iCapital, the fintech platform driving the alternative investment marketplace for the wealth management industry, announces that it has surpassed $200 billion in global platform assets. Increased demand for private market funds has led to this milestone and boosted the growth of client assets on iCapital’s… Read More
Read more in: Global, Fintech, Investment Platforms and Marketplaces | Tagged icapital, wealthtech
Itaú Private, a provider of private banking services, has announced an exclusive partnership with Addepar, a global firm focused on technology and data solutions for investment professionals. This strategic collaboration grants Itaú Private exclusive “access to Addepar’s comprehensive data aggregation and performance reporting platform in… Read More
Read more in: Fintech, Global | Tagged addepar, banking, itaú private, wealthtech
Allfunds (AMS:ALLFG), a B2B WealthTech platform for the funds industry, has partnered with Rathbones, a provider of individual wealth management and related services to private clients, advisors, and more. The partnership is expected to provide Rathbones the ability “to deal and trade products through a single… Read More
Read more in: Fintech | Tagged allfund, b2b, funds, rathbones, wealthtech
Aurem, a unified workplace wealth and benefits technology platform, announces its licensing by the Financial Services Regulatory Authority (FSRA) of Abu Dhabi Global Market (ADGM), marking a significant milestone in the company’s mission to connect the world for a better financial future. The company is… Read More
Read more in: Global, Fintech | Tagged abu dhabi, aurem, uae, wealthtech, workplace tech
Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, today announced an additional $15.5 million funding round led by Canvas Ventures. This latest infusion of capital, which “closes the company’s $26.5 million Series A round, will accelerate the development of… Read More
Read more in: Fintech, Artificial Intelligence | Tagged funding round, savvy wealth, wealthtech
iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced a strategic relationship with Ashton Thomas Private Wealth, part of Arax Investment Partners, to provide financial advisors and their high-net-worth clients with streamlined data management and simplified access to… Read More
Read more in: Fintech, Investment Platforms and Marketplaces | Tagged alternative investments, ashton thomas, icapital, wealth management, wealthtech
Investment platform Betterment has partnered with Goldman Sachs (NYSE:GS) to provide the Goldman Sachs Tax-Smart Bonds portfolio. Not too long ago, Betterment took over Goldman’s Marcus Invest, a Fintech wealth management platform, which is being shuttered. This is part of Goldman’s exit from providing extensive… Read More
Read more in: Fintech, Offerings | Tagged betterment, goldman sachs, robo advisor, wealthtech
WealthKernel, a digital investing infrastructure provider, announces a new partnership with Fint Invest, a digital wealth-building and educational platform catering to the next generation of investors. Fint, a digital solution powered by IronMarket Wealth, aims to “help young investors by offering them modern portfolios aligned… Read More
Read more in: Fintech | Tagged fint invest, investing, wealthkernel, wealthtech
Revolut, the global fintech with over 8 million UK customers and 40 million globally, is introducing Wealth Protection, which is described as an extra layer of in-app identity verification, designed to prevent thieves from accessing customer savings within the Revolut app. Wealth Protection will help… Read More
Read more in: Global, Fintech | Tagged revolut, savings, uk, united kingdom, wealthtech
Founded by Nick Perrett of digital bank Tandem, Ricky Knox of Tandem and Azimo, and Phil Bungey of Nutmeg, new WealthTech platform Prosper is offering an alternative to how people save and invest. Where other FinTechs have transformed payments, currency exchange and banking, Prosper is… Read More
Read more in: Fintech, Offerings | Tagged financial services, prosper, wealth, wealthtech
Wealthfront, a consumer Fintech and pioneer of the robo-advisor industry, announced an Automated Bond Ladder that enhnaces how investors use US Treasuries to maximize interest on their extra cash. This addition to Wealthfront’s product suite is described as “a liquid, low-risk way to earn a… Read More
Read more in: Fintech | Tagged bonds, wealthfront, wealthtech
Plenty was co-founded by Emily Luk (formerly of Stripe) and Channing Allen (formerly of Homebase) out of personal need. Luk and Allen met while working together at the on-demand payment platform Even, which was acquired by Walmart-owned One. The duo eventually married, and the idea… Read More
Read more in: Fintech | Tagged Plenty, wealthtech
Wealthtech startup Midas, which specializes in democratizing retail investing, has secured $45 million in Series A funding to expand its financial services offerings. The funding round was led by Toronto-based venture capital firm Portage, known for its significant investments in the Fintech sector, including a… Read More
Read more in: Fintech | Tagged fintech, midas, portage, venture capital, wealthtech
Inside Addepar, a quarterly update of Addepar platform developments, research insights and client, partner and company announcements has been released. Addepar says that it just “completed a strong first quarter, building on their momentum from 2023 and setting the stage for an even stronger 2024.”… Read More
Read more in: Fintech | Tagged addepar, digital financial services, wealthtech
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
Read more in: Fintech, Global | Tagged financial services, Privat 3 Money, uk, united kingdom, wealthtech
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
Read more in: Fintech, General News, Global | Tagged deloitte, investacceleration, investment management, wealthtech
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
Read more in: Fintech | Tagged addepar, baker tilly, wealthtech
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
Read more in: Fintech | Tagged fintech adoption, icapital, wealth management, wealthtech
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
Read more in: Fintech, Global | Tagged andy russell, charles mcmanus, clearbank, embedded finance, savings, wealthify, wealthtech
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
Read more in: Fintech | Tagged fusioniq, kinecta federal credit union, wealth management, wealthtech
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