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Why So Many Fintech AI Projects Are Failing (And How to Fix Them)
When tech founder and investor Draven McConville implemented GitHub Copilot at his work management platform […]
Jack Henry Strengthens Wealth Management Services with Bits of Stock
Jack Henry™ (Nasdaq: JKHY) announced a strategic alliance with Bits of Stock, enabling financial institutions to provide fractional shares of stock as rewards on everyday spending. The capability is embedded within the Banno Digital Platform™, transforming routine card transactions into wealth-building opportunities.
Pave Finance, an AI-Powered, Institutional-Grade, Personalized Wealth Management Software Company Raises $14m in an Oversubscribed Seed Financing
Pave Finance today announced it has raised $14 million in an oversubscribed seed financing
Fintech Pioneers Behind Monzo, Starling, and Nutmeg to Launch Bank for High Net Worth Individuals
The fintech pioneers behind Monzo, Starling and Nutmeg are launching a bank for high net worth individuals.
The Rudin Group & Brunswick Group on the Future of Wealth Management
April Rudin, founder of The Rudin Group, and Nick Rice, Partner at Brunswick Group, sat […]
Moneybox Financial Results Set the Pace for the UK Wealth Management Sector
Moneybox, the award-winning wealth management platform, has today released its 2024 Annual Report, unveiling a blockbuster set of results that further cement its position as one of the UK’s fastest-growing wealth management platforms. As of December 2024, Moneybox was supporting more than 1.3 million customers, and has seen accelerating growth and profitability in recent years as it continues to help people build wealth with confidence.
FNZ Launches Advisor AI to Redefine Advisor Productivity and Scale Personalized Advice
FNZ has launched Advisor AI, a generative AI solution embedded directly into their wealth management platform
Susanne Krehl Joins wealthAPI Management Team as Chief Growth Officer
wealthAPI GmbH is appointing Susanne Krehl as Chief Growth Officer (CGO), effective September 1st, 2025
New Wealth Management Platform Stratiphy Launches to Unlock Access to Personalised Investment Strategies
Stratiphy has launched its personalised wealth management platform to empower investors to take control of their investments
BIBD Securities SDN BHD (BIBDs) Enhances Wealth Management Service Offering With Avaloq Platform
BIBD Securities Sdn Bhd (BIBDS), a wholly owned subsidiary of Bank Islam Brunei Darussalam Berhad […]
The Access Bank UK Ltd Selects Wealth Management Solution by Profile Software
Profile, a leading international financial solutions provider, has announced today that The Access Bank UK Ltd has […]
EiC Corporation, Planet of Finance, and iCapital Ventures Are Joining Forces
Three leading financial institutions – EiC Corporation, Planet of Finance and iCapital Ventures – announce an ambitious strategic alliance to transform access to wealth management, skilled investing and financial inclusion globally.
Raymond James Ltd. Announces Strategic Investment in Next-Generation Wealth Management Platform
Raymond James Ltd., the largest independent financial services firm in Canada, today announced a strategic partnership with FNZ, a global wealth management platform provider, to deliver its next-generation wealth management platform. Under the agreement, Raymond James Ltd. will make a significant investment to accelerate the digital transformation of its wealth management infrastructure and elevate the advisor and client experience nationwide.
Moneybox Appoints Melissa Birge as Independent Non-Executive Director to Support Next Phase of Growth
Moneybox announces the appointment of Melissa Birge as an Independent Non-Executive Director to its Board.
How FinTech Is Disrupting Traditional Wealth Management: Threat or Opportunity?
The Digital Shift in Wealth Management In the world of modern revolutions one that is […]
Zocks Announces Strategic Partnership with Practifi to Enhance Wealth Management Workflows
Zocks, an innovative, privacy-first AI platform that turns client conversations into actionable data and insights, today announced a strategic partnership with Practifi, the leading CRM built for wealth management
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- Thunes Expands Real-Time Cross-Border Payments to Saudi Arabia Read more
- Dotfile Launches Autonomy: Self-Decisioning AI Agent for KYB Compliance Read more
- Sis ID Expands Its Anti-Fraud Solution With Coverage Across 211 Countries Read more
