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Latest Results from /wealth

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Broadstone adds online climate scenarios with Ortec

Broadstone, a leading independent financial services consultancy, has partnered with Ortec Finance to add climate scenarios, developed using their award-winning modelling framework, to its suite of ESG Advisory capabilities.

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WealthTech startup Myne raises $2 million in pre-Seed funding

Myne, a groundbreaking wealth and asset tracking platform, has announced today that the company has raised US$ 2 million and has successfully closed its pre-seed funding round.

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Simple Financial Planning auomates broker workflows with Sikoia

London-based fintech Sikoia has announced a new partnership with Simple Financial Planning (Simple), a forward-thinking brokerage, to transform broker workflows through secure AI-driven automation and seamless integration.

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LGT adopts NatureAlpha for sustainable investment decisions

LGT, the international Private Banking and Asset Management group owned by the Princely Family of Liechtenstein, has partnered with the UK-based NatureAlpha platform to further advance the sustainability of its investment decisions using robust scientific data.

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Danske Bank to implement BlackRock's Aladdin Wealth

Danske Bank's investment customers will soon benefit from one of the wealth industry’s strongest investment and risk management technologies with the adoption of BlackRock’s Aladdin Wealth platform.

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OneVest raises $20m

OneVest, a comprehensive wealth management technology platform, today announced the closure of a $20 million USD Series B equity funding round.

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P1 Investment Services unveils all-in-one client advisor portal

P1 Investment Services, operator of the P1 Platform, has launched the P1 Wealth Pilot – an all-in-one “game changing” client onboarding and servicing portal for advisers and their clients.

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Mintos expands bond offering

Mintos, the market-leading investment platform that helps earn regular passive income through diversified investments, is excited to announce a major expansion of its bond offering.

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Prime Trigen Wealth Partners to implement AI WealthTech platform from Eton Solutions

Prime Trigen Wealth Limited, a full-stack wealth solutions provider offering comprehensive multi-family office services in India, has announced an exclusive partnership with Eton Solutions, a global leader in AI-powered WealthTech platforms.

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N26 makes trading free for all

N26 today announced free stocks and ETF trading for all customers from 27 January 2025 onwards, further enhancing its investment proposition as the only financial service provider in Europe to over trading without charging fees or commissions.

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Chip unveils WealthScore

Chip, the award-winning financial app*, has unveiled WealthScore, an innovative feature designed to empower users to better understand and enhance their wealth-building habits.

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Apex Group appoints Predrag Maletic as global head of product and operations

Apex Group Ltd. (“the Group”), the leading global financial services provider, has appointed as Global Head of Product and Operations – Corporate Solutions.