Tagged: wealth management

Report Confirms that Goldman Will Move Into Wealth Management for the Masses

As we predicted just yesterday, Goldman Sachs will move into the wealth management space, according to a note by CNBC. The additional service was alluded to in the most recent Goldman earnings call which took place last week. The new financial advisor service will most… Read More

CreditEase Wealth Management Named Winner at Asiamoney’s Annual Awards

CreditEase Wealth Management announced on Friday it won “Best Wealth Management Firm of the Year” and “Best Wealth Manager for Fund of Funds” at the Asiamoney Annual Awards. Last year, Asiamoney reportedly began selecting nonbank wealth management institutions for their “Excellence in Chinese Wealth Management” award and… Read More

Overfunding: Spanish Digital Financial Platform Finanbest Surpasses £175,000 on Crowdcube

Finanbest, a Madrid-based licensed securities agency that offers a digital end-to-end wealth management solution for retail investors, has successfully secured its initial £175,000 Crowdcube funding target and is now nearing £280,000 thanks to more than 100 investors. As previously reported, Finanbest has targeted the Spanish mutual funds market… Read More

Update: MarketsFlow to Close Crowdcube Round With Over £450,000 in Funding

Digital wealth management platform MarketsFlow is set to close its equity crowdfunding round on Crowdcube with more than £450,000 thanks to nearly 640 investors. The campaign was originally set to close at the end of December but was extended for a few more weeks after it secured… Read More

Update: MarketsFlow Extends Equity Crowdfunding Round on Crowdcube

Just days before its equity crowdfunding round was set to close on Crowdcube, digital wealth management platform MarketsFlow announced it was extending the campaign for another two weeks. In the latest update, the MarketsFlow team stated: “We are extremely pleased to announce the extension of… Read More

Update: MarketsFlow Set to Close Crowdcube Round With More Than £250,000 in Funding

With its equity crowdfunding campaign on Crowdcube set to close later this week, digital wealth management platform MarketsFlow will be completing the funding round with more than £250,000 from over 350 investors. As previously reported, MarketsFlow was launched earlier this year by technologist and entrepreneur Tom Nash. The platform describes… Read More

Overfunding: MarketsFlow Surpasses £210,000 Funding Target on Crowdcube

Digital wealth management platform MarketsFlow has successfully secured its initial £210,000 funding target from more than 250 investors on equity crowdfunding platform, Crowdcube. The initiative was launched last month, seeking the funds for growth and expansion. As previously reported, MarketsFlow was launched earlier this year by technologist and entrepreneur Tom… Read More

Digital Wealth Management Platform MarketsFlow Nears £210,000 Funding Target on Crowdcube

Digital wealth management platform MarketsFlow is quickly nearing its £210,000 equity crowdfunding target on Crowdcube. The portal launched the campaign less than two weeks ago and has raised more than £200,000 from nearly 250 investors.  Launched in January 2017 by technologist and entrepreneur Tom Nash, MarketsFlow describes itself as a… Read More

Citi Debuts New Banking & Wealth Management App Functionality on Android

Banking giant Citi today announced on Thursday the new functionality for the Citi Mobile App for Android, offering access to banking and wealth management capabilities with a user-friendly design. Citi FinTech developed the new mobile features for Android following last year’s launch for iPhone. The… Read More

Envestnet Teams Up With SaaS Tech Provider Advicent for NaviPlan Integration

Advicent, a provider of SaaS technology solutions for the financial services industry, announced on Monday a new integration with Envestnet, a provider of an integrated portfolio, practice management, and reporting solutions used by more than 55,000 advisors nationwide. According to the companies, the new partnership… Read More

Dinosaur Merchant Bank Appoints InvestCloud to Provide Digital Platform For European & Latin American Wealth Management Customers

Global fintech firm InvestCloud Inc. announced on Thursday it has been appointed by Dinosaur Merchant Bank Ltd. to provide the new digital platform for the bank’s European and Latin American wealth management customers. The company revealed that Dinosaur Merchant Bank will be using its flagship… Read More

Operating System for Wealth Managers Addepar Raises $140 Million

Last week it was announced that fintech wealth management platform Addepar had raised $140 million in its Series D round of funding. The funding round was led by Valor Equity Partners, 8VC and investment manager Harald McPike. Operating System for Wealth Managers Based in Mountain… Read More

Chinese Fintech CreditEase to Expand to Singapore

CreditEase, a China based peer to peer lender and wealth management platform, has announced its plans to open a new office in the Asia Square Tower in Singapore. The CEO of CreditEase, Ning Tang, said at the opening ceremony: “After 11 years of development, CreditEase… Read More

BondIT & Wind Info Partner on AI, Machine Learning & Wealth Management

BondIT  has received a strategic investment from China based Wind Information. According to BondIT, the two companies have partnered to bring artificial intelligence and machine learning techniques to wealth management. Specific terms of the deal were not revealed. The two companies intend to start in mature… Read More

Envestnet Acquires Fintech Startup Yodlee for $590M; Aims to Deliver Better Outcomes to Improve Investors’ Financial Health

Envestnet, Inc. (NYSE:ENV), a leading provider of unified wealth management technology and services to financial advisors, and Yodlee, Inc. (Nasdaq: YDLE), a leading cloud-based platform driving digital financial innovation, announced that the Boards of Directors of both companies have unanimously approved a definitive agreement under which Envestnet will acquire all… Read More

Startupbootcamp Holds First Singapore Fintech Demo Day: Blockchain and Wealth Management Seen Trending

Startupbootcamp FinTech, a global accelerator focusing on financial innovation, hosted its first Demo Day in Singapore on 29 July for the top 11 FinTech teams selected out of 300 applications earlier this year. “Startupbootcamp FinTech is the first FinTech accelerator in Singapore and the only… Read More

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