Tagged: wealthtech

UK Wealthtech P3 Announces Update to Mobile Trading Platform

Privat 3 Money (P3), which claims to be one of the UK’s Wealthtech innovators, has  released a significant update to its advanced mobile trading platform. In its continued commitment to providing a holistic financial experience, P3 has now integrated a live news feature into its… Read More

Deloitte Introduces InvestAcceleration, an Industry Accelerator for Investment Management from Workday

Deloitte announced the launch of InvestAcceleration, a new suite of solutions designed specifically for the investment management industry and is an industry-specific approach to implement Workday Financial Management. InvestAcceleration, helps investment management firms “address risks and challenges, including lack of agility, complex workflows and disparate… Read More

Wealth Management: Baker Till Partners with Wealthtech Addepar to Diversify Revenue Streams

Baker Tilly, an advisory, tax and assurance firm dedicated to custom solutions that generate and sustain growth has entered a new partnership. Baker Tilly, and their subsidiary, Baker Tilly Wealth Management, a registered investment advisor, provide “a range of private wealth services to high-net-worth and… 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

ClearBank Partners with Digital Investment Platform Wealthify

ClearBank Ltd., the enabler of real-time clearing and embedded banking for financial institutions, announces its partnership with digital investment platform Wealthify, which has enabled the company to launch its first Instant Access Savings Account. The partnership allows Wealthify to “provide this innovative savings account to… 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

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

Wealthtech Addepar Shares Latest Updates, Including Focus on Generative AI

New functionality and attributes are expected to fuel growth and scale in 2024, according to an update from Fintech firm Addepar. As part of a note shared by Addepar, the wealthtech firm has shared key platform developments, research insights along with client, partner and company… Read More

Fintech Apps: Wealth Management Platforms Become Gateway to Client Satisfaction and Retention, Study Finds

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

Alternative Investment Management Firm Lunate and BNY Mellon to Invest in Wealthtech Firm

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

Wealthtech Farther Reports Significant Increase in AuM

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

AI Augmented Wealthtech Era Raises $3.1 Million Seed Round

Era, an AI-augmented Wealthtech, has raised $3.1 million in seed funding, according to a corporate statement. Investors include Northzone, who led the round, with participation from Protagonist and Designer Fund. The company explains that it seeks to “level the playing field” in regard to financial… Read More

Wealthtech Prosper Raises £3.2 Million in Angel Funding to Pursue New Platform Supporting Savings and Investing

Prosper, a Wealthtech providing services in partnership with RiskSave Technologies Limited, which is authorized and regulated by the Financial Conduct Authority, has raised £3.2 million in “Angel” funding, according to a company statement. Prosper, not to be confused with the US-based platform, was founded by… Read More

Wealthtech Addepar Introduces Features Allowing Clients to Run Reports at Enterprise Scale

Money Benjamin Dollars 100

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

Wealthtech Farther Announces $31M Series B Led by Lightspeed Venture Partners

Farther – the technology-centric wealth management firm – announced the  closure of its oversubscribed Series B, securing $31 million in investments for the round. This development has propelled the firm’s valuation to $131 million, “marking a 2.5x increase compared to its previous valuation – all… Read More

UK Fintech Vega Secures Funding to Enhance Wealth Management Services

Vega, a UK-based wealthtech platform set up by a team of former executives from hedge funds, private equity firms, and fintech scale-ups, has launched with over $8 million in equity investment from venture capital firms and angel investors. Alexis Augier, founder and CEO of Vega,… Read More

Founders Arena WealthTech Accelerator Announces First Cohort, Asks Wealth Managers to Participate in Research and Development Initiatives

The Founders Arena WealthTech Accelerator, in strategic partnership with First Rate, Inc., SEI and the City of Arlington announced its first cohort, selecting Charityvest, InvestSuite, Lumiant.io, Manifest, Sora Finance and Tax Status in order “to participate in its inaugural accelerator program in Arlington, Texas.” As… Read More

Send this to a friend