WealthTech

FNZ

Investors back FNZ’s $450m WealthTech transformation

FNZ has secured $450m in new equity funding from a group of existing long-term institutional shareholders. The capital was provided by some of the firm's...
Aquiline to invest in wealthtech platform Flourish

Aquiline to invest in wealthtech platform Flourish

Aquiline, a global private investment firm focused on financial services and technology, has entered into a definitive agreement to invest in Flourish, an innovative...
Marloo integrates Morningstar data into AI advice platform

Marloo integrates Morningstar data into AI advice platform

Marloo, the AI platform built specifically for financial advisers, has struck an agreement with Morningstar, a leading provider of independent investment insights, to bring...
Climate risk exposes limits of capital market models

Climate risk exposes limits of capital market models

Ortec Finance has warned that folding climate change into capital market assumptions (CMAs) is not, on its own, enough to capture the true scale...
Vertice

Vertice AI launches tool to automate bank marketing

Vertice AI, a provider of AI-powered growth solutions for community financial institutions, has introduced Vertice OPTIMIZE, a new module designed to connect an institution's...
Payward and LSE partner to tokenise UK equities

Payward and LSE partner to tokenise UK equities

Payward, the developer behind the xStocks tokenised equities framework, has partnered with the London Stock Exchange to advance the tokenisation of UK equity markets,...
April adds IRS tax data insights to wealth platform

April adds IRS tax data insights to wealth platform

April, an embedded, year-round tax platform designed to support smarter financial decision-making, has expanded its Integrated Tax Platform to give wealth management firms access...

SBI invests $270m in Indonesia’s Ajaib in record round

Ajaib, the Jakarta-based investment platform, has reportedly closed a $270m equity round backed by Tokyo-listed financial services group SBI Holdings, in what it describes...
Leeds United announce multi-year etoro partnership

Leeds United announce multi-year etoro partnership

Leeds United, the English football club competing in the Premier League, has entered into a new multi-year partnership with etoro, the trading and investing...
Interactive Brokers adds Bucharest Exchange access

Interactive Brokers adds Bucharest Exchange access

Interactive Brokers, an automated global broker, has added the Bucharest Stock Exchange (BVB) to its trading platform. The addition gives eligible IBKR clients the ability...

News Stories

AI can spot scams early, but humans must still decide

AI can spot scams early, but humans must still decide

A payment can pass every check and still be the product of manipulation. The account name matches, the customer insists they know the recipient,...
Why the RegTech and SupTech divide is about to disappear

Why the RegTech and SupTech divide is about to disappear

The long-standing wall between the technology firms use to comply and the technology regulators use to supervise is coming down, according to CUBE, the...
DACH banks must rethink platforms as AI and rules collide

DACH banks must rethink platforms as AI and rules collide

Banks across Germany, Austria and Switzerland that are replacing their wealth management platforms face a difficult balancing act. According to fincite, the DACH region...
Ema secures $77m Series B to scale AI Employees

Ema secures $77m Series B to scale AI Employees

Ema, an enterprise platform that provides agentic AI Employees, has closed a $77m Series B round as it looks to take its autonomous workforce...
Compliance teams trust data but struggle with audit trails

Compliance teams trust data but struggle with audit trails

LSEG Risk Intelligence, the risk-focused arm of LSEG, has published global research showing that although nearly all compliance leaders trust their screening data, fewer...

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