Tagged: wealth management

January 24, 2024 @ 6:37 pm By Omar Faridi  |  

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

January 23, 2024 @ 7:25 pm By Omar Faridi  |  

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

January 4, 2024 @ 11:03 pm By Omar Faridi  |  

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

January 2, 2024 @ 9:11 am By Omar Faridi  |  

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

December 30, 2023 @ 3:06 pm By Omar Faridi  |  

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

December 23, 2023 @ 12:19 pm By Omar Faridi  |  

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

December 22, 2023 @ 3:07 pm By Omar Faridi  |  

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

December 19, 2023 @ 4:06 pm By Omar Faridi  |  

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

December 11, 2023 @ 8:17 am By Omar Faridi  |  

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

December 9, 2023 @ 2:07 pm By Michael Wong  |  

Fintech firm Pontera has raised $60 million in a funding round led by ICONIQ Growth, bringing its total funding to $160 million, according to an announcement. This investment highlights Pontera’s commitment to improving retirement account management for the 85 million Americans with workplace retirement plans,… Read More

November 27, 2023 @ 5:05 pm By Omar Faridi  |  

It’s not just Millennials and Gen Z with do-it-yourself brokerage accounts “driving the trend toward increased use of digital wealth management tools; the digital channel has become central to the client experience for all types of investors, with mobile apps leading the way.” According to… Read More

November 24, 2023 @ 10:57 am By Omar Faridi  |  

Lunate, a global alternative investment management company with more than $50 billion of assets under management, and BNY Mellon (NYSE:BK), the largest custodian and a leader in wealth management technology are investing in a new company, Alpheya, that “will develop a customized wealth management technology… Read More

November 16, 2023 @ 9:11 am By Omar Faridi  |  

Farther, the technology-centric wealth management firm, announced assets under management (AUM) of $1.6 billion – further cementing the company’s steady growth in the industry. The announced AUM represents “nearly 2.4x the firm’s previously reported AUM, announced just six months ago in April 2023.” Farther officially… Read More

November 9, 2023 @ 1:17 pm By Omar Faridi  |  

Solidus Labs, the crypto-native integrity solutions provider, announced that it has partnered with Amber Group, a provider of digital wealth management and crypto liquidity solutions. The collaboration aims to integrate HALO, Solidus’ comprehensive crypto-native trade surveillance and market integrity hub, “into Amber Group’s platform to… Read More

November 7, 2023 @ 1:34 pm By Omar Faridi  |  

Nearly four in five wealthy families have had unplanned discussions about wealth with 26% later regretting it, according to a new study published by the Merrill Center for Family Wealth, a part of Merrill Private Wealth Management. The research found 33% of families “increased family… Read More

November 1, 2023 @ 3:37 pm By Omar Faridi  |  

MDOTM Ltd, the global provider of AI-driven investment solutions for banks, insurance, asset and wealth management companies, and Analysis S.p.A, the Italian firm that has been providing integrated software solutions for the financial and wealth management industry for over 30 years, announce a partnership in… Read More

October 20, 2023 @ 11:22 am By Omar Faridi  |  

Netwealth, one of Australia’s specialist investment platforms, and iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced a partnership “to distribute global private market and hedge fund investments to financial advice firms and their wholesale clients across Australia.”… Read More

October 19, 2023 @ 9:55 pm By Omar Faridi  |  

Flanks, an API for automated wealth services, has secured $ 8m in a Series A round led by Earlybird Venture Capital, and followed by the existing investors JME Ventures and 4Founders Capital. Raffaele Terrone, Co-Founder of the Italian FinTech unicorn Scalapay, and Martin Kassing, Co-Founder… Read More

October 2, 2023 @ 7:27 pm By Omar Faridi  |  

Addepar has shared key platform updates, research insights and the latest client, partner and company developments. This month, Addepar is highlighting updates that will “enable firms to run reports at enterprise scale, as well as Client Portal improvements that offer more flexibility and functionality to… Read More

September 30, 2023 @ 4:21 pm By Michael Wong  |  

d1g1t, a Canadian institutional-grade wealth management platform for Financial Advisors, RIAs, and Multi-Family Offices, announced that it has closed a combined equity and debt financing round. U.S. based existing investor MissionOG led the equity investment, which included participation of other top existing institutional investors: CI… Read More