Tag: Wealth management

FinTech global recently sat down with Fredrik Davéus, the CEO and co-founder of financial analytics API developer Kidbrooke. During the discussion, Davéus explained why investment firms should implement digital channels.

Range, the AI WealthTech platform, has recently announced a $12m funding round led by Gradient Ventures, Google's AI-focused venture fund. The company aims to revolutionize wealth management by providing an all-in-one platform to make financial planning accessible to everyone.

As more companies shift towards the cloud, data-driven wealth management platform WealthArc has compared cloud-based and on-premise wealth management solutions to see which comes out on top.

UK-based 1fs Wealth, which offers digital wealth intelligence, has reportedly received an investment from Singularity Capital, a US venture capital firm.

Cloud-based data automation platform Duco will deploy its technology with New Zealand-based wealth manager JBWere NZ.

Altruist, a custodian built exclusively for registered investment advisors (RIAs), has secured $112m in its Series D funding round.

The fifth annual WealthTech100 list has named the technology companies transforming wealth and asset management during the uncertain market.

Aiviq, a cloud-based SaaS business for the global asset management industry, will provide AllianceBernstein (AB) with client assets under management (AUM) and flow data management products and services, through a new deal.

BMO’s wealth management division has chosen FactSet, a global financial digital platform, as its primary market data provider.

As 2022 draws to a close, it a good time to look back over these last 12 months. FinTech Global has spoken to a number of WealthTech companies to see what the biggest developments from the year were.