Rogo Raises $160 Million to Build an AI Operating System for Investment Banking
A new generation of AI platforms is beginning to reshape the way investment banks operate behind the scenes. New York-based…
WealthTech
WealthTech is transforming how individuals and institutions invest, manage portfolios, and access financial markets. As banks, fintech companies, and asset managers adopt advanced digital platforms, wealth management is becoming increasingly automated, data-driven, and accessible to a wider audience. This section explores the technologies powering the next generation of investment services, including robo advisors, AI-driven portfolio management tools, digital brokerage platforms, automated investing solutions, and emerging AI investing tools offered by both traditional banks and fintech innovators.
EDITOR’S PICK
How Betterment Helped Pioneer Robo-Advisory Wealth Management
Digital wealth management has become one of the fastest-growing segments of financial technology, transforming how individuals invest and manage their portfolios.
AJ Bell and GBST Sign 10-Year Technology Partnership Extension
AJ Bell has renewed its long-standing technology partnership with wealth management software provider GBST through a new 10-year agreement that…
Citi Introduces “Sky” AI Avatar to Transform Wealth Management Engagement
Citigroup is stepping deeper into the world of agentic artificial intelligence with the launch of a new digital assistant designed…
CaixaBank Debuts GlobalView for Multi-Custodian Wealth Management Analysis
Wealth management is increasingly becoming a multi-platform experience, with high-net-worth individuals often holding investments across several banks, custodians and digital…
Freedom Bank of Virginia Launches Integrated Stock and Crypto Trading via InvestiFi
Community banks are increasingly moving beyond traditional deposits and lending to offer full-service digital financial ecosystems. By integrating investment capabilities…
CMB Monaco Becomes First to Go Live on Integrated Avaloq and Aladdin Wealth Platform
Private banks across Europe are accelerating technology upgrades as competition intensifies in the global wealth management sector. Institutions are increasingly…
Kuwait Financial Centre Markaz Launches iMarkaz Invest Digital Trading Platform
Wealth management firms across the Middle East are increasingly introducing digital investment platforms as investors demand faster, self-directed access to…
LGT Wealth Management UK Partners with Addepar to Modernise Front-Office Operations
Wealth management firms are increasingly investing in advanced portfolio data platforms as client portfolios expand across private markets, global securities,…
IndusInd Bank Launches Capital Gains Account Scheme for Tax-Efficient Reinvestment
Tax planning remains a critical component of wealth management for investors who realise significant capital gains from property or asset…
SumUp and Upvest Introduce In-App Investment Tools for Merchants
Embedded finance is expanding beyond payments as fintech platforms begin offering treasury and investment tools directly within business banking environments.…