wealth management

Revolut Offers Its Robo-Advisor to US Investors
Revolut Offers Its Robo-Advisor to US Investors
June 29, 2023  |  financial apps

British financial app Revolut has brought its robo-advisor to U.S. soil. The automated investing feature manages customers’ investment portfolios for them with fees Revolut says are...

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Wells Fargo to Launch Digital Platform for Wealth Management
Wells Fargo to Launch Digital Platform for Wealth Management
February 22, 2023  |  Digital Banking

Wells Fargo is preparing to launch a digital platform offering clients tools for wealth management. The new LifeSync, which will be available to select clients...

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Green Dot Banking Platform Extends Partnership With Wealthfront 
Green Dot Banking Platform Extends Partnership With Wealthfront 
December 19, 2022  |  Digital-First Banking

The Green Dot banking platform has extended its partnership with wealth management provider Wealthfront.  The two companies said in a Monday (Dec. 19) press release...

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GoLogiq and GammaRey Target Gen Z Consumers in $320M Merger
GoLogiq and GammaRey Target Gen Z Consumers in $320M Merger
December 15, 2022  |  Acquisitions

GoLogiq and GammaRey have merged to access the $500 billion Gen Z wealth management market. The two FinTechs announced the deal Thursday (Dec. 15), with...

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FinTech Startup Opens Private Market Access to Wealth Management Space
FinTech Startup Opens Private Market Access to Wealth Management Space
August 31, 2022  |  Investments

A FinTech startup in the U.K. is opening private market investment access to the wealth management industry by offering a digital marketplace that managers can...

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PettyGigs Partners with Atomic to Give Teens Flex Jobs, Savings
PettyGigs Partners with Atomic to Give Teens Flex Jobs, Savings
August 23, 2022  |  Gig Economy

Gig economy tool for young adults and teens PettyGigs is partnering with white-labeled wealth management and brokerage firm Atomic to launch a single solution for...

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Axo Acquires Nordic Financial Management Platform Defero
Axo Acquires Nordic Financial Management Platform Defero
August 16, 2022  |  Acquisitions

Norwegian personal finance company Axo announced Tuesday (Aug. 16) that it has acquired Defero, a digital credit-scoring and financial management platform in the Scandinavian region....

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UK Digital Banks Set Sights on Underserved Mass Affluent Segment
UK Digital Banks Set Sights on Underserved Mass Affluent Segment
July 26, 2022  |  Digital Banking

When we talk about the mass affluent, it goes beyond high-net-worth individuals and affluent retirees to people who have made a huge fortune from the...

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Moneyhub, Wyzr Partner on Automated Financial Planning
Moneyhub, Wyzr Partner on Automated Financial Planning
April 20, 2022  |  Partnerships

Open data and payments platform Moneyhub and financial technology platform Wyzr are teaming up to enable automated financial planning in the U.K., according to a...

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