Arta Finance partners with IAFA to give investors exclusive investment
IAFA will use Arta's AI tools.
FinTech
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How Generative AI Is Revolutionizing The Wealth Management Industry
A recent survey indicates that a significant majority of wealth management firms are planning to increase their investments in AI-driven solutions in the coming years.
Citi Services launches PayTo initiator for institutional clients
The bank’s clients can initiate account-to-account payments from the service.
ROYC Acts as the Structuring and Financial Technology Partner for Riverside for European Wealth Access Fund
The firm's international private equity and structured capital portfolios include more than 140 companies.
Broadridge Announces New Patent on Large Language Model Orchestration of Machine Learning Agents
These patented methods and systems are behind BondGPT, Broadridge’s award-winning GenAI application first demonstrated in the market in the LTX e-trading platform, a Broadridge subsidiary.
Digital resilience: How wealth management firms are partnering for performance amid volatility
In this environment, wealth management firms and advisors are exploring — and in some cases, expanding — relationships with third-party tech-based platforms to differentiate themselves in an increasingly competitive marketplace.
Pictet Technologies opens a new financial tech hub in Lisbon
This new hub will contribute to Pictet's ongoing digital transformation, leveraging Portugal's vibrant talent pool and strategic location for advanced software services.
Addepar secures $230M in series G funding
Investment platform Addepar raises $230m in a Series G round led by Vitruvian Partners and WestCap.
iCapital Will Acquire Citi Wealth’s Alternative Investments Feeder Platform and Will Also Provide an End-to-End Technology Solution for All Alternative Investment Structures
iCapital will also assist with global sales and service enablement through a team dedicated to Citi Wealth to support the growth of Citi’s alternatives program
Temenos community comes together in Madrid to lead the way in banking innovation
Over a thousand attendees will gather at TCF ‘25 to explore Generative AI and other next-gen technologies transforming banking
Avenir releases ChatGPT for wealth management firms
This creates a unified data ecosystem, giving AI access to both firm-specific data and industry insights.
Arbra launches tech-focused private market fund
Asset management group unveils its first High Conviction Private Markets Basket, targeting late-stage private tech firms poised to shape the future economy.