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.
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.
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.
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.
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.
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.
Video: Banking Technology Awards 2018 highlights
Check out the highlights of our glamorous event which took place on 13 December 2018 in London.
Plaid buys fintech rival Quovo for $200m
Bank account connectivity firm finds something similar in the US.
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.
Banking Technology Awards 2018: and the winners are…
The Banking Technology Awards 2018 winners announced!
Morgan Stanley says yes to Yext for finance advice
Bank has digital brain wave for its financial advisors.
Motive Partners takes majority stake in Finantix
Private equity firm gets hold of digital services provider.
BlackRock to acquire equity stake in Envestnet
BlackRock gets 4.9% equity stake in a stock transaction totaling $123 million.
Morgan Stanley’s $15m funding FX ups Integral
Foreign exchange tech provider looking for more banking and broker action.
Top fintech stories this week – 23 November 2018
Catch up on FinTech Futures’ top five fintech stories of the week – all in one place!
Wealthtech d1g1t likes digits with $7m funding boost
Two private investment rounds led by Purpose Financial.
Lendtech SoFi flying low as losses linger
US firm has lost money for the second consecutive quarter.
Citizens Bank pioneers SigFig’s new wealthtech for financial advisors, CoPilot
SigFig unveils CoPilot, a digital wealth management platform for financial advisors.
Sustainable ETF assets soon to be commonplace among investors
Exchange-traded funds (ETFs) are estimated to be worth $400 billion in the next decade.
Mining ESG data: the rise of technology
The root of an informed valuation is the disclosure of relevant information.
UBS Wealth Management USA in wealthtech revamp with Broadridge
UBS Wealth Management USA to be “the anchor client” on Broadridge’s new wealthtech platform.
Goldman Sachs and Ayco in huge financial coaching deal with Google
Ayco will provide financial coaching to Google’s US-based employees.
FundGuard raises $4m funding to “revolutionise” investment funds tech
FundGuard, a cloud-based investment funds operating system powered by AI, has launched and raised $4m.
Banking Technology Awards 2018: shortlist announced!
Winners will be unveiled on 13 December in London!
AXA to focus on fintech investment with fund restructure
AXA Investment Managers turns its £55m Framlington Financial fund into a fintech one.
Fidelity launches Fidelity Digital Assets for crypto tech
Bringing blockchain and crypto to institutional investors.
Goldman Sachs to spin off Simon finance app
In advanced talks with several firms to sell its three-year-old app.
Hydrogen and TD Bank in their element for DIY financial planning
Bank’s clients will have new tools to build their own financial plans and portfolios.
Baltimore in awe as Facet Wealth scores $33m funding
US wealthtech plans to expand its personal financial planning platform.
Due to popular demand: Banking Technology Awards entry deadline extended!
Submit your nominations by 7 September 2018.
UBS to sell robo-advisor SmartWealth to SigFig
Swiss bank already has an equity stake in SigFig.
