Tagged: wealth management

November 9, 2023 @ 1:17 pm By Omar Faridi  |  

Solidus Labs, the crypto-native integrity solutions provider, announced that it has partnered with Amber Group, a provider of digital wealth management and crypto liquidity solutions. The collaboration aims to integrate HALO, Solidus’ comprehensive crypto-native trade surveillance and market integrity hub, “into Amber Group’s platform to… Read More

November 7, 2023 @ 1:34 pm By Omar Faridi  |  

Nearly four in five wealthy families have had unplanned discussions about wealth with 26% later regretting it, according to a new study published by the Merrill Center for Family Wealth, a part of Merrill Private Wealth Management. The research found 33% of families “increased family… Read More

November 1, 2023 @ 3:37 pm By Omar Faridi  |  

MDOTM Ltd, the global provider of AI-driven investment solutions for banks, insurance, asset and wealth management companies, and Analysis S.p.A, the Italian firm that has been providing integrated software solutions for the financial and wealth management industry for over 30 years, announce a partnership in… Read More

October 20, 2023 @ 11:22 am By Omar Faridi  |  

Netwealth, one of Australia’s specialist investment platforms, and iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced a partnership “to distribute global private market and hedge fund investments to financial advice firms and their wholesale clients across Australia.”… Read More

October 19, 2023 @ 9:55 pm By Omar Faridi  |  

Flanks, an API for automated wealth services, has secured $ 8m in a Series A round led by Earlybird Venture Capital, and followed by the existing investors JME Ventures and 4Founders Capital. Raffaele Terrone, Co-Founder of the Italian FinTech unicorn Scalapay, and Martin Kassing, Co-Founder… Read More

October 2, 2023 @ 7:27 pm By Omar Faridi  |  

Addepar has shared key platform updates, research insights and the latest client, partner and company developments. This month, Addepar is highlighting updates that will “enable firms to run reports at enterprise scale, as well as Client Portal improvements that offer more flexibility and functionality to… Read More

September 30, 2023 @ 4:21 pm By Michael Wong  |  

d1g1t, a Canadian institutional-grade wealth management platform for Financial Advisors, RIAs, and Multi-Family Offices, announced that it has closed a combined equity and debt financing round. U.S. based existing investor MissionOG led the equity investment, which included participation of other top existing institutional investors: CI… Read More

September 28, 2023 @ 8:27 pm By Omar Faridi  |  

Farther – the technology-centric wealth management firm – announced the  closure of its oversubscribed Series B, securing $31 million in investments for the round. This development has propelled the firm’s valuation to $131 million, “marking a 2.5x increase compared to its previous valuation – all… Read More

September 25, 2023 @ 10:09 am By Omar Faridi  |  

Eurazeo, a global investment company with a diversified portfolio of €35 billion in assets under management, and iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, have announced a partnership to increase Wealth Managers’ access to Eurazeo’s broad range… Read More

September 20, 2023 @ 7:34 pm By Omar Faridi  |  

TS Imagine, the global, cross-asset provider of trading, portfolio, and risk management solutions for financial institutions, introduces WealthSmart, an innovative, all-in-one system developed for private banks and wealth managers. The wealth management industry has “experienced a seismic transformation this year, driven by consolidation, shifting investor… Read More

September 14, 2023 @ 3:02 pm By Omar Faridi  |  

Wealthfront clients have reportedly earned over half a billion dollars in interest year to date from our high-yield Cash Account offering 4.80% APY. According to a note from Wealthfront, high-yield accounts have “surged in popularity this year, but not all of these accounts provide the… Read More

September 12, 2023 @ 4:45 pm By Tony Zerucha  |  

UPTIQ, a provider of holistic wealth management solutions for the financial services industry, this week welcomed Focus Financial Partners to its client roster. Focus Financial Partners is a partnership of independent, fiduciary wealth management firms. Utilizing UPTIQ’s artificial intelligence-enabled technology, Focus will expand its ability… Read More

September 6, 2023 @ 3:17 pm By Omar Faridi  |  

Henley & Partners’ inaugural publication is intended for those following crypto-assets private wealth, and investment migration trends — whether global citizens, crypto investors, wealth managers, or private bankers. The update includes key statistics on crypto and Bitcoin millionaires, centi-millionaires, and billionaires provided by global wealth intelligence… Read More

August 31, 2023 @ 6:50 pm By Omar Faridi  |  

SEBA Bank, a full-service, global crypto bank providing financial solutions for the digital age (wealth management, investment, trading, and advisory services), has announced that an approval-in-principle (AIP) from the Securities and Futures Commission (SFC) in Hong Kong has been issued to its regional subsidiary, SEBA… Read More

August 30, 2023 @ 10:17 am By Omar Faridi  |  

The Goldman Sachs Group, Inc. (NYSE: GS) announced the sale of its Personal Financial Management (PFM) unit to Creative Planning. Creative is a Registered Investment Advisor (RIA) and one of the largest in the country, “with more than 2,100 employees across its affiliates and $245… Read More

August 27, 2023 @ 1:28 pm By Michael Wong  |  

Publicly traded banking and financial institution Alliance Bank Malaysia Berhad has announced its partnership with software house and IT services provider Comarch to launch a digital wealth platform. The Comarch Wealth Management system will allow the bank’s customers to view their financial information, including their… Read More

August 26, 2023 @ 3:32 pm By Omar Faridi  |  

The Addepar platform has shared updates, research insights and client, partner and company developments. In August, Addepar made their Help Center more accessible by “bringing it in-app and introduced group automation to simplify and streamline group management.” Addepar released new research “on manager selection in… Read More

August 24, 2023 @ 6:22 am By Omar Faridi  |  

Salesforce has collaborated with BNY Mellon’s Pershing X, a startup technology unit within BNY Mellon | Pershing, “to build two new client onboarding and engagement apps that will power connected and data-driven experiences for wealth management clients.” When available, the apps will integrate Pershing X’s… Read More

August 21, 2023 @ 11:34 pm By Omar Faridi  |  

The team at Addepar recently held a discussion with Three Bridge Wealth Advisors and Navigator’s Rajiv Sharma. Recently, Addepar sat down with the co-founders of Three Bridge Wealth Advisors, Brett Sharkey and Eric Thurber, and product lead for Navigator, Rajiv Sharma, in order “to glean… Read More

August 13, 2023 @ 1:54 pm By Omar Faridi  |  

As part of modernizing its IT landscape and enhancing the customer experience, Handelsbanken Norway has chosen to consolidate on Tietoevry Banking’s wealth management solution. This enables Handelsbanken “to offer financial products, including mutual funds, equities, ETFs and more, through one modern self-service platform for its… Read More