Latest Results from /wealth
/wealth
Moneyfarm, the leading European digital wealth manager, has launched a range of seven socially responsible investment portfolios (SRI).
27 October 2021
SEI (NASDAQ:SEIC) today announced the acquisition of Finomial, an investor lifecycle management firm offering cloud-native financial technology.
26 October 2021
Envestnet, one of the largest ecosystems transforming the way financial advice and wellness are delivered, and YieldX, a FinTech company reimagining fixed income, today announced they are entering into a strategic relationship.
25 October 2021
Market-leading private market digital platform VALK is building for expansion after achieving $4 billion-plus in assets and deals managed on its platform in a year as it continues rapid growth which has seen more than 70 financial institutions across Europe, North America, the Middle East, South America and Africa using its technology in 2021.
22 October 2021
SIX is welcoming yet another bank to its open finance platform bLink: St.Galler Kantonalbank.
20 October 2021
WealthKernel, a wealthtech provider for digital investment services, today announces it has extended its partnership with inclusive investment service, Wealth8, which has migrated its investment offering to WealthKernel’s trusted APIs.
18 October 2021
Indata®, a leading industry provider of software, technology and managed services for buy-side firms, today announced that Quay Global Investors is live with INDATA’s Architect AI OMS and Portfolio Management solution.
15 October 2021
DriveWealth, LLC, a pioneer in fractional investing and embedded finance, today announced a partnership with Grupo Bursátil Mexicano (GBM), the leading investment platform and brokerage firm that is transforming the investing landscape with the mission of democratizing investing in Mexico.
14 October 2021
Australia’s leading financial services KYC & onboarding platform provider, LAB Group, is pleased to announce that it has partnered with one of Australia’s preeminent investment and wealth management firms Shaw and Partners to enhance the organisation’s client onboarding experience. With a national presence and over $27 billion of assets under advice, Shaw and Partners is client focused and is continuously looking for ways to enhance its client and adviser experience.
08 October 2021
Refinitiv today announces the launch of Wealth Practice 360, a solution designed to provide an efficient workflow and better insights on demand for wealth advisors.
06 October 2021
FE fundinfo, a global fund data and technology leader, has acquired Zenith Group (including Zenith Investment Partners and Chant West), a well-respected research, ratings, managed accounts and adviser technology provider in the APAC region.
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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