Tagged: wealth management

April 18, 2024 @ 11:30 pm By Omar Faridi  |  

iCapital, the global fintech platform driving access to alternative investments for the wealth management industry, announced the launch of iCapital Marketplace, a one-stop-shop connecting wealth managers and advisors “with a broad menu of alternative investment opportunities across private equity, private debt, infrastructure, real assets and… Read More

April 14, 2024 @ 10:05 am By Michael Wong  |  

Global fintech platform iCapital, which is renowned for driving the world’s alternative investment marketplace, has announced a strategic partnership with global credit specialist Bain Capital Credit, L.P. This collaboration is set to provide financial advisors and high-net-worth investors with enhanced access to a suite of… Read More

April 2, 2024 @ 7:13 am By Omar Faridi  |  

J.P. Morgan Wealth Management’s Wealth Plan has helped customers create more than 1 million personalized plans. The tool reached this milestone just over a year since its launch. Available for free in the Chase Mobile app and on Chase.com, Wealth Plan is a digital money… Read More

March 28, 2024 @ 5:14 pm By Omar Faridi  |  

FusionIQ, a firm focused on the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, announced the launch of its FIQ Market One on the FusionIQ One platform. The product marks a significant shift in the wealth management… Read More

March 6, 2024 @ 4:22 pm By Omar Faridi  |  

JP Morgan Asset Management (JPMAM), a global asset manager with US$213 billion in alternative assets under management, and iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announced a partnership to open up access “for APAC wealth managers… Read More

March 4, 2024 @ 11:14 am By Omar Faridi  |  

BIGG Digital Assets Inc. (CSE: BIGG), an innovator in the digital assets space and owner of Netcoins, and Blockchain Intelligence Group and TerraZero is pleased to report that Finliti, a wealth management software company that uses behavioral science to optimize investment decision making for brokerages,… Read More

February 18, 2024 @ 1:41 pm By Omar Faridi  |  

iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announces its portfolio construction tool, Architect, is available on iCapital Marketplace. With the launch, more than 350,000 US financial advisors can access Architect – which combines a user-friendly interface… Read More

February 10, 2024 @ 4:17 pm By Omar Faridi  |  

Farther, which claims to be among the nation’s leading technology-centric wealth management firms, announced recently its latest assets under management (AUM) of $2.2 billion, demonstrating a 4x year-over-year increase. Since its founding in 2019, Farther claims that it has “experienced record-breaking growth, fortifying its position… Read More

February 7, 2024 @ 10:41 am By JD Alois  |  

Anchorage Digital, an institutional digital asset platform, and FusionIQ say they can now offer crypto investments for financial advisors and institutions. Going forward, financial advisors and institutions will be able to access regulated digital assets alongside more traditional asset classes. The two firms describe the… Read More

January 30, 2024 @ 7:42 am By Omar Faridi  |  

Bitpanda is announcing the launch of Bitpanda Wealth, which is described as the specialized service tailored specifically to meet the unique needs of High-Net-Worth Individuals (HNWIs), Family Offices, External Asset Managers and Corporate Treasuries. Responding to the demands of investors in our current markets in… Read More

January 28, 2024 @ 7:00 pm By Omar Faridi  |  

Maybank through its Islamic Banking arm, Maybank Islamic Berhad recently launched the Shariah-compliant portfolio financing solution, “making it the first Islamic bank in the country to do so, adding to the myriad of offerings for wealth creation and wealth accumulation under the Bank’s Islamic Wealth… Read More

January 24, 2024 @ 6:37 pm By Omar Faridi  |  

DIFC Innovation Hub, which claims to be the largest start-up and innovation hub in the world operating out of Dubai International Financial Centre (DIFC), the global financial centre in the MEASA) region, is collaborating with global Swiss wealth management firm, Julius Baer, and the Financial… Read More

January 23, 2024 @ 7:25 pm By Omar Faridi  |  

Objectway, the Fintech provider of as-a-service software and services to banks, wealth and asset managers, announced the acquisition of Nest Wealth, a Canadian provider of digital wealth solutions. Building on more than 30 years of business expertise, Objectway has “built partnerships with banks, wealth and… Read More

January 4, 2024 @ 11:03 pm By Omar Faridi  |  

FusionIQ, a firm focused on the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial institutions, announced a partnership with Kinecta Federal Credit Union. The integrated FusionIQ One platform “makes it easy for banks and credit unions to offer additional investing… Read More

January 2, 2024 @ 9:11 am By Omar Faridi  |  

Addepar has shared its latest platform updates, along with providing research insights, and client, partner and company-wide developments. For this past month, Addepar is highlighting product updates “that elevate the Client Portal, as well as new attributes in Calculations.” Addepar also share a number of… Read More

December 30, 2023 @ 3:06 pm By Omar Faridi  |  

BridgeFT, an API-first, cloud-native wealth infrastructure software company that enables financial institutions, Fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced that the total assets under management powered by BridgeFT’s WealthTech API across its client network grew by “more… Read More

December 23, 2023 @ 12:19 pm By Omar Faridi  |  

Sygnum Bank has announced a strategic partnership with Aquila GVM Consulting SA, an independent wealth management firm in Lugano with traditional asset management expertise. Aquila GVM Consulting will reportedly “leverage Sygnum’s crypto-native all-in-one digital asset banking services.” By working with Sygnum, Aquila GVM Consulting is… Read More

December 22, 2023 @ 3:07 pm By Omar Faridi  |  

WealthKernel, a wealthtech provider of digital investment solutions, announces the launch of US equities trading for new and existing clients. This strategic move positions WealthKernel among “the select group of API-first companies to offer institutional-grade UK and US equities trading at highly competitive prices.” Wealthyhood,… Read More

December 19, 2023 @ 4:06 pm By Omar Faridi  |  

Addepar, a global technology and data company for investment professionals, announced that it has exceeded $5 trillion of client assets managed on its platform. This milestone signifies the company’s position as the standard “for data management and aggregation, analysis and reporting.” Amidst fast-moving markets and… Read More

December 11, 2023 @ 8:17 am By Omar Faridi  |  

In 2024, a few select trends could guide investors’ portfolio allocation, according to an update shared by BNP Paribas (EPA: BNP). First, the impact of higher interest rates that has “not yet been fully reflected in growth and some shortages of commodities and consumer goods… Read More