How Summit Wealth built its RIA platform with ByAllAccounts
As the wealth management landscape rapidly evolves, modern registered investment advisors (RIAs) face growing pressure to offer more personalised, data-rich, and intuitive client experiences....
West Ham and eToro renew deal to boost women’s investing
West Ham United, the London-based Premier League football club, has renewed its partnership with eToro, a global trading and investing platform, reaffirming their shared...
WealthArc integrates BlackRock Portfolio 360 to streamline wealth analysis
WealthArc, a global wealth data company based in Switzerland, has partnered with BlackRock to integrate the asset management giant’s Portfolio 360 tool into its platform.
WealthTech custodian Altruist secures $152m Series F to scale RIA platform
Altruist, a modern WealthTech company serving independent registered investment advisors (RIAs), has raised $152m in a Series F funding round.
California wildfires shake fixed income markets as bond spreads widen
The devastating wildfires that erupted in California in early January, compounded by severe rainstorms and mudslides, have left lasting destruction on individuals and communities.
WealthTech leader Masttro welcomes Jay McNamara as new CEO
Masttro, a leading WealthTech provider serving wealth owners and their advisors, has announced the appointment of Jay McNamara as chief executive officer (CEO), effective...
Waafi Bank selects The Bank of London as its UK services provider
Waafi Bank, a Malaysia-based start-up founded in 2020, has chosen The Bank of London, a leading global clearing, agency, and transaction bank, as its banking services provider.
What is the future of wealth management?
Prior to the pandemic, wealth management was a sector known for its personal, high-touch interactions. Customers expected face-to-face meetings in exclusive offices, often with...
Futeur.AI unveils innovative business credit management platform for SMEs
Futeur.AI, an emerging FinTech firm, has announced the launch of its new business credit management digital platform designed specifically for small and medium-sized enterprises...
Novel secures $15m funding to expand Capital Intelligence platform
Novel, a FinTech platform dedicated to providing non-dilutive capital and strategic tools to tech founders, has announced a successful $15m oversubscribed pre-Series A funding round.
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