robo-advisor

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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.

Charles Schwab faces $200m hit over SEC robo advisor investigation

/regulation

Charles Schwab faces $200m hit over SEC robo advisor investigation

Charles Schwab is facing a $200 million charge relating to a Securities and Exchange Commission (SEC) investigation into the firm's robo advisor.

/wealth

Robo-advisor FinaMaze debuts crypto investments

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

JPMorgan Chase to acquire UK digital wealth management firm Nutmeg

/wealth

JPMorgan Chase to acquire UK digital wealth management firm Nutmeg

JPMorgan Chase is to buy digital wealth manager Nutmeg to bolster the forthcoming launch of its digital bank in the UK later this year.

Tencent leads €150 million round in Scalable Capital

/wealth

Tencent leads €150 million round in Scalable Capital

Digital wealth management platform Scalable Capital has raised more than €150 million in a Series E funding round led by Chinese tech conglomerate Tencent.

Wealthify embeds Open Banking from Tink in investment app

/wealth

Wealthify embeds Open Banking from Tink in investment app

UK robo advisory platform Wealthify is using payment initiation services from Tink to enable users to load and top-up investment funds without leaving the app.

Goldman Sachs hires Uber's Nahar to lead Marcus

/people

Goldman Sachs hires Uber's Nahar to lead Marcus

Goldman Sachs has poached Uber executive Peeyush Nahar to lead its Marcus digital banking unit, according to the Wall Street Journal.

Investment app StashAway raises $25m

/startups

Investment app StashAway raises $25m

StashAway, a digital wealth management startup hailing from Singapore, is raising US$25 million in a Series D funding round led by Sequoia Capital India.

DBS rolls out AI-powered investment advisory feature

/wealth

DBS rolls out AI-powered investment advisory feature

Singapore's DBS has added a feature to its AI-powered financial and retirement planning tool that provides retail customers with investment recommendations tailored to their profiles.

/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.

Betterment acquires rival WealthSimple's US business

/wealth

Betterment acquires rival WealthSimple's US business

Digital wealth platform Betterment has acquired the US book of rival Canadian robo advisor WealthSimple.

/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.

Goldman Sachs adds investing feature to Marcus

/retail

Goldman Sachs adds investing feature to Marcus

Goldman Sachs has added an automated investing feature to Marcus, its online retail banking service.

Santander invests in startup connecting SMEs and consultants

/startups

Santander invests in startup connecting SMEs and consultants

Santander has invested €2 million in Connecting Visions, a Spanish startup that helps SMEs gain access to consulting services.

/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.

Goldman Sachs to offer digital wealth management to Main Street investors

/wealth

Goldman Sachs to offer digital wealth management to Main Street investors

Goldman Sachs has begun internal testing of a digital wealth management service for the masses, as it continues its push into the mainstream consumer market.

/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.

Nutmeg joins Starling Marketplace

/wealth

Nutmeg joins Starling Marketplace

Two of the UK's most prominent fintechs are coming together as digital bank Starling adds robo-adviser Nutmeg to its marketplace.

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