WealthTech Weekly: February 3, 2023

WealthTech Weekly: February 3, 2023

Welcome to the news highlights of this week.

What’s going on:

- eMoney Advisor adds new features to its killer tax planning toolkit

- Industry top thinker Gavin Spitzner dies at 57

- Docupace appoints new COO

- Orion will provide substantial funding for a charity initiative

- Zopa scoops £75m of investment

- The list of Top 40 Broke...

Welcome to the news highlights of this week.

What’s going on:

- eMoney Advisor adds new features to its killer ...
More

WealthTech Weekly: January 27, 2023

WealthTech Weekly: January 27, 2023

Welcome to the news highlights of this week.

What’s going on:

- Wealthbox adds executives to its leadership team

- BridgeFT launches a new API offering

- FNZ buys US startup YieldX

- Vestmark launches six direct-index SMA strategies

- AnaCap’s spin-off gets Edward Green as CEO

- AI is no threat but a boon for professional advisors. ...

Welcome to the news highlights of this week.

What’s going on:

- Wealthbox adds executives to its leadership tea...
More

WealthTech Weekly: January 20, 2023

WealthTech Weekly: January 20, 2023

Welcome to the news highlights of this week.

What’s going on:

- iCapital got Endowus and Blue Owl Capital as partners

- Allfunds gets new head of UK business

- Mako inks a strategic partnership with PortfolioAid

- Orion gets a new exec of its Wealth Management line

- A shocking number of advice companies skip research on tech solutio...

Welcome to the news highlights of this week.

What’s going on:

- iCapital got Endowus and Blue Owl Capital as pa...
More

Subscribe to our blog to receive up-to-date information from the world of fintech

Solutions Development For Enterprise Fintech

Discover how we can help you solve business challenges using technological, managerial, and financial expertise of our software engineering experts!