Managers of Wealth Fintech

Mass Affluent Wealth Clients Need Both Digital Tools and Better Human Advice

Demand for advice is rising, especially among clients who have historically managed on their own.

Moneybox prepares for secondary share sale at £800 million valuation

The platform currently claims more than 1.9 million customers with over £23 billion in assets under administration.

Broadridge Delivers Next-Generation Reconciliation Platform to Raiffeisen Bank International

International bank selects BRx Match to support growing transaction volumes and ISO 20022 compliance across global markets

Financial platform for immigrants LemFi buys Wealth8

It has also secured approval from the Central Bank of Ireland to acquire Bureau Buttercrane, granting it instant access to the entire European Economic Area.

WealthAi and Flanks team up to solve wealth management's costly data problem

The result is fragmented information and labour-intensive manual processes to upload, reconcile and validate data across multiple formats and sources - from PDFs and bank statements to spreadsheets.

DBS and Samsung Securities Partner on Global Wealth Offerings

The agreement opens South Korean markets to DBS clients while giving Samsung Securities access to global multi-asset wealth solutions

Objectway acquires Swiss private banking technology business from FNZ to strengthen its pan-European positioning

Objectway welcomes a team of over 160 professionals, bringing their expertise and professionalism honed in developing innovative, award-winning solutions for over 40 private banks

AI widens gap between scalable and struggling wealth firms, study shows

The report, Built to Scale, is based on a survey of 300 senior professionals across banks, wealth and asset managers in the UK, continental Europe and Canada.

Global Wealth Report 2026: Global wealth rose over 10% in 2025

The latest edition of the UBS Global Wealth Report shows a broad-based increase in personal wealth, driven by strong financial markets and rising non‑financial assets, with average wealth growing faster than global economic output.

Building True Partnerships Through Strategic Alignment, Vision and Culture

Morrison highlights how Objectway’s ability to understand the firm’s objectives and respond to changing client expectations has made the partnership a key driver of operational agility and service excellence.

SEI Canada Makes Changes in Risk Ratings

No changes were made to the investment objectives or strategies of the fund.

SEI Expands SEC-Registered Transfer Agency

Envision Provides Core Technology to Support Traditional and Alternative Asset Managers with Registered Fund Services

Comnexa wins Gold at Citywealth Brand & Marketing Awards 2026

As a Jersey-headquartered business, it is particularly meaningful to be recognised in an industry so closely aligned with the island’s core sectors.

Top 10 priorities shaping the future of wealth management leadership

Decision-oriented convictions reveal how wealth managers must adapt to rapidly evolving drivers of value creation.

SS&C Black Diamond Wealth Solutions’ TAMP Exceeds USD 2 Billion in Assets

Demand for modular, integrated managed account services drives rapid advisor adoption

Investec rolls out Microsoft Copilot to all 8,000 colleagues globally

The first full-workforce Microsoft Copilot deployment publicly announced by an organisation in South Africa

How wealth managers are tackling data fragmentation

A recent report from Fidelity International found that on average advisors spend just a third of their time with clients.

WealthAi launches client file for wealth managers platform

Client File targets a longstanding operational problem in wealth management: advisers often move between systems for onboarding, compliance, portfolio management and client communications.

OWIN26: Scalability, a Real Challenge for Wealth Management

Financial institutions must learn to do both at scale, ensuring that an increase in initiatives doesn't translate into increased operational complexity.

Broadridge and Fispoke Announce Strategic Collaboration to Bring Private Banking and Lending Capabilities to Independent Wealth Firms

New lending and liquidity tools for Independent Financial Advisory firms to compete with wirehouses and private banks

Wealth & Asset Management