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Latest Results from /wealth

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DriveWealth hires former Morgan Stanley execs

DriveWealth, a leading financial technology platform providing Brokerage-as-a-Service, announced today the hiring of two new executives: Kyla Murphy, as Chief Product Officer and Lauren Veisz as Head of Operations.

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BUX appoints Marcel Jongmans as chairman

BUX Holding, the holding company behind the leading mobile investment platform BUX, immediately appoints Marcel Jongmans as its new chairman.

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Emirates NBD adds fractional bonds to its new ENBD X mobile banking app

Emirates NBD, a leading banking group in the MENAT (Middle East, North Africa and Türkiye) region, has announced the launch of fractional bonds on its awards winning mobile banking app ENBD X.

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Bravura secures place on National LGPS Procurement Framework for Pensions Dashboards

Bravura Solutions Limited (ASX: BVS), a leading provider of software solutions for the wealth management, life insurance, and funds administration industries, has been appointed to the new National Local Government Pension Scheme (LGPS) Procurement Framework for Integrated Service Provider (ISP) and Member Data Services.

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Etops adopts AML and KYC analytics capabilities from Polixis

Etops, a leading Swiss-headquartered WealthTech, announces strategic partnership with Polixis, the leading AML and KYC data provider.

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Broadridge to buy Kyndryl wealth and capital markets tech platform

Global Fintech leader Broadridge Financial Solutions, Inc. (NYSE:BR), today announced that it will acquire Kyndryl’s Securities Industry Services (SIS) wealth and capital markets technology platform.

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WealthTech Emerge9 release AI diligence assistant

Emerge9, a leading technology-enabled wealth management platform, today announced the launch of its AI Diligence Assistant, a state-of-the-art tool designed to transform the investment process by streamlining interactions with deal data.

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Altruist lifts valuation to $1.5 billion on $169 million fund raise

Altruist, the modern custodian built for RIAs, today announced a $169M Series E round of funding led by ICONIQ Growth with participation from new investor Granite Capital Management, and continued support from existing investors Adams Street Partners and Sound Ventures.

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Monument hits $2 billion in customer deposits

Monument (or the “Bank”) proudly announces a significant milestone in its journey: it has reached £2 billion in customer deposits and interest-bearing assets, with £1 billion raised in just four months, from January to April 2024.

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Franklin Templeton collaborates with Microsoft on personalised financial AI platform

Franklin Templeton is working with Microsoft to build an advanced financial AI platform marking a significant step toward transforming the financial services industry.

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Rimes appoints Mark Sedgwick to head up Manila office

Rimes, a leading provider of enterprise data management and investment management solutions to the global investment community, is pleased to announce the relocation of Mark Sedgwick, global head of the firm’s Data Management Office, to Manila, Philippines.

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WealthKernel opens up to GetGround clients

WealthKernel, a digital investment infrastructure provider, today announces a new partnership with GetGround, an all-in-one property platform for buy-to-let investors.