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Tifin appoints Rob Pettman chief revenue officer and president

Tifin, a leading AI and innovation platform for wealth, announces the appointment of Rob Pettman as its Chief Revenue Officer and President.

/wealth

eToro expands proxy voting to cover all asset classes

The trading and investment platform eToro has extended its proxy voting feature to all stocks listed on its platform after seeing massive engagement from users.

/wealth

BNY Mellon teams up with Accenture

BNY Mellon (NYSE:BK), the global financial services company, is collaborating with Accenture (NYSE:ACN), a leading professional services company, to modernize financial services offerings with an initial focus on data management and analytics product development and delivery.

/wealth

Abacus Group appoints Anthony D’Ambrosi CEO

Abacus Group, the leading Managed Services Provider to alternative investment firms, today announced that it has appointed Anthony J. D’Ambrosi as its new Chief Executive Officer.

/wealth

GrtWines launches fine wine tokenisation platform

GrtWines (https://www.grtwines.com/), a Web3 wine marketplace for enthusiasts and investors, proudly announces the official launch of its digital platform to collect, trade, and store fine wines with asset backed tokens.

/wealth

Kneip names Elisa Alonso Sanz CEO

Kneip, the fund data management company, is today announcing that it appointed Elisa Alonso Sanz as the company's new Chief Executive Officer, effective 1 July 2024.

/wealth

Nutmeg survey shows increase in personal saving

New research from Nutmeg, the UK’s largest digital wealth manager, reveals a positive picture when it comes to the nation’s personal finance habits.

/wealth

NewRetirement completes $20m funding round

NewRetirement, a comprehensive, digital-first financial planning platform for consumers and enterprise partners, today announced that it has closed its Series A round with $20 million in funding.

/wealth

Tifin acquires assets from WestCap

Tifin, a leading AI and innovation platform for wealth, announces an acquisition of assets for its Tifin AG platform to increase its capability to help wealth management firms drive organic growth through net new assets.

/wealth

HeirWealth adds Jason Nyilas as executive advisor

Jason Nyilas has been appointed Executive Adviser at emerging Australian wealthtech HeirWealth as the family wealth register platform expands its technology, integrations and client base in the local market and the United Kingdom.

/wealth

Fintel acquires ifaDASH

Fintel, the leading provider of fintech and support services to the UK retail financial services sector, has announced the acquisition of ifaDASH, a uniquely positioned practice digitisation solution supplier.

/wealth

UK wealth-building app Belong emerges from stealth

Belong – a new wealth-building platform has launched today after securing £2.95m in pre-seed funding – the largest pre-seed round ever raised by female founders in Europe.

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