Institutional Investment & Trading

ZILO, a UK-based company specialising in asset and wealth management software, has successfully completed a significant Series A fundraising round, securing £25m.

Unbox, an innovative FinTech company, has recently announced the closure of its Series A funding round, amassing a significant €12m.

FlexTrade Systems, a renowned leader in multi-asset execution and order management systems, and LSEG have announced a significant partnership.

Prosper, a leading WealthTech platform, has closed its crowdfunding campaign, surpassing its initial targets to secure over £1m.

TMX Group, a Canadian multinational with a focus on financial services, and VettaFi Holdings LLC, a leading US-based company specializing in indexing, digital distribution,...

Tietoevry Tech Services, a leading technology company with expertise in cloud, data, and software, has entered into a new collaboration agreement with LocalTapiola, a...

Confluence Technologies, which is dedicated to addressing complex investment data challenges in the investment management industry, has partnered with Manaos, which streamlines how institutional investors centralize portfolio data, integrate ESG information, and report on investment sustainability.

The gender pay gap attracts a lot of attention and people around the world are fighting to fix the issue and ensure equality. However, the gender wealth gap is just as important but does not get the same level of publicity.

In today's financial world, wealth management requires a strategic, technology-driven approach. A Portfolio Management System is essential, according to WealthArc, an asset management software developer. 

IntellectAI Partner & Senior Vice President, Hari Menon, and esteemed CIO, Investor, and Advisor Laura Meyer, recently discussed the future of WealthTech. The event, hosted by the Collaboration, Innovation, Technology Forum (CITF), marked a significant milestone in the journey of wealth management firms towards integrating AI, Entrepreneurship, and Visionary Leadership.