Tagged: wealthtech

Philippines based ATRAM to Introduce Digital Wealth Management Services with additiv

ATRAM Trust Corporation, which claims to be the largest independent asset and wealth manager in the Philippines, recently announced that it has “signed a strategic partnership with additiv, a global Wealthtech platform provider.” The partnership will “enable ATRAM to modernize and digitize their wealth management… Read More

Wealthtech Addepar Aims to Simplify the Tech Stack by Helping Clients Build with Integration Center

As a leader at an advisory or investment company, you may recognize the requirement to streamline your business by leveraging appropriate technology, data and services–but the “process of designing that stack has its challenges,” according to an update from Addepar. Does the proposed solution “handle… Read More

Trillion Dollar Asset Manager Addepar Appoints CFO After Record Year of Business Growth

Addepar, a software and data platform “purpose-built” for investments, recently revealed that Eric Daniels has joined the firm as Chief Financial Officer. Daniels reportedly brings over 20 years of financial and operations executive leadership experience to Addepar, “with a focus on SaaS and data information… Read More

Wealthtech Addepar Joins the Open Cap Table Coalition

Wealthtech firm Addepar is pleased to confirm that it has joined the Open Cap Table Coalition, which is a cross-industry group that is focused on enhancing the interoperability, transparency, and portability of “company capitalization data.” Addepar, along with industry professionals from across the tech and… Read More

Can Fintech Retain its Spirit of Innovation as Consolidation Spreads Through the Market?

  M&A activity in Fintech hit record levels last year with companies around the world raising an eye-watering $132 billion, according to CB Insights’ 2021 State of Venture Report. We saw big deals, lots of firms going public, mergers left, right & centre, and Fintech… Read More

Hong Kong’s Cyberport Now Home to Almost 60 Wealthtech Firms Providing Diverse Solutions

According to a Securities and Futures Commission (SFC) report, Hong Kong’s asset and wealth management sectors registered an increase in AUM of more than 20% YoY, to HKD 34.9 trillion, as of end 2020. As one of the area’s most prominent wealth management hubs, Hong… Read More

Wealthtech Addepar Releases Proprietary Index, Measuring Investor Sentiment in Private Wealth Portfolios

Addepar, a U.S.-based wealth manager with $2.5 trillion of assets on its platform, has shared a report that introduces their proprietary Investor Sentiment IndexSM. As explained by Addepar, the index measures or gauges investor sentiment using “detailed portfolio-level data” from the firm’s Wealthtech platform. The… Read More

Pascal Wealthtech Acquires Living Wealth Media Inc, a Digital Relationship Marketing Platform for Wealth Advisors

Pascal WealthTech recently announced that it has acquired Living Wealth Media Inc., which is a digital relationship marketing platform built and designed for wealth advisors, “in an all-stock transaction.” As mentioned in an update shared with CI, Living Wealth will continue as “a standalone product,”… Read More

Singaporean Digital Wealth App Endowus Raises $27M to Make Total 2021 Raise $50M

Endowus, a digital wealth app based in the Fintech hotbed of Singapore, this week announced it has raised $27 million. The new capital infusion brings its total 2021 raise to $50 million. Prosus Ventures and EDBI led the round, with contributions from Z Holdings and… Read More

Betterment Updates Brand with Refresh

Gone is the modern speedometer logo and in its place is a “more optimistic” look for the Wealthtech Betterment. Betterment is pushing back on the current state of political division and ubiquitous acrimony with a warmer brand, kind of like a rising sun. In a… Read More

Wealthtech Moduit Raises $4.5 Million

PT Moduit Digital Indonesian has received USD $4.5 million, or IDR 65 billion in a pre-Series A Round, according to a company release. The investment was led by Singapore’s Reciprocus Moduit Holding (RMH). The company said the funding was fueled by its strong performance in… Read More

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

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