Tagged: wealthtech

SUMA Wealth Raises $2 Million in Pre-Seed Funding, Seeks to Eliminate Latino Wealth Gap

SUMA Wealth has announced an additional $2 million pre-seed round of funding, bringing the total to $3.3 million. The Fintech aims to accelerate the development of its AI-enabled financial applications with the new funding being used to expand SUMA’s technical capabilities seeking to eradicate the… Read More

Smart, a Global Retirement Tech Provider, Reveals that DWS Joins its £165M Round

Smart, the fast-growing international retirement tech solution provider, has revealed that DWS Group (DWS) has joined its £165 million series D round, “acquiring a minority stake.” This follows the recent announcement that Chrysalis Investments has joined Smart’s list of investors. As mentioned in a release… Read More

WealthKernel, the Wealthtech Platform of Digital Investment Solutions, Partners with Topia to Promote Financial Independence

WealthKernel, the Wealthtech platform of digital investment solutions, reveals that it has teamed up with Topia, a UK-headquartered app provider that aims to empower Millennials who want to reach financial freedom and retire early. Through the partnership, Topia will be using WealthKernel’s investing API and… Read More

Pascal Wealthtech Chosen for NextSteps Program, which Supports Early-Stage Canadian Tech Firms

Pascal Wealthtech reveals that after “careful” consideration by the Selection Committee, they’ve been accepted into the NextSteps Program & Pitch Competition by BCF Ventures and MNP. An “exclusive” program meant to assist early-stage Canadian tech firms with achieving their growth objectives, the selection to participate… Read More

SupraFin Launches First App Providing Sophisticated Crypto Trading Algorithms to the Masses

  SupraFin is democratizing sophisticated crypto trading for the masses. Launched this week and available for download via the Apple App Store, SupraFin has announced the first app with smart crypto investment algorithms that assess the relative value of thousands of cryptocurrencies and recommends the… Read More

93 Fintech focused Initiatives Approved for Proof-of-Concept Subsidy Scheme, Cyberport in Hong Kong Reveals

Cyberport recently confirmed that the application stage for Phase 2 of the Fintech Proof-of-Concept Subsidy Scheme, commissioned by the Financial Services and the Treasury Bureau (FSTB), had been closed at the end of June 2021. As mentioned in a release, dated August 26, 2021: “Together… Read More

Wealthtech Syfe Hires Four New Executives

Syfe, a Wealthtech licensed by the Monetary Authority of Singapore (MAS), has made four new senior hires, according to a note from the company. Founded in 2017 and publicly launching in July 2019, Syfe is licensed by the MAS under a Capital Markets Services (CMS)… Read More

Dr. Schade, Partner at Swiss Wealthtech Kaspar&, Reveals how Firm Quickly Went from Presentation to Working Prototype

Dr. Jan-Philip Schade, Partner at Kaspar&, a Swiss Wealthtech firm, notes that they’re celebrating the first year of launching operations. Dr. Schade, who’s also a lecturer at the University of St.Gallen (HSG), acknowledges that it has been quite a journey so far. He also shared… Read More

US based Halal and Ethical focused Firm Wahed Integrates Offering with Wealthtech WealthKernel’s APIs

WealthKernel, a Wealthtech solution provider for digital investment services, reveals that the US halal (Islamic) and ethical-focused investment company, Wahed, has now migrated its investment offering to WealthKernel’s “trusted” APIs. Wahed had teamed up with WealthKernel back in 2017 in order to use its white-label… Read More

Pascal WealthTech Is Offering InvestorEQ, a Behavioral Finance Tool to Support Financial Advisors

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

Goldman Sachs Incubated Fintech SIMON to Raise Up to $100M via Series B led by WestCap

SIMON Markets LLC, a Fintech firm that aims to transform the digital wealth management landscape vita its platform for financial professionals, and which makes risk-managed and alternative investment solutions “broadly available,” has finalized the “first leg” of a strategic round of “up to” $100 million… Read More

Wealthech: Fabrick and Prometeia Partner on Wealth Management Solution Incorporating Open Banking, AI

Fabrick, an Open Banking Fintech and Prometia, a company offering wealth management solutions, have joined to launch the Global Investment Portfolio, a digital wealth management solution that utilizes artificial intelligence (AI) as well as Open Banking tech. According to a release, the two companies have… Read More

Singapore Wealth Management Fintech Endowus Acquires Investment from UBS AG, Samsung Ventures, Others

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

Switzerland based Wealthtech Kaspar& Secures Seat in Second Stage of Swiss Startup Accelerator, Venture Kick

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

Ruchir Swarp, CTO at Trillion Dollar Asset Manager Addepar, Reveals how Firm Leverages Open-Source Tech

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

Nasdaq Listed SEI, an Institutional Wealth Manager, Extends Contract with UK’s Netwealth Investments Ltd

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

Chile: Automated Investment Platform Fintual Raises $15 Million

Fintual, a “General Fund Administrator” regulated in Chile by the Commission for the Financial Market, has raised $15 million in a funding round led by KaszekVentures. As quoted in TechCrunch, Pedro Pineda, co-founder and CEO of Fintual, said in creating his company he wanted to… Read More

Marketware International Partners Orion Advisor Solutions to Offer Innovative Tech to Banks, Broker-Dealers, Enterprise level Institutions

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

Singapore based Wealth Management Firm Endowus Appoints Wei Mei Tan as Chief Advisory Officer

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

Wealthtech WealthOS to Promote Adoption of Cloud based, Wealth Management Platform with Focus on the UK

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

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