Wealthfront, a Fintech that claims to be “different” catering to digital natives, has filed an S-1 registration statement with the Securities and Exchnage Commission. The company plans to trade on the Nasdaq under the ticker symbol “WLTH.” Wealthfront joins a growing group of Fintechs that… Read More
Read more in: Fintech | Tagged ipo, sec, wealth management, wealthfront, wealthtech
Addepar, the tech and data platform serving investment professionals, announced the opening of its office in Geneva, marking its fourth dedicated presence across Europe and the Middle East markets and the latest step in the wealthtech company’s mission to connect the investment sector. This expansion… Read More
Read more in: Fintech, Global | Tagged addepar, geneva, switzerland, wealthtech
In wealth management, where client expectations are becoming more demanding and market volatility is the norm, saving time has understandably become a priority. Financial firms, particularly in regions like EMEA, are under pressure to deliver personalized, real-time insights while navigating complex portfolios that span liquid… Read More
Read more in: Fintech | Tagged addepar, digitalization, insights, wealth management, wealthtech
Pave Finance has raised $14 million in Seed financing in a funding round that was said to be oversubscribed. Pave, which just announced its commercial launch, is an artificial intelligence (AI) platform for personalized wealth management. The funding was said to come from former executive… Read More
Read more in: Fintech, Artificial Intelligence | Tagged funding round, pave financial, wealthtech
In today’s financial services sector, alternative investments—encompassing private equity, venture capital, and private debt—have surged past $15 trillion globally, representing a significant portion of wealth management portfolios. Addepar, a technology and data platform for investment professionals, is reportedly focused on addressing the challenges of managing… Read More
Read more in: Fintech, Global | Tagged addepar, product update, us, wealth management, wealthtech
The wealth management landscape is undergoing a seismic shift, driven by an intergenerational wealth transfer and the increasing demand for sophisticated, technology-driven solutions. Addepar, a global enabler of wealth management technology, is addressing these challenges with significant updates to its platform. These updates focus on… Read More
Read more in: Global, Fintech | Tagged addepar, emea, europe, us, wealth management, wealthtech
Wealthtech is reshaping Singapore’s wealth management sector as both startups and incumbent financial institutions ramp up digital transformation to meet rising investor demand for accessible, affordable, and personalized investment services, according to a new report by Quinlan and Associates and Allfunds Asia. The report shows… Read More
Read more in: Fintech, Asia | Tagged insurance, singapore, wealthtech
In the evolving ecosystem of wealth management, staying ahead requires tools that deliver precision, scalability, and actionable insights. Addepar, a global technology and data platform for investment professionals, has introduced significant updates to its trading infrastructure and a new drift monitoring capability, reinforcing its commitment… Read More
Read more in: Fintech, Global | Tagged addepar, product update, wealth management, wealthtech
Allfunds Asia and Quinlan & Associates have co-published a thought leadership report that examines the wealthtech landscape in Hong Kong and Singapore and how financial institutions are leveraging wealthtech solutions to capture new market opportunities. Titled Rich Pickings: Unpacking the WealthTech Revolution in Hong Kong… Read More
Read more in: Asia, Fintech | Tagged allfunds, benjamin quinlan, David Perez De Albeniz, hong kong, Max Toh, singapore, wealthtech
Verso, the wealth management consolidator, has developed a strategic partnership with Nucleus, which is key to supporting its growth plans. The Verso platform, with the technology provided by Nucleus, is a tailored, enterprise-level solution developed to “improve the user experience for its adviser base, in… Read More
Read more in: Fintech | Tagged acquisition, nucleus finance, wealth management, wealthtech
Addepar notes that in the fast-evolving wealth management industry, handling alternative investments like private equity, venture capital, and real estate funds presents unique challenges. These assets often come with unstructured data, inconsistent timelines, and complex reporting requirements, creating inefficiencies for back-office teams and advisors. Addepar,… Read More
Read more in: Fintech | Tagged addepar, private equity, venture capital, wealth management, wealthtech
Chime, a consumer financial technology company, recently announced that it has launched the roadshow for the initial public offering of its “32,000,000 shares of its Class A common stock, 25,900,765 of which are being offered by Chime and 6,099,236 of which are being offered by… Read More
Read more in: Fintech, Offerings | Tagged chime, initial public offering, ipo, wealthtech
Vault Wealth Limited, MENA’s digital private wealth platform built for the modern affluent, announced its public launch, alongside an investment round led “by Peak XV Partners (formerly Sequoia Capital India & SEA), with continued support from Outliers VC.” This marks Peak XV Partners’ first wealthtech… Read More
Read more in: Fintech, Asia | Tagged funding round, mena region, vault, wealth management, wealthtech
Third Financial, now part of the Nucleus group, has revealed that investment manager Bowmore is the latest in a series of client signings over the last 12 months that’s helping to drive its growth. London-based Bowmore Asset Management, a discretionary wealth manager with over £350… Read More
Read more in: Fintech, Global | Tagged investment management, nucleus grop, third financial, uk, wealthtech
BetaNXT, a technology provider for the wealth management industry, has acquired Delta Data, a specialist in global investment fund solutions, in a move to broaden its capabilities and strengthen its position in the financial services technology ecosystem. The acquisition, made through certain affiliates of BetaNXT,… Read More
Read more in: Fintech | Tagged acquisition, BetaNXT, Delta Data, wealth management, wealthtech
Wealthfront, a tech-driven financial platform, continues to solidify its position as a partner for young professionals seeking to transform their savings into long-term wealth. Recent updates, including a refined investment strategy / philosophy and the appointment of legal executive Michelle Wilson to its Board of… Read More
Read more in: Fintech | Tagged investing, savings, wealth management, wealthfront, wealthtech
Addepar, the technology and data platform for wealth, investment, and asset management, announced the acquisition of Arcus, an innovator in enterprise AI workflows. This move accelerates Addepar’s technology roadmap to “embed sophisticated artificial intelligence (AI) and machine learning (ML) across its platform, supported by the… Read More
Read more in: Fintech, Artificial Intelligence | Tagged acquisition, addepar, arcus, wealth management, wealthtech
With the acquisition of Finanzportal24, Etops says that it strengthens its position in the market for digital wealth advisory and will offer financial service providers — “including independent financial advisors, intermediaries, as well as banks and insurance companies — an even broader range of integrated… Read More
Read more in: Fintech, Global | Tagged acquisition, etops, finanzportal24, germany, wealth management, wealthtech
Addepar, a global technology and data platform that investment professionals rely on to make the most informed, data-driven investment decisions, announced the closing of its $230 million Series G investment round. The investment round was co-led by Vitruvian Partners, headquartered in London, and “returning investor,… Read More
Read more in: Fintech | Tagged addepar, funding round, wealthtech
intelliflo redblack announced that Focus Financial Partners Inc. has adopted intelliflo redblack as a trade and rebalance technology solution, extending its capabilities across the organization’s firms. Focus Financial Partners is an ‘interdependent partnership of wealth management, business management, and related financial services firms.” intelliflo redblack… Read More
Read more in: Fintech | Tagged digital technology, focus financial partners, intelliflo redblack, wealthtech
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