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Latest Results from /wealth

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Schroders Personal Wealth adopts AI-based Aveni Detect platform

Aveni, the AI fintech business, has been selected by Schroders Personal Wealth (SPW) to transform its compliance function.

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Coinbase buys One River Digital Asset Management

With over $130 billion of quarterly institutional trading volume and over $50 billion of institutional assets on platform, Coinbase operates at the center of the institutional digital asset market.

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Wealth Dynamix hires Robert Roome as chief strategy officer

Wealth Dynamix is a leading provider of client lifecycle management platforms for private banks and wealth management firms.

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First Fidelity Bank unveils BaaS offering

Today, First Fidelity Bank (FFB) a 100-year-old community bank headquartered in Oklahoma City, announced the launch of its next-gen Banking as a Service (BaaS) solution.

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Dynasty picks BridgeFT wealthtech API

Dynasty Financial Partners (“Dynasty”), the provider of technology-enabled wealth management solutions and business services for financial advisory firms, announced today that Dynasty has chosen BridgeFT’s WealthTech API as its primary custodial data partner to power Dynasty’s integrated wealth technology offerings across the Dynasty Network.

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Wealthtech Huddlestock acquires Dtech

Huddlestock Fintech AS ("Huddlestock") continues to scale its wealth management and trading platform and has signed a Sale and Purchase agreement to acquire Dtech AS, a Norwegian software company with robust and easy to use solutions for portfolio management and fund order technology for the pension market and pension providers.

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Lazard AM names global tech head

Lazard Asset Management (LAM) today announced that Larry Cohen has been appointed as Managing Director and Global Head of Technology & Operations, effective immediately.

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Kepler Chevreux selects Opensee for trade management

Kepler Cheuvreux, the leading independent European financial services company, is the first financial institution to adopt Opensee's cloud service for trade management and execution analytics.

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DZ Bank selects Metaco for digital custody

Metaco announces today its cooperation with DZ BANK AG, the central institution to the Volksbanken Raiffeisenbanken cooperative financial network, one of the largest banking groups in Germany

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Douugh touches down in Australia

Douugh Ltd, (ASX: DOU) the fintech company dedicated to helping people take control of their finances, is delighted to announce the official launch of its micro-investing product, created for all Australians to build long-term wealth on autopilot.

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Landytech secures $12 million Series B

Landytech, the company behind leading investment reporting platform, Sesame, today announced it has secured $12 million in Series B funding, led by an investment from Aquiline Technology Growth (‘ATG’) and additional investment from existing investor Adelie Capital.

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Moonfare caps Series C extension at $15 million

Moonfare, the leading global digital private equity investment platform, has capped the extension of its Series C financing round at c.a. $15 million, achieving a record valuation.