Tagged: wealthech

March 17, 2025 @ 7:56 am By Omar Faridi  |  

Marygold & Co., a money management app, has launched, simplifying personal finance and money management. The app aims to overhaul the UK‘s outdated banking system, characterized by a failure to understand how “intertwined our finances are with our day-to-day lives.” To achieve this, Marygold is… Read More

February 21, 2024 @ 9:55 am By JD Alois  |  

SEI (NASDAQ:SEIC) has invested $10 million in TIFIN, a Wealthtech firm leveraging artificial intelligence (AI) to improve wealth management. Terms of the investment were not immediately available. SEIC currently has a market cap of around $8.9 billion. SEI is a tech firm providing services to… Read More