Wednesday, August 21, 2019
Tags Wealth management

Tag: wealth management

ABN AMRO launches mobile wealth management app

Sopra’s Direct Banking on SaaS software manages Kendu’s core banking, enabling users to arrange their investments in order to achieve their life goals. Read more: bankingtech

Technology is helping the retail investing side, but institutional asset and...

Asset management and wealth management is shifting from product-driven to being portfolio-driven, according to a panel at the Global WealthTech Summit 2018. Read more: fintech.global

InvestCloud, Courtiers team to build new digital wealth management

InvestCloud, a financial digital solution designer, has helped build a digital wealth management solution in collaboration with Courtiers. Read more: fintech.global

CDPQ acquires stake in FNZ, in a deal valuing the company...

CDPQ has acquired a stake in FNZ, a platform-as-a-service provider for European wealth management firms, in a deal which values the company at £1.65bn. Read more: fintech.global

Canopy said to raise $4.8m in Series A

Canopy, a financial data and analytics company, has reportedly raised $4.8m in its Series A round of funding. Read more: fintech.global

DriveWealth, Bambu partner to offer wealth management robo-advisor

DriveWealth, a financial services API developer, has teamed with robo-advisor developer Bambu to provide an end-to-end robo-advisory platform for the wealth management industry. Read more: fintech.global

State Street acquires investment management software builder Charles River

State Street Corporation has acquired investment management software developer Charles River Development for an undisclosed amount. Read more: fintech.global

Wealth management app Exo Investing bags funding

Retail investing wealth management platform Exo Investing has bagged a private investment from Benjamin and Ariane de Rothschild. Read more: fintech.global

Moneyfarm secures £40m investment led by Allianz

Wealth management platform Moneyfarm has secured £40m in its latest funding round, which was led by Allianz Asset Management. Read more: fintech.global

Hatton buys Quantvex for post-DOL Fiduciary Rule environment

Hatton Consulting has purchased Quantvex, a venture-backed technology startup focused on digital engagement for the wealth management industry. Read More: regtechanalyst.com