Tagged: wealthtech

May 17, 2023 @ 11:17 pm By Omar Faridi  |  

Digital wealth platform Yield App has partnered with Volt, the global real-time payments gateway, in order “to offer additional GBP and EUR on-ramps via FPS and SEPA Instant.” Yield App customers “can now buy cryptocurrency in real time directly with their bank, thanks to the… Read More

May 17, 2023 @ 4:54 pm By Omar Faridi  |  

The Addepar Research team leverages the power of Addepar’s unique, anonymized and aggregated data set “to help investors make smarter decisions, offer better advice and improve portfolio performance.” Research reports and insights are available to Addepar clients – leading firms in the investment and wealth… Read More

May 15, 2023 @ 8:01 am By Omar Faridi  |  

Orion Advisor Solutions, the provider of transformative wealthtech solutions designed to power advisors and win for investors, went live with a ChatGPT-3.5 series integration with Redtail Speak, the compliant, real-time communication platform for financial advisors offered through Redtail Technology. First mentioned in February at Orion’s… Read More

April 23, 2023 @ 9:20 pm By Omar Faridi  |  

Wealthtech firm Addepar has shared their monthly update of activity on their platform along with research insights and client, partner and company developments. Addepar is introducing a visualized ownership structure along with a Global Security Master Entity Name attribute that “enables users to see total… Read More

April 23, 2023 @ 8:36 pm By Omar Faridi  |  

Wealthtech firm, Farther, has reported assets under management (AUM) of $675 million – representing “nearly 5x year-over-year growth – continuing the firm’s rise since its establishment in 2019.” Founded by Taylor Matthews and Brad Genser, Farther is “a digital wealth management firm that provides a… Read More

April 11, 2023 @ 8:09 am By Omar Faridi  |  

Wealthtech Addepar recently shared key platform developments, research insights and client, partner and company updates. As noted in a blog post, Addepar Navigator continues “to generate interest from their clients as a tool for managing liquidity for portfolios with significant investments in private capital assets.”… Read More

March 21, 2023 @ 9:37 pm By Omar Faridi  |  

With their continued growth and drive to serve clients globally, Addepar is opening a new office in Pune, India. Establishing a presence in India will enable Addepar to increase their investments in research and development (R&D) and support “an increasingly global client base.” This expansion… Read More

January 29, 2023 @ 3:27 pm By Omar Faridi  |  

John Wiseman recently joined Addepar as Chief Revenue Officer to lead the go-to-market (GTM) teams, “inclusive of Sales, Client Management, Services, Partnerships and Multi-Product Solutions.” The Addepar team sat down with him “to find out what drew him to Addepar and what motivates him.” Prior… Read More

January 18, 2023 @ 9:52 am By Omar Faridi  |  

The financial services sector has evolved considerably during the past decade, with many new Fintech startups and banking challengers raising substantial funding to fundamentally improve how consumers perform transactions. Individuals and business organizations across the globe have been moving their activities online, a digital transformation… Read More

December 28, 2022 @ 8:38 am By Omar Faridi  |  

In December 2022, Addepar is introducing a new way “to spotlight key performance metrics in the Client Portal for web with changes to mobile slated for next month.” Addepar is also pleased “to announce individual table and chart filters in Analysis views.” You’ll also “find… Read More

November 2, 2022 @ 12:27 pm By Omar Faridi  |  

TIFIN, the Fintech platform known for its highly engaging products fueled by advanced data science and machine learning, has launched what it claims to be  “a first-of-its-kind platform for client personalization.” The platform “to facilitate modern personalization will be offered by its TIFIN Wealth division… Read More

October 17, 2022 @ 6:23 pm By Omar Faridi  |  

Wealth management service provider Addepar has highlighted an important evolution for Addepar’s Salesforce integration, announced updates to their analysis tool, shared the latest investor sentiment derived from U.S. equity captured on the Addepar platform, and also provided additional resources for navigating the current market conditions…. Read More

September 23, 2022 @ 3:11 pm By Omar Faridi  |  

Bambu, a global wealth technology provider, announced the launch of their Wealth Management Predictive Planning solution for Microsoft Cloud for Financial Services and Microsoft Dynamics 365 Sales. The service will “enable Relationship Managers (RMs), Financial Advisors, Agents and firms in the financial sector to identify… Read More

September 18, 2022 @ 10:30 pm By Omar Faridi  |  

InvestSuite, an international B2B InvestTech/WealthTech company, announced the completion of a €6 million Series A investment round, “bringing the total raised to €15 million since inception.” InvestSuite reportedly “welcomes two new strategic investors: the Cronos Group and OSOM Finance, next to existing investor PMV.” Since… Read More

September 9, 2022 @ 7:51 am By Omar Faridi  |  

FNZ, the global wealth management platform, announced that it has agreed to acquire DIAMOS AG, the specialized Wealthtech provider for the asset and wealth management industry, “to further enhance its global wealth management platform.” The acquisition will “strengthen FNZ’s global client proposition adding advanced product… Read More

August 28, 2022 @ 7:52 pm By JD Alois  |  

Australian Wealthtech Super Fierce has topped $116 million in “anticipated super fees saved” for its users after launching 5 months ago, according to a note from the company. Super Fierce is a wealth advice platform and social platform that aims to help women close the… Read More

August 27, 2022 @ 6:31 pm By Omar Faridi  |  

Infront AS has reportedly entered into an agreement for the acquisition of Assetmax AG. The acquisition represents a key milestone for Infront as the firm focuses on enhancing its product offering for wealth management clients across European markets. The transaction is expected to be finalized… Read More

August 12, 2022 @ 8:22 pm By Omar Faridi  |  

Wealthtech Farther announced raising $15 million in a Series A funding round, which was “led by Bessemer Venture Partners and included Khosla Ventures and MassMutual Ventures as new investors.” They join existing investors, Moneta Venture Capital, Context Ventures, and Cota Capital. The investment round “brings… Read More

July 24, 2022 @ 11:51 am By Omar Faridi  |  

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

May 11, 2022 @ 7:50 am By Omar Faridi  |  

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