Tagged: wealthtech

May 25, 2025 @ 10:45 pm By Michael Wong  |  

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

May 21, 2025 @ 4:55 pm By Omar Faridi  |  

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

May 21, 2025 @ 6:55 am By Omar Faridi  |  

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

May 18, 2025 @ 10:21 am By Omar Faridi  |  

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

May 14, 2025 @ 10:14 pm By Omar Faridi  |  

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

May 8, 2025 @ 3:15 pm By Omar Faridi  |  

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

April 4, 2025 @ 3:52 pm By Omar Faridi  |  

Contrary to predictions that fintech innovations like robo advisors and artificial intelligence (AI) would “diminish the role of human financial advisors,” JDPower data indicates otherwise. According to the J.D. Power 2025 Canada Investor Satisfaction Study, younger do-it-yourself (DIY) investors in Canada—once “thought to be leading… Read More

April 2, 2025 @ 11:23 pm By Omar Faridi  |  

Allfunds (AMS: ALLFG), the WealthTech partner for the wealth and asset management industries with more than €1.5 trillion assets under administration across Mutual Funds, Alternative Assets and ETPs, announces the launch of Nextportfolio 4, the latest version of its flagship portfolio management tool, “strengthening Allfunds’… Read More

March 29, 2025 @ 10:01 am By Omar Faridi  |  

Addepar, a wealth management technology platform, is charging into 2025 with several key updates that aim to enhance efficiency, improve insights, and strengthen client relationships for investment professionals. From leveraging artificial intelligence (AI) to streamlining alternative investment workflows, the company’s updates reveal a sharp focus… Read More

March 22, 2025 @ 6:31 pm By Michael Wong  |  

Malaysia-based wealth management platform Versa has completed its Series A funding round led by AHAM Asset Management Berhad (AHAM Capital), the company said, as it looks to accelerate user growth and expand its product offerings over the next five years. Other investors in the round… Read More

March 7, 2025 @ 11:05 am By Omar Faridi  |  

Allfunds (AMS:ALLFG), the B2B WealthTech platform for the funds industry, announces that JP Morgan Asset Management has joined the Allfunds Private Partners (APP) program. The APP program was reportedly launched back in 2023 in response to rising demand from asset managers to be able to “support… Read More

February 22, 2025 @ 6:04 pm By Omar Faridi  |  

Addepar, a technology and data platform for investment professionals,  announced the launch of Alts Data Management, Private Fund Benchmarks, and cash flow forecasts in Navigator. These capabilities are reportedly built to enhance data-driven decision-making and boost operational efficiency for “advisors and institutions managing complex portfolios… Read More

February 18, 2025 @ 9:11 pm By Omar Faridi  |  

Myne, a wealth and asset tracking platform, announced that the firm has secured $2 million and has now finalized its pre-seed round. The new investment round was led by Scene Holding, followed by Raz Holding with “participation from Plus VC, the most active VC in… Read More

February 4, 2025 @ 12:20 pm By JD Alois  |  

VC firm General Catalyst has launched a new registered investment advisor, GC Wealth, according to a blog post. General Catalyst currently reports over $32 billion in assets under management and 800+ portfolio firms. A diversified investor, General Catalyst invests in Fintech, AI, and more. GC… Read More

January 30, 2025 @ 5:18 pm By Omar Faridi  |  

OneVest, a wealth management technology platform, announced the closure of a $20 million Series B equity funding round. The investment round was reportedly led by Salesforce Ventures, with participation from new investors, Allianz Life Ventures and TIAA Ventures. Returning investors include the following: OMERS Ventures,… Read More

January 20, 2025 @ 9:05 am By JD Alois  |  

Fundment, a platform for financial advisors targeting High Net Worth (HNW) individuals, has raised £45 million in Series C funding. Fundment was founded by former Blackrock asset manager Ola Abdul. His goal is to leverage proprietary technology that improves the operations of the 500+ firms… Read More

January 14, 2025 @ 9:14 pm By Omar Faridi  |  

Endowus, Asia’s digital wealth advisory platform has increased its total funding to over $110 million. As noted in the announcement, an additional raise of $17.5 million follows from their $35 million raise last year to take the total for this round to $52.5M. New investors… Read More

January 14, 2025 @ 7:29 am By Omar Faridi  |  

Revolut, the global financial super-app, is making significant strides in its mission to redefine and reimagine modern financial services. With its latest product offering tailored for wealth management and private clients, the Fintech company is positioning itself as a solution for individuals seeking sophisticated financial… Read More

January 8, 2025 @ 6:42 am By Omar Faridi  |  

Wealthtech Addepar has shared an update focused on how to drive tax efficiency and growth with householding in Addepar Trading. Wealthtech firm Addepar explained that successful advisors help clients reach their financial goals while creating “opportunities for business growth for themselves, and their firms.” Addepar… Read More

December 9, 2024 @ 11:12 am By JD Alois  |  

NAO, a Berlin-based Fintech, has raised €3.4 million in Seed funding, according to a company statement. The round was said to be led by a family office of a Swiss private investor. The Wealthtech says it is on a mission to become the top investing… Read More