investing in young Singapore talent in AI era

DBS to welcome more than 500 young local talent this year through its Management Associate, Internship and Traineeship programmes

AI Agents in Finance: How They Transform 70% of Processes

The wealth and asset management industry has entered a phase of structural transformation, marked by a multiplication of pressures.

How wealth management firms, advisors can make the most of AI

AI vendor's COO shares tips for selecting best AI use cases, vendors and more

Revolut expands into private wealth services

The new permissions will allow the company to expand into leveraged products, managed portfolio solutions, and private wealth services, strengthening its push into the high-net-worth segment.

NEC XON and Avaloq Target Legacy Banking Systems With Unified Wealth Platform for Africa

The collaboration focuses on helping financial institutions modernise complex legacy environments, improve operational efficiency and respond to rising client expectations for digital engagement.

Vault Expands Wealth-Tech Platform to Saudi Arabia, Targeting $1M-$10M “Underserved” Wealth Band

To lead the local operations, Vault has appointed Abdulrahman AlSudairy as general manager for Saudi Arabia.

OWIN26. CA Italia: The Next Gen challenge is won with an integrated ecosystem.

This was one of the themes that emerged during OWIN26, the event organized by Objectway in Sorrento, which featured Simona Feudatari, COO of Indosuez Wealth Management Italia, on stage.

SEI Sponsors Golf Pro Braden Shattuck at PGA Championship

Company Supports Greater Philadelphia Talent as Championship Comes to the Region

Broadridge Announces Integrated Infrastructure for Tokenized Securities

Building on its market-leading Distributed Ledger Repo platform, Broadridge delivers the infrastructure that institutional firms need to scale digital and traditional assets on a single platform

Wealth managers prepare for next ‘Big Bang’ in technology

While technology with a human face defines today’s wealth management reality, the debate between lovers of robotic investments and behavioural science is gathering steam

Syfe Launches Joint Accounts to Boost Shared Wealth Building in Singapore

The wealthtech platform aims to address the coordination gap in retail investing by allowing users to co-manage portfolios without minimum balance requirements

Broadridge Deploys Agentic AI at Institutional Scale Across Capital Markets and Wealth Operations

Powered by the Industry’s First Completed Financial Services Data Ontology, Broadridge’s AI Partnership Model Delivers Up to 30% Operational Cost Reduction Today with Additional Savings over Time — Available as Full Managed Services or S

Wealth & Asset Management