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Latest Results from /wealth

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DZ Bank selects Metaco for digital custody

Metaco announces today its cooperation with DZ BANK AG, the central institution to the Volksbanken Raiffeisenbanken cooperative financial network, one of the largest banking groups in Germany

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Douugh touches down in Australia

Douugh Ltd, (ASX: DOU) the fintech company dedicated to helping people take control of their finances, is delighted to announce the official launch of its micro-investing product, created for all Australians to build long-term wealth on autopilot.

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Landytech secures $12 million Series B

Landytech, the company behind leading investment reporting platform, Sesame, today announced it has secured $12 million in Series B funding, led by an investment from Aquiline Technology Growth (‘ATG’) and additional investment from existing investor Adelie Capital.

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Moonfare caps Series C extension at $15 million

Moonfare, the leading global digital private equity investment platform, has capped the extension of its Series C financing round at c.a. $15 million, achieving a record valuation.

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Canoe Intelligence raises $25m

Canoe Intelligence (“Canoe”), the financial technology company powering alternative investment intelligence for institutional investors, capital allocators, wealth managers, and asset servicing firms, today announced the completion of its $25M Series B financing round.

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FNZ to acquire ifsam

FNZ, the global wealth management platform, has agreed to acquire International Fund Services & Asset Management SA (ifsam), a Luxembourg-based B2B fund platform.

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Hong Kong challenger livi bank moves into wealth management

livi bank, Hong Kong’s leading lifestyle-driven virtual bank, is continuing its development with the pilot launch of its wealth management service, which follows closely on livi’s launch of its first offering to Hong Kong’s SME business community.

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Zorion selects WealthOS to support international expansion

In signing a master service agreement, Zorion Technology Limited (“Zorion”), taps into WealthOS' robust operating system for digital wealth management ecosystems, reaping the benefits of their cloud-native infrastructure, modular features, third party integrations marketplace, as well as fully automated and orchestrated workflows.

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Globaleye ships hybrid wealth management platform

International independent wealth advisory firm, Globaleye, today launched a new hybrid wealth management solution, offering both – digital only and hybrid wealth advice.

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Broadridge partners FLX Networks as preferred data and analytics partner

Amid an environment where asset management firms are increasingly collaborating with digital platforms to help efficiently launch new product offerings and de-risk entry into new markets, FLX Networks, which modernizes, simplifies, and drives engagement between asset managers and financial advisors, has partnered with global Fintech leader Broadridge Financial Solutions, Inc. (NYSE: BR) as a preferred data and analytics provider to asset management firms.

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BMO Wealth Management selects FactSet as primary data provider

FactSet, a global financial digital platform and enterprise solutions provider, today announced that it has been selected as the primary market data provider for BMO’s Wealth Management division.

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Broadridge expands digital partnership with IG Wealth Management

As the wealth management industry furthers its digital transformation journey, global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE: BR), today announced IG Wealth Management ("IG"), part of the IGM Financial Inc. (IGM) (TSX: IGM) family of companies, has signed a multi-year contract extension to IG's use of Broadridge's R.Broker solution, a component of the Broadridge Wealth Platform.