Latest Results from /wealth
/wealth
Iress today announces that Rathbones Group PLC (Rathbones) is now live on its Xplan advice software to support Rathbones' current financial planning business.
18 hours
Savvy Wealth, a digital-first platform for financial advisors centered around modernizing human financial advice, today announced an additional $15.5 million funding round led by Canvas Ventures.
05 August 2024
Etops, headquartered near Zug, Switzerland, will join a wealth and asset management software consolidator.
The BNP Paribas Group announces today that it has entered into exclusive negotiations with AXA to acquire 100% of AXA Investment Managers (AXA IM), representing close to €850bn1 assets under management, together with an agreement for a long-term partnership to manage a large part of AXA’s assets.
02 August 2024
Temenos today announced that Credicorp Capital, the investment management and advisory company, has gone live on Temenos Multifonds delivered as SaaS.
01 August 2024
Savings & investment service Wealthify has today launched its new proprietary platform, which sees the company more than double its in-house capabilities to accommodate its plans to scale and grow the business.
31 July 2024
GeoWealth, a proprietary technology and turnkey asset management platform (TAMP), today announced that it has closed a $18 million growth investment led by BlackRock (NYSE: BLK).
30 July 2024
Behavioural finance experts, Oxford Risk are partnering with Colombian-based Bancolombia Capital to drive better financial outcomes for the leading bank’s customers and investors.
Mintos, a leading multi-asset platform offering a unique mix of alternative and traditional investment options, is delighted to announce the launch of its latest product in Spain: Mintos Smart Cash.
WealthBlock, the platform that streamlines capital raising, investment marketing and investor management for global asset managers, today announced upgrades to its flagship offering.
29 July 2024
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.
Wealthify today announces the appointment of a new CEO, Richard Ambrose, formerly of Azimo, PayPal, and eBay.
25 July 2024
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