Tag: Wealth management
Why investment firms should implement digital channels
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’s AI WealthTech platform secures $12m Series A led by Google’s...
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.
On-premise Vs. cloud-based – the battle in wealth management
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.
Wealth intelligence platform 1fs Wealth secures backing
UK-based 1fs Wealth, which offers digital wealth intelligence, has reportedly received an investment from Singularity Capital, a US venture capital firm.
Duco to support reconciliations at New Zealand-based JBWere NZ
Cloud-based data automation platform Duco will deploy its technology with New Zealand-based wealth manager JBWere NZ.
Altruist collects $112m to enhance its platform for RIA
Altruist, a custodian built exclusively for registered investment advisors (RIAs), has secured $112m in its Series D funding round.
5th annual WealthTech100 names the companies you can’t afford to miss
The fifth annual WealthTech100 list has named the technology companies transforming wealth and asset management during the uncertain market.
WealthTech firm Aiviq signs multi-year deal with AllianceBernstein
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 Wealth Management picks FactSet as primary data provider
BMO’s wealth management division has chosen FactSet, a global financial digital platform, as its primary market data provider.
Was 2022 a good year for WealthTech?
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.