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Avaloq opens new office in Dubai

Avaloq, a leader in private banking, wealth management and investment management technology, has inaugurated its new regional office in the Dubai International Financial Centre (DIFC).

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Finhabits ships bi-lingual financial planner for novice investors

Finhabits, the leading bilingual consumer fintech platform in the U.S., launches Emma, an AI-driven financial planner designed to empower investors with 24/7, bi-lingual and culturally-nuanced financial guidance.

/wealth

Bourgeois Bohème expands payment options with Google Pay and Garmin Pay

Bourgeois Bohème (BOBO), a financial platform for the new generation of High-Net-Worth Individuals (HNWIs) and Ultra-High-Net-Worth Individuals (UHNWIs), today announces the integration of Google Pay and Garmin Pay, enabling clients to make fast, secure, and contactless payments from their devices.

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Practifi taps AI from Zocks to improve wealth management workflows

Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, has announced a strategic partnership with Practifi, the leading CRM built for wealth management.

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Webull goes public via Spac merger

Webull Corporation (NASDAQ: BULL) ("Webull" or the "Company"), the owner of the Webull online investment platform, and SK Growth Opportunities Corporation ("SK Growth") (NASDAQ: SKGR), a special purpose acquisition company, today announced the closing of their previously announced business combination (the "Business Combination").

/wealth

Institutional support for tokenization grows

Increasing numbers of institutional investors and wealth managers are predicting growth in tokenization as more become aware of the benefits, according to new global research by London-based Nickel Digital Asset Management (Nickel), Europe’s leading digital assets hedge fund manager founded by alumni of Bankers Trust, Goldman Sachs and JPMorgan.

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InvestCloud names Josh Mayer COO of APL

InvestCloud, a global leader in wealth technology, today announced the expansion of its APL leadership team with the appointment of Josh Mayer to the newly created role of Chief Operating Officer (“COO”) reporting to APL President Cheryl Nash.

/wealth

InvestiFi appoints Albert Kang chief revenue officer

InvestiFi, the fintech company redefining how financial institutions deliver digital investment experiences, today announced the appointment of Albert Kang as its new Chief Revenue Officer (CRO).

/wealth

Datactics supports Investec in the UK with FSCS digital data validation sandbox

Datactics has developed a digital data validation sandbox for the Financial Services Compensation Scheme (FSCS) designed to help assess data systems and processes prior to regulatory audits.

/wealth

Avaloq open office in Dubai International Financial Centre

Avaloq, a leader in private banking, wealth management and investment management technology, has inaugurated its new regional office in the Dubai International Financial Centre (DIFC).

/wealth

Asic consults on plans to increase visibility of firms' breach and complaints data

As part of its commitment to enhance transparency and accountability, ASIC is consulting on plans to publish two dashboards containing firm-level Reportable Situations (RS) and Internal Dispute Resolution (IDR) data in the second half of 2025.

/wealth

Investment bank Teniz Capital ventures into fintech, stakes 49% in Tabys

Teniz Capital Brokerage Ltd, a subsidiary of Teniz Capital Investment Bank, has acquired a significant stake in fintech firm Tabys from the Astana International Exchange (AIX).

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