Welcome to the 15th 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 29th to August 4th, features 24 market developments.
- Addepar integrates with three financial planning providers (Weblink)
- Axioma to deploy portfolio risk management solution on OpenFin (Weblink)
- Bambu raises US$10 million in Series B funding to accelerate geographical expansion (Weblink)
- BBVA USA Asset Management selects SEI’s digital wealth platform (Weblink)
- Chalice launches Reg-BI readiness platform to help advisors meet SEC requirements (Weblink)
- Commcise recruits for business development and product strategy teams (Weblink)
- Dolfin hires new head of technology (Weblink)
- FinancialApps sues Envestnet for USD$100 million (Weblink)
- FNZ agreed deal to buy competitor GBST (Weblink)
- Intelliflo buys cashflow modelling provider i4C Technology (Weblink)
- Intelliflo recruits for international expansion (Weblink)
- JPMorgan Chase signs a five -year deal to generate marketing copy via AI (Weblink)
- LifeYield's tax-smart tools now available through Chalice Financial Network (Weblink)
- LSE agrees to buy Refinitiv for USD$27 billion (Weblink)
- MeDirect Group signs with Crealogix to launch digital investment platform (Weblink)
- Northern Trust Asset Management buys Emotomy via Belvedere Advisors acquisition (Weblink)
- Revolut introduces commission-free share trading (Weblink)
- RISE Wealth targets US$120 million through security token offering (Weblink)
- Scalable Capital raises EU€25 million in Series C funding (Weblink)
- Summit Trail Advisors launching STA Investment Alliance research platform (Weblink)
- StashAway raises USD$12 million in series B funding (Weblink)
- UltrAlpha announces start of three-round public sale from August 12 (Weblink)
- Waddell & Reed chooses Riskalyze to provide risk alignment to advisors (Weblink)
- Zurich contemplates selling UK advisor platform (Weblink)
