Company updates

Search
clear
clear
Reset all filters

Latest Results from /wealth

/wealth

Cion Digital launches wealth advisor lending platform

Cion Digital, developers of the first enterprise SaaS blockchain orchestration and payments platform, today announced the company is expanding their operations to offer their suite of services to a broader portion of the financial services and retail sectors.

/wealth

Brinc buys shares in Asian digital asset exchange

Brinc, a leading global venture accelerator founded on a sustainability mandate, announces its partnership with Fusang Corp, owner and operator of Asia’s first fully licensed and regulated digital exchange for security tokens and assets, to make startup investment more inclusive by leveraging blockchain technology and unlocking the use of a regulated digital asset exchange, wholly owned by Fusang Corp, namely Fusang Digital Asset Exchange.

/wealth

Art investment platform partners with wealth manager

The innovative fractional art investment platform Mintus.com has signed a partnership agreement with Amicorp Group’s wealth management company, Amergeris, opening access to shared ownership of iconic art to the clients of private banks, family offices & wealth managers.

/wealth

EY launches business transformation platform for FS industry

EY announces that it has expanded its technology ecosystem with the launch of business transformation platform, EY Nexus, which is optimized for financial services and designed for rapid deployment of new products and solutions.

/wealth

Zedra selects Clausematch for digital transformation

Zedra, an international provider of corporate and global expansion, active wealth, Pensions & Incentives and Fund solutions, today announces its partnership with Clausematch, a technology company developing solutions for regulatory compliance.

/wealth

Investment app Plum raises £1m via crowdfunding

Smart money app Plum has secured £1m from investors in the first eight hours of its crowdfund, achieving its initial target.

/wealth

Tifin launches AI-powered investing assistant

Tifin, the fintech platform known for Magnifi, it’s award-winning investment marketplace, today announced the launch of their new premium subscription Magnifi Personal, aimed at helping investors without enough time or knowledge to build and grow their portfolios with intelligence.

/wealth

Broadridge partners MX to broaden digital engagement tools for wealth management firms

To provide financial advisors with an innovative holistic view into all aspects of an investor's financial journey, global Fintech leader, Broadridge Financial Solutions, Inc. (NYSE: BR), today announced a strategic partnership with open finance leader MX to utilize the company's financial data aggregation and personalized financial management automation solutions.

/wealth

Merrill releases digital tool to match welath clients with financial advisors

Today, Merrill Wealth Management launched Merrill Advisor Match, a research-based, digital platform that connects people seeking financial advice with a Merrill financial advisor who best fits their preferences and needs.

/wealth

MorganAsh readies financial advisers for Consumer Duty with Mars system upgrades

The team at MorganAsh has announced further upgrades to its new adviser tool to help businesses better manage and evaluate consumer vulnerability.

/wealth

Fidelity integrates with Salesforce

Fidelity Institutional, the division of Fidelity Investments dedicated to providing technology, solutions and insights to wealth management firms and institutions, today announced the Fidelity Institutional Integration on Salesforce AppExchange, an enhancement designed to save time and deliver a more streamlined and connected platform experience.

/wealth

NORD.Investments tas Mastercard for open banking payments

Today, Aiia, a Mastercard company, and NORD.Investments are announcing a new collaboration that will enable quick, easy and secure top-up open banking payments in Denmark's largest independent digital investment advisor platform.

Welcome to Finextra. We use cookies to help us to deliver our services. You may change your preferences at our Cookie Centre.

Please read our Privacy Policy.

Accept