HeirWealth turns on open banking technology from Envestnet | Yodlee to help high net worth families smooth the intergenerational wealth transfer
HeirWealth is on a mission to help high net worth families have better intergenerational conversations about money.
GBST strengthens executive team appointing Jeff Hall as Head of APAC to drive strategic growth and client success
GBST, a leading global provider of wealth management and advice solutions technology, has appointed Jeff Hall as it’s Head of Asia Pacific.
Prosper announces its crowdfunding is now open in partnership with Crowdcube
UK wealth-tech pioneer Prosper have opened its crowdfunding round to the public in partnership with Crowdcube.
GBST strengthens commitment to Novia Global with contract renewal for leading wealth management platform, Composer
Global WealthTech company GBST has renewed its strategic partnership with Novia Global.
TrueLayer and WealthOS partner to bring in-app payments to wealth management products
WealthOS clients can embed TrueLayer’s instant, secure account-to-account payments within the funding journeys of their digital wealth management products.
Wealth Dynamix launches first simplified Client Lifecycle Management benefit calculator for Wealth Managers
Wealth Dynamix announce that they have launched first Client Lifecycle Management (CLM) benefit calculator for Wealth Managers.
UK fintech startup Payrow seeks £10 million in second investment round
Payrow is launching its business banking service focused on the fast growing number of entrepreneurs, consultants, remote workers and freelance talent.
Swinto partners with Currencycloud to help formalize Kosova economy
Currencycloud, the experts in simplifying business in a multi-currency world, has partnered with Swiss-based Velanis AG to launch Swinto, a financial app.
