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Latest Results from /wealth

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Alpian goes live with core banking and payments services on Temenos Banking Cloud

Temenos (SIX: TEMN), today announced that Alpian SA ("Alpian"), Switzerland’s first digital private bank, has gone live with core banking and payments services on Temenos Banking Cloud.

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Seeds Investor snags $2.7 million seed round

Seeds Investor (“Seeds”), a fintech firm that provides financial advisors the technology to deliver a more personalized and engaging investing experience, today announced it has closed a seed funding round of $2.7 million.

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Wave Financial hires Harumi Urata-Thompson as CFO

Wave Financial LLC (Wave), the SEC-regulated digital asset investment management company, today announced the appointment of Harumi Urata-Thompson as Chief Financial Officer. She will report to David Siemer, Chief Executive Officer, and is based in New York City.

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Alpian selects Napier Continuum for financial crime compl

Alpian, Switzerland’s first digital private bank, and Napier, global provider of advanced financial crime compliance solutions, announce their partnership to implement a robust, end-to-end risk management platform for the bank.

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FCA to create 'simplified' financial advice regime

As part of its consumer investment strategy, the FCA has set out new proposals to improve people’s access to financial advice so they can invest with confidence.

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Huntington National Bank launches InvestCloud’s new Find My Advisor app

InvestCloud, the global leader in financial digital transformation, today announced that Huntington National Bank has launched Advisor Connect, a branded, digital experience built on InvestCloud’s Find My Advisor technology.

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NZX confirms talks underway over possible sale of Wealth Technologies unit

NZX Limited is aware of media speculation regarding the future of NZX Wealth Technologies.

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Quantifeed acquire Alpima

QUANTIFEED, the leading provider of digital wealth management solutions, announces that it has acquired ALPIMA, a London-based portfolio construction, visualisation, and analytics fintech company.

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Truist Wealth launches digital trading platform

Truist Wealth has enhanced its digital investing capabilities with Truist Trade, a new self-directed investing solution that allows clients to open select investment accounts and conduct online trading on their own.

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Former BNY Mellon exec Paul Burleton joins Delio as COO

Paul Burleton has joined fintech Delio as its Chief Operating Officer, making him the latest senior appointment at the company.

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Hazeltree appoints Paul Higdon CTO

Hazeltree, a leader in treasury and liquidity management technology for the alternative asset industry, announced today it has appointed Paul Higdon as Chief Technology Officer.

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Freetrade appoints CTO

Freetrade, the company on a mission to get everyone investing, is pleased to announce the appointment of Shahid Naveed as CTO. Shahid has nearly twenty years of experience gained from roles in some of the world’s fastest growing businesses.