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Latest Results from /wealth

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Kaldi teams with WealthKernel to turn everyday cashback into investments

WealthKernel, a digital investing infrastructure provider, today announces a new partnership with Kaldi, a savings and investment app that converts cashbacks from everyday shopping into investments.

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Third Bridge and Portrait Analytics partner on AI-powered investment research

Third Bridge, the global expert network and research provider, today announced its collaboration with Portrait Analytics, a personalized AI-powered investment research platform.

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Tabadulat receives in-principle approval from ADGM regulator

Tabadulat Limited (Tabadulat), a UAE-based Shariah-compliant investing platform registered with ADGM, the international financial centre of the UAE Capital Abu Dhabi, has received In-Principle Approval from ADGM’s Financial Services Regulatory Authority (FSRA).

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FNZ signs five-year cloud and AI deal with Microsoft

FNZ, a leading end-to-end wealth management platform has today announced a global, five-year strategic partnership with Microsoft to transform the wealth management industry through technology, innovation and AI-driven digital solutions.

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Citi selects Fenergo's transfer agency platform

Citi has adopted Fenergo’s Client Lifecycle Management platform to digitize select transfer agency services for regulated funds in Europe.

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Advanta Wealth selects Aveni AI for customer service

Aveni.ai, specialists in AI for Financial Services, has been selected by Advanta Wealth, the nationwide chartered wealth management business to enhance adviser customer service and reduce administrative time.

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eToro and BridgeWise launch AI-powered portfolio

Trading and investing platform eToro has partnered with BridgeWise, a global leader in AI-powered investment intelligence, to launch ‘MidCapDiverse’, a portfolio designed to capture long-term growth opportunities in US mid-cap stocks.

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Liquidnet bolsters European listed derivatives business

Liquidnet, a leading technology-driven agency execution specialist, today announced two senior appointments to support the expansion of its Listed Derivatives business across Continental Europe and into Equity Derivatives.

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HashKey Chain launches tokenised SpaceX fund

HashKey Chain announced the successful deployment of $SPCX (Paimon SpaceX SPV Token), a tokenized special purpose fund share backed by U.S.-based aerospace company SpaceX, on its mainnet.

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Cathay United Bank partners Avaloq to establish onshore private bank in Taiwan

Taiwan has launched a new Asset Management Hub in Kaohsiung to accelerate the development of onshore private banking and strengthen its position as a regional wealth management centre.

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Financial advisors look to digitise onboarding

Financial advisers have more than doubled the number of clients onboarded each week over the past 12 months, a 116% rise year-on-year, intelliflo’s Advice Efficiency Survey 2025 [1] reveals.

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Broadridge appoints global head of custom policy

Global Fintech leader, Broadridge Financial Solutions, Inc., (NYSE: BR), today announced the appointment of industry veteran Lucas Swertloff as Global Head of Custom Policy.