Welcome to the revamped April 2019 edition of our Wealth & Tech Monthly newsletter, a technology-related summary of news and developments from across the global wealth management sector. This month’s edition features a total of over 90 market news and development pieces covering over 170 different businesses active in and around the wealth management sector in various parts of the world.
We are also happy to announce that this edition kicks off our collaboration with US-based wealth management focused research and consulting business, Cutter Wealth, a unit of Cutter Associates. Working together through this newsletter process, we will bring to you an increasing depth of coverage and insight into the faster-moving technology environment in and around the wealth management sector.
We hope you enjoy the highlights from April 2019.
(Please click on the image below this section to access and download the full summary)
Companies in this month’s issue include:
280 CapMarket, 55ip, ABN Amro, Acre Software, Addepar, AdvisorEngine, aixigo, AJ Bell, Allfunds Bank, Amazon Web Services, Amerborgh, American Equity Investment Life, Anchor Capital, Aquila Bank, Asian Private Banker, Aspect Ventures, Astia Angels, Athena, Avaloq, Aviva, Bank of America, Bank of Nanjing, Barracuda FX, Betterment for Advisors, Bitwise Asset Management, Blanco Services, Blankstone Sington, BMO Financial Group, BNY Mellon, BNY Mellon Pershing, Brewin Dolphin, Broadridge Financial Solutions, Broadway Technology, Brown Advisory, Cetera Financial Group, Chalice Financial Network, Charles Schwab, Citi, CLS Investments, Cohen & Steers, Constellation Trust, Credit Suisse, Davinci Technology, Digital SPV, Dimensional Fund Advisors, Dion Global Solutions, Docupace Technologies, Dynasty Financial Partners, Eight Roads, Ellevest, Envestnet, Envestnet | Tamarac, Envestnet Yodlee, Envision Financial Systems, EY, Facet Wealth, Falcon Private Bank, Fidelity, Financial Conduct Authority, Find Pension Advice, FinMason, FINRA, FinTech Scotland, FinTech North, FNZ, Fountain, Franklin Templeton Investments, FTJ FundChoice, Gingerbread Capital, Goldman Sachs, Goldman Sachs Principal Strategic Investments, Great Eastern, Highworth Research, iCapital Network, Independent Financial Partners, Infront, Innovate Finance, Inspired Capital, Intelliflo, Invest.us, InvestCloud, JHC Systems, Khosla Ventures, Kindur, Kuvera, Ladenburg Thalmann Financial Services, LearnVest, Lord Abbett, LifeYield, LPL Financial, Mastercard, Mercer Advisors, Morningstar, Morningstar Investment Management, Nasdaq, Nasdaq Private Market, Natixis, Netwealth, Network Direct, NorthStar Financial, NPM Capital, Nucleus Financial, Nutmeg, Oasis Outsourcing, OCBC Bank, Octopus Investments, Ohpen, OppenheimerFunds, Oranj, Orion Advisor Services, PayPal, Personal Capital, PIEtech, Pintec Technology, Pivotal Ventures, PriceMetrix, ProSites, Prospery, PSP Growth, Putnam, QuickBooks, Redi2 Technologies, Redtail, Rethink Impact, RIDDLE&CODE, RightCapital, Robinhood, Schroders, Schwab Advisor Services, Sanlam, Saxo Bank, Securities and Exchange Commission, SEI Investments Company, Sesame Bankhall Group, Shareholders Service Group, SmartRIA, Soros Fund Management, SS&C Technologies, Standard Life Aberdeen, Starburst Labs, State Street, Synpulse, Taipei Fubon Bank, TD Ameritrade, The Carlyle Group, The Lang Cat, Thinque, Titan, TradePMR, Trailblazer Tracking, Transact, UBS, Ulu Ventures, United Capital Financial Advisers, United Planners Financial Services, US Bank Global Fund Services, Venture Co, Vestwell, Volta Ventures, vwd Group, Walker Crips Investment Management, WealthArc, WealthBriefing, WealthForge, Wealthfront, WealthManagement.com, Wells Fargo, WisdomTree, YCharts and YieldStreet.
