Managers of Wealth Fintech

Centricity Bags $4 Mn To Offer Plug-&-Play Solutions To Wealth Management Professionals

The startup will use the funding to strengthen teams across product and sales.

Advisor360° Wins 2022 Wealth Management Industry Award as a Top Technology Provider

Advisor360° Wins 2022 Wealth Management Industry Award as a Top Technology Provider Advisor360° Recognized as a Leading Unified (All-in-One) System for Digital Onboarding

Regulators appear to be growing increasingly wary of banks and fintech startups getting too cozy

Instead, as TC+ editor Alex Wilhelm reported, UBS “invested $69.7 million in the company at a valuation that Wealthfront described as $1.4 billion.”

Wealth.com and Bennie Announce New Partnership To Offer Digital Estate Planning To More Employers As A Benefit

Wealth.com and Bennie are partnering to expand access to comprehensive digital estate planning through Bennie's employee benefits platform.

Benefits of enterprise agility for the wealth and asset management industry

This means boosting organisational agility to identify and explore new opportunities, learn what works, invest appropriately, and act across every product or service offering with a strong focus on customer value.

NetworkFinancials Selected as a Finalist in the 2022 Wealth Management Industry Awards for its TROVA Data Platform

The Wealth Management Industry Awards honor outstanding achievements by companies, organizations and individuals that support financial advisor success.

WealthTech Abbove Supports Quintet Private Bank to Bring Digital Wealth Planning to Their Private Banking Clients in Belgium

The tool perfectly matches our desire to strengthen the relationship of trust between our clients and our bankers: they share the same level of information, an indispensable basis for our experts to offer personalized solutions in terms of wealth structur

4 wealth management platforms to select for planning your financial future

A focused lifestyle financial planning and wealth management advisory that helps their clients use their money to live the best life possible.

Cetera Financial Group, First to Launch Broadridge Next-Gen Client Communications Experience, Leveraging Data and Analytics for Better Investor Engagement

Driven by investor research and innovative design, Wealth InFocus is transforming digital and print client communications and increasing investor engagement with a simpler, intuitive and actionable experience

St James’s Place taps AML regtech Napier for customer screening solution

The company says its solution will provide SJP with the ability to continuously screen entities against global watch lists of sanctions, politically exposed persons and adverse media, as well as any internal whitelists and blacklists, across the entire or

Malaysian wealth management app Versa secures eight-figure funding

The funding round was led by Hibiscus Fund, a venture capital fund handled by RHL Ventures, and South Korea-based financial services provider KB Investment.

Fresh investment for app that allows buyers to find off-market homes and directly engage potential sellers

Buyers can use the Nokkel app to search within a significantly larger pool of off-market properties and receive alerts when their favourite properties come onto the market or, for truly must-have homes, they can express interest and chat directly with wil

iCapital® and Ares Wealth Management Solutions Expand Partnership

Provides financial advisors broader access to Ares’ alternative investment solutions via multiple distribution channels

Infront Inks Deal to Acquire Assetmax to Boost Its Wealth Management Offering

The transaction is expected to be completed by the end of September at the latest, subject to customary conditions.

North International Bank partners with Temenos to launch BaaS platform

Leveraging a forward-looking strategy and TEMENOS’ expertise in working with BaaS providers like Green Dot, Vodeno and Mbanq, NIBank can create new sources of revenue through banking and non-banking partnerships.

moomoo Singapore wealth management AUM soared 3.7 times in 3 months

Both revenue and net profit increased 10.8% and 25.1% from the corresponding period year-over-year

RIAs Greenstone Wealth Management and CPR Financial and Insurance Services Tap Advisor-focused Fintech Vise to Offer Customized Portfolios

At the same time, consumers face a lot of potential uncertainty and need great financial advice and smart strategies more than ever.

Wealth & Asset Management