Managers of Wealth Fintech

SEI Appoints Jeff Benfield as Chief Product Officer

Centralized Product Development Accelerates Enterprise Innovation and Delivery

Corporate payouts platform Onbe appoints Kevin Ryan CFO

He joins Onbe from World Investment Advisors, formerly Pensionmark, where he served as Chief Financial Officer.

Flagstone appoints fintech operations specialist Arman Tahmassebi as new CEO

A highly experienced fintech leader, Arman brings more than 25 years of senior operational and executive leadership at some of the UK’s most innovative financial services businesses.

Danske Bank UK appoints Dr Fiona Browne as head of AI

Fiona Browne has been appointed specifically as head of AI for Danske Bank's operations in the UK and Northern Ireland.

HSBC hires Valderrábano as international wealth and premier banking chief commercial officer

Valentín will relocate from New York to Hong Kong and report to Barry O’Byrne, Chief Executive Officer, IWPB.

Insurity appoints Jatin Atre president

“Under Jatin’s leadership, Insurity has fully embraced an AI-first, customer-focused approach to innovation,” said Jeff Clarke, CEO of Insurity.

Sifma appoints Todd Klessman MD, financial services and cyber and technology

His responsibilities will include identifying and addressing key business, risk, and regulatory issues for the financial services industry and advocating the industry’s position on key issues to both regulatory and government agencies.

Marqeta appoints Patti Kangwankij CFO

She will succeed Mike Milotich as CFO who, as previously announced, was appointed Marqeta’s Chief Executive Officer in September 2025.

Salesforce Appoints Paul Carvouni as ASEAN Regional Head

Veteran technology executive to lead growth and operations across Southeast Asia

Quint Group's Cred appoints Matt Trueman as CEO

As CEO, Trueman will focus on expanding Cred's "Credit on Demand" offering and managing the development of the app's AI-powered credit co-pilot.

Philippine FinTech pioneer named Asia FinTech Alliance global ambassador

Under Villanueva’s leadership, RCBC has emerged as the Philippines’ leading digital challenger bank, earning Euromoney’s Best Bank for Digital in the Philippines for six consecutive years, a first in Asia.

Rimes names ex-Snowflake, FactSet exec as CRO

Kieran joins the Rimes team at a time when the investment industry is undergoing a major shift driven by the convergence of AI and the rapidly growing demand for high-quality, decision-grade data.

Finshape Accelerates Global Growth: New CEO Brings 25 Years of Worldwide Banking Transformation Experience

These steps strengthen Finshape's role in global digital banking.

Anna Scally named global TMT head at KPMG

Based in Dublin, she will now lead KPMG’s global technology, media and telecoms practice, while working to deliver solutions for clients navigating rapid technological change.

Sarat Pediredla steps down as hedgehog lab CEO

Pediredla, who co-founded the company in 2007 and has held the CEO role for almost 19 years, will continue to support the business as an advisor over the next 12 months.

Brian Cayne Joins Goldman Sachs as a Partner and Co-Head of Software Investment Banking

His appointment further strengthens the firm’s ability to serve the strategic and financing needs of its software and technology clients globally during this period of significant transformation.

New CEO at Swiss private banking service provider

As CEO, Bernay will drive the further development and transformation of Azqore

Tonik Appoints Former TNEX CEO, Bryan Carroll to Senior Role

Carroll is tasked with accelerating growth to over 2x per annum while improving unit economics and reducing credit risk.

Chris Marshall succeeds Geno Paluso as Sagent CEO

Chris Marshall first joined the Sagent team as chairman of the board of directors in 2022, before becoming executive chairman in 2023.

Tuum appoints Renato Cassinelli as head of marketing

His appointment marks a significant chapter in Tuum’s evolution, defined by increasing commercial traction, deepening analyst recognition, and a growing roster of financial institutions modernizing on the Tuum platform.

Executive Moves