Managers of Wealth Fintech

Netwealth CEO Matt Heine on market share, margins and another four years of growth

Netwealth has almost 10% of the platform market, but CEO Matt Heine sees plenty of room to grow as they target another doubling of FUA.

Singapore wealthtech platform Keenai partners with Fullerton Fund Management

Fullerton Fund Management will provide the new wealthtech platform with SGD-denominated investment strategies.

UAE Tops Global Digital Adoption in Wealth Management as Avaloq Index Outlines Regional Shift

The index, published by wealthtech leader Avaloq, evaluates the underlying structural conditions shaping private wealth across 15 major global markets.

Former MoneyLion execs debut wealthtech infrastructure venture Astraeus with $10m in total funding

Emerging from stealth with backing from Fintech Collective, F-Prime, Walkabout Ventures, and Plug and Play Ventures, the New York start-up aims to tackle data fragmentation for wealth managers.

VastAdvisor closes $1 million Safe round

The firm will utilize this funding to accelerate its product roadmap and support its go-to-market efforts.

Why Predictive Finance Is the Future of Wealth Management

Yet one question remains: if we have more financial technology than ever, why aren’t people making significantly better financial decisions?

Iress UK earnings rise 43% in first half of 2026

UK CEO Alistair Morgan said investment in its Xplan platform was strengthening the firm’s position with larger UK wealth businesses.

Digital platform and unlisted assets: What Mirabaud upgraded

Louis Fauchier-Magnan reveals private assets and Western expansion are hot topics at Mirabaud.

Wealth managers cut fees to win AI’s paper millionaires

The rise of equity-rich tech workers at Anthropic and OpenAI is shifting negotiating power towards client

Temenos announces new share buyback program of up to CHF 100m

The share buyback is supported by Temenos’ strong free cash flow generation.

Why big wealth-management tech rollouts go wrong

The money is not the problem. What keeps going wrong is who the rollout actually gets built for.

Google co-founder Sergey Brin spending more than $100 million fighting California wealth tax

Google co-founder Sergey Brin has poured $102 million into a political nonprofit bankrolling ballot measures that could block California’s proposed wealth tax on billionaires.

Feathery launches AI proposal generation tool for wealth management firms

New AI assistant Robin drafts personalized client proposals by integrating data from Salesforce, eMoney, Morningstar and more.

AI won’t replace wealth advisors, it will redefine them

LSEG Data & Analytics found that 73% of wealth and asset management executives view AI as critical to their business’s future.

Broadridge’s Distributed Ledger Repo Processes $8.0 Trillion in July

July 2026 ADV reaches $365 billion; Institutional adoption continues as tokenized funding markets mature

Interswitch, Temenos Commit to Advancing Nigeria’s Digital Banking Technology

This will enable institutions to progressively transform their banking platform and evolve to more customer-centric business models.

SEI Launches ANGU ETF, Bringing Factor Research to Traditional Index Exposure

Designed to Deliver Broad U.S. Equity Exposure Through Transparent, Cost-Efficient, Research-Enhanced Approach

The Business of Helping the Ultra-Wealthy Vanish From the Internet

As data brokers proliferate and threats rise, the ultra-wealthy are turning to white-glove firms to make themselves harder to find.

Broadridge and Payward Services Collaborate to Give xStocks Holders a Voice in Corporate Governance

Broadridge’s unified governance platform enables xStocks holders to submit voting preferences for shares underpinning their tokenized equities, closing one of the clearest gaps between tokenized equities and traditional stock ownership

"Germany is still somewhat old-fashioned"

For the wealth management migration alone, we identified the gaps and found almost 180 minor and major ones, some of which need to be closed to enable the complete migration to the ABN Amro Objectway banking platform.

Wealth & Asset Management