04/23/2024
RockFi will use the funds to triple its workforce, which currently has 15 employees, by the year-end, expanding its team of private bankers and wealth management experts to cover all of France.
04/18/2024
The alternative investments specialist, with $2.2tn of assets under management, will use Temenos to support the expansion of alternative investments to retail investors
04/05/2024
This inclusive wealth management platform will aim to bring simple, affordable, AI-led and Shariah-compliant wealth management solutions to users in the Middle East, Africa and beyond.
04/03/2024
New SEI-Managed and Third-Party Investment Options, Cost Reductions, and Improved Tax-Optimization Technology Elevates Experience for Advisors and Investors