As inheritances are set to reshape client portfolios and next-gen heirs demanding digital-first experiences, firms are ...

FNZ, the end-to-end technology platform serving wealth and asset management businesses, announces it secured $500 million in ...

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A US fintech that helps couples to invest and plan for their future together has been acquired by Canada’s Wealthsimple.

QKS Group, a premier market intelligence and advisory firm, has unveiled its latest comprehensive analysis of the global ...

Pipe, a fintech company enabling embedded financial solutions for software platforms, today announced its strategic acquisition of Glean.ai, a leading AI-powered spend management company. With this ...

HONG KONG, April 9, 2025 /PRNewswire/ -- Finloop Finance Technology Holding Limited ("Finloop"), an AI-driven one-stop institutional wealth management platform incubated by Fosun Wealth Holdings ...

Ascend provides a suite of modern capabilities that enables fintech, wealth management, and institutional clients to go from idea to launch seamlessly and confidently. It includes a built-in real-time ...

Allfunds unveils Nextportfolio 4, the latest version of its portfolio management tool, strengthening Allfunds’ subscription ...

In 2008, he launched Trimp Wealth Management with the goal of helping his clients achieve their financial objectives through education, strategic planning and a commitment to their success. Jack ...