wealth management

FinTech Startup Opens Private Market Access to Wealth Management Space

FinTech Startup Opens Private Market Access to Wealth Management Space
FinTech Startup Opens Private Market Access to Wealth Management Space
August 31, 2022  |  Investments

A FinTech startup in the U.K. is opening private market investment access to the wealth management industry by offering a digital marketplace that managers can...

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PettyGigs Partners with Atomic to Give Teens Flex Jobs, Savings
PettyGigs Partners with Atomic to Give Teens Flex Jobs, Savings
August 23, 2022  |  Gig Economy

Gig economy tool for young adults and teens PettyGigs is partnering with white-labeled wealth management and brokerage firm Atomic to launch a single solution for...

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Axo Acquires Nordic Financial Management Platform Defero
Axo Acquires Nordic Financial Management Platform Defero
August 16, 2022  |  Partnerships

Norwegian personal finance company Axo announced Tuesday (Aug. 16) that it has acquired Defero, a digital credit-scoring and financial management platform in the Scandinavian region....

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UK Digital Banks Set Sights on Underserved Mass Affluent Segment
UK Digital Banks Set Sights on Underserved Mass Affluent Segment
July 26, 2022  |  Banking

When we talk about the mass affluent, it goes beyond high-net-worth individuals and affluent retirees to people who have made a huge fortune from the...

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Moneyhub, Wyzr Partner on Automated Financial Planning
Moneyhub, Wyzr Partner on Automated Financial Planning
April 20, 2022  |  Partnerships

Open data and payments platform Moneyhub and financial technology platform Wyzr are teaming up to enable automated financial planning in the U.K., according to a...

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Gemini Acquires BITRIA to Move Into Wealth Management
Gemini Acquires BITRIA to Move Into Wealth Management
January 13, 2022  |  Partnerships

Cryptocurrency exchange Gemini is hoping to duplicate the $7.1 billion success it’s achieved in the digital realm with a move into wealth management through the...

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Morningstar to Buy Wealth Management Platform Provider Praemium’s UK, International Business for $46.3M
Morningstar to Buy Wealth Management Platform Provider Praemium’s UK, International Business for $46.3M
December 21, 2021  |  Partnerships

Independent investment research firm Morningstar has agreed to purchase wealth management platform provider Praemium Limited’s operations in the United Kingdom, Jersey, Hong Kong and Dubai...

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Credit Suisse To Launch Digital Banking App
Credit Suisse To Launch Digital Banking App
September 10, 2020  |  Banking

Credit Suisse is planning to launch a digital banking app that will offer free foreign transactions and wealth management tools, the lender announced Thursday (Sept....

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