Tagged: wealth management

iCapital Marketplace in Hong Kong and Singapore to Connect Wealth Management Firms to Alternative Investment Opportunities

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced the launch of iCapital Marketplace, a one-stop-shop connecting wealth managers and advisors “with a broad menu of alternative investment opportunities across private equity, private debt, infrastructure, real assets and… Read More

iCapital Partners with Bain Capital on Private Credit Access

Global fintech platform iCapital, which is renowned for driving the world’s alternative investment marketplace, has announced a strategic partnership with global credit specialist Bain Capital Credit, L.P. This collaboration is set to provide financial advisors and high-net-worth investors with enhanced access to a suite of… Read More

Wealth Management Services from JPMorgan Reportedly Assisted Over 1 Million Clients with Personalized Plans

J.P. Morgan Wealth Management’s Wealth Plan has helped customers create more than 1 million personalized plans. The tool reached this milestone just over a year since its launch. Available for free in the Chase Mobile app and on Chase.com, Wealth Plan is a digital money… Read More

Wealth Management Fintech FusionIQ Launches Product to Disrupt Traditional Investment Marketplaces

FusionIQ, a firm focused on the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, announced the launch of its FIQ Market One on the FusionIQ One platform. The product marks a significant shift in the wealth management… Read More

JP Morgan Asset Management, iCapital to Expand Private Market Offerings to APAC’s Wealth Investors

JP Morgan Asset Management (JPMAM), a global asset manager with US$213 billion in alternative assets under management, and iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced a partnership to open up access “for APAC wealth managers… Read More

Finliti, a Wealth Management Software Firm, Teams Up with Web3 Focused TerraZero Technologies

BIGG Digital Assets Inc. (CSE: BIGG), an innovator in the digital assets space and owner of Netcoins, and Blockchain Intelligence Group and TerraZero is pleased to report that Finliti, a wealth management software company that uses behavioral science to optimize investment decision making for brokerages,… Read More

Wealth Management: iCapital Expands Access to Architect, a Portfolio Construction Tool

iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announces its portfolio construction tool, Architect, is available on iCapital Marketplace. With the launch, more than 350,000 US financial advisors can access Architect – which combines a user-friendly interface… Read More

Wealthtech Firm Farther Reportedly Exceeds $2B in AUM

Farther, which claims to be among the nation’s leading technology-centric wealth management firms, announced recently its latest assets under management (AUM) of $2.2 billion, demonstrating a 4x year-over-year increase. Since its founding in 2019, Farther claims that it has “experienced record-breaking growth, fortifying its position… Read More

Anchorage Digital, FusionIQ to Enable Crypto Investments for Financial Advisors, Institutions

Anchorage Digital, an institutional digital asset platform, and FusionIQ say they can now offer crypto investments for financial advisors and institutions. Going forward, financial advisors and institutions will be able to access regulated digital assets alongside more traditional asset classes. The two firms describe the… Read More

Bitpanda Wealth Introduced to Address Requirements of HNWIs, Corporate Treasuries

Bitpanda is announcing the launch of Bitpanda Wealth, which is described as the specialized service tailored specifically to meet the unique needs of High-Net-Worth Individuals (HNWIs), Family Offices, External Asset Managers and Corporate Treasuries. Responding to the demands of investors in our current markets in… Read More

Maybank Expands Wealth Management Business with Islamic Portfolio Financing Solution

Maybank through its Islamic Banking arm, Maybank Islamic Berhad recently launched the Shariah-compliant portfolio financing solution, “making it the first Islamic bank in the country to do so, adding to the myriad of offerings for wealth creation and wealth accumulation under the Bank’s Islamic Wealth… Read More

DIFC Innovation Hub Teams Up with Wealth Management Firm, Julius Baer, and Financial Market Infrastructure Euroclear

DIFC Innovation Hub, which claims to be the largest start-up and innovation hub in the world operating out of Dubai International Financial Centre (DIFC), the global financial centre in the MEASA) region, is collaborating with global Swiss wealth management firm, Julius Baer, and the Financial… Read More

Fintech Objectway Announces Acquisition of Canada’s Nest Wealth, a Digital Wealth Solutions Provider

Objectway, the Fintech provider of as-a-service software and services to banks, wealth and asset managers, announced the acquisition of Nest Wealth, a Canadian provider of digital wealth solutions. Building on more than 30 years of business expertise, Objectway has “built partnerships with banks, wealth and… Read More

Fintech FusionIQ, a Cloud based Wealth Management Solutions Provider, Teams Up with Kinecta Federal Credit Union

FusionIQ, a firm focused on the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial institutions, announced a partnership with Kinecta Federal Credit Union. The integrated FusionIQ One platform “makes it easy for banks and credit unions to offer additional investing… Read More

Wealthtech Addepar Shares End of Year Updates, Introduces New Features

Addepar has shared its latest platform updates, along with providing research insights, and client, partner and company-wide developments. For this past month, Addepar is highlighting product updates “that elevate the Client Portal, as well as new attributes in Calculations.” Addepar also share a number of… Read More

Wealth Management Milestone: AuM Powered by BridgeFT WealthTech API Across Client Network Grew by Over 100% in 2023

BridgeFT, an API-first, cloud-native wealth infrastructure software company that enables financial institutions, Fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced that the total assets under management powered by BridgeFT’s WealthTech API across its client network grew by “more… Read More

Sygnum Bank Partners with Aquila GVM Consulting, a Wealth Management Firm

Sygnum Bank has announced a strategic partnership with Aquila GVM Consulting SA, an independent wealth management firm in Lugano with traditional asset management expertise. Aquila GVM Consulting will reportedly “leverage Sygnum’s crypto-native all-in-one digital asset banking services.” By working with Sygnum, Aquila GVM Consulting is… Read More

WealthKernel, a Wealthtech Provider of Digital Investment Solutions, Announces Launch of US Equities Trading

WealthKernel, a wealthtech provider of digital investment solutions, announces the launch of US equities trading for new and existing clients. This strategic move positions WealthKernel among “the select group of API-first companies to offer institutional-grade UK and US equities trading at highly competitive prices.” Wealthyhood,… Read More

Wealthtech Addepar Surpasses $5 Trillion of Client Assets Managed on its Platform

Addepar, a global technology and data company for investment professionals, announced that it has exceeded $5 trillion of client assets managed on its platform. This milestone signifies the company’s position as the standard “for data management and aggregation, analysis and reporting.” Amidst fast-moving markets and… Read More

BNP Paribas Wealth Management Shares Key Investment Themes and Outlook for 2024

In 2024, a few select trends could guide investors’ portfolio allocation, according to an update shared by BNP Paribas (EPA: BNP). First, the impact of higher interest rates that has “not yet been fully reflected in growth and some shortages of commodities and consumer goods… Read More