robo-advisor

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/crypto

Path Digital Advisors launches robo-advisor app

Path Digital Advisors, LLC (“Path”), an SEC-registered investment advisor, has launched its new app nationwide featuring Managed Portfolios, a fully automated crypto portfolio.

/wealth

Revolut launches robo-advisor in Ireland

Revolut, the global financial super-app with more than 35 million customers globally, has launched its own Robo-Advisor service in Ireland. The new product allows customers to save time and automate investing tailored to their needs.

/wealth

Robo-advisor Wahed launches in the UAE

Wahed Invest Limited (Wahed), the UAE robo-advisory subsidiary of Wahed Inc., a global Shariah-compliant fintech that aims to advance financial inclusion through accessible, affordable and value-based investing, has launched after having been granted a Financial Services Permission (FSP) from the Financial Services Regulatory Authority (FSRA) of Abu Dhabi Global Market (ADGM). Wahed will become the UAE’s first dedicated Islamic digital investment management platform.

/wealth

WealthKernel and Bambu team on no-code robo-advisor tech

WealthKernel, a wealthtech provider of digital investment services, today announces a new partnership with Bambu, a digital wealth technology provider.

/wealth

Ammonite raises £250k investment

Industrial Thought Ltd. – a group of companies focused on accelerating the future of wealth management – has announced a £250K investment in Ammonite, developers of hybrid financial advice technology. This raise comes during a period of significant economic pressures but also a period of rapid transformation for the industry, with financial advisors forced to meet a new wave of digital demands. As a result of the investment, Ammonite can speed up the pace of its development and enable more advisory firms to grow their customer base.

/wealth

Truist launches robo-advisor

Truist Wealth has expanded its digital investment offerings with Truist Invest, a robo advisor, and Truist Invest Pro, a hybrid investing solution that combines automated investing with access to a team of financial advisors.

/wealth

Evida to offer digital financial advice through additiv WealthTech platform

Evida, the Swedish financial advisory company, is delighted to confirm their new collaboration with additiv to meet the growing demand for hybrid investment advisory services.

/startups

Spanish WealthTech Flanks raises €2.3 million in investment round

Flanks, the Spanish wealthtech has become the first aggregator specializing in securities accounts in Europe.

/wealth

BBVA Mexico rolls out robo advisor

BBVA Mexico has launched BBVA Invest, an innovative and personalized digital advice experience that offers customers and clients access to investment fund portfolios based on their investment goals and risk tolerance assessment.

/wealth

Moneyfarm reaches £1.6bn under management

Moneyfarm, the leading European digital wealth manager, has reported strong H1 2021 figures as the company continues to go from strength to strength.

/robo-advisor

Wahed migrates to WealthKernel’s APIs to support UK app launch

WealthKernel, a wealthtech provider for digital investment services, today announces that US halal and ethical focused investment firm, Wahed, has migrated its investment offering entirely to WealthKernel’s trusted APIs.

/wealth

FactSet and Smartplus bring ESG to retail investors in Japan

FactSet ("FactSet" or the “Company”) (NYSE:FDS) (NASDAQ:FDS), a global provider of integrated financial information, analytical applications, and industry-leading service, and Smartplus, a leading Japanese wealth management and insurance platform, today announced the integration of FactSet’s Truvalue Labs ESG content into Smartplus’ platform for retail clients.

/wealth

Bambu and Moven join forces on digital wealth management

Bambu, a leading provider of robo-advisory technology solutions, and Moven Enterprise (Moven), the pioneering global digital banking platform, today announced a strategic partnership to help financial institutions deliver the next generation of digital wealth management solutions.

/wealth

Robo-advisor FinaMaze debuts crypto investments

FinaMaze, the MENA Digital Wealth Manager, launches two new Opportunistic investment themes: Cryptocurrency and “Inflation Protection”.

/retail

Aion Bank acquires ETFmatic

Aion Bank, a full service digital bank, today announced the acquisition of ETFmatic. ETFmatic works with some of the best exchange traded funds (ETFs) in the world to offer a transparent end-to-end service to investors.

/wealth

Hemista taps DriveWealth to offer fractional robo-investing to non-resident Indians in the US

DriveWealth, LLC, a leading global brokerage infrastructure platform, today announced a partnership with Hemista, a first-of-its-kind cross-border robo-advisor, designed for the specific needs of Non-Resident Indians in the U.S.

/wealth

Aghaz selects DriveWealth to provide infrastructure for values-based investing app

DriveWealth, LLC, a leading global brokerage infrastructure platform, today announced a partnership with Aghaz Investments, a Seattle-based Robo- advisor that enables Muslim consumers to save for their financial goals by investing in companies that align with the values of Islam.

/wealth

FusionIQ builds robo platform for Ultimus

FusionIQ, a leading investment research and technology provider, today announced an alliance with Ultimus Fund Solutions® to deliver an industry-leading digital advisory and self-directed user experience for nearly 200 investment management firms on Ultimus’ investment platform.

/markets

BME to launch AI-based robo-advisor service

BME has developed an innovative service of Roboadvisor with Artificial Intelligence optimizing investments based on the investor's preferences and knowledge and complying with each firm’s business regulations.

/robo-advisor

Singtel's Dash mobile wallet to offer robo-advisory services via UOB

Singtel and UOB Asset Management (UOBAM) have signed a Memorandum of Understanding (MOU) to offer dynamic and personalised robo-advisory investment solutions to individual investors through Singtel’s Dash mobile wallet.

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