Welcome to the 27th edition of our Wealth & Tech Weekly newsletter
A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest wealth management technology-related developments from across the sector internationally. This week's, covering October 21st to October 27th, features 37 market developments.
- Adviser.ai launched by Luke Ashworth (Weblink)
- Advyzon and RightCapital announce partnership and integration (Weblink)
- Alpha FMC cites culture as a barrier in latest Digital Wealth Readiness Survey (Weblink)
- Aviso Wealth names new Head of Online Brokerage and Digital Wealth (Weblink)
- Bitcoin IRA working with Genesis to launches crypto and cash earning interest program (Weblink)
- BlockFI launches BlockFi Institutional Services (Weblink)
- BNP Paribas to buy a 22.5% share of Allfunds (Weblink)
- Cetera adds 401(k) advice on fee-for-service platform (Weblink)
- Copytalk and Redtail Technology partner to embed dictation and transcription in CRM (Weblink)
- DiligenceVault raises funds from Goldman Sachs and others in Series A (Weblink)
- eMoney launches API centric solution called eMoney Access (Weblink)
- Fidelity Digital Assets opens to a wider market (Website)
- FigTree Financial launches encrypted digital vault (Weblink)
- Galileo raises US$77 million in first fundraising (Weblink)
- Hearsay Systems launches biometric and PIN App security (Weblink)
- Instabase raises US$105 million in Series B funding (Weblink)
- InvestCloud launches Open CRM for investment management (Weblink)
- Killik launches mass market investment App called Silo (Weblink)
- Malaysia’s Securities Commission provides approval0in-principal to two more robo platforms (Weblink)
- Merrill Lynch expands free trades to majority of online clients (Weblink)
- Moneybox offers equity to existing customers for pension transfer (Weblink)
- Neo and Silver Maple Ventures partner to launch private placement platform DealSquare (Weblink)
- Nutmeg’s CIO to leave the firm (Weblink)
- Personal Capital adds new Chief Growth Officer (Weblink)
- Quantifeed partners with Everbright Sun Kung Hai for new Hong Kong robo (Weblink)
- Refinitiv adds HTML 5 responsive widgets to its wealth portal solutions (Weblink)
- Schwab Advisor Services launches Alternative Investment Marketplace (Weblink)
- Square launches stock trading on Cash App (Weblink)
- SS&C Technologies’ Black Diamond integrates with the Timeline App (Weblink)
- St James’s Place COO departs (Weblink)
- TechRules developing new solution to improve client onboarding process (Weblink)
- Tiller closes B2C arm to focus on B2B (Weblink)
- Transact platform assets up by 14% (Weblink)
- Vontobel launches investment marketplace called Investerest (Weblink)
- WealthBar buys Snap Projections (Weblink)
- Wealthy.in raises US$1.3 million in funding round (Weblink)
- Whealthcare Planning announces new board member and US$2 million planned raise (Weblink)
