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Latest Results from /wealth

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Refinitiv introduces Wealth Connect

Refinitiv today announced the launch of its new digital collaboration capability ‘Refinitiv Wealth Connect’, designed to help wealth management firms and their advisors advance with the growing pace of digital transformation within the wealth management industry.

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Y Cominator-backed Alinea integrates with DriveWealth API

DriveWealth, LLC, a leading global brokerage infrastructure platform, today announced their partnership with Alinea, a Y Combinator-backed company, to offer the next generation of investors a personalized, educational investing experience. The Alinea team integrated with DriveWealth’s APIs in a record 34 days.

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TietoEvry scores first Norwegian customer for WealthMapper

Norwegian Savings Bank, Sparebanken Møre, has chosen the TietoEVRY WealthMapper to enhance the mobile and web self-service capabilities for bank customers.

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Ikigai launches in UK

ikigai, the new premium fintech bringing self-care to personal finance, has today announced its official launch in the UK.

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WealthTech startup FundSense goes live

FundSense, a new digital transformation platform for asset and wealth managers, is now live.

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Indigita and New Access partner to bring automated compliance controls to wealth management industry

Swiss regtech company Indigita SA and private banking system provider New Access SA have announced their partnership to simplify regulatory compliance for private banks and wealth managers.

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Canoe Intelligence reports Emea client wins

Canoe Intelligence (“Canoe”), a financial technology company focused on reimagining data management processes for alternative investors, wealth managers, asset servicing firms and capital allocators, today announced it has expanded its EMEA presence with new clients, a new London office and the hire of Toby Bailey as Vice President of Sales, EMEA.

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Hemista taps DriveWealth to offer fractional robo-investing to non-resident Indians in the US

DriveWealth, LLC, a leading global brokerage infrastructure platform, today announced a partnership with Hemista, a first-of-its-kind cross-border robo-advisor, designed for the specific needs of Non-Resident Indians in the U.S.

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Fortu Wealth taps Currencycloud for cross-border payments

Fortu Wealth – a London-based fintech providing a revolutionary all-in-one personal finance platform for high-net-worth individuals and a B2B banking-as-a-service (BaaS) solution for private banks and wealth managers – has today announced that it has partnered with Currencycloud, a leading provider of B2B embedded cross-border solutions, to allow its clients to make multi-currency payments globally through its Currencycloud Spark solution.

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Northern Trust partners Two Sigma to provide quantitative analytics tech to clients

As part of its strategy to provide integrated products, services and technology across the whole office, Northern Trust (Nasdaq: NTRS) has entered into a strategic agreement with Two Sigma to offer Venn, a cloud-based investment analytics platform, to its clients.

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Additiv partners with Clarity AI to bring sustainability insights to wealth managers

additiv, a leading SaaS provider to the wealth management industry, today announces a partnership with Clarity AI, a global sustainability and data science tech platform, that brings wealth managers sustainability insights to build smarter portfolios, provide client support and comply easily with regulation.

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AssetMark to acquire Voyant

AssetMark Financial Holdings, Inc. (NYSE: AMK) today announced it will acquire Voyant, a leading global provider of SaaS-based financial planning and client digital engagement solutions.