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Latest Results from /wealth

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Haru Invest and Mercuryo team on fiat-to-crypto gateway

Haru Invest, a leading digital asset management platform, and Mercuryo, a fast-growing fiat-to-crypto payment infrastructure, have announced a partnership to integrate Mercuryo’s on- and off-ramp services into the Haru Invest platform.

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Yield App boosts crypto accessibility with Volt real-time payments

Digital wealth platform Yield App has partnered with Volt, the leading global real-time payments gateway, to offer additional GBP and EUR on-ramps via FPS and SEPA Instant.

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Stratiphy debuts investment app

Investment strategy platform, Stratiphy, has announced the launch of its new investment application on the Apple App Store and Google Play.

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Orion Advisor Solutions goes live with ChatGPT integration

Orion Advisor Solutions, the premier provider of transformative wealthtech solutions designed to power advisors and win for investors, today went live with a cutting-edge ChatGPT-3.5 series integration with Redtail Speak, the compliant*, real-time communication platform for financial advisors offered through Redtail Technology.

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Temenos adds investment advisory features to Digital Wealth

Temenos (SIX: TEMN) today announced new functionality in its Digital Wealth solution enabling banks and wealth management firms to elevate the digital experience with sophisticated investment advisory features, helping them engage and tap growth with high-net-worth clients.

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Twenty7tec releases new digital marketing platform for mortgage, wealth and protection advisers

Twenty7tec, the leading advice tech business, has today launched COMMUNICATE, a new digital marketing platform for mortgage, wealth and protection advisers.

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FinaMaze appoints Michael McManus-Schouchana to lead European expansion

FinaMaze, the ADGM-based AI Digital Wealth Manager, announced today the appointment of Michael McManus-Schouchana as a key member of the Advisory Board.

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GBST acquires WealthConnect

GBST, a leading global provider of cloud-based Software as a Service (SaaS) wealth management technology, has announced the acquisition of WealthConnect, a digital advisor practice management, customer relationship management (CRM) and compliance system, based on Salesforce.

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Bunker selects InvestCloud to launch new digital investment app

InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion in assets, has been selected by BUNKER, a US-based fintech seeking to democratize access to the US markets for Latin Americans, to help launch a pioneering mobile-first digital investment platform.

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NZ wealth manager JBWere selects Duco to automate cash and asset reconciliations

Duco, a leading cloud-based data automation company, today announced that JBWere NZ, a leading New Zealand wealth manager, has chosen the Duco platform to automate cash and asset reconciliations to support the firm’s growth and strengthen their control environment.

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Pyypl rolls out micro-investment platform for self-employed entrepreneurs and micro-SMEs in Africa

Pyypl - pronounced “people” – the international payment technology and financial services provider using blockchain in its core systems, announces the commercial rollout of its social, micro-investment platform for self-employed entrepreneurs and micro-SMEs in Africa.

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Self-directed IRA platform Alto unveils capital raise platform

Alto, a self-directed IRA platform that enables individuals to invest in alternative assets using their retirement funds, today announced a breakthrough solution that makes it easy for issuers to raise capital by tapping into the more than $10T held in IRAs.