Tagged: wealth management

July 21, 2021 @ 7:39 am By Omar Faridi  |  

After the formation of SIX SIS USA Inc. and with the launch of its US-based office, SIX has decided to a take strategic step forward in its global expansion plan. As a trusted Financial Market Infrastructure currently operating the Central Securities Depository (CSD) in Switzerland… Read More

July 17, 2021 @ 10:34 am By Omar Faridi  |  

The team at YIELD App, the developers of a fast-growing wealth management platform for digital assets, has published their second progress report – which reveals that users for their app have doubled while assets have increased by 3x since the last update. The YIELD App… Read More

July 16, 2021 @ 1:37 pm By Omar Faridi  |  

Munnypot Ltd confirms that it has teamed up with Cairngorm Capital Partners LLP and has acquired Whitefoord LLP, in order to introduce Verso Wealth Management, which is a wealth management group offering financial advice and investment management that’s supported by an all-digital platform. Cairngorm Capital… Read More

July 15, 2021 @ 8:36 pm By Omar Faridi  |  

Singapore-based Syfe, a digital or online wealth management company, has secured SGD 40 million through a Series B round. Syfe‘s investment round has been led by US-headquartered Valar Ventures, the VC fund co-founded by Peter Thiel, which led Syfe’s Series A round and was the… Read More

July 12, 2021 @ 11:59 am By Omar Faridi  |  

YIELD App, the decentralized finance (DeFi) wealth management platform that’s focused on combining the best of traditional and digital finance, is pleased to confirm that they have launched a Bitcoin Fund, enabling users to earn “high-interest” returns on the world’s leading cryptocurrency, Bitcoin (BTC). As… Read More

July 8, 2021 @ 1:50 am By Omar Faridi  |  

ikigai, the very first UK app to combine everyday banking and wealth management services, has decided to offer Apple Pay, a safe, secure and private way to make payments. Apple Pay helps clients maintain privacy and control by not requiring them to hand over their… Read More

July 3, 2021 @ 2:17 pm By Omar Faridi  |  

The St.Gallen-headquartered wealthtech company Kaspar& reveals that it has managed to secure a seat in the second stage of Switzerland’s startup accelerator program, Venture Kick. The company’s management states: “We want to take care of your financial life. That’s why Kaspar& is designed to provide… Read More

July 2, 2021 @ 5:35 pm By Omar Faridi  |  

Sound Income Strategies, a registered investment advisory (RIA) company with over $1.4 billion in AUM, has integrated RedBlack, an intelliflo solution, which is a wealth management sector provider of rebalancing and trading applications. Sound Income Strategies was established by David J. Scranton (CLU, ChFC, CFP®,… Read More

July 2, 2021 @ 4:50 pm By Omar Faridi  |  

The team at Addepar, a leading asset manager, recently had a detailed discussion with Ruchir Swarup, CTO at the company. Ruchir Swarup is currently responsible for leading the tech teams that have made Addepar the “platform of choice” for wealth management companies. Addepar offers efficient… Read More

July 2, 2021 @ 10:15 am By Omar Faridi  |  

JPMorgan (NYSE:JPM) has reportedly decided to acquire OpenInvest, which is a provider of ESG tools for the wealth management sector. Supported by investments from VC firm Andreessen Horowitz, Y Combinator, QED, and others, OpenInvest was established back in 2015 with a special focus on assisting… Read More

June 29, 2021 @ 8:04 pm By Omar Faridi  |  

FinaMaze, the MENA region digital wealth management platform, has introduced two new investment themes: Cryptocurrency and “Inflation Protection.” These new investment opportunities aim to complement FinaMaze’s existing suite of products including China “Dragon Tech Leaders” and “Covid-related” smartfolios, along with the firm’s  traditional cross-asset class… Read More

June 29, 2021 @ 9:27 am By Omar Faridi  |  

SEI (NASDAQ:SEIC) revealed on Tuesday (June 29, 2021) that it has decided to extend its contract with UK-based wealth management firm Netwealth Investments Ltd for another 5-year period. As noted on SEI’s official website: “It’s one thing to help someone achieve success. It’s another to… Read More

June 25, 2021 @ 2:37 pm By Omar Faridi  |  

d1g1t Inc., the provider of an enterprise-grade wealth management solution powered by analytics and risk management tools, has finalized a new round of funding worth CAD 16 million (appr. $13 million). d1g1t’s investment round was led by existing investor CI Financial Corp. and included contributions… Read More

June 25, 2021 @ 1:32 pm By Omar Faridi  |  

Marketware International reveals that it has formed a strategic alliance with Orion Advisor Solutions in order to offer banking institutions, broker-dealers, and various enterprise-level institutions access to Orion’s innovative technologies. Marketware currently operates as a global enterprise offering “customized” retail financial products and solutions. Marketware… Read More

June 24, 2021 @ 1:47 am By Omar Faridi  |  

Singapore-based Hugo, a digital wealth and savings app, recently revealed that they’ve acquired $2 million in capital via a seed round from 1982 Ventures, established family offices and angel investors. With the proceeds from its investment round, Hugo stated that it will be introducing additional… Read More

June 20, 2021 @ 10:02 pm By Omar Faridi  |  

Earlier this week, Singapore-headquartered digital wealth management service provider Endowus confirmed that it had appointed Wei Mei Tan as its Chief Advisory Officer. In her role at Endowus, Wei Mei will be expected to lead strategic initiatives in order to accelerate the company’s ongoing growth… Read More

June 16, 2021 @ 10:30 am By Omar Faridi  |  

Meltem Demirors, the Chief Strategy Officer at CoinShares, one of the largest digital asset managers in the world, notes that billionaire hedge fund manager Paul Tudor Jones recommends a 5% allocation to Bitcoin (BTC) as an “effective portfolio diversifier.” 1/ paul tudor jones suggests a… Read More

June 14, 2021 @ 11:57 pm By Omar Faridi  |  

Nomura has reportedly chosen Refintiv, a multinational provider of financial market data and infrastructure, in order to leverage the Fintech firm’s wealth management solutions across Hong Kong and Singapore. The Refinitiv Workspace for Wealth Advisors will be used as the main platform to provide up-to-date… Read More

June 14, 2021 @ 6:24 pm By Omar Faridi  |  

US-based Broadridge Financial Solutions (NYSE: BR), a tech solutions provider, revealed on Monday (June 14, 2021) that it has managed to acquire AdvisorStream, a leading provider of digital engagement and marketing solutions for the international wealth and insurance sectors. The terms of the transaction have… Read More

June 11, 2021 @ 10:25 am By Omar Faridi  |  

The innovation and ventures division at Standard Chartered (LON: STAN) has teamed up with fund manager Franklin Templeton in order to introduce a “wealth, health and lifestyle” consumer platform for Singapore residents. Excited to announce our partnership with @FTI_Global to launch Autumn in SG, a… Read More