wealth management

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. Get the Full Story Complete the form to unlock this...

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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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Gemini Acquires BITRIA to Move Into Wealth Management
Gemini Acquires BITRIA to Move Into Wealth Management
January 13, 2022  |  Acquisitions

Cryptocurrency exchange Gemini is hoping to duplicate the $7.1 billion success it’s achieved in the digital realm with a move into wealth management through the...

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Morningstar to Buy Wealth Management Platform Provider Praemium’s UK, International Business for $46.3M
Morningstar to Buy Wealth Management Platform Provider Praemium’s UK, International Business for $46.3M
December 21, 2021  |  Acquisitions

Independent investment research firm Morningstar has agreed to purchase wealth management platform provider Praemium Limited’s operations in the United Kingdom, Jersey, Hong Kong and Dubai...

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Credit Suisse To Launch Digital Banking App
Credit Suisse To Launch Digital Banking App
September 10, 2020  |  Digital Banking

Credit Suisse is planning to launch a digital banking app that will offer free foreign transactions and wealth management tools, the lender announced Thursday (Sept....

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