Managers of Wealth Fintech

d1g1t’s vision for scaling AI-driven wealth management advice

CEO and Co-Founder Dr. Dan Rosen explains how d1g1t is transforming wealth management using AI and data to deliver personalized solutions.

Standard Chartered and Alibaba Group Sign Strategic Technology and Growth Partnership

Two industry powerhouses will work together to advance development and implementation of AI technologies

BIBD Securities Sdn Bhd (BIBDS) enhances wealth management service offering with Avaloq platform

The Avaloq platform now serves as the core wealth management system for BIBDS’ Islamic investment offerings and brokerage services.

Access Bank UK to deploy wealth management tech from Profile Software

A key component of Axia’s value proposition is the Digital Investments Hub

Investec deploys SunTec Xelerate to enhance pricing and billing for corporate clients

SunTec says its tech will enable Investec to automate its pricing and billing processes for business banking clients and boost the efficiency of collections and charge recovery.

Efficiency, Scale, and Growth: The Back-Office as a Strategic Asset

Once seen merely as a cost center or operational necessity, the back-office is now a strategic enabler—central to delivering efficiency, scalability, and increased competitiveness.

DORA breathing down your neck? Why banks without PaaS are failing in cloud migration

This shift is being driven not only by competitive pressure from FinTechs, but also by stricter EU regulations such as DORA, rising operating costs, and the need for greater agility through modular architectures.

FNZ Announces Strategic Partnership with Microsoft to Accelerate the Transformation of the Wealth Management Industry

The partnership combines FNZ’s industry-leading technology, wealth management expertise and global reach with Microsoft’s advanced AI capabilities, cloud infrastructure and engineering excellence.

The pioneer in digital wealth management continues to grow: More clients and more assets under management at True Wealth

The number of True Wealth customers has increased to approximately 35’000, corresponding to growth within the same percentage range.

FNZ signs five-year cloud and AI deal with Microsoft

FNZ is backed by some of the world’s largest institutional shareholders

Anthony Thomson to launch new global wealth bank

Thomson is aiming to adopt a hybrid approach, combining advanced AI and digital banking services with dedicated relationship management.

At First, Our Crypto Strategy Was Ridiculed – Then It Became Our USP

In addition to traditional wealth management, the bank’s ARCHIP solutions cater to private clients, external asset managers, family offices, and blockchain/crypto firms.

Eton Solutions Announces Strategic Partnership with Asas Capital to Launch ‘Family Office as a Service’ in the Middle East

This collaboration will launch the Middle East’s first “Family Office as a Service” platform, combining Asas Capital’s regional expertise with Eton’s cutting-edge ERP technology to transform wealth management for ultra-high n

Separately Managed Accounts: A Revolution for Wealth Management?

It is in this context that the comparison with the American SMA model becomes central: a nimble, digital, already operational, and profitable model.

Singapore NGO Recognises Airwallex for Global Social Impact Efforts

Under the Pledge 1% movement, Airwallex has committed a portion of its equity, product, profit, and employee time to community initiatives.

SEI and Stratos Wealth Holdings Announce Strategic Investment and Business Partnership

Partnership Reinforces Value of Advice, Delivering Wealth Management and Services at Scale

$48,000,000,000 Wealth Management Firm Sees S&P 500 Heading to Massive Price Target Triggered by AI Adoption, Disinflation and More

In a new CNBC interview, the Indianapolis-based Sanctuary Wealth says conditions are conspiring to push risk assets such as the stock market to new record-high levels by the end of the year.

Wealth & Asset Management