Tagged: wealthtech

WealthKernel Teams Up with Fint Invest, a Digital Wealth-Building Platform

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

Revolut Introduces Wealth Protection to Prevent Unauthorized Access to Client Savings

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

WealthTech Prosper Starts Crowdfunding Campaign, Will Offer Alternative to How Consumers Save and Invest

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

Wealthfront Launches Automated Bond Ladder to Assist Investors With Earning More

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

Wealthtech Plenty Raises $5 Million Seed Round

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

Wealthtech Startup Midas Raises $45m for Market Expansion

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

Wealthtech Addepar Reports Strong Q1 2024, Releases Research on Managing Exposure to Innovative Technologies

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

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

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