Managers of Wealth

WealthTech startup Myne raises $2 million in pre-Seed funding

This milestone is set to propel Myne toward its mission of redefining how individuals and businesses track and manage their finances.

Danske Bank to integrate BlackRock’s Aladdin Wealth platform

Aladdin Wealth is a technology platform that unifies investment management by combining portfolio analysis, risk assessment, and data-driven insights.

Wealth management platform Prosper secures $4.9m

The firm will also use the capital to scale its customer base quickly.

Broadridge Reports Second Quarter Fiscal 2025 Results

Reaffirming FY'25 guidance, including 6-8% Recurring revenue growth constant currency, 8-12% Adjusted EPS growth, and Closed sales of $290 - $330 million

New Mountain Capital Launches Wealth Solutions Team and Platform

NMC is building Wealth Solutions team and platform to service the private wealth market

"AI generates an alert in the event of an atypical transaction"

AI has been present in finance for a long time but the sector remains very cautious about its use.

Broadridge Recognized as One of FORTUNE Magazine’s 2025 ‘World’s Most Admired Companies’

This marks the company's 11th time being named to the prestigious list within the Financial Data Services industry category.

Global Securities Class Actions Surge in 2024 Broadridge Report Highlights $5.2 Billion in Settlements and an Increase in New Federal Filings Two Years in a Row

Mega settlements on the rise as antitrust settlements maintain record pace

Wealth-tech OneVest raises $20m in Series B financing

This approach allows for significant savings in implementation time and costs compared to traditional legacy systems and manual operations.

Revolut Makes Swiss a Switching Offer to Swiss Customers

This will also provide them with investment products and a Swiss IBAN number provided by Postfinance.

Trends in banking 2025: 58 billion USD for AI, cloud and data protection

At the same time, a digitally savvy generation of investors is pushing for seamless, transparent services.

“Can your private bank do this?”: Fintech firms target Singapore’s wealthy with feature-rich apps

The new generation of tech-savvy wealthy investors is expected to drive demand for digital solutions.

Holborn Assets Unveils New App to Optimise Wealth Management

One of the app's stand-out features is its ability to track residency and citizenship by investment applications.

Carey Olsen and IQ-EQ Support Deep Blue on the Launch of Jersey’s First Stablecoin

Carey Olsen advised on the legal and regulatory aspects of DBUSD’s issuance

Zurich Fintech Boosts BlackRock’s Cross-Border Wealth Solutions

The announcement was made jointly by both companies on Monday.

Stablecoins on the rise in wealth management: the Xapo Bank view

The stablecoin market has seen a seismic shift in recent years, reflecting a broader evolution in how individuals and businesses approach digital finance.

Crypto Finance secures MiCAR license for the European market as one of the first providers in the EU

The Federal Financial Supervisory Authority (BaFin) has awarded the license to Crypto Finance (Deutschland) GmbH, the company's German subsidiary.

Unlocking AI's potential in asset and wealth management: Three actions you can take now

Research, investor relations, knowledge management and software development are just some areas where AI is delivering value to larger managers.

What banks will spend almost 60 billion on in 2025

At the same time, the generational change taking place among investors will ultimately demand a new level of digitalization.

Broadridge Enhances Multi-Asset Post Trade Processing with GenAI-Powered Analytics

The advanced analytics feature is instrumental to international firms navigating evolving regulatory and market dynamics.

FinTech