Managers of Wealth Fintech

Broadridge Reports Third Quarter Fiscal 2024 Results

Recurring revenues increased $8 million

Monument hits $2 billion in customer deposits

Monument’s dedication to the mass-affluent segment is exemplified through exceptional client service and products that help individuals grow and enjoy their wealth.

How AI can dictate wealth management strategies for millennials and Generation Z

If the financial services sector does not take the time to fully understand who these groups are, they will be committing business suicide.

Broadridge Securities Lending and Advisor Marketing Solutions Added to Salesforce AppExchange

Broadridge’s customers can now benefit from streamlined workflows and enhanced advisor productivity

Fundpath Secures Further £2m Investment From Fuel Ventures

This funding round completes as Fundpath’s client base reaches a key milestone, with 100 asset management firms onboarded.

Paris-based fintech RockFi raises €3M just three months after its official launch

RockFi will use the funds to triple its workforce, which currently has 15 employees, by the year-end, expanding its team of private bankers and wealth management experts to cover all of France.

Kinsted Wealth selects Objectway for enhanced and fully integrated client and investment management platform to drive growth

This solution will enable Kinsted Wealth to improve client experience with a 360° client view

Wealth Management tech solution wins at WealthBriefing European Awards

Laserfiche enables organisations to digitalise their business processes and manage their files effectively

Evolving Trends in Outsourcing Models for Wealth and Asset Management Firms: Objectway’s Response to Growing Client Interest

Firms must consider their operational capacity, skills, return on investment, and the desired level of client engagement.

London-based Avenir secures €487k pre-seed to disrupt wealth management with personalisation

With this funding, we’re poised to disrupt the £1.2 trillion in assets under management within the wealth management sector in the UK

Wealth apps: improving the digital experience for your wealth management clients

Our own results demonstrate that enhanced client-facing texting and messaging services can increase front office productivity by 25% while boosting client-facing time by 5–10% through enhanced collaboration.

Technology And Private Markets: The Changing Family Office Approach

With the growth of family offices worldwide, technologies enabling access to private markets as an asset class have been quick to capitalise on an emerging opportunity.

How ByAllAccounts is empowering wealthtechs

Costello pointed out that the absence of such connectors leads to bottlenecks impeding the efficiency of operations and innovation efforts.

Objectway continues its streak in the WealthTech100 for the sixth consecutive year

Chosen by a distinguished panel of analysts and industry experts

Wealth managers predict tokenisation adoption of funds over next five years

Both wealth managers and institutional investors showed similar strong predictions about the impact of decentralised finance (DeFi) solutions on traditional finance institutions.

The top three challenges for German financial companies in 2024

Banks must quickly reinvent wealth management to avoid remaining at today's low profitability levels

6th annual WealthTech100 names the companies you can’t afford to miss

The rise of digital services has revolutionised individuals’ preferences in managing finances

From wealth management to life management: what today's rich people want

The fintech industry and its wealthtech investment offshoot are rapidly gaining momentum.

US wealthtech NewRetirement lands $20m in Series A funding

The platform is currently powered by a planning and modelling engine which leverages data and technology to deliver digital tools which are said to enable consumers in the US to “confidently create and manage their own financial plan”.

UK wealth-building app Belong emerges from stealth

Customers then pay back the Boost loan separately, in small monthly instalments, allowing their investment to continue to grow.

Wealth & Asset Management