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Nominate best fintech projects and people by 31 August!
Wealth Management
The vital role of actionable content
Retail investors are more informed and independent than ever before.
SFOX raises $23m funding for crypto asset management platform
Series A funding round led by Tribe Capital and Social Capital.
FinTech for Good Award: honouring organisations for outstanding social impact
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DriveWealth and Bambu join forces on robo-advisory tool
Two wealthtech companies from opposite sides of the globe have built upon their partnership.
SS&C to acquire wealthtech Eze Software for $1.45bn
Boston-based Eze is a provider of investment management solutions.
Tips for writing a Banking Technology Awards winning entry
Let us know why your project deserves the recognition.
The rise of wealthtech
Artificial intelligence (AI) and machine learning (ML) are revolutionising wealthtech.
State Street to buy Charles River Systems for $2.6bn
Will acquire US investment management front office solutions provider.
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Nominate outstanding individuals for a Banking Technology Award
TD Ameritrade unveils $100k RIA innovation quest
Wants smart ideas for registered investment advisors.
Banking Technology Awards 2018: celebrating people that make things happen!
Taking place on 13 December in London.
Additiv and Orange Business Services in juicy wealthtech hook-up
European robo-advisor Additiv makes its cloud-based tech available to banks and FIs.
Banking Technology Awards 2018: celebrating most innovative projects of the year!
Enter the awards by 31 August.
US financial planner Grove gets groovy with $8m funding
It publicly launched four months ago.
SmartAsset scoops up $28m in new funding
Series C round takes company’s total equity capital to more than $51 million.
Wealthtech robo-advisor SigFig raises $50m
Series E funding round led by growth equity firm General Atlantic.
InvestCloud acquires rplan for $20m in asset management advance
Deal extends its direct-to-consumer (D2C) offering for asset managers.
Banking Technology Awards 2018 now open for entry!
Recognising excellence in the use of IT in financial services.
Temenos on M&A trail to grow US business
Anti-money laundering (AML), fraud and wealth management are the focus areas.
Wealthtech firm WeInvest raises $12.3m, Schroders among investors
The financing comes from angel investors and Schroders.
Personal Capital lands $15m credit extension
Gets money from Silicon Valley Bank.
TD Bank turns to CGI for wealthtech revamp
Canadian bank to use Wealth360 Portfolio Management platform.
Spotlight: how Alpha Suite is helping fund managers to succeed
TradeSocio’s Alpha Suite has become highly significant for fund managers, brokers and investors.
Bambu goes global with new office and talent
In fintech, when the going is good, the good go global.
Five ways AI is disrupting financial services
Whether you realise it or not, artificial intelligence (AI) is taking over the world.
No downside for Flipside Crypto with $3.4m funding grab
To date, Flipside has operated as a sort of data-driven angel network.
Robo-advice: the future is now
While we know that robo-advice is here to stay, who is actually using it?
Finantix acquires Asian wealthtech start-up Smartfolios
Deal brings in quant-enabled investment tools for digital wealth management.
Top fintech stories this week – 9 March 2018
Catch up on FinTech Futures’ top five fintech stories of the week – all in one place!
New customers drive Avaloq to record 2017 revenue
Swiss core banking vendor reveals record revenue of over $584.4m.
Blackstone buys Thomson Reuters’ financial business for $17bn
Gets data business, risk and compliance solutions and wealth management software.
Interview: Dmitry Leus, Imperium Investments – how to protect money?
Reading smart books and applying other successful investment strategies will not lead to success.
Wealthfront rakes in $75m
The financing was led by Tiger Global Management with participation from existing investors.
Envestnet finalises acquisition of FolioDynamix for $195m
Wealthtech firm FolioDynamix is now part of Envestnet.
Top ten wealthtech stories in 2017
A wealth of talent washed over us in the wealthtech space in 2017.
UBS seeks global finance and risk tech CTO
UBS is looking for a chief technology officer (CTO) for finance and risk technology.
Allianz accelerates to new digital investments
Allianz with its in-house incubator, Allianz X, has switched gears and pivoted towards a new range of digital investments.
Wealthtech: a market poised for extended growth
Rapid changes are occurring in the wealth management space and the level of disruption in how advice and capital are managed is only beginning. Wealth management is a monumental industry. The players in the space run the gamut from gigantic hedge funds to individuals who manage their own investments. This changing wealth management landscape is driving a significant uptick in transactions.
Why financial services should be terrified of dispensing wealth management robo-advice
Robo-advisors are software programmes that provide financial advice with minimal human intervention. Software has been providing advice for half a century, from portfolio management to trading strategies to currency management, and more. The novelty is providing robo-advice direct to consumers. Robo-advice costs less than “bricks & mortar & human” services, hopefully harvesting a bigger market. […]
