wealth management

Wealthfront Plans IPO Amid Warmer Environment for FinTechs

Wealthfront Plans IPO Amid Warmer Environment for FinTechs
Wealthfront Plans IPO Amid Warmer Environment for FinTechs
June 23, 2025  |  IPO

Wealth management platform Wealthfront is reportedly the latest FinTech planning to go public. Get the Full Story Complete the form to unlock this article and...

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BBVA Advises Wealthy Clients to Add Bitcoin and Ether to Portfolio
BBVA Advises Wealthy Clients to Add Bitcoin and Ether to Portfolio
June 17, 2025  |  Cryptocurrency

Spanish bank BBVA reportedly advises that wealthy clients invest between 3% and 7% of their portfolios in the cryptocurrencies bitcoin and ether. Get the Full Story...

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ICapital to Acquire Citi Global Alternatives and Collaborate With Citi Wealth
ICapital to Acquire Citi Global Alternatives and Collaborate With Citi Wealth
May 13, 2025  |  Acquisitions

Global FinTech platform iCapital said Tuesday (May 13) that it will acquire Citi’s indirect subsidiary, Citi Global Alternatives. Get the Full Story Complete the form...

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52% of Those Earning Over $100K Manage Finances on As-Needed Basis
52% of Those Earning Over $100K Manage Finances on As-Needed Basis
April 07, 2025  |  Consumer Insights

In recent years, the narrative of financial insecurity has predominantly centered on middle and lower-income groups. Get the Full Story Complete the form to unlock...

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Robinhood Offers Retail Investors Wealth Management Services
Robinhood Offers Retail Investors Wealth Management Services
March 27, 2025  |  Investments

Robinhood has launched a wealth management service targeting its less-wealthy clients. Get the Full Story Complete the form to unlock this article and enjoy unlimited...

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RockFi Raises $19 Million to Expand Wealth Management Platform
RockFi Raises $19 Million to Expand Wealth Management Platform
March 24, 2025  |  Investments

Paris-based wealth management FinTech RockFi has raised $19 million in new funding. Get the Full Story Complete the form to unlock this article and enjoy unlimited free...

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Commerce Bancshares: ‘Full-Service Approach’ Drives Gains in Wealth Management Business
Commerce Bancshares: ‘Full-Service Approach’ Drives Gains in Wealth Management Business
January 22, 2025  |  Earnings

Commerce Bancshares grew its wealth management business in the fourth quarter after announcing new initiatives targeting that market. Get the Full Story Complete the form...

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iCapital to Add ‘Reusable Financial Identity’ With Parallel Markets Acquisition
iCapital to Add ‘Reusable Financial Identity’ With Parallel Markets Acquisition
January 16, 2025  |  Acquisitions

FinTech company iCapital plans to enhance its alternative investment marketplace platform for the wealth and asset management industries by acquiring Parallel Markets. Get the Full...

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Envestnet Finalizes $4.5 Billion Go-Private Deal With Bain Capital
Envestnet Finalizes $4.5 Billion Go-Private Deal With Bain Capital
November 25, 2024  |  Acquisitions

Wealth technology provider Envestnet has officially become a private company. Get the Full Story Complete the form to unlock this article and enjoy unlimited free...

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