Managers of Wealth Fintech

True Wealth reaches next milestone in assets under management

This marks a significant milestone in the company's history, it continues.

Temenos acquires additiv to strengthen its Wealth proposition and accelerate AI-driven orchestration

The acquisition of additiv further strengthens Temenos’ offering in Wealth Management with native mass-affluent capabilities and a proven AI-enabled orchestration layer.

Broadridge’s Distributed Ledger Repo Achieves 220% Year Over Year Growth; Processes $7.2 Trillion in May

May 2026 ADV reaches $362 billion as momentum continues for institutional adoption of tokenized settlement and Broadridge’s market-leading Distributed Ledger Repo

Patronus deploys WealthAi across wealth operations

The deployment has integrated WealthAi’s platform across front, middle and back-office functions.

Tech’s role in supporting Rathbones’ ambition to be the best UK wealth manager

Clients expect digital immediacy these days in all aspects of their lives and their banking and wealth management requirements are no different.

ZA Bank partners with Industrial Bank to launch cross-border wealth management scheme

Subsequently, they can open and operate a Southbound Scheme Dedicated Investment Account via the ZA Bank App to invest in eligible wealth management products in Hong Kong.

Iress secures four-year Succession Wealth contract renewal

We’ve built a strong, collaborative relationship with their team, and it’s rewarding to see how our technology continues to play a central role in their success.

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.

Wealth & Asset Management