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Latest Results from /wealth

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DWS joins Smart's £165 million Series D round

Smart, the fast growing global retirement technology provider, has announced that DWS Group (“DWS”) has joined its £165m series D funding round, acquiring a minority stake. This follows the recent announcement that Chrysalis Investments has joined Smart’s prestigious list of investors.

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WealthKernel provides Claro with custody, portfolio management and brokerage services via API

WealthKernel, a wealthtech provider of digital investment services, today announces its partnership with Claro Money, a new digital financial coaching app.

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Spanish WealthTech Flanks raises €2.3 million in investment round

Flanks, the Spanish wealthtech has become the first aggregator specializing in securities accounts in Europe.

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Financial independence app Topia teams up with WealthKernel to enhance personal finance offering

WealthKernel, the wealthtech provider of digital investment services, today announces its partnership with Topia, a UK-based app empowering millennials to reach financial independence and retire early.

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Wells Fargo engages eMoney Advisor

eMoney Advisor (eMoney), a leading provider of technology solutions and services that help people talk about money, today announced a strategic partnership with Wells Fargo’s Wealth & Investment Management division.

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Nucoro's wealthtech app goes live on Finastra’s FusionFabric.cloud

Nucoro, a London-based wealthtech provider today announced that its cloud-native platform is available for purchase through Finastra’s FusionStore.

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Avaloq wins contract with Taiwan’s CTBC Bank

Avaloq’s new client, CTBC Bank, is Taiwan’s largest private bank by consolidated assets under management, with a proud history in the region.

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Tisa selects Contengo to support technology modernisation programme

TISA appoints Contengo to deliver a client experience modernisation programme and the development of a new service offering.

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Exabel and Verbatim launch alternative data insights platform

Exabel, a data and analytics platform for investment teams, is partnering with Verbatim Advisory Group to deliver a powerful new insights platform for Verbatim’s investment clients.

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ICapital agrees to buy Axio

iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, and Axio Financial LLC (Axio), a leading end-to-end service provider to the U.S. structured notes market, today announced they have entered into a definitive agreement under which iCapital will acquire Axio.

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South Africa's AlphaCode invites early stage fintechs to apply for incubation programme

AlphaCode Incubate, established to identify, partner with and grow innovative entrepreneurs in financial services and related industries, invites you to apply now if you have a fantastic early-stage fintech or related sector startup or even a brilliant idea for one.

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BBVA Mexico rolls out robo advisor

BBVA Mexico has launched BBVA Invest, an innovative and personalized digital advice experience that offers customers and clients access to investment fund portfolios based on their investment goals and risk tolerance assessment.