Managers of Wealth Fintech

UK fintech start-up Zilo lands £25m in Series A funding

With its software, Zilo says firms can replace their legacy and end-of-life systems for a digital, real-time user experience. Its first client went live on its platform in July 2023.

Kinecta FCU selects FusionIQ for wealth tech rebuild

The integrated FusionIQ One platform makes it easy for banks and credit unions to offer additional investing services focused on retaining customers while growing their membership base.

IntellectAI and St. James’s Place receive coveted industry recognitions as they redefine Adviser Led Wealth Management on Salesforce

Marking a new era in wealth management, this award-winning collaboration leverages Salesforce to redefine the wealth management landscape, showcasing a commitment to technological excellence and a customer first approach

Looking back on 2023: APAC WealthTech Landscape Report 2023

Our data insights gave an ‘at a glance’ guide to headline statistics for the APAC wealth management community.

What This Wealthtech Investor Predicts for 2024

FTV Capital’s Adam Hallquist discusses the wealth tech industry and what trends he’s seeing.

Democratising Wealth Management: The Fintech Revolution

Fintech opens up opportunities for individuals with various income levels to participate actively in building wealth

WealthKernel expands into US equities trading

This strategic move positions WealthKernel among the select group of API-first companies to offer institutional-grade UK and US equities trading at highly competitive prices.

No more annual fees for debit cards and private accounts: Zürcher Kantonalbank is launching a digital banking offering across Switzerland with ZKB Banking

Overall, the annual savings are up to CHF 116

Private banks adopt new models to advance digital and AI strategies

As a result, outsourcing strategies gained traction, aiming to introduce flexibility into operational bases and address persisting challenges in cost reduction and efficiency.

Qatar’s Lesha Bank Migrates to Latest Temenos Banking Platform

The latest core banking platform will enable Lesha Bank to dramatically increase the speed to market of innovative Shari’a-compliant investment opportunities

Prosper tops up pre-seed raise with £1m crowdfund

Some 407 backers took part in the crowdfunding round

Digital wealth management solutions for trusts and foundations

This transformation is altering the way wealth management services are delivered, with major implications for trusts and foundations.

Goldman Lampe Private Bank Leverages Advanced AI for Enhanced Security and Investment Insight

Confronting the escalating challenges of financial fraud in the digital era, Goldman Lampe has taken a decisive step by introducing a sophisticated AI-driven solution.

Endowus Partners with Brookfield Oaktree Wealth Solutions to Broaden Investors' Access to Private Credit

The strategy applies a flexible and “all-weather” approach across the private and public debt spectrum, allowing for dynamic allocation in response to changing market conditions.

Microsoft and ForwardLane Join Forces to Lead AI-Enabled Advancements in Asset Management

Achieving IP Co-sell Ready status highlights ForwardLane's ability to deliver joint solutions for fund managers built on Microsoft Azure, AI, and machine learning capabilities.

Navigating the intergenerational wealth shift with adaptive technology

While exact figures vary, it's undeniable that a monumental shift is underway, primarily in the United States but echoed across much of the developed world.

Objectway, the technology for the investor of tomorrow

The role of the consultant, albeit within an increasingly hybrid context, will remain crucial to maintaining the personal relationship with the support of digital technologies.

7IM launches AI partnership to boost advisers’ productivity

The adoption of the latest advances in generative AI, NLP and large language models will allow 7IM to use AI-technology to build a scalable operating platform,

Enhancing wealth management: The critical role of data purity in portfolio systems

This system is crucial in a sector where timing and precision are key, allowing for quick, accurate aggregation and analysis of substantial data volumes.

The evolution of wealth management: A glimpse into IntellectAI’s vision

This approach has not only set IntellectAI apart but also charted a path for others in the WealthTech sector.

Wealth & Asset Management