Company updates

Search
clear
clear
Reset all filters

Latest Results from /wealth

/wealth

FCA approves first Pisces operator

On 21 August, the FCA approved the London Stock Exchange to operate a PISCES platform, a new type of private stock market.

/wealth

Wells Fargo adds alternative investments to Unified Managed Account programme

Wells Fargo’s Wealth & Investment Management (WIM) division, in collaboration with InvestCloud, now offers alternative investments as an eligible investment in its Personalized Unified Managed Account (Personalized UMA) program.

/wealth

DriveWealth names Naureen Hassan as CEO

DriveWealth, a leading financial technology platform providing Brokerage-as-a-Service, has announced the appointment of Naureen Hassan as Global Chief Executive Officer (CEO).

/wealth

Openbank migrates investment accounts to Upvest

Openbank, part of the Santander Group, has chosen Upvest as its new investment infrastructure provider.

/wealth

FNZ rolls out Advisor AI

FNZ, the global wealth management platform, has today announced the global launch of FNZ Advisor AI, a generative AI solution embedded directly into FNZ’s market leading wealth management platform.

/wealth

Susanne Krehl joins wealthAPI as chief growth officer

wealthAPI GmbH, a leading German provider of wealth management interfaces, is appointing Susanne Krehl as Chief Growth Officer (CGO), effective September 1st, 2025. As part of the management team alongside founders André Rabenstein and Wolfram Stacklies, Krehl will focus on the growth and European expansion of the Berlin-based WealthTech company.

/wealth

InvestiFi names Patrick McNally chief product officer

InvestiFi, the leading InvestTech platform for banks and credit unions, that enables investing to and from deposit accounts, has today announced Patrick McNally as its new Chief Product Officer.

/wealth

Broadridge invests in AI platform Uptiq

Broadridge Financial Solutions, Inc. (NYSE: BR), a global Fintech leader, has announced a new strategic partnership and minority investment in Uptiq, an AI platform for financial services.

/wealth

InvestCloud taps AI to drive advisor productivity

InvestCloud, a global leader in wealth technology, today announced the first of a new generation of AI-enabled solutions to help advisors increase productivity and deliver greater value to clients.

/wealth

Seccl appoints Jonathan Dees as its new UK CEO, as David Ferguson transitions to executive chair

Seccl, the Octopus-owned embedded investment platform, has appointed Jonathan Dees as its new UK CEO, subject to regulatory approval.

/wealth

BUX introduces actively managed multi-asset ETF Plans to retail investors

BUX Prime Investment Plans have officially launched, offering a first-of-its-kind solution in Europe.

/wealth

South Africa's Luno lists 44 tokenised blue-chip US stocks

South Africa's leading crypto platform Luno has launched tokenised stocks and ETFs, offering South Africans easy access to 61 of the world's most valuable US-listed companies and indices (44 available today, with the remainder launching shortly).

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