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Category: WealthTech


Invest tech, WealthTech

Quai Digital selects WealthOS as new strategic technology partner

February 23, 2024

Via: FinTech Futures

Founded in 2019 and backed by Barclays, WealthOS provides a Software-as-a-Service (SaaS) platform which it claims can help wealth managers achieve their “digital transformation three times faster and 40% cheaper” by providing them access to its integrated ecosystem of third-party […]


Invest tech, WealthTech

GTN Group: The Great Wealth Transfer – Reshaping Retail Trading and Investing

January 29, 2024

Via: The Fintech Times

Across the globe, a colossal financial shift is brewing – the Great Wealth Transfer. As baby boomers approach retirement and beyond, an estimated $72.6trillion in assets is projected to flow to younger generations by 2045. This event has the potential […]


Invest tech, WealthTech

Enhancing Financial Inclusion With Alternative Data: A Path to Empowerment

December 26, 2023

Via: The Fintech Times

As the world of financial services continues to advance and grow, a substantial portion of individuals and small businesses remain inadequately served with financial products. This underserved group encompasses ‘thin file’ customers, who have little or no credit history, small […]


Invest tech, WealthTech

Fintech Funding 2024 Predictions With Outward VC, Bud, SmallChange, Percent, Class35

December 8, 2023

Via: The Fintech Times

We’re excited to share the thoughts of fintech CEOs and industry leaders from across the globe to 2023’s key takeaways and what we should expect to be top of the agenda in 2024. The European tech industry has stabilised after […]


Invest tech, WealthTech

Global fintech investment falls over H1 2023 amid economic turbulence but sector remains resilient

July 14, 2023

Via: FinTech Futures

This is according to the UK industry body Innovate Finance, which has released its analysis of the global fintech investment landscape for H1 2023. The first half of this year saw a total of $27.3 billion being injected into the […]


Invest tech, WealthTech

FinTech Futures: Top five stories of the week – 7 July 2023

July 7, 2023

Via: FinTech Futures

FIS has signed a definitive agreement with US-based private equity firm GTCR to sell a majority stake in its Worldpay merchant business. GTCR will acquire 55% of Worldpay, with FIS set to receive $11.7 billion in upfront net proceeds. FIS […]


Invest tech, WealthTech

American Bank & Trust taps Marstone for digital wealth management offering

May 22, 2023

Via: FinTech Futures

The bank offers a wealth management solution through its trust arm, which has more than $300 million in assets under management. With Marstone’s wealth management-as-a-service offering, the bank aims to develop that offering by improving productivity to retain existing client […]


Invest tech, WealthTech

Highbeam secures $10M loan to provide credit, spend monitoring and more to e-commerce retailers

February 13, 2023

Via: TechCrunch

Highbeam, a startup that provides banking features, credit and cash flow insights to e-commerce customers, today announced that it raised $10 million in debt from TriplePoint as it looks to expand the reach of its digital product portfolio. Co-founders Samir […]


Invest tech, WealthTech

Johannesburg Stock Exchange (JSE) Announced as BMLL Client To Improve Former’s Data Analysis

February 10, 2023

Via: The Fintech Times

BMLL provides historical Level 3 data and analytics to banks, brokers, asset managers, hedge funds, academics, regulators and global exchanges, helping them understand how markets truly behave. Following the $26million Series B investment round in Q4 2022, BMLL set out […]


Invest tech, WealthTech

Mizuho Bank in core banking tech overhaul with Oracle

February 6, 2023

Via: FinTech Futures

The rollout, which began with the replacement of legacy banking systems at Mizuho’s New York offices, will take place over the coming years in Mizuho’s major overseas offices. Oracle’s banking solutions will be used to support “critical” functions for the […]


Invest tech, WealthTech

JP Morgan reportedly planning German digital bank offering

February 2, 2023

Via: FinTech Futures

The German launch is set for late 2024 or early 2025, Bloomberg reports, with plans to expand into other EU countries after. The US banking giant is said to have been on something of a hiring spree in Berlin, with […]


Invest tech, WealthTech

Wealthtech start-up Nucoro reshapes its business

January 26, 2023

Via: FinTech Futures

Founded in 2019, Nucoro provides a cloud-native platform for financial institutions to build digital savings, investment, and wealth management propositions. It raised $19.2 million in a seed funding round, according to Crunchbase. In summer 2021, Nucoro agreed to sell its […]


Invest tech, WealthTech

Wealthtech start-up Equipped appoints Edward Green as CEO

January 24, 2023

Via: FinTech Futures

Green joins Equipped with 19 years of experience within private equity, private credit, and real estate and most recently as partner and head of asset management at AnaCap Financial Partners, a specialist investor in mid-market fintech and related businesses. Equipped […]


Invest tech, WealthTech

Why Bitcoin is the ultimate wealth preservation technology

January 5, 2023

Via: Fintech News

Evolutionary psychologists believe that the ability to preserve wealth gave modern humans the decisive edge in evolutionary competition with other humans. Nick Szabo included an interesting anecdote in his essay “Shelling Out: The Origins of Money.” When Homo sapiens sapiens […]


Invest tech, WealthTech

What Business Leaders Should Know About Corporate Impact Investing

December 6, 2022

Via: Fintech News

One of the most heartwarming financial trends in business strategy is that of impact investment, which sees business leaders putting money into programs and causes with the intention of generating social and environmental good. A 2019 report from the Global […]


Invest tech, WealthTech

Banks target wealthier clients to fix ‘unsustainable’ retail economics

October 27, 2022

Via: American Banker

More nimble, higher-tech rivals are making the economics of garden-variety retail banking “unsustainable” for traditional financial services companies, driving them to focus on specialized digital services for more profitable customers, according to a new study from the consulting firm McKinsey […]


Invest tech, WealthTech

A Financial Revolution is Around the Corner

September 26, 2022

Via: The Fintech Times

With an impending recession and the cost of living crisis causing investors to tighten their pursestrings, the age-old transactional function of money is changing, and we are entering a new age of financial democracy. What does this mean? It means […]


Invest tech, WealthTech

Citi to wind down UK retail banking ops to focus on wealth management

September 26, 2022

Via: FinTech Futures

The mooted closure of its UK retail division forms part of Citigroup CEO Jane Fraser’s plans to simplify the firm and boost its share price by exiting core businesses, including consumer franchises in 13 markets. The news comes months after […]


Invest tech, WealthTech

Wealthtech to The Rescue Amid Doom and Gloom For Wealth Managers

September 22, 2022

Via: The Fintech Times

Wealth management firms face a conundrum of headwinds like never before. From an environment with low or slowing economic growth, high volatility, high financial leverage by individual investors and pressure to de-lever personal balance sheets, high inflation rates and growing […]


Invest tech, Paytech, WealthTech, Wholesale

Anchorage Digital’s Institutional Clients Able to Trade With GYEN

September 14, 2022

Via: The Fintech Times

GYEN is the first JPY stablecoin approved by the New York State Department of Financial Services (DFS) and is a 1:1 backed stablecoin with assets held at FDIC-insured banks. The partnership demonstrates Anchorage’s support for responsibly regulated stablecoins, and offers […]