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HeirWealth adds Jason Nyilas as executive advisor

Jason Nyilas has been appointed Executive Adviser at emerging Australian wealthtech HeirWealth as the family wealth register platform expands its technology, integrations and client base in the local market and the United Kingdom.

/wealth

Fintel acquires ifaDASH

Fintel, the leading provider of fintech and support services to the UK retail financial services sector, has announced the acquisition of ifaDASH, a uniquely positioned practice digitisation solution supplier.

/wealth

UK wealth-building app Belong emerges from stealth

Belong – a new wealth-building platform has launched today after securing £2.95m in pre-seed funding – the largest pre-seed round ever raised by female founders in Europe.

/wealth

Söderberg & Partners selects Plannr for back-office

Söderberg & Partners has announced that it has selected specialist CRM provider Plannr Technologies as the back-office provider for its preferred tech stack.

/wealth

Confluence adds ESG data to analytics platform

Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider for regulatory and investor communications for the investment management industry, announced today it is integrating comprehensive MSCI ESG Research data into its leading factor investing analytics solution, Style Analytics

/wealth

Mintos expands its reach to France and the Netherlands

Following its successful entrance in Germany, Italy and Spain, Mintos, the multi-asset platform offering a unique mix of alternative and traditional investment options, continues its European rollout by making its official debut in the French and Dutch investment markets.

/wealth

Next-gen fintech consultancy Finkr opens for business

Today marks the official launch of Finkr, a next-generation consultancy dedicated to reshaping the fintech landscape through visionary strategy and cutting-edge technology.

/wealth

Australia's HeirWealth turns on open banking

HeirWealth, a Sydney-based wealthtech that is on a mission to help high net worth families have better intergenerational conversations about money, has turned on open banking data sharing technology powered by global financial aggregator Envestnet | Yodlee.

/wealth

Tifin appoints Brooke Juniper as CEO of its investment assistant Sage

TIFIN, a leading AI and innovation platform for wealth, announces the appointment of Brooke Juniper as the Chief Executive Officer of Sage, its AI-driven investment platform that acts as a personalized CIO, helping advisors through quick ideation and actionability for each client and prospect portfolio.

/wealth

Hoxton rolls out wealth app

Independent Financial Advisory, Hoxton Capital Management, which has $1.2bn assets under management is to offer anyone free, real-time access to their entire net worth on their mobile phone wherever they are in the world.

/wealth

United Fintech shuffles management

Following investments by BNP Paribas and Citi, United Fintech names Troels O. Lindblad as CFO and Rasmus Bagger as CCO while Marc Levin advances to CEO of Athena Systems in a strategic management reshuffle to adopt even more customer-centric ways of working, says United Fintech CEO Christian Frahm.

/wealth

WealthKernel hires former Brewin Dolphin exec Matt Collis as head of wealth solutions

WealthKernel, a leading provider of digital investment infrastructure, today announces the appointment of Matt Collis as the Head of Wealth Solutions.

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