Tagged: wealthtech

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

March 7, 2022 @ 8:55 pm By Omar Faridi  |  

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

March 2, 2022 @ 11:27 pm By Omar Faridi  |  

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

February 27, 2022 @ 7:14 pm By Stephen Lemon  |  

  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

January 26, 2022 @ 10:57 pm By Omar Faridi  |  

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

January 3, 2022 @ 4:16 pm By Omar Faridi  |  

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

December 16, 2021 @ 10:04 am By Omar Faridi  |  

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

November 30, 2021 @ 9:30 pm By Tony Zerucha  |  

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