Investment Platforms

Tomorrow widens investment access with lemon.markets

Tomorrow widens investment access with lemon.markets

Tomorrow, a Berlin-based provider of sustainable digital banking, and lemon.markets, a Brokerage-as-a-Service platform, have moved their partnership into a new phase, widening access to...
Ripple backs ZILO and Licuido to scale tokenised funds

Ripple backs ZILO and Licuido to scale tokenised funds

Ripple, a provider of blockchain-based enterprise solutions for traditional and digital finance, has made strategic investments in ZILO and Licuido to strengthen its tokenised...
Arch tops $500bn in assets as new Series B backers revealed

Arch tops $500bn in assets as new Series B backers revealed

Arch, an AI-driven platform for administering and monitoring private markets portfolios, has passed the $500bn mark in private market assets held on its platform,...
Olomon raises $2.6m to build household finance record

Olomon raises $2.6m to build household finance record

Olomon, a Tennessee-based WealthTech company building a financial system of record for households and advisors, has raised $2.6m in an oversubscribed pre-seed funding round...
CSI acquires Qolo to expand embedded finance offering

CSI acquires Qolo to expand embedded finance offering

CSI has acquired payments infrastructure provider Qolo as the financial technology company looks to strengthen its commercial banking capabilities and expand its position in...
FlexTrade integrates Portx risk analytics into buy-side platform

FlexTrade integrates Portx risk analytics into buy-side platform

FlexTrade Systems, a provider of multi-asset execution and order management technology, has partnered with portfolio construction and analytics firm Portx to integrate real-time optimisation...
TAPP Engine partners with Envestnet on digital investing

TAPP Engine partners with Envestnet on digital investing

TAPP Engine, a provider of embedded digital wealth technology for credit unions and community banks, is adding Envestnet’s ActivePassive ETF model portfolios to its...
Banyan takes majority stake in Swiss WealthTech WIZE

Banyan takes majority stake in Swiss WealthTech WIZE

Banyan Software, an acquirer and long-term operator of software companies, has taken a majority stake in WIZE, a Geneva-headquartered WealthTech that provides an all-in-one...
The platform generates SAAs that satisfy investor objectives directly, integrates into existing processes, and delivers faster, decision-ready results. It is designed for insurers, pension funds, asset managers, and other long-term investors looking to modernize portfolio construction.

Ortec Finance unveils GLASS PRISM for advanced asset allocation optimisation

Ortec Finance has announced the launch of GLASS PRISM, a Strategic Asset Allocation (SAA) optimisation platform that applies Scenario-Based Machine Learning (SBML) to help...
With Greeks saving at one of the lowest rates in the eurozone, finding simple ways to encourage everyday investment has never been more urgent. This need lit the fire for EverydayInvest, the digital investing platform launched in partnership between Eurobank and everyoneINVESTED, a WealthTech spin-off of Belgium’s KBC. Designed to turn small, everyday transactions into long-term investment habits, the platform is already reshaping how Greek consumers engage with their finances.

How EverydayInvest is making investing universal

With Greeks saving at one of the lowest rates in the eurozone, finding simple ways to encourage everyday investment has never been more urgent....

News Stories

Private markets: The next frontier of democratisation?

Private markets: The next frontier of democratisation?

WealthTech has helped provide greater access to the world of investing, enabling retail investors to build their own portfolios. However, now the public market...

Why the UK’s new CCI regime could reshape fund disclosure

Zeidler Group has turned its attention to one of the most significant shifts in UK retail fund disclosure in years, using the latest episode...
Why end-of-day data is no longer good enough for bonds

Why end-of-day data is no longer good enough for bonds

Fixed income markets are shifting away from the end-of-day pricing model that has underpinned valuation for decades, according to LSEG Data & Analytics, as...
Why private market returns are getting harder to trust

Why private market returns are getting harder to trust

Private market allocations have moved from the fringes of institutional portfolios to their core, yet many performance measurement frameworks still treat them as an...
Eclipse Bank picks Lumin Digital for banking upgrade

Eclipse Bank picks Lumin Digital for banking upgrade

Lumin Digital, the Compounding Growth Platform for banks and credit unions, has been named as the new digital banking provider for Eclipse Bank, the...

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