话题

WealthTech

INSIGHTEX 关于WealthTech的全部报道:新闻、访谈与分析。

在订阅阅读器中关注这里的每一篇新报道。

通过 RSS 订阅

最新报道

第 3 页,共 5 页

Sidekick Reimagines Wealth Management for the Mass Affluent

For a growing number of UK professionals, personal finance has become a frustrating middle ground. They’re earning well and have built up six-figure savings – but they’re still treated like entry-level investors. High-street savings accounts offer little in the way of growth, while private banks won’t pick up the phone unless there’s a multi-million-pound portfolio…

FinTech · 2025年6月17日 · 阅读约 4 分钟

PingPong launches InvestXB In Luxembourg

PingPong, a pioneer of cross-border embedded payment solutions with an established presence in Luxembourg since 2017, today launches InvestXB, a next-generation infrastructure solution for alternative investment managers, administrators and corporate solutions providers in Luxembourg. InvestXB delivers fast and compliant financial solutions designed for investment professionals launching and operating investment vehicles in Luxembourg, with the capability to…

FinTech · 2025年6月16日 · 阅读约 3 分钟

84% Of Brits Would Trade Unlimited Wealth for Peace of Mind, Says Loqbox

New research from Loqbox, the UK’s leading credit-building business, reveals a strong link between financial stress and mental wellbeing. As the nation marks Mental Health Awareness Month, the findings highlight the emotional toll money worries are taking, with 84% of people saying they would rather have peace of mind than unlimited wealth. While financial success is…

FinTech · 2025年5月12日 · 阅读约 3 分钟

Allvue Boosts Data & AI Focus with Key Exec Hires

Allvue Systems, LLC, a leading provider of technology solutions for the alternative investment industry, today announced a significant investment in its data and artificial intelligence capabilities. Underscoring Allvue’s relentless drive to innovate, the company dramatically expanded its R&D budget over the past year, funneling a 70% year-over-year increase in R&D funding into AI, data, and analytics-driven initiatives for the alternatives…

Artificial Intelligence · 2025年5月6日 · 阅读约 3 分钟

bunq brings crypto investing to its secure banking app

bunq, the second largest neobank in Europe, today launched bunq Crypto, empowering its users to safely and effortlessly invest in the cryptocurrency market. Starting today, users in the Netherlands, France, Spain, Ireland, Italy, and Belgium can begin their crypto investing journey right in the bunq app. The challenger plans to gradually expand bunq Crypto to…

FinTech · 2025年4月30日 · 阅读约 2 分钟

WealthBlock Soars with Record Growth and Innovation

WealthBlock, the AI-powered platform transforming how private fund managers raise capital and manage investors, today announced record client growth and the launch of its newly redesigned Document Management Center. The significant client acquisition and continued product innovation mark key milestones in WealthBlock’s continued push to redefine investor experience and operational efficiency in 2025. Today’s investors…

FinTech · 2025年4月9日 · 阅读约 3 分钟

Introducing moneyappi – The Future of Financial Wellbeing

moneyappi, an innovative WellTech platform, has launched to transform financial wellbeing in the workplace. Harnessing cutting-edge AI, behavioural science, and gamification, moneyappi empowers employees to take control of their financial futures through a personalised, data-driven approach that helps organisations improve employee wellbeing and engagement. The financial wellbeing market has grown significantly in recent years, with…

FinTech · 2025年4月2日 · 阅读约 3 分钟

Nutmeg checks-in to Kings Cross offering investment expertise with a brand-new aviation themed immersive experience and giveaways

Nutmeg, the J.P. Morgan owned digital wealth manager, is popping up at Kings Cross station on Wednesday 19th and Thursday 20th March 2025 to bring commuters and passersby a gateway to global investment opportunities via its travel experience. Those who visit the event space will be able to find out more about investing as the end of the…

FinTech · 2025年3月19日 · 阅读约 2 分钟

Betterment Acquires Ellevest’s Robo-Advisor Business

Betterment, the largest independent digital investment advisor in the United States, today announced that it has acquired the automated investing business of Ellevest, the investing and wealth management company built by and for women. Betterment today serves more than 900,000 customers throughout the United States and manages more than $55 billion in assets. This announcement…

FinTech · 2025年2月28日 · 阅读约 2 分钟

Firenze and Monument Bank Forge £160m Strategic Partnership to Expand Lombard Lending Access

Firenze, the fast-growing fintech offering Lombard lending to wealth managers, has formed a strategic partnership with Monument Bank, the UK’s first challenger bank dedicated to the mass-affluent segment. Monument has committed a £160m funding line to Firenze, empowering the fintech to scale its Lombard loan offering for wealth management firms while reinforcing Monument’s position as…

FinTech · 2025年2月25日 · 阅读约 3 分钟

MeaWallet and Backbase Partner to Bring Advanced Tokenization to Australia & New Zealand

MeaWallet, a leader in tokenization and digital payment solutions, announces its partnership with Backbase, the creator of the Engagement Banking Platform. This collaboration aims to deliver innovative tokenization solutions to issuers and fintechs across the Australian and New Zealand markets. The partnership will feature two groundbreaking solutions: Mea Push Provisioning and Mea Card Data. These solutions…

FinTech · 2025年2月24日 · 阅读约 2 分钟

PensionBee Partners with ClearScore to Boost Financial Wellbeing

PensionBee, a leader in the consumer retirement market, announces a new partnership with ClearScore, a financial marketplace dedicated to improving users’ financial wellbeing. The partnership aims to provide consumers with greater visibility and control over their financial futures. As part of this partnership, PensionBee’s services will be integrated into ClearScore’s “Credit Health” section, which presents…

FinTech · 2025年2月24日 · 阅读约 2 分钟