HeirWealth

3 results about this entity

Period: 18 Mar 2024 - 24 May 2024

/wealth

Australian-owned wealthtech HeirWealth launches

New Australian wealthtech, HeirWealth, will officially launch in Sydney today to help families experience more organised and harmonious intergenerational wealth transfers.

/people

HeirWealth adds Jason Nyilas as executive advisor

Jason Nyilas has been appointed Executive Adviser at emerging Australian wealthtech HeirWealth as the family wealth register platform expands its technology, integrations and client base in the local market and the United Kingdom.

/wealth

Australia's HeirWealth turns on open banking

HeirWealth, a Sydney-based wealthtech that is on a mission to help high net worth families have better intergenerational conversations about money, has turned on open banking data sharing technology powered by global financial aggregator Envestnet | Yodlee.