Tag: Wealth management

Plum reinvents budgeting: Introducing the innovative Spend Tracker

Plum has launched its latest feature, the Spend Tracker, aiming to transform the way customers manage their finances. Plum stands out in the FinTech industry for...

WealthArc and ZeroLink join forces to revolutionise wealth management with advanced...

WealthArc, a distinguished provider of wealth data management solutions, has entered into a strategic partnership with ZeroLink, an innovator in neurosymbolic KGQA technology.

Was 2023 successful for WealthTech?

2023 proved to be another difficult year, with many businesses being forced to enter survival mode and clamps were placed on budgets and resources.

ZILO secures £25m funding to transform asset management

ZILO, a UK-based company specialising in asset and wealth management software, has successfully completed a significant Series A fundraising round, securing £25m.

Identifying compatible, secure software is the top priority for FinTech buyers...

A recent report by Gartner reveals the priorities for software buyers in 2024. As part of the study 542 software purchasing decision-makers were surveyed...

Mirae Asset and Velexa unite to transform Brazil’s investment scene

Mirae Asset Wealth Management, a financial services group operating in 15 countries, has announced a strategic partnership with Velexa.

Boosting Financial Inclusivity: everyoneINVESTED’s survey reveals key insights for UK banking...

Much like consumers in Italy and France, investors in the UK have similar risk profile patterns, and everyoneINVESTED believes its risk profiling solution could become the market standard.

Enhancing wealth management: The critical role of data purity in portfolio...

In today's financial world, wealth management requires a strategic, technology-driven approach. A Portfolio Management System is essential, according to WealthArc, an asset management software developer. 

Nurturing tomorrow’s leaders: How Aiviq’s culture empowers graduates to drive FinTech...

The aspiration to work in the hustling, bustling financial heart of London City and impact the financial services sector is a common dream shared by many graduates. In Aiviq, a burgeoning cloud-data company, these young professionals are not merely dreaming but actualising ambitions, playing critical roles that contribute substantively to the enterprise's mission of supplying comprehensive data and analytics solutions to asset managers.

Fig Investments unveils veteran wealth manager David Schaffner as new strategic...

Volatility Labs Inc. (Fig Investments) has announced the addition of David Schaffner, CFA, as their strategic advisor.

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