Search Results for: wealthtech platform

Wealthtech Platforms Will Help Reshape Wealth Management : A Few Examples of Top Innovators in Wealthtech
Featured Fintech Investment Services

Wealthtech Platforms Will Help Reshape Wealth Management: A Few Examples of Top Innovators in Wealthtech

Tanika Mehrotra
by Tanika Mehrotra0
Wealthtech (Wealth Technology) is a subset of fintech. Wealthtech companies offer digital solutions to enhance personal and professional wealth management. Wealthtech uses pioneering technologies such as artificial intelligence and big data to provide improved customer services through Robo Advisors, digital brokerage systems, portfolio management and more to manage risk and......
Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry
Finance Fintech News

Uptiq Unveils First-of-Its-Kind Enterprise AI Platform Custom Built for Regulated Financial Services Industry

Business Wire
by Business Wire0
Uptiq, a leader in AI-driven financial solutions, is proud to announce the launch of its new, vertically integrated Uptiq AI Workbench, designed to transform how banks, credit unions, and wealth management will deliver AI-First experiences to their clients. “We recognize that the ever expanding universe of foundational Generative AI models, more......
TradePMR Adds Four Industry Veterans to Drive Evolution of Fusion Platform
Finance Fintech Investments News Trading

TradePMR Adds Four Industry Veterans to Drive Evolution of Fusion Platform

Business Wire
by Business Wire0
With combined experience in roles at custodial and wealthtech firms, new hires will ramp up delivery of technology solutions for independent advisors TradePMR, a technology and custodial services provider for registered investment advisors (“RIAs”), today announces the additions of four industry veterans to its already robust technology team. The strategic new......
FusionIQ and interVal Announce Strategic Partnership to Advance Wealthtech Solutions
Cloud Finance Fintech News

FusionIQ and interVal Announce Strategic Partnership to Advance Wealthtech Solutions

PR Newswire
by PR Newswire0
The collaboration expands the technology ecosystem for financial advisors looking to capitalize on the great wealth transfer and grow AUM. FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced a mutual referral agreement with interVal, a......
OneVest Bolsters its North American Sales Team with the Addition of Wealthtech Veterans from InvestCloud and FNZ
Fintech News

OneVest Bolsters its North American Sales Team with the Addition of Wealthtech Veterans from InvestCloud and FNZ

Business Wire
by Business Wire0
OneVest, a cutting-edge wealth management technology company, is pleased to announce the addition of several key sales executives to its rapidly expanding team. These strategic hires underscore OneVest’s commitment to driving growth and expanding its market presence across North America. “Their collective expertise and dedication will play a pivotal role......
ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers
Finance News

ViewTrade Launches NextGen Platform, Enabling Financial Firms Around the World to Expand Offerings to Retail Customers

PR Newswire
by PR Newswire0
ViewTrade also unveiled details for its 2024 product roadmap, which includes increased support across all asset classes, including more robust offerings for fixed income and options, and expansion into additional global markets to offer a full and flexible suite of solutions for retail brokers and investors worldwide. ViewTrade Holding Corporation......
FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform
Fintech News

FinTech Venture Studio, Surge Ventures Launches Its Inaugural Company, RegVerse and Unveils an Industry First Generative AI-Powered Regulatory Management Platform

PR Newswire
by PR Newswire0
Avery, the Regulatory Co-Pilot, Is Designed to Offer 24/7 Personalized Regulatory and Enforcement Action Insights to Minimize Risk Of Non-Compliance, All While Saving Time And Money For SEC, FINRA and State-Board Regulated Firms Surge Ventures, a FinTech Venture Studio, proudly announces the launch of its inaugural venture, RegVerse which focuses on......
BridgeFT Forms Partnership with Intrinio to Join its WealthTech API Marketplace
Investment Services News

BridgeFT Forms Partnership with Intrinio to Join its WealthTech API Marketplace

PR Newswire
by PR Newswire0
The partnership offers growing access to a wide range of market data that is pre-integrated with BridgeFT’s WealthTech API infrastructure BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and registered investment advisors to deliver better, data-driven outcomes for their clients, announced a major strategic......
Invent Launches “Super App” Development Platform for Wealth Management
Finance News

Invent Launches “Super App” Development Platform for Wealth Management

PR Newswire
by PR Newswire0
Invent, the leading platform solving for the integration and data management challenges in wealth management, announced that the firm has launched a “Super App” development platform. Similar to Super Apps such as the global phenomenon WeChat and the recently announced “Everything App” from Elon Musk’s new X endeavor, Invent’s Super......
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