Welcome to the 14th 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 July 22nd to July 28th, features 22 market developments.
- Beijing-based digital finance platform 9F planning US$150 million New York IPO (Weblink)
- Betterment introduces Betterment Everyday with savings rate of 2.69% (Weblink)
- Crystal Capital Partners rolls out new digital platform for advisors (Weblink)
- Digital banking hub EQIBank launches insured custody for digital assets (Weblink)
- Eaton Vance appoints new CTOs for two sub-divisions (Weblink)
- Envestnet MoneyGuide releases financial wellness ecosystem for advisors called MyBlocks (Weblink)
- ETON Solutions raises US$5 million plus in equity and debt funding (Weblink)
- Finantix added a country manager for Japan and South Korea (Weblink)
- Independent Financial Partners selects SMArtX Advisory Solutions as managed accounts platform (Weblink)
- Insigneo recruits Head of Operations and Technology (Weblink)
- InvestEdge released Compliance Middle Office Management into compliance monitoring offer (Weblink)
- Jacobi launches in Europe with new London office (Weblink)
- LifeYield partners with Allianz Life (Weblink)
- Merrill Lynch launches content sharing platform called Socialize (Weblink)
- MLP Banking and aixigo develop the VEM Guide for portfolio evaluation and optimisation (Weblink)
- MoneyLion raises US$100 million in Series C round (Weblink)
- Morgan Stanley selects Box for new digital vault platform (Weblink)
- Optiva Securities selects JHC Systems’ Neon solution (Weblink)
- Pacific Life to close digital investing platform Swell Investing (Weblink)
- Personal Capital raises US$50 million in Series F funding (Weblink)
- Scalable Capital integrates Futurae authentication into offering (Weblink)
- UBS Wealth Management USA launches new iPad App (Weblink)
