Tagged: wealth management

Fintech EarlyBird Introduces Cryptocurrency Wallet for Families, a New Way To Build Wealth for Kids

EarlyBird, the platform that aims to make it simpler for parents, family members, and friends to collectively invest in a kid’s future, has announced today the introduction of EarlyBird Crypto. Along with more traditional assets, parents may now choose to add Bitcoin (BTC) and Ethereum… Read More

Ben Waterman: Co-founder at UK’s Strabo App Explains How their Cross-Border Personal Finance Platform Streamlines Money Management

We recently connected with Ben Waterman, COO and Co-founder, Strabo App, a cloud-based platform that helps you link multiple accounts from around the world in one dashboard. The Strabo App reportedly tracks all the money you own and owe, while providing you with a holistic… Read More

Southeast Asia’s StashAway, a Digital Wealth Manager, Says they’re Prepared for a Solid 2022

Stephanie Leung, Group Deputy CEO at Southeast Asia’s StashAway, a digital wealth manager, notes that the COVID-19 outbreak has accelerated three key trends: a new inflation regime, China’s economic recovery, and the Fourth Industrial Revolution. According to Leung’s observations, the Coronavirus pandemic has continued to… Read More

Wealthtech Addepar Releases Proprietary Index, Measuring Investor Sentiment in Private Wealth Portfolios

Addepar, a U.S.-based wealth manager with $2.5 trillion of assets on its platform, has shared a report that introduces their proprietary Investor Sentiment IndexSM. As explained by Addepar, the index measures or gauges investor sentiment using “detailed portfolio-level data” from the firm’s Wealthtech platform. The… Read More

PIMFA Calls for “Greater Ambition” to Address FSCS Levy Funding Issues

PIMFA, the trade association for wealth management, investment services and the investment and financial advice industry, welcomes the fact the UK’s Financial Conduct Authority (FCA) has “recognized current levels of Financial Services Compensation Scheme (FSCS) funding are unsustainable and is committed to reform. But current… Read More

Wealth Management Firm FNZ Finalizes Sale of Fintech GBST to Anchorage Capital Partners

FNZ, an international wealth management platform, has finalized the sale of financial technology provider GBST to Anchorage Capital Partners, a private equity fund with considerable financial services and systems experience. Anchorage Capital Partners’ investment is primarily focused on GBST’s Wealth Management unit and is dedicated… Read More

Pascal Wealthtech Acquires Living Wealth Media Inc, a Digital Relationship Marketing Platform for Wealth Advisors

Pascal WealthTech recently announced that it has acquired Living Wealth Media Inc., which is a digital relationship marketing platform built and designed for wealth advisors, “in an all-stock transaction.” As mentioned in an update shared with CI, Living Wealth will continue as “a standalone product,”… Read More

Green Fintech Sugi Teams Up with Artorius to Provide Environmental Metrics to Wealth Manager

Green Fintech firm Sugi has reportedly teamed up with Artorius in order to provide the wealth manager’s customers with access to environmental metrics that may help them with building “greener” investment portfolios. Sugi says that its mission is to transform green investing. The company wants… Read More

Fintech Savings App Chip Makes Changes to Membership Plans, Gets Ready to Introduce Simple Fee Structure

Chip, the savings app that aims to bring consumers the best rates while automatically building up their savings, has made changes to its membership plans as it focuses on making more of the app free and gets ready to launch a simplified fee structure. Chip,… Read More

Canadian Fintech WealthSimple to Exit UK Market

Digital wealth management platform Moneyfarm has confirmed that it will acquire Wealthsimple’s UK business book. Wealthsimple UK has reportedly agreed to transfer its 16,000 UK clients to Moneyfarm by the end of January 2022. The Canadian Robo-advisor said it would no longer be offering its… Read More

Fintech Platform Goalsetter Acquires $15M via Series A to Expand and Transform Access to Financial Education

Goalsetter, a Fintech platform dedicated to offering families and K-12 youth with access to banking, savings, investing, and financial education tools, has announced the closing of a $15 million Series A round that was led by Seae Ventures. Seae Ventures has reportedly been joined by… Read More

Virtual Banking: Credit Suisse All-Digital Bank CSX Onboards 100,000 Clients in First Year of Operations

Credit Suisse (SWX: CSGN) has revealed that the use of its all-digital platform has increased significantly since its launch in October of last year. Although not only about private banking, the numbers shared by Credit Suisse indicate a key trend now that’s taking hold in… Read More

Akt.io, a Platform Bridging DeFi, Wealth Mgmt, Payments, Teams Up with HBAR Foundation

Akt.io, the platform bridging decentralized finance (DeFi), wealth management and payment services, has announced its partnership with the HBAR Foundation in order to support their launch of the first DeFi app on the carbon-negative Hedera Network, which claims to be “the most used, sustainable and… Read More

Fintech Platform Tifin Secures $47M at $447M Valuation, Adds Hamilton Lane to Its Group of Investors

TIFIN, a Fintech platform using AI for wealth and asset management, has announced the closing of $47 million in Series C funding. TIFIN leverages data and investment-driven intelligence to support greater personalization for wealth management, and digital distribution for investment managers, according to a release…. Read More

CAIS Teams Up with Digital Asset to Address Inefficiencies in Wealth Management, Alternative Investments

CAIS, the alternative investment platform, and Digital Asset, the creators of the Daml multi-party application platform, have confirmed  a working collaboration to “explore specific use cases for blockchain, distributed ledgers, and smart contracts at the intersection of wealth management and alternative investments.” The two firms… Read More

SUMA Wealth Goes Live on MX Financial Data Platform

MX, a financial data platform, this week announced that SUMA Wealth, a Fintech company for U.S. Latino youth founded by successful entrepreneurs Beatriz Acevedo and Xavier Gutierrez, has gone live on the MX platform for data aggregation and data enhancement to power SUMA’s custom-built financial… Read More

WealthKernel, the Wealthtech Platform of Digital Investment Solutions, Partners with Topia to Promote Financial Independence

WealthKernel, the Wealthtech platform of digital investment solutions, reveals that it has teamed up with Topia, a UK-headquartered app provider that aims to empower Millennials who want to reach financial freedom and retire early. Through the partnership, Topia will be using WealthKernel’s investing API and… Read More

Pascal Wealthtech Chosen for NextSteps Program, which Supports Early-Stage Canadian Tech Firms

Pascal Wealthtech reveals that after “careful” consideration by the Selection Committee, they’ve been accepted into the NextSteps Program & Pitch Competition by BCF Ventures and MNP. An “exclusive” program meant to assist early-stage Canadian tech firms with achieving their growth objectives, the selection to participate… Read More

China Introduces Wealth Management Connect with Assistance from Hong Kong, Macau

China has reportedly introduced the Wealth Management Connect (WMC) along with Hong Kong and Macau in order to conduct cross-border investments in various wealth management products distributed by banking institutions in the region. The Wealth Management Connect trading scheme will be handling 300 billion yuan… Read More

Digital Wealth Management Platform StashAway Expands Business Operations into Thailand

StashAway, a digital wealth management platform, has officially launched in Thailand, which marks a completely new overseas market for the Singapore-headquartered Fintech firm. StashAway, which mainly offers Robo-advisory services, has already established operations in Dubai, Hong Kong, and Malaysia. The StashAway platform, currently accessible to… Read More

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