Articles with tag like: wealth management

Found 42 results in 926 milliseconds.

Allocare acquires Numas

News | Online & Mobile Banking | 10 Sep 2021

Switzerland-based banking software provider Allocare has announced the acquisition of data management fintech Numas.

acquisition, SaaS, wealth management, data

Cabital chooses Sumsub for its identity verification toolkit

News | Digital Identity, Security & Online Fraud | 08 Sep 2021

Cabital, a wealth management platform that offers crypto-based savings products, has chosen Sumsub’s KYC/AML toolkit.

cryptocurrency, wealth management, KYC, AML, identity verification

LEAD Consult, additiv to support embedded wealth implementation

News | Online & Mobile Banking | 11 Aug 2021

Business and IT consulting services provider LEAD Consult has partnered with additiv to meet the growing demand for wealth management services embedded into context relevant user-journeys. 

partnership, embedded finance, financial services, wealth management

Broadridge Financial Solutions acquires Alpha Omega

News | Payments General | 03 Aug 2021

Broadridge Financial Solutions, a financial technology company, has acquired Alpha Omega, a FIX-based post-trade solutions provider for the investment management industry.

acquisition, wealth management, banks, trade finance

Lloyds acquires Embark Group

News | Online & Mobile Banking | 29 Jul 2021

UK-based Lloyds has announced that it intends to acquire the Embark Group (Embark), a fast-growing investment and retirement platform business.

acquisition, wealth management, banks, financial services

SIMON raises USD 100 mln Series B

News | Online & Mobile Banking | 26 Jul 2021

Fintech SIMON Markets has closed the first leg of a strategic financing round of up to USD 100 million of growth capital.

fintech, investment, wealth management

Singapore's Syfe raises USD 30 mln in Series B

News | Online & Mobile Banking | 14 Jul 2021

Singapore-based Syfe, a digital wealth management company, has announced that it has closed a SGD 40 million (USD 30 million) Series B funding round.

personal finance management, wealth management, funding, digital banking

US Bank acquires PFM's asset management business

News | Online & Mobile Banking | 09 Jul 2021

US Bank has entered into a definitive agreement to purchase PFM Asset Management under its subsidiary, US Bancorp Asset Management. 

acquisition, investment, wealth management

Raisin brings Renault Bank's services to Netherlands

News | Online & Mobile Banking | 08 Jul 2021

The Renault Group automotive captive RCI Bank and Services and fintech Raisin DS have partnered to bring the bank’s retail banking offer to the Netherlands.

fintech, Raisin, partnership, banks, wealth management

Wealth management platform Hargreaves Lansdown selects Stripe

News | Online Payments | 28 Jun 2021

Hargreaves Lansdown, a UK-based digital wealth management platform, has selected Stripe as its primary payments partner.

partnership, Stripe, online payments, wealth management

Tellco partners with additiv to launch wealth management services

News | Payments General | 23 Jun 2021

Pension provision and wealth management services specialist Tellco has selected additiv’s Hybrid Wealth Manager solution to launch wealth management solutions.

partnership, product launch, wealth management, banking licence

ICBC and Goldman Sachs partner for wealth management joint venture

News | Online & Mobile Banking | 14 Jun 2021

The asset management subsidiaries of Industrial and Commercial Bank of China (ICBC) and Goldman Sachs have partnered for the establishment of a joint venture.

partnership, Goldman Sachs, risk management, wealth management, fintech

Standard Chartered, Franklin Templeton partner to launch Autumn

News | Online & Mobile Banking | 11 Jun 2021

Standard Chartered and Franklin Templeton have entered a partnership to launch Autumn, a wealth, health, and lifestyle solution platform in Singapore.

partnership, wealth management, financial services, fintech

Scalable Capital lands USD 180 mln from Tencent

News | Online & Mobile Banking | 11 Jun 2021

Digital wealth manager Scalable Capital has raised a series E funding round of USD 180 million led by China-based Tencent, according to AltFi.

investment, fintech, online banking, wealth management

Eurobank partners with Temenos

News | Online & Mobile Banking | 06 May 2021

Temenos, the banking software company, has announced that Eurobank in Greece has selected Temenos Wealth to strengthen its position in wealth management and affluent segment services. 


wealth management, digitalisation

SIX adds wealth management APIs to the b.Link Open Banking platform

News | Online & Mobile Banking | 18 Feb 2021

Member of the OpenWealth Association, SIX has plans to launch three new interfaces for Swiss wealth management on the b.Link Open Banking platform, according to the official statement. 

SIX, b.Link, Open Banking, API, wealth management, online banking, OpenWealth Association

Goldman Sachs launches Marcus Invest robo-adviser, Reuters

News | Online & Mobile Banking | 17 Feb 2021

Goldman Sachs has announced plans to launch an automated wealth-management platform to invest customer funds across managed portfolios made up of exchange trade funds for stocks and bonds, according to Reuters.

Goldman Sachs, Marcus Invest, robo-adviser, wealth management, online banking

Norwegian Block Exchange (NBX) secures private investment from Pareto Securities

News | Cryptocurrencies | 11 Jan 2021

Norwegian Block Exchange has received a 60 million NOK investment that was arranged by Pareto Securities, an investment bank in the Nordics, that acted as the sole manager and book-runner.

NBX, crypto, blockchain, Norway, wealth management, funding, investment, Pareto Securities

InvestSuite receives EUR 3 mln in third seed funding round

News | Online & Mobile Banking | 06 Jan 2021

Belgium-based wealthtech firm InvestSuite has finalised its third seed funding worth EUR 3 million from existing investors PMV, AB Accelerator, 365.fintech, and others.

InvestSuite, investment, funding, AI, digital finance, wealth management

Hong Kong online banks gear up to business loans and wealth management offers

News | Online & Mobile Banking | 24 Dec 2020

Hong Kong’s new online-only banks have announced plans to venture into business lending and wealth management.

online banks, wealth management, lending, Za Bank, savings accounts, transfer services, Mox Bank, Hong Kong, Livi Bank