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WealthBlock addds new functionality for investor onboarding, marketing and reporting

WealthBlock, the platform that streamlines capital raising, investment marketing and investor management for global asset managers, today announced upgrades to its flagship offering.

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HPS Investment Partners and Sumitomo Mitsui Trust Bank invest in WealthTech S64

S64, the global alternatives fintech and solutions partner to the wealth management industry, today announced the successful close of its Series A funding round which includes investments from HPS Investment Partners and Sumitomo Mitsui Trust Bank, two prominent institutional investors.

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Wealthify appoints new CEO, Richard Amrbose

Wealthify today announces the appointment of a new CEO, Richard Ambrose, formerly of Azimo, PayPal, and eBay.

/wealth

EToro adds 1000 UK stocks to trading platform

Trading and investing platform eToro is adding more than 1,000 UK stocks to the platform after enhancing its access to London Stock Exchange market data.

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S64 appoints Andy Gent from Goldman Sachs as COO

S64, the leading alternatives fintech and solutions partner to the wealth management industry, has today announced the appointment of Andy Gent as Global Chief Operating Officer (COO). His appointment bolsters S64’s executive team as the firm prepares for its next phase of growth.

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MIntos expands to Portugal

Following its successful entrance in other EU nations, Mintos, the multi-asset investment platform offering a unique mix of alternative and traditional investment options, continues its European rollout by making its official debut in the Portuguese investment market.

/wealth

Baader Bank joins Spectrum Markets

Spectrum Markets (“Spectrum”), the pan-European trading venue for securities, announces today that Baader Bank, a leading provider of securities and banking services in Europe, becomes a new trading member.

/wealth

Iress integrates with AI-driven PlannerPal

Iress today announces a new integration with AI-driven PlannerPal, adding to the list of Xplan integrations available for financial advice clients.

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Mintos makes debut in the Czech Republic

Following its successful entrance in other EU nations, Mintos, the multi-asset investment platform offering a unique mix of alternative and traditional investment options, continues its European rollout by making its official debut in the Czech Republic investment market.

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Tifin launches in India

TIFIN, a leading AI and innovation platform for wealth, makes its international debut with the launch of TIFIN India. The launch of TIFIN India represents an important milestone in TIFIN’s vision to take its expertise in both direct-to-consumer (DTC) and business-to-business (B2B) AI for wealth applications to global markets.

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Thought Machine and Quantifeed join forces for private banking drive

Thought Machine, the cloud-native banking technology company and Quantifeed, the leading provider of digital wealth management solutions, today announce a new partnership which brings together their joint capabilities to service the private banking sector worldwide.

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Pinmfa sets out five-year agenda for advancing financial health

PIMFA, the trade association for wealth management, investment services and the personal investment and financial advice industry, has set out its agenda for government over the course of this Parliament.

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