Tagged: wealth management

December 1, 2022 @ 7:47 pm By Omar Faridi  |  

Philcoin, which claims to be one of the largest philanthropic movements, is changing the way crypto users “view and respond to the current bear market.” Despite the conditions and controversies regarding crypto company fallouts, Philcoin launches products “focused on generating individual wealth and empowerment.” Philcoin’s… Read More

November 30, 2022 @ 9:54 pm By Omar Faridi  |  

InvestCloud, which claims to be the global leader in financial digital transformation, announced that Huntington National Bank has “launched Advisor Connect, a branded, digital experience built on InvestCloud’s Find My Advisor technology.” Huntington is “a subsidiary of Huntington Bancshares Incorporated (Nasdaq: HBAN), a $179 billion… Read More

November 29, 2022 @ 10:40 pm By Omar Faridi  |  

ChainUp Group, a global blockchain technology solutions provider, announced the launch of the IPFS Infrastructure Flagship Fund I (the Fund) by its subsidiary Bedrock Trust Pte Ltd, a Singapore-based and licensed asset and wealth management firm. Bedrock Trust will “be the manager of the Fund,… Read More

November 26, 2022 @ 6:31 pm By Omar Faridi  |  

QUANTIFEED, the provider of digital wealth management solutions, announces that it has acquired ALPIMA, a London-based portfolio construction, visualisation, and analytics fintech company. Alex Ypsilanti, Co-Founder and CEO of Quantifeed, said: “We are very excited about bringing together two hugely talented teams of financial engineers… Read More

November 14, 2022 @ 8:10 am By Omar Faridi  |  

iCapital, the fintech platform driving access to alternative investments for the wealth management industry, announced the recent expansion and official opening of its new Lisbon office “as the company’s global hub for technology development and operations.” In the past 24 months, iCapital increased its global… Read More

November 14, 2022 @ 8:07 am By Omar Faridi  |  

After expansive growth in both client base and product offerings, Addepar is pleased to announce “the continued growth of their European presence.” The opening of their London office “follows last year’s expansion in Edinburgh.” CEO Eric Poirier said: “We’re excited to see this addition to our… Read More

November 9, 2022 @ 9:31 am By Omar Faridi  |  

HSBC is pleased to partner with Marketnode, a SGX Group and Temasek joint venture and digital markets infrastructure operator, and UOB in order “to pilot fully digital issuance of wealth management products as part of a Monetary Authority of Singapore (MAS)-led collaboration on asset tokenisation,… Read More

November 6, 2022 @ 9:31 pm By Omar Faridi  |  

The global wealth and asset management segment of Manulife Financial Corporation, Manulife Investment Management recently announced its cooperation with Singapore-headquartered environmental, social, and governance (‘ESG’) fintech Hashstacs Pte Ltd (‘STACS’). The cooperation centers “around the usage of STACS’ ESGpedia digital registry, which powers the ESG… Read More

November 6, 2022 @ 8:37 pm By Omar Faridi  |  

Jakarta-based Bank Negara Indonesia (BNI) is migrating to the Avaloq Core Platform to support “the success of its Wealth Management Division.” Avaloq will “enable the bank to digitalize key business processes and meet the needs of the country’s growing wealth management and private banking clients.”… Read More

November 3, 2022 @ 7:07 am By Omar Faridi  |  

Moneythor, a solution provider of personalized customer experiences for banks and embedded financial services firms, announced at the Singapore FinTech Festival (SFF) the launch of “a wealth & portfolio management add-on module to its award-winning data-driven personalization and digital engagement solution.” Blending enterprise-scale technology with… Read More

November 1, 2022 @ 2:17 pm By Omar Faridi  |  

Kenanga Investment Bank Berhad has entered into an agreement with AntChain Technology Pte. Ltd., part of the Ant Group, “to build Malaysia’s first wealth SuperApp using AntChain’s proprietary mobile platform solution.” This agreement “follows from its recent MoU with AntChain.” Kenanga’s SuperApp aims “to help Malaysians… Read More

October 28, 2022 @ 5:40 pm By Omar Faridi  |  

Envestnet, Inc. (NYSE: ENV), a provider of intelligent systems for wealth management and financial wellness, announced that it is partnering with FNZ, a global wealth platform, to create “a fully digital, integrated wealth management experience for the U.S. market.” The integration of Envestnet’s and FNZ‘s… Read More

October 17, 2022 @ 6:23 pm By Omar Faridi  |  

Wealth management service provider Addepar has highlighted an important evolution for Addepar’s Salesforce integration, announced updates to their analysis tool, shared the latest investor sentiment derived from U.S. equity captured on the Addepar platform, and also provided additional resources for navigating the current market conditions…. Read More

October 7, 2022 @ 2:27 pm By Omar Faridi  |  

Merrill Wealth Management launched Merrill Advisor Match, a research-based, digital platform that “connects people seeking financial advice with a Merrill financial advisor who best fits their preferences and needs.” Data shows there is “a need for a modern approach for finding an advisor.” A third… Read More

September 27, 2022 @ 3:25 pm By Omar Faridi  |  

DBS (SGX:D05) recently announced that it has rolled out self-directed crypto trading via DBS digibank, enabling wealth clients who are accredited investors “to trade cryptocurrencies on DDEx at their convenience.” This latest move “provides more seamless and hassle-free access to DDEx, one of the world’s… Read More

September 23, 2022 @ 6:11 pm By Omar Faridi  |  

Stackwell, the digital investment platform created to eliminate the racial wealth gap,  announced the release of its first product, a robo-investing app, which is currently “available for download in the App Store.” Designed for the Black community, the app focuses on “promoting accessibility, education, and… Read More

September 23, 2022 @ 3:11 pm By Omar Faridi  |  

Bambu, a global wealth technology provider, announced the launch of their Wealth Management Predictive Planning solution for Microsoft Cloud for Financial Services and Microsoft Dynamics 365 Sales. The service will “enable Relationship Managers (RMs), Financial Advisors, Agents and firms in the financial sector to identify… Read More

September 20, 2022 @ 6:12 pm By Omar Faridi  |  

Republic Capital Group recently announced its partnership with the University of Texas by committing to financial support “for multiple years as part of joining its Wealth Management Network.” The Network supports its Wealth Management Center that “focuses on changing the way investment is being made… Read More

September 18, 2022 @ 10:30 pm By Omar Faridi  |  

InvestSuite, an international B2B InvestTech/WealthTech company, announced the completion of a €6 million Series A investment round, “bringing the total raised to €15 million since inception.” InvestSuite reportedly “welcomes two new strategic investors: the Cronos Group and OSOM Finance, next to existing investor PMV.” Since… Read More

September 9, 2022 @ 7:51 am By Omar Faridi  |  

FNZ, the global wealth management platform, announced that it has agreed to acquire DIAMOS AG, the specialized Wealthtech provider for the asset and wealth management industry, “to further enhance its global wealth management platform.” The acquisition will “strengthen FNZ’s global client proposition adding advanced product… Read More