Tagged: wealth technology

July 30, 2021 @ 6:07 pm By Omar Faridi  |  

InvestorEQ, the powerful behavioral finance tool at the core of Pascal’s integrated digital wealth management platform, is currently available as a “standalone” tool for financial advisors. Powered by Syntoniq, global leaders in behavioral science, InvestorEQ leverages “scientifically validated” psychometric modules in order to assist financial… Read More

July 4, 2021 @ 3:12 pm By Omar Faridi  |  

Singapore-based Endowus, a Monetary Authority of Singapore (MAS)-approved and licensed digital wealth management platform, reveals that it has acquired an investment from strategic investors UBS AG, Samsung Ventures and Singtel Innov8. The size of the investment has not been disclosed. Venture capital investors Lightspeed Venture… 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 @ 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

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 1, 2021 @ 12:43 pm By Omar Faridi  |  

Wealth management providers are always looking to empower their customers with the best financial security and equitable access to the appropriate financial services. But they may be challenged because of the costly, inefficient, and outdated technology solutions being offered today. WealthOS is introducing what it… Read More

April 8, 2021 @ 1:17 am By Omar Faridi  |  

Madrid-based Allfunds, a B2B Wealthtech solution provider, will reportedy be listing on the Euronext Amsterdam stock exchange. Allfunds has developed a comprehensive ecosystem that aims to cover the complete fund distribution value chain and related investment cycles, including through Allfunds Connect, which is a suite… Read More

February 1, 2021 @ 8:45 pm By Omar Faridi  |  

Robin Melnick, Director, Alliances & Partnerships at Addepar, a leading provider of technology for the wealth management industry, recently connected with Bob Miller, CEO of PCR, a private client wealth aggregator assisting wealthy families, their advisors, and wealth tech companies develop “winning” digital transformation strategies…. Read More

January 6, 2021 @ 10:01 pm By Omar Faridi  |  

Singapore’s fast-growing 1,000+ Fintech sector includes a thriving Wealthtech segment which is on track to continue growing and maturing. It’s being supported by an increased interest from local investors, strategic acquisition deals, and the growing demand for automated financial advisory services (or Robo-advisors). Many younger… Read More

November 15, 2020 @ 5:26 pm By Omar Faridi  |  

  The Fintech mergers and acquisitions (M&As) market appears to be rebounding from the COVID-19 pandemic. As reported by Financial Planning, the Wealthtech sector seems to be recovering after the Coronavirus crisis had put many deals on pause. RightSize Solutions, a company offering cybersecurity and… Read More

October 20, 2020 @ 10:10 pm By Omar Faridi  |  

The Wealthtech and cryptocurrency-focused Fintech sectors recently attracted substantial investments through several investment rounds. During the past week, there were around 28 funding rounds in the Fintech space. Companies working in several key areas managed to secure funding including those focused on cryptocurrency, Wealthtech, payment,… Read More

September 14, 2020 @ 9:11 pm By Omar Faridi  |  

Razer Fintech has teamed up with Franklin Templeton in order to develop various digital wealth technology or Wealthtech tools for younger consumers. Franklin Templeton’s Singapore based subsidiary, Templeton Asset Management, and Razer Fintech, the financial division of Razer Inc, have committed to a Memorandum of… Read More

August 29, 2020 @ 12:17 pm By Omar Faridi  |  

European Fintech firms have managed to secure substantial funding, even during the lockdown period that came after the COVID-19 outbreak. They’ve acquired about €2.86 billion (appr. $3.4 billion) in capital between March and mid-August 2020, according to the latest data from Dealroom. There was a… Read More

July 30, 2020 @ 9:48 pm By Omar Faridi  |  

Agora Dealer Services, a digital technology-focused Carrying Dealer that specializes in supporting mutual fund dealers and independent financial advisors, and Pascal Financial, a Canadian Fintech firm with an integrated, AI-enhanced wealth management platform with active behavioral finance, announced on July 29, 2020 that they’re developing… Read More

July 29, 2020 @ 9:14 am By Samantha Hurst  |  

Niyo, India-based neo banking startup, announced on Wednesday it has acquired Goalwise, a wealthtech platform. Niyo reported that the acquisition is in line with its goal of building a comprehensive product suite for its users. “Apart from the DIY zero percent commission mutual fund product… Read More

April 2, 2020 @ 7:20 am By Omar Faridi  |  

Belgium-based InvestSuite, a business-to-business (B2B) wealth technology (Wealthtech) firm, has secured an additional €2 million in seed funding. The firm’s current and new angel investors took part in the round. InvestSuite’s management and employees also made contributions, bringing the company’s total funding since its launch… Read More

January 21, 2020 @ 3:22 pm By Omar Faridi  |  

Kristal.AI, a Singapore-headquartered digital wealth management firm, has secured $6 million in capital via a Series A round, which was led by Chiratae Ventures (previously known as IDG Ventures). The Desai Family Office and several others including high-net-worth-individuals (HNWIs) also took part in the round…. Read More

December 4, 2019 @ 10:04 am By Omar Faridi  |  

Investors are not satisfied with mobile apps offered by brokerage firms. Client satisfaction with wealth technology (WealthTech) apps is considerably behind those provided by various other consumer financial firms, such as credit cards, retail banks and insurance. This, according to the recently published J.D. Power’s… Read More

December 8, 2017 @ 10:42 am By Samantha Hurst  |  

On Friday, U.S. fintech and online provider of business valuation big data BizEquity announced it has formed a partnership with Envestnet,  a wealth technology platform for advisors, to offer its patented cloud-based service and product to Envestnet’s 60,000 wealth advisors through the Env 2 platform. The… Read More