Tagged: wealthtech

August 15, 2021 @ 6:23 pm By Omar Faridi  |  

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

August 9, 2021 @ 1:49 pm By Omar Faridi  |  

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

July 30, 2021 @ 6:07 pm By Omar Faridi  |  

InvestorEQ, the powerful behavioral finance tool at the core of Pascal’s integrated digital wealth management platform, is currently available as a “standalone” tool for financial advisors. Powered by Syntoniq, global leaders in behavioral science, InvestorEQ leverages “scientifically validated” psychometric modules in order to assist financial… Read More

July 23, 2021 @ 12:01 pm By Omar Faridi  |  

SIMON Markets LLC, a Fintech firm that aims to transform the digital wealth management landscape vita its platform for financial professionals, and which makes risk-managed and alternative investment solutions “broadly available,” has finalized the “first leg” of a strategic round of “up to” $100 million… Read More

July 21, 2021 @ 10:14 am By JD Alois  |  

Fabrick, an Open Banking Fintech and Prometia, a company offering wealth management solutions, have joined to launch the Global Investment Portfolio, a digital wealth management solution that utilizes artificial intelligence (AI) as well as Open Banking tech. According to a release, the two companies have… Read More

July 4, 2021 @ 3:12 pm By Omar Faridi  |  

Singapore-based Endowus, a Monetary Authority of Singapore (MAS)-approved and licensed digital wealth management platform, reveals that it has acquired an investment from strategic investors UBS AG, Samsung Ventures and Singtel Innov8. The size of the investment has not been disclosed. Venture capital investors Lightspeed Venture… Read More

July 3, 2021 @ 2:17 pm By Omar Faridi  |  

The St.Gallen-headquartered wealthtech company Kaspar& reveals that it has managed to secure a seat in the second stage of Switzerland’s startup accelerator program, Venture Kick. The company’s management states: “We want to take care of your financial life. That’s why Kaspar& is designed to provide… Read More

July 2, 2021 @ 4:50 pm By Omar Faridi  |  

The team at Addepar, a leading asset manager, recently had a detailed discussion with Ruchir Swarup, CTO at the company. Ruchir Swarup is currently responsible for leading the tech teams that have made Addepar the “platform of choice” for wealth management companies. Addepar offers efficient… Read More

June 29, 2021 @ 9:27 am By Omar Faridi  |  

SEI (NASDAQ:SEIC) revealed on Tuesday (June 29, 2021) that it has decided to extend its contract with UK-based wealth management firm Netwealth Investments Ltd for another 5-year period. As noted on SEI’s official website: “It’s one thing to help someone achieve success. It’s another to… Read More

June 26, 2021 @ 2:33 pm By JD Alois  |  

Fintual, a “General Fund Administrator” regulated in Chile by the Commission for the Financial Market, has raised $15 million in a funding round led by KaszekVentures. As quoted in TechCrunch, Pedro Pineda, co-founder and CEO of Fintual, said in creating his company he wanted to… Read More

June 25, 2021 @ 1:32 pm By Omar Faridi  |  

Marketware International reveals that it has formed a strategic alliance with Orion Advisor Solutions in order to offer banking institutions, broker-dealers, and various enterprise-level institutions access to Orion’s innovative technologies. Marketware currently operates as a global enterprise offering “customized” retail financial products and solutions. Marketware… Read More

June 20, 2021 @ 10:02 pm By Omar Faridi  |  

Earlier this week, Singapore-headquartered digital wealth management service provider Endowus confirmed that it had appointed Wei Mei Tan as its Chief Advisory Officer. In her role at Endowus, Wei Mei will be expected to lead strategic initiatives in order to accelerate the company’s ongoing growth… Read More

June 1, 2021 @ 12:43 pm By Omar Faridi  |  

Wealth management providers are always looking to empower their customers with the best financial security and equitable access to the appropriate financial services. But they may be challenged because of the costly, inefficient, and outdated technology solutions being offered today. WealthOS is introducing what it… Read More

May 18, 2021 @ 4:07 pm By Samantha Hurst  |  

    ikigai, a banking and Wealthtech company, has successfully secured nearly 1.7 through its equity crowdfunding campaign on Crowdcube. The funding round, which originally sought to raise £1.2 million has attracted more than 1260 Crowdcube investors so far. As previously reported, ikigai is on a… Read More

April 27, 2021 @ 9:39 am By JD Alois  |  

ikigai, a banking and Wealthtech company, is now overfunding on Crowdcube after topping its £1.2 million funding target. As of today, ikigai has raised £1.33 million backed by 455 individual investors. ikigai is raising capital at a pre-money valuation of £10.95 million. The Fintech has… Read More

April 8, 2021 @ 1:17 am By Omar Faridi  |  

Madrid-based Allfunds, a B2B Wealthtech solution provider, will reportedy be listing on the Euronext Amsterdam stock exchange. Allfunds has developed a comprehensive ecosystem that aims to cover the complete fund distribution value chain and related investment cycles, including through Allfunds Connect, which is a suite… Read More

April 2, 2021 @ 2:24 pm By Omar Faridi  |  

Wealth management tech platform Addepar published a blog post on March 31, 2021, noting that it was Women’s History Month, when they look forward to celebrating the impressive accomplishments of women in “every avenue of business, government and our communities.” At Addepar, they feel privileged… Read More

April 1, 2021 @ 9:47 pm By Samantha Hurst  |  

  Endowus, a Singapore-based wealthtech, announced on Thursday it raised $23 million through its Series A funding round, which was led by Lightspeed Venture Partners with participation from SoftBank Ventures Asia. Founded in 2017, Endowus stated it is seeking to empower people to “take control” of… Read More

March 4, 2021 @ 2:10 pm By Samantha Hurst  |  

Less than six months after it achieved its 20 million portfolios analyzed milestone, FinMason, a U.S.-based fintech and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced on Thursday it has achieved 30 million portfolios analyzed milestone. As previously reported, FinMason claims… Read More

February 1, 2021 @ 8:45 pm By Omar Faridi  |  

Robin Melnick, Director, Alliances & Partnerships at Addepar, a leading provider of technology for the wealth management industry, recently connected with Bob Miller, CEO of PCR, a private client wealth aggregator assisting wealthy families, their advisors, and wealth tech companies develop “winning” digital transformation strategies…. Read More