Ellevest raises $33m from high profile female investors
Investors include Melinda Gates’ Pivotal Ventures.
Wealth Management
Canada Life moves to UK with Temenos’ tech support
The Multifonds Global Accounting platform will consolidate investment assets.
Nutmeg prepares crowdfunding and international launch
The crowdfunding on Crowdcube will come in summer.
Wealth managers can adapt to digital assets and thrive
There are 2,000+ digital assets worth over $200bn, and a wide variety of digital investments on offer.
Objectway unveils new chatbot for wealth management
AI offers a new service model for the financial sector.
Capdesk raises £1.5m to aid in employee share plans
As firms compensate staff with the own firm’s shares, liquidity is not as easy as it seems.
Sova Capital picks Iress for wealth management middle-office
Iress will also provide post-trade processing services.
Envestnet | Yodlee to acquire PIEtech for $500m
This would be the tenth acquisition for the Chicago-based company.
CC&L chooses SimCorp to deliver integrated client communications
One of Canada’s largest firms in the sector, Connor, Clark and Lunn Financial Group manages over $55 billion in assets.
FCA urges end to exit fees on investment platforms
UK’s Financial Conduct Authority calls for feedback and more competition.
Swiss crypto outfit Amun amasses $4m funding
“We are bullish on crypto in the long-term.”
Edison Partners lights up $62m funding for YieldStreet
US digital wealth management platform gets delicious dollars.
Succeeding with advanced analytics: The accelerator for asset management
Get deeper insights and visibility into your assets via the expertise of Information Builders.
Julius Baer enters crypto arena with SEBA stake
Swiss duo plans tech bridge between traditional and digital assets worlds.
ZagTrader and BeQuant show crypto FIX-ation
Duo will offer access to cryptocurrencies using the Financial Information Exchange (FIX) and APIs.
A win-win despite the trade war: why small-time foreign investors and US markets need each other
While the trade war looks set to escalate, it seems there may be a silver lining for the US economy.
Allianz X boosts fund size to €1bn for insurtech action
Looking for digital firms in insurance and asset management space.
Falcon Private Bank flies away from UK nest
Bank departs and sells assets of London-based subsidiary to Dolfin Financial.
FinovateEurope 2019: Best of Show winners revealed
Let those that win bask in the fintech glory… and this brief news report.
Interview: Scott Cooper, CybiWealth – investing big for small pockets
Clever investment management, frustrations, and taking care of choices.
Morgan Stanley stocks up with $900m Solium acquisition
Wealthtech move marks its biggest deal since the financial crisis.
Analysis: openfunds − raise the standard
It’s surprising how haphazardly much of the data in investment funds is distributed.
Personal Capital gets $50m in personal capital
Digital wealth management company is in a happy Silicon Valley.
Pagaya shows off its AI-powered $100m ABS
Asset-backed securities looking toned and honed.
MiFID II’s unbundling mandate puts data front and centre for traders
A year on, MiFID II is changing the way buy-side firms acquire and produce investment research.
Video: Banking Technology Awards 2018 highlights
Check out the highlights of our glamorous event which took place on 13 December 2018 in London.
BBVA Groww-s investment app via $6m funding round
Bank’s Propel Venture Partners one of the backers for Indian firm.
DBS chief innovation officer Neal Cross leaves for fintech start-up
Calls time on five lively years and moves to PictureWealth.
Falcon Private Bank unleashes crypto transfers
Swiss bank offering selected cryptocurrencies for private and institutional clients.
FNZ takes minority stake in Embark
FNZ and Embark also extend their tech partnership until 2028.
Orowealth acquires wealthtech app Wealthtrust
Indian direct mutual fund seeks expansion.
Accenture ups wealth game with Orbium acquisition
Orbium is Avaloq’s partner and system integrator.
Plaid buys fintech rival Quovo for $200m
Bank account connectivity firm finds something similar in the US.
The Nottingham debuts new savings brand Beehive Money
On the back of a system upgrade.
Didi does in-app financial services across China
Launches mutual protection, personal credit and automobile financing products.
Top ten wealthtech stories in 2018
Witness the wonders of the wealthtech world for free!
Aiera bags $3.5m for AI-driven equity research
Welcome to the era of the artificially intelligent equity research analyst.
Diginex deepens digital assets with Altairian acquisition
Hong Kong-based blockchain firm buys again – this time a UK wealthtech.
Banking Technology Awards 2018: and the winners are…
The Banking Technology Awards 2018 winners announced!
Voleo to help OP Financial Group’s social trading drive
Voleo will join the Helsinki-based firm’s Wealthtech Partnership Programme.
