Wealth management stories
Raindrop reunites GBP £447 million in lost pensions
Yesterday
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fintech
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cx
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risk & compliance
Raindrop says a surge in demand helped it trace GBP £447 million in forgotten pensions in the first quarter, with use still skewed towards men.
Global study finds 78% use AI for investment insights
Yesterday
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digital transformation
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fintech
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genai
Study finds AI now shapes investment research for 78.3% of users, with strongest enthusiasm in the Middle East and Latin America.
WealthArc launches AI agent to structure portfolio data
2 days ago
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digital transformation
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fintech
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it automation
WealthArc unveils AI Agent to turn messy custodian records into structured portfolio data for wealth managers, backed by human review.
WealthAi names Pratim Das as Chief Technology Officer
3 days ago
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crm
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digital transformation
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fintech
WealthAi hires ex-Microsoft and Amazon executive Pratim Das as Chief Technology Officer and names Harry Kyprianou Head of Product.
Bitget launches IPO Prime with SpaceX-linked pre-sale
5 days ago
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spacetech
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crypto
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fintech
Bitget opens retail pre-IPO access with SpaceX-linked tokenised offering, as the exchange pushes deeper into private-market trading and tokenisation.
Ascendion named HFS market leader in agentic services
Last week
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devops
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digital transformation
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apm
Ascendion wins HFS market leader nod as agentic AI wins gains in legacy modernisation, testing and enterprise delivery.
Webull UK cuts commission on US & Hong Kong shares
This month
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fintech
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risk & compliance
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forex
Webull UK drops commission on US and Hong Kong shares as it launches a flexible Stocks and Shares ISA for retail investors.
SC Ventures backs Keyrock in USD $1.1 billion round
This month
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crypto
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fintech
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blockchain
Keyrock lands new Series C funding from SC Ventures as it expands trading, liquidity and tokenised finance services for institutions.
FNZ launches premium Select service for wealth clients
This month
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digital transformation
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fintech
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cx
FNZ launches premium Select service for wealth clients, giving top-tier firms priority product input, AI tools and faster platform support.
Monument to tokenise retail deposits on Midnight blockchain
Last month
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data protection
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dr
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digital transformation
Monument to tokenise GBP £250 million of retail deposits on Midnight blockchain in UK first, keeping savings protected and interest-bearing.
LGT Wealth Management UK picks Addepar for client data
Last month
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digital transformation
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fintech
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cx
LGT Wealth Management UK taps Addepar to upgrade client reporting and portfolio data for advisers handling more complex, cross-border assets.
SumUp adds in-app investing for merchants with Upvest
Last month
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dr
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fintech
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blockchain
SumUp adds Upvest-powered in-app investing in Germany, letting small firms put EUR €1 into fractional money market funds via its app.
Robinhood fund buys into Stripe, AI start-up ElevenLabs
Last month
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fintech
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risk & compliance
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genai
Robinhood Ventures Fund I adds Stripe and ElevenLabs stakes to give retail investors listed access to late-stage private tech firms.
OneVest unveils AI-powered workspace for wealth firms
Last month
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crm
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document management
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digital transformation
New York fintech OneVest has launched OneVest GO, an AI-powered CRM workspace to streamline communications and workflows for wealth advisors.
PureFacts, Innover unite to bring AI to revenue ops
Last month
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data analytics
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digital transformation
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cx
PureFacts and Innover Digital partner to embed AI and automation into revenue operations for asset and wealth managers in key global markets.
Bybit unveils AI Trading Skill for automated crypto trades
Last month
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crypto
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fintech
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risk & compliance
Bybit launches AI Trading Skill, letting users place crypto trades and manage accounts via natural-language prompts across top AI tools.
Alchelyst merger creates unified private markets platform
Last month
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digital transformation
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fintech
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cx
Alchelyst merges with Lyra Client Solutions to form a unified tech-enabled private markets servicing platform led by founder Joan Kehoe.
Plaid, Perplexity launch AI-powered portfolio tool
Last month
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fintech
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risk & compliance
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genai
Plaid and Perplexity debut Portfolio, an AI tool that links brokerage accounts for personalised, conversational investment insights.
Legado nears 500,000 users as fintech digitises paperwork
Last month
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saas
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data protection
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document management
Edinburgh fintech Legado nears 500,000 users as financial firms pour into digital document controls under rising regulatory scrutiny.
Entrepreneurs turn to AI for efficiency, not new markets
Last month
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robots
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manufacturing
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data analytics
Entrepreneurs increasingly see AI as a tool for efficiency and cost-cutting, not a springboard to new markets or sustainability goals.