Tagged: wealth management

Survey: 40% of Financial Advisors Say Mobile Apps Will Transform Wealth Management Industry

Financial advisors have been using a wide range of financial planning software and CRM tools to assist their clients. There have been significant changes in the landscape of who offers these financial management tools. Large companies have reportedly been absorbing Fintech startups. However, advisors and… Read More

Greg Gibb: CEO of Wealth Management Firm Lufax Says Chinese Fintech Sector Is “Restructuring Dramatically”

Greg Gibb, CEO at Lufax, an online wealth management platform and tech solution provider for local governments and financial institutions, recently shared his views and insights on the future of Fintech, during the Committee of 100 Greater China Conference and Gala 2019, which were held… Read More

Global Fintech InvestCloud Launches App “PersonaTech” to Create Personal Digital Experiences For Wealth Management Clients

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Global fintech InvestCloud announced on Tuesday it has launched a new app, Personatech, to create a personal digital experience for wealth management clients. According to InvestCloud, the new app will enable any wealth manager to have the ability to create personas for each client. “PersonaTech… Read More

Wealthtech Platform Rerbium Introduces Waitlist for UK-based Clients, Platform to Go Live in 2020

Rerbium, a platform that assists individuals in managing their wealth, recently introduced its waitlist for the United Kingdom. The company says its platform will go live during the first half of next year. Rerbium’s management notes that the company’s platform connects many different investment-focused Fintech… Read More

Envestnet Announces Sudden Passing of CEO Jud Bergman

Envestnet, Inc. (NYSE: ENV), a provider of intelligent systems for wealth management and financial wellness, announced on Friday the sudden passing of its CEO, Jud Bergman. According to Envestnet, Bergman, along with his wife, Mary Miller, were involved in an automobile accident on Thursday. Following… Read More

Canadian Fintech d1git Raises $3 Million in Series A Extension

d1g1t has raised CDN $ 3 million from Illuminate Financial Management as part of an extension of their Series A funding round, according to a release. In total, d1g1t has now raised CDN $ 12 million. Illuminate is a specialist VC fund focused on enterprise… Read More

Broadridge Completes Acquisition of Canadian Wealth Management Tech RPM Technologies

U.S.-based fintech Broadridge Financial announced on Monday it has completed its acquisition of RPM Technologies, a Canadian wealth management technology provider. Broadridge revealed it was acquiring the company last month for approximately $300 million. Broadridge stated at the time: “Building on Broadridge’s strong Canadian Wealth Management… Read More

Broadridge to Acquire Canadian Wealth Management Technology Provider RPM Technologies

Money Benjamin Dollars 100

U.S.-based fintech Broadridge Financial announced on Tuesday it is set to acquire Canadian wealth management technology provider, RPM Technologies for approximately $300 million. Broadridge reported that RPM’s technology platforms support more than 15 million customer accounts. Broadridge revealed: “Building on Broadridge’s strong Canadian Wealth Management business,… Read More

MarketsFlow Set to Close Latest Crowdcube Campaign With Nearly £775,000 in Funding

Digital wealth management platform MarketsFlow is set to close its latest equity crowdfunding campaign on Crowdcube with nearly £775,000 in funding from 450 investors. The funding round was launched last month, originally seeking a minimum of £700,000. As previously reported, MarketsFlow is described as a… Read More

Overfunding: MarketsFlow Surpasses £700,000 Funding Target on Crowdcube

Digital wealth management platform MarketsFlow has successfully secured its initial £700,000 funding target through equity crowdfunding platform Crowdcube. The funding round was launched less than two years after MarketsFlow secured more than £450,000 through its previous Crowdcube round. As previously reported, MarketsFlow was launched in… Read More

MarketsFlow Returns to Crowdcube; Now Seeking £700,000 in Funding

Less than two years after raising more than £450,000 through its Crowdcube round, digital wealth management platform MarketsFlow has returned to the equity crowdfunding platform to secure an additional £700,000 in funding. As previously reported, MarketsFlow was launched in 2017 by technologist and entrepreneur Tom… Read More

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

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