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G+D: Navigating the Future of Fintech Agility and Innovation
At Money20/20 Europe 2026, Philippe Serres Chief Sales Officer at Giesecke+Devrient (G+D) outlines how they […]
FNZ Launches Advisor AI to Redefine Advisor Productivity and Scale Personalized Advice
FNZ has launched Advisor AI, a generative AI solution embedded directly into their wealth management platform
Susanne Krehl Joins wealthAPI Management Team as Chief Growth Officer
wealthAPI GmbH is appointing Susanne Krehl as Chief Growth Officer (CGO), effective September 1st, 2025
New Wealth Management Platform Stratiphy Launches to Unlock Access to Personalised Investment Strategies
Stratiphy has launched its personalised wealth management platform to empower investors to take control of their investments
BIBD Securities SDN BHD (BIBDs) Enhances Wealth Management Service Offering With Avaloq Platform
BIBD Securities Sdn Bhd (BIBDS), a wholly owned subsidiary of Bank Islam Brunei Darussalam Berhad […]
The Access Bank UK Ltd Selects Wealth Management Solution by Profile Software
Profile, a leading international financial solutions provider, has announced today that The Access Bank UK Ltd has […]
EiC Corporation, Planet of Finance, and iCapital Ventures Are Joining Forces
Three leading financial institutions – EiC Corporation, Planet of Finance and iCapital Ventures – announce an ambitious strategic alliance to transform access to wealth management, skilled investing and financial inclusion globally.
Raymond James Ltd. Announces Strategic Investment in Next-Generation Wealth Management Platform
Raymond James Ltd., the largest independent financial services firm in Canada, today announced a strategic partnership with FNZ, a global wealth management platform provider, to deliver its next-generation wealth management platform. Under the agreement, Raymond James Ltd. will make a significant investment to accelerate the digital transformation of its wealth management infrastructure and elevate the advisor and client experience nationwide.
Moneybox Appoints Melissa Birge as Independent Non-Executive Director to Support Next Phase of Growth
Moneybox announces the appointment of Melissa Birge as an Independent Non-Executive Director to its Board.
How FinTech Is Disrupting Traditional Wealth Management: Threat or Opportunity?
The Digital Shift in Wealth Management In the world of modern revolutions one that is […]
Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a strategic partnership with Practifi, the leading CRM built for wealth management
OneVest Transforms Mobile Wealth Management for Advisors & Clients with a Customizable Mobile App for Today’s Modern Investors
OneVest is pushing the limits of modular wealth infrastructure with its white-labeled mobile app, deployed and transforming the way customers and advisors operate
OneVest Transforms Mobile Wealth Management for Advisors & Clients with a Customizable Mobile App for Today’s Modern Investors
OneVest is pushing the limits of modular wealth infrastructure with its white-labeled mobile app, deployed and transforming the way customers and advisors operate
Finovate Announces Fintech Live Demos for FinovateSpring 2025
Finovate, a research and events firm focused on innovation in financial and banking technology, today announced its slate of demo companies for FinovateSpring 2025, to be held May 7-9 at the Sheraton San Diego Hotel and Marina in San Diego, California.
Flanks Raises €14m to Automate Wealth Management for Next-Gen Advisory
Flanks is redefining wealth management with an end-to-end solution that connects complex data from any asset class worldwide
Datalign Secures $9M Seed Funding to Accelerate AI-Powered Financial Advisory Solutions
Datalign Advisory (“Datalign”), an AI platform matching consumers with leading financial advisors, today announced Link […]
- Oxford Risk: Placing the Human at the Center of Wealth and Asset Management Transformation Read more
- CLS Appoints Six New Board Directors Read more
- Mobey Forum Calls for a Collaborative Approach to Fraud Prevention in Rethinking Fraud in a Connected World Read more
- SumUp Launches in Canada Read more
- European Fintech Association Elects New Board of Directors Read more