Tag: Wealth management

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.

Wealth transfer is an important topic for all wealth managers, but most fail to keep hold of the heirs. But what if there was a way to boost retention rates?

Arta is a new financial management platform that aims to become the family office for everyone, not just the rich. The company has launched out of stealth mode, with $90m in equity.

As the cost of living continues to rise, the financial outlook of consumers is shifting rapidly. Kidbrooke has urged firms to move towards customer-centricity.

Global wealth management platform FNZ has agreed to acquire specialised WealthTech provider DIAMOS to enhance its global wealth management platform.