GBST acquires financial planning software solution
To expand its ability to offer both digital and hybrid advice to the global wealth market
Wealthtech
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UK-based digital wealth platform sold to global fintech firm
Acquirer sees a growing demand from companies to ‘modernise their legacy point solutions’
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BlackRock and Avaloq partner to bolster wealthtech offerings
Asset manager will make a minority investment in the fintech firm as part of the agreement
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AI wealthtech platform raises $12m
Funding will be used to bolster its wealth management tools
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Global wealthtech firm gets $43m investment
Company plans to use the funding to accelerate its growth through market expansion
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US wealthtech firm sets up Edinburgh office
It is ‘actively recruiting’ to bolster the UK operation
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Wealth managers to increase spending on client behaviour tech
As 49% claim they mainly rely on own intuition to assess their customers’ psychology
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GBST unveils wealth tools to UK market
Following the launch of the solutions in Canada and the US in 2021
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Wealthtech in Singapore on the rise
Funding for digital firms in the Lion City outpaces rest of Asia By Thomas Blott
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Digital wealth platform to enter Hong Kong market
Firm hires ex-Value Partners managing director to establish the operation
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Wealth tech provider sold to PE firm
It will merge with a fellow financial software company as part of the deal
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Pimfa rolls out wealthtech platform
In partnership with Morningstar to help wealth and advice firms to digitalise