SoFi Expands Access to Private Markets with Funds From CAZ Investments and AngelList Asset Management
- 4 hours 19 min ago
- Wealth Management
SoFi Technologies, Inc., the everything app for digital financial services, today introduced three new private market funds from CAZ Investments and AngelList Asset Management. These funds provide exposure to private market strategies across AI, fintech, healthcare, defense, and other sectors, with investments that may include companies such as OpenAI, Anthropic, Anduril, and others.
FNZ Agrees Sale of FNZ Bank to Advent
- 1 day 1 hour ago
- Wealth Management
FNZ, the leading global wealth management platform, today announced that it has entered into an agreement to sell FNZ Bank to Advent, and a consortium including HarbourVest Partners (“HarbourVest”). Completion of the transaction is expected to occur in the second half of 2027, subject to customary regulatory and other approvals.
New Avaloq Index Finds UK’s Wealth Management Strengths Offset by Macroeconomic Headwinds
- 1 day 23 hours ago
- Wealth Management
The inaugural Avaloq Wealth Management Index reveals that while the United Kingdom benefits from a mature financial ecosystem, supportive regulations and strong digital capabilities, macroeconomic conditions appear as the primary constraint on its overall competitiveness.
Objectway Expands into Capital Markets with Its Project to Acquire French Specialist SLIB, Advancing Its Pan-European Growth Strategy
- 1 week 2 days ago
- Wealth Management
Objectway, the pan-European wealthtech solution partner for banking, wealth and asset management firms, today announced that it has entered into exclusive negotiations with BNP Paribas and Natixis, granting them the right to transfer their entire stake in SLIB (Services Logiciels d'Intégration Boursière), a trusted partner specialised in the development of dedicated software solutions for the capital markets sector, to Objectway.
Objectway Acquires Swiss Private Banking Technology Business from FNZ to Strengthen Its Pan-European Positioning
- 1 month 4 days ago
- Wealth Management
Objectway, a global wealthtech partner for banking, wealth and asset management firms, today announced the acquisition from FNZ of their Swiss private banking technology business FNZ Switzerland SA (formerly operating as New Access). The business will now be operated under the Objectway Switzerland brand.
LemFi Acquires Wealth8 to Expand into Investment Services for Globally Mobile Communities
- 1 month 4 days ago
- Wealth Management
LemFi, the financial platform for people living and working across borders, has secured approval from the UK’s Financial Conduct Authority (FCA) for its acquisition of investment platform Wealth8. The approval paves the way for LemFi to add wealth-building and investment to its product ecosystem, marking the company’s entry into wealthtech and a significant step in its evolution into a full financial-life platform.
Tide Expands Wealth Offering with Launch of Dedicated Investment Account for SMEs
- 1 month 6 days ago
- Wealth Management
Tide, the UK's leading business management platform, has today launched the Tide Investment Account (TIA), bringing business investing directly into the platform where more than 900,000 UK SMEs already manage their finances. The new offering is designed to help business owners grow surplus cash through investing, removing many of the barriers that have historically made wealth creation more complicated for smaller businesses.
StockRepublic Powers Social Investing for 2 Million Avanza Customers
- 1 month 1 week ago
- Wealth Management
Fintech company StockRepublic has officially rolled out its social investing platform to over two million retail investors, powering a massive upgrade to Sweden's largest online investment community, Placera Forum. Developed in partnership with Sweden’s leading brokerage, Avanza, the integration allows users to see exactly how their peers manage their money by securely and anonymously sharing portfolio holdings, transactions, and performance... more
Luma Financial Technologies and TD Securities to Bring Enhanced Structured Products Management to Canadian Investment Professionals
- 1 month 1 week ago
- Wealth Management
Luma Financial Technologies today announced a new relationship through which TD Securities Inc. (TD Securities) will make Luma’s lifecycle management, analytics and performance reporting capabilities available to investment professionals across all of Canada’s premier wealth management firms.
Seccl Sets Sights on Europe with Launch of Irish Business
- 1 month 2 weeks ago
- Wealth Management
Seccl, the Octopus-owned embedded investment platform, has established a new Irish business, Seccl Ireland DAC, and appointed Ronan Gahan as its CEO, as it takes further steps towards its planned European launch. The move is being driven by demand from existing Seccl customers looking to launch investment propositions beyond the UK.
Temenos Acquires Additiv to Strengthen Its Wealth Proposition and Accelerate AI-Driven Orchestration
- 1 month 4 weeks ago
- Wealth Management
Temenos AG, a global leader in banking technology, today announced that it has entered into a definitive agreement to acquire additiv AG (“additiv”), a Switzerland-based fintech company that provides a specialist platform to orchestrate financial services (the “Transaction”). The company integrates process steps and data into a single orchestration layer for wealth and other financial services workflows. additiv will become part of the Temenos... more
Franklin Templeton Launches Private Model Portfolios With Corastone to Help Advisors Access Private Markets
- 2 months 3 weeks ago
- Wealth Management
Franklin Templeton, a global investment leader, today announced the launch of its Private Markets Model Portfolios, developed in collaboration with Corastone, a digital infrastructure platform and permissioned blockchain network designed to streamline, automate, and scale private market investments. The Private Markets Model Portfolios are designed to help financial advisors more efficiently incorporate private market investments within a... more
Sarwa Reaches $1B in Client Assets, a First for a Homegrown UAE Fintech
- 2 months 3 weeks ago
- Wealth Management
Sarwa, one of the GCC’s leading investment and personal finance platforms, recently crossed $1 billion in client assets under management, making it the first GCC-made fintech to achieve this milestone. The achievement, reached amid the broader region’s geopolitical uncertainty, signals a resilience for the UAE's financial infrastructure. Sarwa’s $1 billion mark underscores the ways retail investors in the UAE are actively shaping the next phase... more
RedBlack Integrates With CAIS to Streamline Alternatives Placements and Portfolio Management
- 3 months 1 day ago
- Wealth Management
RedBlack, a leading provider of wealth technology and outsourced advisor services, today announced an integration with CAIS, the leading alternative investment platform for independent financial advisors, that unifies alternatives trading and portfolio management into a single, streamlined workflow. The integration enables advisors to access, allocate and manage alternative investments directly from RedBlack’s platform, removing operational... more
78% Now Use AI for Investment Information, BridgeWise Global Study Finds
- 3 months 3 weeks ago
- Wealth Management
BridgeWise, the leading wealth AI provider, announced today the release of its inaugural State of AI for Wealth in 2026 report, a global study of 2,100 respondents across 19 countries. The research confirms that AI adoption has passed a definitive tipping point, with 78.3% of respondents globally already using AI tools for investment-related queries, with nearly half (45.7%) emerging as power users, consulting AI “always” or “often” when seeking... more
