Wealthtech firm Addepar has shared key updates, research insights and commented on client, partner and company developments. This past month, Addepar is highlighting “enhanced chart customization capabilities to uplevel reports, as well as the beta release of our in-app import tool to more efficiently bring… Read More
Embedded finance platform Velexa has garnered recognition from CBS News – not typically known for its activity in the Fintech sector. Velexa is a newer platform that enables clients to embed investing services within weeks. CBS has recognized Velexa as an Innovation & Disruption Leader…. Read More
At Gemini, they claim to provide a seamless onramp “to the world of crypto for individuals, institutions, and businesses of all sizes.” Gemini‘s core products, the Gemini Exchange and Gemini Custody, “can be easily integrated with startups seeking a secure and compliant way to offer… Read More
Avaloq, a subsidiary of NEC Corporation, and BlackRock, through its Aladdin Wealth business, have formed a strategic partnership aimed at enhancing their investment technology solutions for wealth managers and private banks. As part of the strategic partnership, BlackRock is making “a minority investment in Avaloq.”… Read More
Global Wealthtech company GBST has appointed Simon Clare as Head of Product Innovation. In this newly created global role, Simon will “take responsibility for GBST’s innovation program, leading the charge in defining and shaping the company’s visionary strategy including its flagship Composer wealth administration platform,… Read More
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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