Tag: WealthTech

MDOTM, the provider of the AI-powered Sphere platform, has been chosen by the Portfolio Solutions team at Morgan Stanley Wealth Management to support the...

AvaTrade, a global online trading broker, has rolled out a proprietary trading platform that brings AI-driven market analysis and fully adjustable workspaces to traders...

Robinhood, the investing platform that pioneered retail IPO participation in the US, has rolled out its IPO Access feature to customers in the UK,...

Vestmark, a WealthTech firm offering technology and services to the wealth management industry, has joined forces with First Trust Portfolios, an investment product and...

Financial institutions rarely sell through a single route. A typical insurer, bank or wealth manager runs a website or app, a team of employed...

Finpilot, an AI-native operating system built for institutional capital, has secured $10m in a Series A round as it aims to free long-term investment...

BRI Wealth Management has reached close to full active usage of Aveni Assist among its advice, paraplanning and administration staff, with suitability report turnaround...

Hoxton Wealth, a London and Dubai-based international wealth management platform built around technology, has secured a $135m commitment from Aspirity Partners I, marking the...

Trading 212, one of the UK’s leading savings and investment platforms, has teamed up with Cardamon, a Y Combinator-backed RegTech firm, to automate regulatory...

Investment management technology provider SimCorp has appointed Fiona O’Donnell as its first chief delivery officer, creating a new executive position to oversee client relationships...