Managers of Wealth Fintech

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 tech firm Infront acquires Assetmax

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

Alternative investment fintech iCapital to acquire UBS Fund Advisor

Alternative investment fintech iCapital is set to acquire UBS Fund Advisor for an undisclosed sum.

Moneyfarm nears £2.5bn in assets as female investor numbers double

A focus on more socially responsible investing is helping Moneyfarm to shift its investor demographics.

AJ Bell signs for Lloyds FundBy Bank tech

There is no additional registration or need to input payment details and, once approved, the funds are transferred via Faster Payments and are available almost instantly.

Asset manager launches metaverse fund

Invesco is not the first fund manager to treat the metaverse as an investment opportunity.

Connectus Wealth Advisers Launches MyConnectus

With MyConnectus, we have developed an integrated solution that will substantially enhance the online interaction between advisers and their clients, which is an essential element of the overall client experience

UBS invests in tech unicorn BigPanda

As a result, the platform helps companies reduce costs, enhance service availability, increase transparency and improve the speed of IT operations.

CREALOGIX narrows its focus and spins off the digital learning business

The majority shareholder is a Swiss group of investors centred on blue8 AG, which is planning a 'buy & build' growth strategy with its investment in future.

North International Bank Partners with TEMENOS to Launch Banking-as-a-Service Platform

The Caribbean bank will use Temenos Banking Cloud to deliver outstanding customer experiences and create a Banking-as-a-Service platform

UK wealth managers have massive crypto potential

In addition, the biggest reason for not investing in crypto (33% of respondents) was uncertainty on how to even enter the market. 31% believed the market was too volatile.

WealthTech firm Farther secures $15m investment to drive growth

The wealthtech plans to use the fresh infusion to support its expansion as well as fuel wealth management innovation.

Crossing the digital divide in wealth management

Tech adoption isn’t optional given client expectations and trends

Apex Group rolls out EDB digital banking platform

As business demand for Digital Banking services continues to rise post-pandemic, this secure and accessible platform delivers greater efficiencies, introduces technologies and processes to reduce human error, as well as the cost and time associated with t

Wealth & Asset Management